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RE+ Comes To Close. Now the work begins. I appreciate seeing many of you at the show throughout the week, it’s always nice to see old friends and make new ones. Of course, I am thankful to the support that you are showing to help make FTC Solar a success, building on the constructability of the 1P tracker that we launched last week and showcasing at the show as well as our demo center in Austin. I know that there are challenges for the market, both in policy and in the labor force. Many of you shared your policy ideas and I will consolidate those for you in the coming days and of course if you are looking for a tracker solution that helps shave significant time from the construction schedule, don’t hesitate to reach out.

Opinion

News

1 Wall Street Journal:

Oil Giant Saudi Arabia Is Emerging as a Solar Power

2 Utility Dive:

Amid policy pressures, clean energy investment is diversifying

3 Reuters:

Oil boom conceals a green energy jackpot

4 Bloomberg:

Australia’s Rooftop Solar and Battery Installations Are Surging Despite Broader Lag in Renewables

5 Energy Storage News:

Still too early to see Trump tariffs’ impact on BESS industry finances

6 Axios:

Battles aren't ending over DOE's contrarian climate science

7 Canary Media:

Illinois’ push to train workers for solar industry jobs is paying off

8 PV-Magazine:

It’s easy to announce a battery gigafactory. It’s much harder to build one

Opinions:

9 PV-Tech:

Risk aversion and market pressures

Have a great day!
Yann

Opinion

Best, Yann

News

1 Axios:

Oil and gas lobby sees AI boost for 2025 permitting overhaul

2 Wall Street Journal:

Oil Giant Saudi Arabia Is Emerging as a Solar Power

3 Politico:

How environmental groups lost Newsom to Big Oil

4 Utility Dive:

Amid policy pressures, clean energy investment is diversifying

5 Bloomberg:

Germany Eyeing Credit Tool to Help Industry to Clean Power Deals

6 Reuters:

EU targets 8 power grid bottlenecks to cut prices, boost security

7 PV-Tech:

Madison Energy secures US$800 million to expand US clean energy portfolio

8 Energy Storage News:

‘Made in America’ and energy density race lead battery storage discussions at RE+ 2025

9 Solar Power World:

Enphase to bring bidirectional EV charger to market next year

10 PV-Magazine:

Making sense of CAISO’s bid cost recovery mechanism and what it means for batteries

Opinions:

11 New York Times:

Climate ‘Ideology’ Hurts Prosperity, Top U.S. Officials Tell Europeans

Have a great day!
Yann

Opinion

Best, Yann

News

1 Utility Dive:

Utilities could add 147 GW of new large loads, boosting peak demand 20%

2 Politico:

US could be forced to refund ‘about half’ of tariffs if SCOTUS rules against Trump, Bessent says

3 PV-Magazine:

Solaris acquires Sunnova assets, puts SunStrong in control of legacy systems

4 Bloomberg:

Wind Wars Highlight US-China Divergence on Clean Energy

5 New York Times:

Energy Secretary Attacks Offshore Wind and Dismisses Climate Change

6 PV-Tech:

Czech Republic warns of cybersecurity threat from Chinese solar inverters

7 Reuters:

Georgia Power receives approval for 1,068 MW of new solar energy projects

8 Energy Storage News:

Fluence deploys first full product ecosystem at Tilt Renewables’ 200MWh BESS in Victoria, Australia

Opinions:

9 Times:

India’s solar industry, aiming to compete with China, finds strength as U.S. tariffs hit home

Have a great day!
Yann

Vegas! I will be arriving on Sunday. If any readers want to plan an informal SolarWakeup get together on Sunday afternoon, let me know! Safe travels to Las Vegas!

Opinion

News

1 Utility Dive:

FERC in Focus

2 Axios:

House narrowly OKs spending bill backing Trump energy priorities

3 Reuters:

Trump supports nuclear power as it is 'more American' than wind, solar, US official says

4 PV-Tech:

India cuts GST on renewable energy components from 12% to 5%

5 Solar Power World:

Data centers forcing US utilities to plan large load capacity additions very quickly

6 Energy Storage News:

Swift Current Energy closes US$242 million financing for Virginia battery storage project

7 PV-Magazine:

Newsom orders agencies to fast-track clean energy projects before federal tax credits expire

Opinions:

8 Canary Media:

These conservatives want government to stop working against clean energy

Have a great day!
Yann

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