Opinion
Best, Yann
News
1 Bloomberg:
Affordability Foils US Power Sector’s AI Party
2 New York Times:
Hydropower Is Getting Less Reliable as the World Needs More Energy
3 Axios:
U.S. should brag on climate progress, GOP senator says
4 Reuters:
India power regulator warns renewable projects of disconnection for grid violations
5 PV-Tech:
Jakson Group begins construction of 6GW integrated solar manufacturing plant in India
6 Canary Media:
Will PJM do what it takes to get data-center costs under control?
7 PV-Magazine:
Over 50 House Republicans urge Trump administration to block Chinese solar inverter imports
Opinions:
8 Utility Dive:
America’s EVs are a $30B grid asset. Let’s not lock it away.
Have a great day!
Yann
The Open Window. My role as CEO of FTC Solar is an incredible opportunity to lead a great company where we’ve been launching a 1P tracker for the past year. As a public company there are certain times where I’ve had to take a few days off from the SolarWakeup, for that I am sorry. We did have the pleasure of announcing our Q3 performance on Wednesday and our growth trajectory continues on the right track. I am certainly eager to talk to more of you about putting the FTC Solar tracker on one of your projects so you can also see the benefits of the latest innovation for yourself and I’m on the road to tell that story. Your partnership here and in my professional life is the center of my career and I’m appreciative for the time and opportunity to talk to you about both all the time. Onwards and upwards is the mission for FTC Solar, we’re optimistic that great things lie ahead for us in partnership with you.
Opinion
News
1 PV-Tech:
FTC Solar acquires Alpha Steel, revenue up 157% in Q3 2025
2 Utility Dive:
Electricity prices to continue rise in 2026
3 Bloomberg:
Goldman Sees China Power Push Giving It Edge Over US in AI Race
4 Axios:
Fewer solar projects are being stalled, Energy Department says
5 PV-Magazine:
U.S. developers have 33 GW of safe-harbored solar and wind through 2028, says LevelTen Energy
6 Reuters:
TotalEnergies weighs sale of some Asian renewable energy assets
7 PV-Tech:
Global solar generation up 31% in first nine months of 2025
8 Energy Storage News:
Acciona Energia retrofits 1GWh battery storage project to solar PV plant in Chile
Opinions:
9 Canary Media:
Trump’s DOE may soon force more coal plants to stay open
Have a great day!
Yann
Opinion
Best, Yann
News
1 Reuters:
Data centres to drive energy storage 'boom cycle' in next five years, UBS says
2 New York Times:
China’s Green Triumph
3 Bloomberg:
Battery Companies Join Forces to Deploy Sodium-Ion Power Systems
4 Utility Dive:
Constellation Energy looks to demand response to accommodate load growth
5 PV-Tech:
Sunrun’s ‘storage-first’ strategy sees green shoots in Q3
6 Energy Storage News:
India
7 PV-Magazine:
SunPower to acquire Ambia Solar, bolstering residential market share ahead of tax credit shift
Opinions:
8 Canary Media:
Rising electric bills helped spur a Democratic upset in rural Virginia
Have a great day!
Yann
Government Intervention. Looks like some manufacturers are having trouble managing through too much after too little government intervention. In a world where there is a tremendous amount of motion in the module supply chain as it pertains to duties, tariffs, regulations and related laws, many of which are lobbied by the companies that benefit from them are now being hurt by different expectations for enforcement. Customers beware I guess…
Opinion
News
1 Associated Press:
South Korean solar firm cuts pay and hours for Georgia workers as US officials detain imports
2 Solar Power World:
Pine Gate Renewables files for bankruptcy, selling solar business and project portfolio
3 Utility Dive:
The week in 5 numbers
4 Bloomberg:
Engie Chairman Says AI Demand Propels Solar Despite US Policies
5 New York Times:
China Suspends Export Controls on More Critical Minerals
6 Axios:
Nancy Pelosi championed climate as House Democrats' leader
7 Reuters:
US urges Europe to stick to oil and gas, not renewables
8 PV-Tech:
What Sungrow’s Hong Kong IPO suggests about Chinese inverter producer strategies
9 Energy Storage News:
Plus Power secures US$160 million for New England BESS projects
10 Canary Media:
Virginia scored the election’s biggest climate win
Have a great day!
Yann
