Prediction Validated. On a recent Boots on the Ground podcast I predicted that there would be consolidation in the solar/storage market and this week we got a merger between Shoals and Array. Congrats to the team, especially Shoals CEO Brandon Moss who will be leading the combined entity post close.
Permitting Bill Hot Takes. In today’s Wakeup Daily Briefing, I have a take on the permitting bill and what happens in the lame duck.
Best Headline. PV-magazine has a headline about communities today and it is the best (and most accurate) headline of the year. What do you want your Town to look like? Your voice as a voter and resident has never been stronger.
The Wakeup Weekly. 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.
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
[Election Review] 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
Kansas Is The Tell. A Democrat up three in a state Trump carried by sixteen. Abby and I put our Senate numbers on the record before the votes. If Kansas flips, Texas and Ohio follow. So is 52 really 54?
They Signed The Letter. The Republicans who signed on to save the tax credits and then voted against them are on the ballot. Kiggins, Bresnahan, Miller-Meeks. Abby and I went down the list. Do voters actually notice the gap?
Ratepayers Get A Check. NiSource is promising customers $1.75 billion in savings because Amazon, Google and Microsoft are building in its territory. No legislation required. Abby and I asked the obvious question. Is this the model, or just regulated-state math?
The Wakeup Weekly. 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.
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
[Election Preview] 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, 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
The Wakeup Weekly. 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.
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
[Election Preview] Boots on the Ground. A new episode of Boots on the Ground will post late tonight where Abby and I discuss our predictions on tomorrow’s election, 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
Module Tech Buildout. SEG Solar secured another piece of land for 4GW of HJT cell manufacturing and TOYO got clearance for their cell import from Ethiopia. This comes on the dawn of the 232 exclusion, tariff rebate and other steps in an effort to build out the domestic manufacturing ecosystem. But with litigation on Topcon, it looks like HJT is stepping in for new cell capacity in addition to the PERC build out.
First Solar et al. We had relevant earnings from Mastec, Quanta and First Solar yesterday with an earnings call from Mastec coming in a couple of hours. Data center spending remains strong and First Solar sends a couple of warning shots at the solar industry regarding potential trade cases and defense of Topcon IP. Interesting release from them about their backlog growth which seemed strategically small given the moment. On another note, Quanta increased headcount by 25% to nearly 100,000 employees and guided to over 40billion of revenue for the year. Their Q3 revenue was up over 50% to 12billion.
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.
Get The Wakeup Daily Brief for In-depth Earnings Commentary. 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
[New Podcast] Boots on the Ground. One of the best episodes yet, 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