Granholm Has Thoughts. One of the OG solar governors, Governor turned Secretary Granholm says that Congress should pass the permit reform bill now and to hesitate playing the, let’s see what else we can get game.
NXT Earnings. Nextpower reported earnings yesterday, alongside General and Google, for issues relevant to our market. They had strong execution, as they usually do for reasons I explain in the Daily Brief. Their claim is that 20% of their bookings are now non-tracker, i.e. eBos and storage. They don’t expand on bookings but stated on the call that it was ‘well over 1x’. Stock is up slightly after hours.
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. 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.
Opinion
News
Opinions:
Have a great day!
Yann
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.
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
[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.
News
Opinions:
Have a great day!
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?
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
News
Opinions:
Have a great day!
Yann
[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…
Get The Subscription Daily Briefing. 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
Opinion
News
Opinions:
Have a great day!
Yann