[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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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…
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Yann
[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.
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
News
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Have a great day!
Yann
[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.
IRP Letdown. In the midst of a mega merger, it is such a letdown to see Dominion put out a paltry 20 years energy storage number out while it is the largest pipeline of data centers in the Country.
RE+. I want your ideas for RE+, just walk the show? Record a bunch of Boots on the Ground content? What should SolarWakeup be doing during the show besides covering the event as I usually do when I’m not working full-time. Happy to do some advisory work if folks want to sponsor by Vegas trip…
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Yann