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The Talking Points. Yesterday I hosted our (FTC Solar) earnings call. While most of my commentary that you can listen/read to on our investor page were centered around the amazing reception I have gotten from the solar community, I was certainly asked about the policy outlook given the election results. So I want to share with you what I said because I think the unknown is drowning out the things we do know.

Opinion

News

1 New York Times:

Britain Sets Out to Be a Clean Energy Destination

2 Solar Builder:

Utility rate escalation is trending up according to new study

3 Renewable Energy World:

FERC allows PJM to delay capacity auctions by six months

4 Utility Dive:

PNM plans to join California ISO’s day-ahead market beginning in 2027

5 Bloomberg:

Indian State-Backed Firm's Unit Seeks $12 Billion Valuation in Green-Energy IPO

6 Axios:

Report

7 Reuters:

Indonesia to build 75 GW of renewable energy in the next 15 years, COP29 envoy says

8 PV-Tech:

Eastern European solar has ‘untapped potential’, says Trinasolar

9 Energy Storage News:

‘Establish national targets for energy storage,’ IRENA Coalition for Action says

10 Canary Media:

This DOE-backed software is helping to unclog the grid

11 PV-Magazine:

Two Wisconsin solar projects financed through asset purchase agreement

Opinions:

12 Environment America:

Why solar permitting needs to be modernized now

Have a great day!
Yann

Opinion

Best, Yann

News

1 Utility Dive:

Duke Energy signs agreements for 2 GW of data centers in past month

2 Bloomberg:

Xcel CEO Says Flip the Grid Process and Build Power Lines First

3 Axios:

Wildfires burn across drought-hit U.S. Northeast

4 Reuters:

Vattenfall to invest 5 billion euros in Germany's clean energy market

5 Solar Builder:

ComEd updates capacity maps every month to drive more solar projects

6 PV-Tech:

Europe to install 110GW of solar in 2025 – S&P

7 Energy Storage News:

US utility Georgia Power completes first build-own-operate battery storage project

8 PV-Magazine:

SolarEdge posts $1.21 billion net loss in Q3

Opinions:

9 New York Times:

Trump’s Return Hangs Over U.N. Climate Negotiations

Have a great day!
Yann

Opinion

Best, Yann

News

1 PV-Tech:

Sunrun grows installed solar and storage capacity by double-digits in Q3

2 Reuters:

Enphase Energy to lay off 17% of workforce, take up to $20 mln in charges

3 Energy storage News:

Grid-scale energy storage growth deemed ‘essential’ to Australia’s NEM by regulator

4 Wall Street Journal:

Tycoon Drives India’s Push Against China’s Solar-Energy Dominance

5 Utility Dive:

Transmission is ‘best low-risk, high-growth’ way to play the AI-energy boom, says Sempra CEO

6 Bloomberg:

How Three COP29 Attendees Got to Baku Without a Long-Haul Flight

7 Renewable Energy World:

Inside the plan for a 1 GW virtual power plant in Texas

8 PV-Magazine:

Higher inventories weaken demand across global solar module markets

9 Solar Power World:

Zeo Energy completes acquisition of residential solar company Lumio

Opinions:

10 New York Times:

Musk Believes in Global Warming. Trump Doesn’t. Will That Change?

Have a great day!
Yann

Opinion

Best, Yann

News

1 Axios:

Global temperatures likely to exceed key limit for first time

2 New York Times:

Trump Whiplash Looms Over Global Climate Talks

3 Reuters:

Chile losing global green hydrogen head-start, companies say

4 Slate:

The Renewable Energy Revolution Is Unstoppable

5 Energy Storage News:

Freyr buys Trina’s US solar facilities as Trump election raises threat of further China sanctions

6 Canary Media:

Republicans sweep key utility regulator races in Arizona and Louisiana

7 PV-Magazine:

Pennsylvania queued solar projects would increase total capacity 18x

Opinions:

8 Bloomberg:

Trump Win Unlikely to Thwart Rooftop Solar, Sunrun CEO Says

Have a great day!
Yann

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