This is your SolarWakeup for September 3rd 2025
RE+ Week Out. One week from SPI (I had to get it out of my system), in Las Vegas and everyone’s booth is shipped out and ready to present to the industry. As tumultuous as these times may be, with a wariness of what may lie behind the next corner, the demand for our products, services and capital remain strong. I will be there, of course, representing FTC Solar (V7655) to showcase our incredible tracker technology. If you are in the area, make sure to come by and say hello with a special thanks to all of you that are supporting FTC Solar as customers, it means a ton to be growing with you each morning here and in the tracker field.
News
1 Bloomberg:
Will Trump Tariffs Survive Lawsuits? What to Know About the Legal Battle
2 Utility Dive:
PJM faces possible long-term ‘energy emergency’
3 New York Times:
Donald Trump vs. the Wind Power Industry
4 Axios:
"Mockery of science"
5 Reuters:
India’s NTPC flags risks to coal plant lifespan from reduced load
6 Solar Builder:
Agrivoltaics is on the RISE
7 PV-Tech:
Utility-scale solar and wind hit a record 47.2% electricity share in Australia’s NEM
8 Energy Storage News:
Vertically integrated cell-BESS suppliers lose market share as competition increases
9 Canary Media:
Texas created a $7.2B fund for gas plants. Hardly any are being built.
Opinions:
10 PV-Magazine:
Clean energy transition requires more comprehensive local planning, study says
Have a great day!
Yann
This is your SolarWakeup for September 2nd 2025
Opinion
News
1 Axios:
America's power bills surge as AI strains an aging grid
2 BLoomberg:
Democratic Governors Call on Trump to Uphold Wind Permits
3 PV-Magazine:
California asked to fine utilities $10 million for rooftop solar obstruction
4 Reuters:
US will proceed with probe of solar imports from India, Laos and Indonesia
5 PV-Tech:
kWh Analytics launches new renewable energy insurance cover for severe storms
6 Energy Storage News:
Chinese battery manufacturer Hithium ships first units from Texas BESS assembly plant
Opinions:
8 Renewable Energy World:
Is Texas ready for a wave of data center demand?
Have a great day!
Yann
This is your SolarWakeup for August 28th 2025
Opinion
News
1 PV-Tech:
FTC Solar, Levona Renewables sign 1GW PV tracker supply agreement
2 UTility Dive:
Renewables make up 91% of the 15 GW of generation the US added in first 5 months of 2025 - FERC
3 Bloomberg:
Rising Electricity Bills May Spell Trouble for GOP in Elections
4 New York Times:
Trump, With Tariffs and Threats, Tries to Strong-Arm Nations to Retreat on Climate Goals
5 PV-Magazine:
The ‘onion’ of FEOC, Safe Harbor, and tax credits
6 Axios:
Trump's energy moves could chill U.S. infrastructure investment
7 Reuters:
Norway's Statkraft agrees sale of Dutch renewables business
8 Renewable Energy World:
The Texas power market is full of opportunity – with a side of chaos
9 Energy Storage News:
Lithuania’s capex support scheme to help fund 4,000MWh of energy storage
Opinions:
10 Canary Media:
How affordable housing can still go solar, despite Trump turbulence
Have a great day!
Yann
This is your SolarWakeup for August 27th 2025
Opinion
News
1 Reuters:
A timeline of Trump's moves to dismantle the US wind and solar energy industries
2 PV-Magazine:
Trade court affirms solar duties under Biden moratorium
3 Solar Builder:
Trump’s USDA shuts down REAP funding for solar to aid farmers
4 Utility Dive:
Import tariffs could slow transmission development, drive up utility costs
5 Bloomberg:
African Imports of Chinese Solar Panels Surge in Energy Shakeup
6 PV-Tech:
India adds 14.3GW utility-scale solar in H1 2025, up 49% year-on-year
7 Energy Storage News:
Australia - Capacity Investment Scheme results for 16GWh tender expected ‘in the coming weeks’
Opinions:
8 Media:
North Carolina ditched its 2030 climate goal. Now what?
Have a great day!
Yann
This is your SolarWakeup for August 26th 2025
Opinion
News
1 Utility Dive:
Utilities need to plan for flexibility, confirm data centers when forecasting load
2 Bloomberg:
Gates-Backed TerraPower, Utah to Explore Nuclear Reactor Sites
3 PV-Tech:
T1 Energy secures sale of entirety of 2025 module production with new 437MW deal
4 NPR:
Pakistan is tapping into solar power at an 'unprecedented' rate. Here's why
5 PV-Magazine:
Fluence brings another part of battery supply chain to U.S.
6 RE-NJ:
Murphy supersizes New Jersey community solar program, signs law to add 3,000 megawatts
7 PV-Tech:
Canadian Solar’s Q2 module sales increase, battery revenues grow
8 Solar Power World:
Residential solar installer PosiGen lays off almost entire workforce
9 Energy Storage News:
New Mexico utility picks batteries over fossil fuels, ordering BESS retrofits for solar PV plants
Opinions:
10 Newsweek:
Bill McKibben's Latest Book Argues for Seizing Solar Power's Big Moment
Have a great day!
Yann
This is your SolarWakeup for August 25th 2025
Why Has Solar Become Partisan? In the past 6 months, solar has become partisan, but really only in DC, and I am not sure why. For years there was an argument about subsidies and whether government should be picking winners and losers. Of course all energy sources are heavily subsidized and even operates under a different, regulated, economic system. But not approving solar projects so they don’t get built, in a time when solar is needed, cheap and fast generation, becomes a level of partisan that I can’t understand the rationale for. Plenty of SolarWakeup readers live on both sides of the political aisle, so this isn’t about a belief system, it seems to be about pure politics with a goal in mind, a goal that leaves an industry confused. So what do you think the goal of the attacks is?
News
1 Bloomberg:
The Fix for Solar Power Blackouts Is Already Here
2 CNBC:
Solar executives warn that Trump attack on renewables will lead to power crunch that spikes electricity prices
3 Wall Street Journal:
Why Solar and Wind Power Can Thrive Without Subsidies
4 Axios:
Trump administration halts work on New England offshore wind project
5 Energy Storage News:
North America energy storage acquisitions
6 Reuters:
US opens national security probe into imported wind turbines, components
7 Solar Builder:
California’s distributed storage program can save ratepayers $206M by 2028
8 PV-Tech:
Tariffs and AD/CVD ‘not welcome news’ say experts, as India treads the murky US markets
9 Solar Power World:
New Jersey kicks off program to deploy 2 GW of energy storage by 2030
10 Canary Media:
Why power bills are rising — and why that’s not changing soon
Opinions:
11 PV-Magazine:
Sunniest state in U.S. turns its back on the sun
Have a great day!
Yann
This is your SolarWakeup for August 21st 2025
Lean, A Process For Products. How a product is installed is a combination of a product and acceptance by the product to make the
News
1 Solar Power World:
Benefits of implementing Lean Fundamentals on solar projects
2 PV-Magazine:
Solar to represent half of new U.S. electric generating capacity in 2025
3 Reuters:
US gas-heavy power pipeline set to stoke LNG exporter tensions
4 Bloomberg:
Trump Says US Won’t Back Solar, Wind Projects Hurting Farms
6 PV-Tech:
Enphase signs US$50 million microinverter ITC safe harbour deal
7 Energy Storage News:
US EPA issues ‘comprehensive’ full lifecycle BESS safety guidance
Opinions:
8 Utility Dive:
California’s virtual power plant could save $206M by 2028
Have a great day!
Yann
This is your SolarWakeup for August 19th 2025
Opinion
News
1 Utility Dive:
Clean energy groups challenge DOE grid reliability report
2 Bloomberg:
Wild Power Swings Are Driving Australia’s Battery Boom
3 Solar Builder:
Explainer - New ‘construction start’ definitions for solar project tax credit eligibility
4 Reuters:
USDA ends programs for solar, wind projects on farms
5 PV-Tech:
New Stonepeak Middle East renewables vehicle to be led by ex-Jinko executive
6 Energy Storage News:
Copenhagen Infrastructure Partners acquires 1GWh BESS project from EDF Renewables North America
7 Canary Media:
A universal adapter for solar, batteries, EVs, and microgrids is here
Opinions:
8 PV-Magazine:
NERC 2026 regional compliance audits
Have a great day!
Yann
This is your SolarWakeup for August 18th 2025
Checking The Boxes. In the year that I’ve been at FTC Solar, we keep checking the boxes on bringing features to the 1P tracker and none of them more important for installers than being the fastest installed tracker available. If you and your team install trackers today, you know that increasing capacity is key to your success and I want to personally invite you to our training facility to get your hands on the tracker and see how its 25% faster than what you’re able to achieve.
News
1 PV-Tech:
FTC Solar launches tracker for extreme wind conditions
2 New York Times:
I.R.S. Makes It Harder for Wind and Solar Projects to Claim Tax Breaks
3 UTility Dive:
$3.1B annual cost estimated for fossil fuel plants DOE won’t allow to retire
4 Reuters:
Data center owners urge US Treasury to keep renewable energy subsidy rules
5 Solar Power World:
Arizona commissioners unanimously vote to repeal state renewable energy standard
6 Energy Storage News:
Fluence to hit lower end of 2025 guidance due to ‘typical’ ramping delays at US factories
7 Renewable Energy World:
American solar supply chain strengthened by T1 Energy, Corning deal
Opinions:
8 PV-Magazine:
The new chapter in energy storage
Have a great day!
Yann
This is your SolarWakeup for August 14th 2025
Opinion
News
1 Washington Post:
Home batteries are saving America from blackouts
2 UTility Dive:
Renewable power purchase agreement prices rising in wake of One Big Beautiful Bill Act
3 Energy Storage News:
FlexGen wants to uphold Powin’s ‘important and significant’ legacy, CEO says
4 Axios:
How gas and power prices have become political experiments
5 Reuter:
US clean energy capacity growth gets slower but wider in 2025
6 PV-Tech:
IPP Juniper Green Energy secures debt financing for renewables build-out
7 Canary Media:
States look to unleash wind and solar boom while tax credits still exist
Opinions:
8 PV-Magazine:
Rooftop solar, battery storage could offer a lifeline in energy insecurity
Have a great day!
Yann
