Senators Chime In. According to at least 4 democrat senators, they want some assurances that the White House will change their behavior towards renewables. Full reaction in today’s Daily Brief.
Enphase Kicks Off Earnings. Rough day given the undertone of the struggling residential market but highlights in SST and storage opportunities. Why has the company taken so long to get out of a resi only posture? Stock down 15% after hours as of this writing.
The Weekly Wakeup. SolarWakeup now has a weekly edition exclusively on LinkedIn. You can subscribe here. It highlights the top items from the Wakeup Daily Briefing that premium subscribers get daily access to.
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[New Podcast] Boots on the Ground. Abby and I recorded yesterday to go over the relevant issues ahead of elections next week including a preview of the earnings call questions companies should expect. If you enjoy it, tag us on a Linkedin post and subscribe to our Youtube channel. solarwakeup.com/boots for all the links. Do us a favor and tag us in a Linkedin post if you enjoy the podcast. Here is the YouTube link.
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Yann
[New Podcast] Boots on the Ground. Abby and I recorded yesterday to go over the relevant issues ahead of elections next week including a preview of the earnings call questions companies should expect. If you enjoy it, tag us on a Linkedin post and subscribe to our Youtube channel. solarwakeup.com/boots for all the links. Do us a favor and tag us in a Linkedin post if you enjoy the podcast. Here is the YouTube link.
Is AI A Bubble. Compute is worth roughly $30 to $50 per watt according to Elon. We sell power at a few cents per kilowatt hour. Abby and I went at the bubble question from there. Does that gap close, or does capital just leave?
Three Questions Every CEO Faces. Abby played analyst and I play out what CEOs are thinking as they enter their earnings call. 232 cancellations, the FCC inverter rule, increased expenses in forecasts. Swapping an inverter could send you back of the interconnection queue. Is your team ready?
Not A Solar Permitting Bill. Senate leaders say permitting is their first vote back November 9th. Needs 60 votes. But federal land is a small slice of where we actually develop. So what did the trades sign up for? What is actually in it for solar?
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[Subscribe] Boots on the Ground. If you enjoy it, tag us on a Linkedin post and subscribe to our Youtube channel. solarwakeup.com/boots for all the links. Do us a favor and tag us in a Linkedin post if you enjoy the podcast. Here is the YouTube link.
Abby Was Right. In a Boots on the Ground prediction a few weeks ago, Abby said that the permitting bill would be a bonanza for lobbyists and this appears to be right from both the pass it and kill it crowd. The EEI silence is still hanging around but even no answer is an answer…
A Compounding Gift. According to Bloomberg, the desired wedding gift in Nigeria is a solar panel. It’s a gift that keeps on giving especially with balcony solar technology. So why not do this in the US? There are about 30million households in America that live at or below 150% of the poverty line. It would cost about $75billion to give every household 1,200watts of balcony solar and return instant relief to those households, well over $100billion dollars within the 10 year window, more if you consider what else that flex capacity could be used for in the grid. Just a thought…
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[New Episode] Boots on the Ground. Abby and I go through this week in solar’s newsfeed, from cyber to elections and the latest of the permit reform bill. If you enjoy it, tag us on a Linkedin post and subscribe to our Youtube channel. solarwakeup.com/boots for all the links. Do us a favor and tag us in a Linkedin post if you enjoy the podcast. Here is the Youtube link.
Getting Lectured On Permitting. The solar industry is whipping votes and support big time for the permitting bill that the White House is actively trying to squander to be honest. Lobbying is focused on the wrong actors especially since this isn’t actually a solar permitting bill at all, it helps us in some areas but is largely not meant for our industry at all.
Brutal Energy Affordability Crisis. New York Times is out with a humanitarian piece on what it means when Americans fall behind on their energy bills and it’s even worse now since energy bills never seem to go down. My question to you is this, what can the solar industry do to help?
RE+. See you at RE+, I am officially starting off with scheduling, though lightly so that we can set time for walking the booth. We’ll be doing two Boots on the Ground recordings during the show, hopefully one from a wonderful location.
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