Boots on the Ground keeps digging into permitting. Abby and I have spent the week on what the permit bill means for solar and storage. Listen at solarwakeup.com/boots. Does a standalone bill in the lame duck sound realistic to you?
Softening my view on permitting. I’m seeing more movement toward support than I expected. EEI and the IBEW haven’t picked a side, which likely means they’re negotiating amendments. If the bill passes on its own, who benefits most?
The ratepayer pledge could matter most. Making large loads pay for their own build-out may change how utilities make money. If utilities block interconnections, will regulators allow more bring-your-own-capacity?
Voltus raises $225M. The demand-side aggregator is targeting 20 GW by 2030. Is flexible load becoming a real grid asset class?
CCSA and SEIA merge. I spoke with PV Tech about how advocacy really works. Does quiet policy work beat public debate?
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Earnings season questions are coming. First up for every company: what has 232 done to your backlog? Are you ready to answer that before the election?
Toyo's Texas factory seeks a tariff waiver. The $200 million factory could earn big rebates on imports while it ramps. Will other manufacturers follow the same playbook?
Data centers are getting smaller. A hundred megawatts of servers fits in 10,000 square feet, and the real footprint is cooling and substations. Does that make energy storage the center of the whole story?
Utilities push back on data center funding. Data center companies offer to pay for transmission, but utilities want it in rate base, where they earn returns. Who's really driving up your power bill?
Permitting reform timing may have been botched. Abby and I think the bill is directionally good, but is it really a must-have right now?
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New Boots on the Ground is out. Most of this episode digs into the permit bill, and Abby and I have plenty to say about where it's headed. Have you listened yet? solarwakeup.com/boots
Permit bill could ride a spending package. Standalone passage looks very unlikely, but a year-end omnibus could carry it alongside tax extenders and maybe the ITC. What would Republicans want badly enough to make that trade?
FlexGen's One Touch Commissioning gets the spotlight. Building a digital twin in the lab means fewer surprises in the field. Is factory-built becoming the standard for storage, the way quality standards are driving for eBOS?
Earnings season kicks off around the 22nd. Nextracker usually goes first, and then we’ll get earnings for the 2ish weeks thereafter. It takes time to develop book closing processes but there are some strategic reasons to pick your dates.
Perovskites aren't commercial yet, but trade fears are. Tandem PV claims under 1% degradation and low-to-mid-thirties efficiency. Where would you put your factory dollars: TOPCon, HJT, or perovskites?
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New Boots on the Ground, out shortly. Please subscribe to Boots on your podcast app or YouTube, new episode drops this morning with all you need to know about the permitting reform process. This episode is supported by Cleantech Industry Resources, CIR.
Interest Rate Troubles. The 10-year was over 5.3% yesterday, making everything around us more expensive. Don’t lose sight of this.
RE+. I’ll be at RE+, Abby and I need a place to record our podcast if you have any location scouting for us, we’re all ears!
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