This is your SolarWakeup for June 30th 2025
Opinion
News
1 Washington Post:
Senate’s tax bill seeks to gut clean energy; Musk calls it ‘utterly insane’
2 Bloomberg:
Trump Tax Bill Hits Senate With GOP Torn by Competing Demands
3 New York Times:
Surprise Tax in G.O.P. Bill Could Cripple Wind and Solar Power
5 Rueters:
Senate bill hastens end of wind, solar tax credits and imposes new tax
6 Solar Builder:
Heatwave grid save
7 PV-Tech:
UK government will not sign CfD for 11.5GW Xlinks Morocco-UK interconnector
8 Energy Storage News:
US DOE funds energy storage tech for critical facilities backup and resiliency demonstrations
9 PV-Magazine:
ANSI approves SEIA’s standards on consumer protection, solar operation and maintenance
Opinions:
10 Utility Dive:
FERC’s Christie calls for dispatchable resources after grid operators come ‘close to the edge’
Have a great day!
Yann
This is your SolarWakeup for June 27th 2025
Opinion
News
2 Utility Dive:
Senate negotiating IRA tax credits, aims to vote on budget bill Friday
3 New York Times:
Nevada Is All In on Solar Power
4 Bloomberg:
The AI Boom Can Give Rooftop Solar a New Pitch
5 Canary Media:
Massachusetts solar incentives bolster industry facing federal cuts
6 Axios:
Climate's out — but chaos is in — as a clean energy driver
7 Reuters:
Canadian funds shelve $6 billion sale of renewables company Cubico, sources say
8 Energy Storage News:
CleanCapital acquires 25MWh US energy storage portfolio from Pacifico
9 PV-Magazine:
Enfinity closes $245 million for its 22 GW solar and storage portfolio
Opinions:
10 PV-Tech:
Western Europe solar irradiance increased by 50% in Spring – Solargis
Have a great day!
Yann
This is your SolarWakeup for June 26th 2025
Opinion
News
1 New York Times:
Inside a Last-Ditch Battle to Save (or Kill) Clean-Energy Tax Credits
2 Axios:
DOE secretary joins criticism of energy agency's oil forecast
3 Canary Media:
LG opens massive Michigan factory to make LFP batteries for the grid
4 PV-Magazine:
SolarEdge begins shipping U.S.-made batteries from new Utah facility
5 Utility Dive:
Texas law gives grid operator power to disconnect data centers during crisis
6 Bloomberg:
Battery Storage Is at Risk of a 29% Slump on Trump’s Energy Policy, WoodMac Says
7 PV-Tech:
Emmvee inks US$174 million module supply agreement with KPI Green Energy
8 Solar Power World:
Minority shareholders continue pushback on Hanwha’s takeover bid on REC Silicon
Opinions:
9 Reuters:
Portugal says power outage shows need for EU to help fund grid modernisation
Have a great day!
Yann
This is your SolarWakeup for June 25th 2025
Opinion
News
1 Reuters:
US Senate adjusting rooftop solar language in budget bill, senator says
2 New York Times:
House Conservatives Warn They Can’t Back Senate Bill to Enact Trump’s Agenda
3 Financial Times:
Wall Street lends a hand to green energy — at a steep price
4 UTility Dive:
Summer power bills are going up, federal government warns
5 Bloomberg:
French Lawmakers Reject a Moratorium on Solar and Wind Projects
6 Axios:
New York's nuclear power move is full of substance and symbolism
7 PV-Tech:
Recurrent Energy secures financing to build 124MW Italian PV portfolio and co-locate BESS
8 PV-Magazine:
U.S. solar manufacturers seek to match rhetoric with reality
Opinions:
9 Energy Storage News:
Powin ‘struggling to compete with Chinese OEMs’ integrated BESS offerings’
Have a great day!
Yann
This is your SolarWakeup for June 24th 2025
Opinion
News
1 Reuters:
Clean energy has fans in Trump's America, complicating budget talks
2 Bloomberg:
China Solar Additions Surge to Record in May Ahead of Deadline
3 PV-Magazine:
Mitsubishi announces $3.9 billion investment in U.S. community solar
4 New York Times:
New York Again Embraces Nuclear Power With Plans to Build New Plant
5 Axios:
Ford plows ahead on EV battery factory amid political storm
6 PV-Tech:
Waaree Energies relocates 6GW vertically-integrated manufacturing plant in India
7 Energy Storage News:
NERC report says BESS in ERCOT can improve primary frequency response
8 Canary Media:
Clean energy winners and losers in the Senate’s ‘Big, Beautiful Bill’
Opinions:
9 Utility Dive:
Who should pay to keep Michigan coal plant running past its retirement date?
Have a great day!
Yann
This is your SolarWakeup for June 20th 2025
Opinion
News
1 Reuters:
Clean energy has fans in Trump's America, complicating budget talks
2 Bloomberg:
Solar’s Cheaper Than Gas to Help Power AI, Lazard Says
3 New York Times:
Why Eliminating Coal Could Take a Long Time
4 PV-Magazine:
Minnesota solar industry mourns loss of its five-star general
5 Financial Times:
Solar bankruptcies mount as Congress slashes green energy funds
6 UTility Dive:
‘Shoulder season’ reliability a growing concern in ERCOT, other ISOs
7 PV-Tech:
Suntech faces renewed crisis, initiates pre-restructuring creditor claims
8 Energy Storage News:
Prologis Energy sells 400MW/800MWh BESS in Texas
9 Canary Media:
Could the Senate budget throw a lifeline to energy storage?
Opinions:
10 Politico:
‘Throwing us off a cliff’
Have a great day!
Yann
This is your SolarWakeup for June 17th 2025
First Reaction. Not terrible, not great. I.e., for some of us, it’s as bad as it could get, and for others, you can make it work. It’s not over yet, and I’m sorry that you have to deal with this. Unfortunately, elections have consequences, and the hope for bipartisan support for cheap electricity continues to elude us. The macros are all in favor of deploying all the solar we can, but we have to keep working. There will be a lot of GW of solar built if this is the version of the bill that heads to the White House, and energy storage is a decent upside in this version as well. Resi got shafted, which hurts my core, as many of you know, I have a weakness for advocating for distributed solar. Keep pushing, keep fighting.
News
1 Bloomberg:
Senate Republicans Release Revised Tax Cuts and Debt Limit Bill
2 New York Times:
Many Hoped Senate Republicans Would Save Clean Energy. They Mostly Didn’t.
3 Reuters:
US Senate Republicans change Trump tax-cut bill, setting conflict with House
4 Utility Dive:
Will ERCOT’s streamlined connect-and-manage approach work for other markets?
5 Solar Power World:
Gov. Gianforte vetoes Montana community solar legislation
6 PV-Tech:
India and Saudi Arabia drive 20% global tracker growth in 2024
7 Energy Storage News:
India’s energy storage story
8 Canary Media:
An Illinois bill seeking to supercharge battery storage failed. Now what?
Opinions:
9 PV-Magazine:
Fixing residential solar’s trust problem
Have a great day!
Yann
This is your SolarWakeup for June 16th 2025
Here’s Johnny. Come lately that is. I’ve spent the weekend tempering my annoyance about something that happens all the time, especially in politics. As many of you know, I’ve largely been on the outside when it comes to policy movements in States and Federal affairs but have worked VERY closely with those that are in the weeds to help with messaging and activation when more people are needed. See, in politics, like in business, relationships matter and how you ask to get what you want depends on where you were when you didn’t need anything but the other side may have. So when, over the past few weeks, lone saviors come into DC to make demands on behalf of the solar industry, I get upset because they have the ability to make us all look bad. I won’t call them out, they are reading this and they know who they are, but if you weren’t going to fundraisers and meeting with staff a year ago, didn’t contribute to trade groups with your time AND MONEY, didn’t have dedicated federal affairs staff and lobbyists prior to this showdown, then stay away and let the professionals do their jobs, please. This is particularly the case if you are a large corporation that has profited handsomely over the past decade and absent on all investments to strengthen the solar industry.
News
1 Axios:
Schumer outlines multi-pronged strategy to save climate law
2 UTility Dive:
GOP lawmakers reiterate asks for clean energy credit tweaks in reconciliation bill
3 Bloomberg:
CATL Shares Clouded by Bleak Outlook After Mega Hong Kong Debut
4 New York Times:
Power Bills Are Squeezing Georgians. Voters Could Do Something About It.
5 Reuters:
China solar industry to address overcapacity challenge but turnaround far off, experts say
6 Solar Builder Magazine:
Ohio Electrical Workers unite to support solar jobs, federal tax credits
7 Canary Media:
Sen. Martin Heinrich of N.M. on trying to save clean energy incentives
8 PV_Magazine:
For rooftop, community solar, ‘we’re all for it,’ ComEd says
9 Time:
What Sunnova’s Bankruptcy Means for the Future of Residential Solar
Opinions:
10 PV-Tech:
25 years to go
Have a great day!
Yann
This is your SolarWakeup for June 12th 2025
The Gas Goal. There’s an obsession in DC that gas is the only thing that can be built, but with volatile gas markets and drop in oil prices, production is coming down. Reality is that over the next 5 years there are three things that can be built, and the status quo build rate will barely cover the need we have for retirement recovery. The gas plants that are already on order will be built and besides that solar and storage will cover the gap. There is much more solar that could get built, that extra representing the opportunity our Country has to own the AI future.
Who, What, Where, and How Much. Who can build the gas power plants? EPCs are scheduled out well past the end of the decade. What turbines can anyone order? Turbine OEMs are seemingly sold out until 2032 and tariffs are not helping feedstock costs. Where are the turbines made? While there is some domestic manufacturing, more scrutiny of largely offshore gas turbine manufacturing should be discussed. How much will the energy market pay for gas output? And who will pay for the unknown fuel costs for decades to come? Capacity prices will have to rise and energy prices are too low in some market meaning there is significant market signal lacking in order to achieve these goals.
News
1 Financial Times:
US oil output set for first annual drop since pandemic
2 Utility Dive:
US utility-scale energy storage to double, reach 65 GW by 2027
3 BLoomberg:
US Energy Secretary Is Trying to Change Blue-State Minds About Fossil Fuels
4 Reuters:
China, Africa ask US to return to 'right track' on trade differences
5 Energy Storage News:
Growing need for BESS quality control, risk management strategies, insurer kWh Analytics says
6 New York Times:
Why Rooftop Solar Could Crash Under the G.O.P. Tax Bill
7 PV-Tech:
Top ten solar manufacturers ship 500GW modules in 2024
8 PV-Magazine:
Tracking the top states for community solar
Opinions:
9 Canary Media:
Sunnova and Mosaic bankruptcies highlight deepening rooftop solar woes
Have a great day!
Yann
This is your SolarWakeup for June 11th 2025
Opinion
News
1 PV-Magazine:
Solar risks
2 Reuters:
NextEra CEO says renewables needed as bridge to expanding gas power
3 Bloomberg:
Oil-Rich University of Texas Wants to Cash In on AI, Crypto and Power
4 New York Times:
As Energy Costs Surge, Eastern Governors Blame a Grid Manager
5 PV-Tech:
European buyers remain optimistic, seek to expand module portfolios
6 Canary Media:
Texas finalizes $1.8B to build solar, battery, and gas-powered microgrids
Opinions:
7 Utility Dive:
A collaborative approach for meeting data center power needs and protecting ratepayers
Have a great day!
Yann
