The Incentives Tied to 232. 232 may not end trade politics, it may cause other things to happen unless the ecosystem changes. If you want to …
Data Center Politics. Pennsylvania and Wisconsin had some interesting shifts on data center politics, Ohio Senate race and Texas (of all places) will have it as …
What You Missed in Wakeup Premium. You can now subscribe to Wakeup Premium. If you want to hear a trial episode, send me an email by hitting …
Subscribe and Help SolarWakeup Grow. You can now subscribe to Wakeup Premium and get a deeper briefing into today’s news in both audio and transcript format. New York …
Cells And Wafers. 232 has a vision to basically stop the imports of the module ecosystem into the US. At least that’s the policy expectation. The …
Capital Needs. The grid and infrastructure needs more capital, the companies that are building the projects need to bolster their balance sheets so that bonding in …
ERCOT Loading. It wasn’t long ago that a 50GW day in ERCOT was considered a crazy feat. A few weeks ago it went above 90GW and …
3 Cents Of Headwind. We live in a funny time, several days after the 232 proclamation, this version of the Sunshot team proclaims a 3 cent …
The Point of 232. Stop relying on foreign made solar panels and create a domestic manufacturing ecosystem. Through a series of duties and tariffs, the US …
Anti-Solar Consequences. Solar forces behind The Invest in Tomorrow Coalition PAC pushed and succeeded in helping Representative Ogles lose his primary race in Tennessee. There is …
