The Incentives Tied to 232. 232 may not end trade politics, it may cause other things to happen unless the ecosystem changes. If you want to have my thoughts on this topic, you have to subscribe to SolarWakeup Premium, a business intelligence service.
Monday’s Big News. Stay tuned for more interesting programming coming to this platform starting next week. I’ll post this here on Monday morning, or maybe earlier.
News
1 PV-Tech:
European solar module prices up, buyer sentiment cools slightly in July
2 Axios:
The data center fight is heating up. Here's how they work
3 Politico:
Republican Mike Rogers backs Michigan data center moratorium
4 Canary Media:
PJM wants data centers to bring their own power. Pennsylvania’s on it.
5 Utility Dive:
Duke’s Carolinas resource plan targets 18.5 GW new solar by 2041
6 Solar Builder:
Enphase announces first U.S. commercial battery shipments for early 2027
7 Energy Storage News:
LG Energy Solution begins LFP and NMC BESS and EV cell production at Michigan factory
Opinions:
9 New York Times:
Climate
Have a great day!
Yann
Data Center Politics. Pennsylvania and Wisconsin had some interesting shifts on data center politics, Ohio Senate race and Texas (of all places) will have it as well. Surely something to watch for solar pros and catch some of my thoughts by subscribing to SolarWakeup Premium.
Monday’s Big News. Stay tuned for more interesting programming coming to this platform starting next week. I’ll post this here on Monday morning, or maybe earlier.
News
1 Axios:
The stakes of Josh Shapiro's data center pivot
2 Utility Dive:
Pennsylvania dangles permitting carrot for data centers that bring their own power
3 Bloomberg:
Solar Makes Midwest-Area Grid Biggest in US, BNEF Says
4 PV-Magazine:
TOYO revenue surges 88% in H1 2026 as U.S. solar market drives growth
5 PV-Tech:
Dimension Energy bags US$857 million for 149MW distributed PV portfolio
6 Energy Storage News:
Egyptian government minister lays foundation stone as Sungrow begins constructing MEA’s first specialised BESS factory
7 Canary Media:
How Qcells’ Georgia factory is surviving US solar policy whiplash
Opinions:
8 Solar Builder:
Vehicle-to-grid infrastructure to boost Calif. energy affordability, reliability
Have a great day!
Yann
What You Missed in Wakeup Premium. You can now subscribe to Wakeup Premium. If you want to hear a trial episode, send me an email by hitting reply. Yesterday I discussed what was happening in transformers and solar farm repower including a forgotten segment of that market. The entire clip was less than 8 minutes.
Opinion
News
1 PV-Magazine:
Clean energy capital expenditures on track for $180 billion in 2026, reports Crux
2 Axios:
OpenAI announces massive data center in Ohio with Nvidia guarantee
3 Energy Storage News:
Startup Heron Power to build 40GW power conversion manufacturing facility in California
4 Canary Media:
California gubernatorial candidate pledges two hours of free power a day
5 Bloomberg:
French Power Hits 19-Month High on Tighter Nuclear, Solar Supply
6 PV-Tech:
Opportunities remain in US policy landscape, according to Crux
7 Utility Dive:
Hyundai unifies vehicle V2X capabilities with AllDayEnergy entity
Opinions:
8 Solar Power World:
What can Tesla really make in a $10 billion solar factory?
Have a great day!
Yann
Subscribe and Help SolarWakeup Grow. You can now subscribe to Wakeup Premium and get a deeper briefing into today’s news in both audio and transcript format.
Opinion
News
1 New York Times:
Transformers Power Electric Grid
2 Solar Power World:
Sunrun solar + storage projects could soon power AI data centers
3 Canary Media:
Home battery installations climb despite loss of federal incentives
4 Energy Storage News:
Australia’s Cheaper Home Batteries Program officially passes 500,000 installations
5 Utility Dive:
DOE cancels 3 national transmission corridors, citing ‘Green New Scam’
6 Reuters:
Nvidia to provide up to $105 billion guarantee for OpenAI's Ohio data center
7 PV-Magazine:
Kinematics acquires RenuTrak to expand solar lifecycle services, repowering leadership
8 Axios:
Inside the tech movement to process American copper
Opinions:
9 Bloomberg:
US Ends Solar Tariff Dodges, But Building Own Sector Is Tough
Have a great day!
Yann
