A Look At Bess Details. A nice tutorial of the parts and pieces of a BESS box in today’s top story. Certainly a good high level primer on what could get regulated.
Today’s Premium. I get into some of the nuance of data center economics and how generators are becoming part of the solar and storage equation. Subscribe at solarwakeup.com/join
News
1 Solar Power World:
Who controls what in a BESS? Understanding the BMS, PCS and EMS
2 Axios:
Scoop - U.S. close to striking "massive" deal for Venezuelan oil fields
3 Canary Media:
America’s big but uncertain gas boom
4 Heatmap News:
Fracking Was Never as Unpopular as Data Centers
5 PV-Magazine:
Global PV additions forecast to reach 638 GW in 2026
6 Utility Dive:
Duke Energy Florida asks to punt on rate for large load customers
7 Bloomberg:
Chinese Solar Giant Longi Reports Deeper Net Loss in First Half
8 PV-Tech:
Spain will require 80% energy consumption from data centres to be renewables
Opinions:
9 Energy Storage News:
BESS Industry Buzz - hot takes, analysis and unofficial news from across the sector
Have a great day!
Yann
Boots on the Ground. With Yann Brandt and Abby Hopper is out now! Find all the links from Apple Podcast, Spotify and YouTube here! Make sure you subscribe today, apparently Abby and I had very interesting takes on 232. This episode of Boots on the Ground is sponsored by Cleantech Industry Resources, CIR
Shoals Wins Court Case. A court victory many years in the making for eBos giant, Shoals Technologies, as the company wins in trade and federal court against offshore competitor, Voltage. In this era of domestication, discussed here and on Wakeup Premium, buyers need to start thinking more strategically about what the landscape could and should look like.
News
1 PV-Magazine:
Shoals awarded more than $96 million in damages in patent dispute with Voltage
2 PV-Tech:
Trump bans foreign power equipment over national security risks
3 Canary Media:
New York’s grid is struggling to handle the heat
4 Utility Dive:
Data center load made up 9% of PJM wholesale costs so far in 2026
5 Bloomberg:
Solar Boom Sweeps Across Africa as Rooftop Demand Takes Off
6 Solar Power World:
California bill could make remote solar inspections possible statewide
7 Energy Storage News:
Ford Energy’s grid-scale BESS product
Opinions:
8 Axios:
A stunning U.S. gas build-out is coming — maybe
Have a great day!
Yann
It's A Heartsong. "We cannot direct the wind, we can adjust the sails." - Dolly Parton. Like many, there is a sad moment for me when I heard that Dolly passed away because I can only think about a positive outlook when I think about her music and personality. Every day in our industry is filled with moments where we adjust our sails.
Boots on the Ground. With Yann Brandt and Abby Hopper is out now! Find all the links from Apple Podcast, Spotify and YouTube here! Make sure you subscribe today, apparently Abby and I had very interesting takes on 232. This episode of Boots on the Ground is sponsored by Cleantech Industry Resources, CIR
News
1 Reuters:
Trump signs order banning some foreign equipment from US energy grid
2 Heatmap News:
The Texas Grid Has Had a Boring Summer Thanks to Batteries
3 New York Times:
MAHA Moms Take On Coal
4 PV-Magazine:
California plug-in solar bill SB 868 earns approval of both legislative houses, nears governor’s desk
5 PV-Tech:
ArcLight commits US$1 billion to new US transmission platform
6 Energy Storage News:
ArcLight commits US$1 billion to new US transmission platform
7 Solar Power World:
Sodium-ion batteries are ready for world domination
Opinions:
8 Canary Media:
PJM has finally greenlit a lot of new clean power. Can it get built?
Have a great day!
Yann
Boots on the Ground. With Yann Brandt and Abby Hopper is out now! Find all the links from Apple Podcast, Spotify and YouTube here! Abby and I will bring you at least 6 episodes while we figure out our hiatus! This episode of Boots on the Ground is sponsored by Cleantech Industry Resources, CIR
In Yesterday’s Premium. I spent the better part of the 10 minute episode breaking down the CoVolt S-1 as a former public company CEO and what it means. A lot of my time is spent reading SEC filings, I love it!, so that I can explain what it means to you as so many of you are investing in public solar companies. Solar EPCs are really hot right now and this S-1 has some interesting tidbits. You can subscribe to Wakeup Premium, your solar intelligence source here.
News
1 Utility Dive:
Data centers can vanish from the grid in seconds; reliability rules need to catch up
2 Bloomberg:
California Moves Closer to Approve Plug-in Solar
3 Axios:
Exclusive - Climate group presses Dems to seize on data center backlash
4 PV-Tech:
PV wafer prices surge, up to 40% in weekly gain
5 Solar Power World:
Solar panel makers and buyers have mixed feelings on Sec. 232 tariffs
6 Energy Storage News:
‘Company wasn’t ready in 2021’
7 Heatmap News:
Data Center Moratoria Are ‘Unconstitutional,’ Lawsuits Claim
8 Canary Media:
Solar delivers as Europe’s power plants struggle amid heat and drought
9 PV-Magazine:
Silver prices rebound as AI, data centers add to industrial demand
Opinions:
10 Solar Power World:
Unpopular opinion - Tax credits bought customers, not panels
Have a great day!
Yann
