(Link Fixed) Boots on the Ground. New Boots out, subscribe to get the alert on the fastest growing podcast in solar and storage. We talk about the solar tailwinds, permit politics and large load rate regulations. 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.
DG Update. It’s always when people stop paying attention that things change. 221 Q3 actions on interconnection, net metering etc tracked by the NC Clean Energy office. A decade ago I had near daily briefings from resi’s government affairs teams fighting back against the major actions and today we’re working the market more than the policy. Resi has always been important to me because I live by the theme that if Americans can’t put solar on their house, they’re not going to want a solar farm in their community. If they can’t afford solar for themselves, then solar is too expensive. Rising tides.
AI Capital. Interesting headline in Bloomberg with the thesis that AI is going to shift energy capital to Capex in data centers. The premise is somewhat real, given that the IPO market is closed until Anthropic gets out and some are saying that there is a need for more diversification. On the flip side, can’t build any AI infrastructure without energy and power so we remain the first percentage of the GDP.
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
Boots on the Ground. New Boots out, subscribe to get the alert on the fastest growing podcast in solar and storage. We talk about the solar tailwinds, permit politics and large load rate regulations. 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.
We’re Going To Need Assurances. Time to restate the fact that this administration is not pro wind and solar, maybe time to walk back a statement as well.
VPP Value. How much value can a VPP or BYOC asset bring to a project to make the additional Capex pencil?
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Boots on the Ground. New Boots out today, subscribe to get the alert on the fastest growing podcast in solar and storage. We talk about the solar tailwinds, permit politics and large load rate regulations. If you enjoy it, tag us on a Linkedin post and subscribe to our Youtube channel. solarwakeup.com/boots for all the links.
BP Refining Margin. BP publishes a refining indicator margin, which jumped to $46 per barrel this quarter driven by higher prices. This, in context of API seemingly pushing for the permitting reform bill, should be an interesting topic for politicians while Americans are struggling with costs.
Time For ITC. I think it’s time to make the ITC return part of the end of the year push for the permitting reform discussions. It’s clear that solar can be a solution for the affordability of energy conversation.
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Boots on the Ground. New Boots out today, subscribe to get the alert on the fastest growing podcast in solar and storage. If you enjoy it, tag us on a Linkedin post and subscribe to our Youtube channel. solarwakeup.com/boots for all the links.
Trade Group F&#* Up. Someone had a misstep this weekend, subscribers to SolarWakeup Daily Briefing have the intel.
Supply Ramp. What’s the latest on the supply ecosystem and how it will get financed?
Overpaying For Supplies. Insiders are telling me that manufacturers are overpaying for important utility scale solar components, why is that and how design and relationships play a role.
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