This is your SolarWakeup for July 28th 2025
Opinion
News
1 UTility Dive:
Electric utilities will invest more than $1.1T by 2030 to meet demand growth
2 Bloomberg:
Germans Are Finally Embracing Air Conditioning, Even Renters
3 Reuters:
Citigroup's head of energy transition decamps for Moelis role, sources say
4 Solar Builder:
Project planning gets a reality check after OBBB
5 PV-Tech:
Nautilus, Greenprint Capital enter US$275 million tax equity deal to build 130MW US community solar
6 Renewable Energy World:
Invenergy says Grain Belt Express will go forward despite DOE decision
7 Energy Storage News:
US imposes 93.5% tariff on Chinese battery anode products, but BESS spared
8 Canary Media:
Energy bill could cost North Carolina billions in lost investments and jobs
9 PV-Magazine:
Design solar for storage now, or retrofit at a premium later
Opinions:
10 Nevada Independent:
For future growth, Nevada needs solar. Trump’s ‘Big Beautiful Bill’ won’t help.
Have a great day!
Yann
This is your SolarWakeup for July 25th 2025
Opinion
News
1 Utility Dive:
US electricity demand to grow 2.5% annually through 2035 - BofA Institute
2 Canary Media:
Powin fueled the US grid storage boom. Then the company crashed.
3 Bloomberg:
Europe’s Solar Power Growth Set to Dip for First Time Since 2016
4 New York Times:
Europe’s Solar Power Growth Set to Dip for First Time Since 2016
5 Reuters:
Boom fades for US clean energy as Trump guts subsidies
6 Solar Builder:
Sunrun and Tesla Electric team up on fixed-rate solar and storage plan for Texas
7 PV-Tech:
Sonnedix secures US$2.35 billion through refinancing deals to fund European growth
8 Solar Power World:
2025 Top Solar Contractors - Inside the List
9 Energy Storage News:
US imposes 93.5% tariff on Chinese battery anode products, but BESS spared
Opinions:
10 PV-Magazine:
Georgia Power agrees to give community solar a path forward
Have a great day!
Yann
This is your SolarWakeup for July 24th 2025
Opinion
News
1 Utility Dive:
Booming solar and storage are propping up Puerto Rico’s grid this summer
2 E&E News:
Trump is escalating his attacks on wind, solar
3 Bloomberg:
China’s Key US Energy Imports Near Zero Before Vital Trade Talks
4 Reuters:
NextEra beats quarterly profit estimates on massive power demand
5 PV-Tech:
‘Reciprocal’ tariffs negatively impacted Enphase Q2 gross margins
6 Energy Storage News:
GridBeyond begins optimisation of Gore Street’s 400MWh first California BESS project
7 Canary Media:
Trump admin cancels $4.9B loan for biggest transmission line in US
8 PV-Magazine:
Investments in community solar continue despite federal headwinds
9 Axios:
International law includes climate-change obligations, UN court says
Opinions:
10 Wall Street Journal:
The Real Risk to the Electric Grid
Have a great day!
Yann
This is your SolarWakeup for July 22nd 2025
Opinion
News
1 New York Times:
Why Trump’s War on Solar Power Will Fail
2 Electrek:
Corning snaps up JA Solar’s US factory as Chinese parts face tax credit ban
3 PV-Tech:
Indian PV companies among targets of new AD/CVD petition launched in US
4 PV-Magazine:
Sunrun to close $431 million securitization
5 Utility Dive:
Wood Mackenzie sees extended ‘sunset’ for costly coal power
6 Bloomberg:
French Power Slips on Wind Surge, Deepening Discount to Germany
7 Axios:
Group offers energy and industrial playbook for countering China
8 Reuters:
Rush for US gas plants drives up costs, lead times
Opinions:
9 Canary Media:
Rooftop solar braces for fallout from Trump’s megabill
Have a great day!
Yann
This is your SolarWakeup for July 18th 2025
Opinion
News
1 Reuters:
Solar, wind projects on US lands will get extra scrutiny
2 PV-Tech:
Indian PV companies among targets of new AD/CVD petition launched in US
3 Axios:
We've had a record number of flash flood warnings this year
4 Canary Media:
Trump’s rural energy freeze hits Midwest, GOP districts hardest
5 PV-Magazine:
Solar developer secures $260 million for 94 MW facility in Kentucky
6 Bloomberg:
Talen Buys Two Gas-Fired Plants in Race to Meet AI Power Demand
7 Solar Power World:
Enphase now shipping batteries with higher domestic content
8 Energy Storage News:
LG ES to supply US-made BESS for DESRI’s Arizona Santa Tera solar-storage project
Opinions:
9 Utility Dive:
Utilities may speed renewable projects under new tax credit timeline - Jefferies
Have a great day!
Yann
This is your SolarWakeup for July 17th 2025
Opinion
News
1 Bloomberg:
Trump Softens Tone on China to Secure Xi Summit, Trade Deal
2 Utility Dive:
Virtual power plants helped save the grid during heat dome
3 The Conversation:
California farmers identify a hot new cash crop - Solar power
4 Axios:
GM, Redwood Materials to team on U.S.-built batteries for storage
5 Reuters:
EDF weighs stake sales in North American, Brazilian renewables units
6 PV-Tech:
UL Solutions grants ABB industry’s first certification for 2,000V switch-disconnector
7 PV-Magazine:
California irrigation district calls for halt of farmland conversion for solar
Opinions:
8 Canary Media:
Trump’s push to keep coal plants running could cost consumers billions
Have a great day!
Yann
This is your SolarWakeup for July 16th 2025
Energy Cost Inflation. That is the goal in the first phase while slowing down solar production. With the cost of non-domestically manufactured gas turbines nearly quadrupling this decade, matched by a 7 year backlog in EPC contractors, the industry benefitting most from the slowing of solar’s growth is now clear. The cost will be an increase of cost of electricity for consumers not in a position to access their own energy supply. It’s all a bit sad to see given what solar could be after 20 years of investments, driving the cost of energy down while making it clean and more reliable within a diverse system of energy production.
News
1 Axios:
Trump pledges more power to match AI investments in Pennsylvania
2 NPR:
Power prices are expected to soar under new tax cut and spending law
3 Bloomberg:
Southern Wins Approval on Big Spending Plan as AI Demands New Power
4 Utility Dive:
The regulator’s dilemma - balancing grid modernization with rising power bills
5 Reuters:
Indian clean energy firm SAEL to invest $954 mln in solar manufacturing plant
6 Solar Builder:
California Senate Committee moves to preserve net metering rights in AB 942
8 Solar Power World:
US launches new tariff investigation into imported polysilicon
9 Energy Storage News:
Noise and cybersecurity standards key to Verbund and Fluence’s 186MWh Germany BESS deal
10 Canary Media:
USDA abruptly cancels rural energy grant application window
Opinions:
11 PV-Magazine:
U.S. solar projects face development crunch while Canada says “Build, baby, build”
Have a great day!
Yann
This is your SolarWakeup for July 15th 2025
Opinion
News
1 New York Times:
Energy Department to Gut Funding for Solar and Wind Projects
2 Wall Street Journal:
The Wall Street Machine for Financing Rooftop Solar Is Seizing Up
3 Utility Dive:
Data center activity ‘exploded’ in Texas, spiking reliability risks
4 Reuters:
US opens national security probes into imported drones, polysilicon
5 Axios:
How the new budget law will slow clean energy deployments
6 Politico:
DOGE told regulator to ‘rubber stamp’ nuclear
7 PV-Tech:
US solar and wind to be 100GW lower by 2030 without tax credits – WoodMac
8 Energy Storage News:
Canada
9 Canary Media:
A cheat sheet to clean-energy tax credit changes under Trump’s new law
Opinions:
10 PV-Magazine:
One Big Beautiful Bill is anti-solar
Have a great day!
Yann
This is your SolarWakeup for July 11th 2025
Opinion
News
1 Utility Dive:
Solar generation expected to rise by a third this summer
2 Bloomberg:
French Power Prices Go Negative With Solar Output at Record
3 Reuters:
Trump calls wind, solar bad for power grid. Texas shows otherwise
4 PV-Magazine:
Solar is 77.7% of new capacity added to U.S. grid in 2025
5 New York Times:
Trump May Not Be Done Overhauling Renewable Energy
6 Solar Power World:
Omnidian in the running to buy Sunnova’s solar service platform
7 Axios:
Trump announces 50% tariff on copper from Aug. 1
8 PV-Tech:
BayWa r.e. secures US$3.5 billion in funds to build its renewables portfolio
9 Energy Storage News:
India has held tenders for 171GWh of energy storage capacity since 2018
10 Canary Media:
States, enviro groups fight Trump plan to keep dirty power plants going
Opinions:
11 Solar Builder:
Solar Stress Test
Have a great day!
Yann
This is your SolarWakeup for July 10th 2025
Opinion
News
1 Utility Dive:
There aren’t enough AI chips to support data center projections, report says
2 Reuters:
Trump’s big bill shrinks America’s energy future
3 Politico:
Senate Finance Chair endorses a second megabill this fall
4 Bloomberg:
Will Trump’s Bill Trigger a ‘Big, Beautiful’ Energy Crunch?
5 Solar Power World:
Chaberton Energy cuts ribbon on 3.2-MW Maryland community solar project
6 PV-Magazine:
Minnesota approves one of its largest single-site solar projects
7 New Yorker:
How Solar Power Is Changing the World
8 Energy Storage News:
US energy storage to ‘retain momentum’ post-reconciliation bill, near-term rush to complete projects
Opinions:
9 Washington Post:
Trump’s crackdown on renewable energy has just begun
Have a great day!
Yann
