From SOLV Earnings Call. “Demand for power continues to accelerate. Never in my 20 years in the power business have I seen demand for our services at such an unprecedented level. Digital infrastructure is part of the story, but so is the resurgence of domestic manufacturing and the electrification of our everyday lives. Utilities and independent power producers need new supply, and they need it now, not years from now. This is where solar and storage stand out from other forms of generation. They are among the fastest resources to deploy and as importantly, when affordability of energy is on the ballot, solar and storage wins as the lowest cost of energy.” George Hershman, CEO
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Yann
Thank You Veterans. Yesterday was Veteran’s Day and I’m thankful for your service to our nation. We are all better because of you and your commitment to the Country. I’ve also had the pleasure to work alongside so many of you and it’s a great honor to be able to do that and learn from you each and every time.
Boots on the Ground. A new episode of Boots on the Ground is out. 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.
The Wakeup Weekly. SolarWakeup now has a weekly edition exclusively on LinkedIn based on the hours of content I create every week, the latest edition is up. You can subscribe here. It highlights the top items from the Wakeup Daily Briefing that premium subscribers get daily access to.
Get The Wakeup Daily Brief. Was this email forwarded to you, subscribe here. We also have a premium deep dive called the Wakeup Daily Brief that you can sign up for at solarwakeup.com/join. What has stopped you from subscribing? Let me know. Members of non-profit advocacy and media get a free subscription, email me to get that done.
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Receipts Week On Boots. Democrats took both chambers, Kansas and Texas flipped, and the letter signers lost their seats. Abby and I graded last week’s predictions, then got into permitting moving after everyone called it dead, Texas promising a data center moratorium, and the tariff math nobody wants to discuss. Including…
Texas Just Turned Blue. The incoming governor pledged a moratorium on new data center approvals until the legislature acts. Union labor, water, NDAs, tax subsidies all on her list. Abby and I worked through what the fastest-growing solar market in America should be asking for now.
Forty-One Out Of Forty-Two. Data center referendums went down almost everywhere they appeared. I dug into the one that passed, in Harwood, North Dakota, and came out with a number that reframes every siting fight ahead: 96% of America sits outside any city jurisdiction.
The Wakeup Weekly. SolarWakeup now has a weekly edition exclusively on LinkedIn based on the hours of content I create every week, the latest edition is up. You can subscribe here. It highlights the top items from the Wakeup Daily Briefing that premium subscribers get daily access to.
Get The Wakeup Daily Brief. Was this email forwarded to you, subscribe here. We also have a premium deep dive called the Wakeup Daily Brief that you can sign up for at solarwakeup.com/join. What has stopped you from subscribing? Let me know. Members of non-profit advocacy and media get a free subscription, email me to get that done.
Boots on the Ground. A new episode of Boots on the Ground is out. 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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Manager’s Amendment. The bipartisan group of senators has offered a manager’s amendment to the permit reform bill covering some of the feedback they got from the Native American tribes and expanding on data center reporting transparency.
Project Level Procurement. Modules are at the center of the discussion with 232 planned to go into effect 12/4 (but expect at delay). Most everyone says, I don’t buy the modules but tracker vendors are now just as interested on what the status of module procurement is as the EPC, eBOS supplier et al. Projects without interconnection, modules, off taker and capital are no project at all. What’s your procurement strategy?
The Wakeup Weekly. SolarWakeup now has a weekly edition exclusively on LinkedIn based on the hours of content I create every week, the latest edition is up. You can subscribe here. It highlights the top items from the Wakeup Daily Briefing that premium subscribers get daily access to.
Get The Wakeup Daily Brief. Was this email forwarded to you, subscribe here. We also have a premium deep dive called the Wakeup Daily Brief that you can sign up for at solarwakeup.com/join. What has stopped you from subscribing? Let me know. Members of non-profit advocacy and media get a free subscription, email me to get that done.
Boots on the Ground. A new episode of Boots on the Ground is out where Abby and I discuss our predictions on today’s election which you can now count against the actual results, if you haven’t listened yet, now is the time. 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