This is your SolarWakeup for October 10th 2025
Opinion
News
1 Politico:
'The boys are fighting'
2 Utility Dive:
Grid planners and experts on why markets keep choosing renewables
3 Bloomberg:
Generate Capital Cuts Staff Amid Downturn in Climate Finance
4 New York Times:
22% Jump in Electricity Rates Dominates New Jersey Governor’s Race
5 Axios:
How states' EV tax policies stack up after U.S. credits end
6 Reuters:
US market not worth the risk, says one of India's biggest solar companies
7 PV-Tech:
Pause on ‘billions of dollars’ of retroactive US solar duties granted pending appeal
8 Energy Storage News:
Greenflash Infrastructure secures financing for Texas’s largest standalone BESS
9 Canary Media:
Base Power hauls in $1B for mass deployment of huge home batteries
Opinions:
10 PV-Magazine:
Why Big Tech could outpace utilities in deploying multi-day storage
Have a great day!
Yann
This is your SolarWakeup for October 8th 2025
Quick Rundown. Solar is cheaper than anything else when it comes to energy and even with storage, making it dispatch able that remains true, say it everywhere you can.
News
1 Politico:
The government’s own data rebuts Trump’s claims about wind and solar prices
2 Reuters:
Solar groups sue Trump administration over cancellation of $7 bln in grants
3 New York Times:
Early Signs of a ‘Turning Point’ as Renewables Edge Out Coal
4 Bloomberg:
Trump Administration Eyes $12 Billion in New Energy Project Cuts
5 Axios:
Trump announces U.S. stake in Trilogy Metals, Alaska mining road permits
6 PV-Tech:
OpenSolar raises US$13.1 million to advance AI platform
7 Energy Storage news:
Italy’s ‘exceptionally competitive’ first MACSE energy storage auction concludes, procuring 10GWh
8 Canary Media:
New England’s final coal plant shuts down years ahead of schedule
9 PV-Magazine:
Operational issues hit returns in one in five battery storage projects, report finds
Opinions:
10 Utility Dive:
‘Not a good sign’
Have a great day!
Yann
This is your SolarWakeup for October 6th 2025
Economic Reality. Energy and power makes up nearly 6% of the entire economy as a percentage of the total GDP, which doesn’t seem like a lot (though it’s nearly $2trillion dollars) but here’s the kicker. Energy is the first 6% of the economy, meaning the other 94% of the economy wouldn’t happen without it. Electricity alone was half a trillion and that will grow given the incredible growth in power hunger by digital players. That’s what we fight for every day, and while producing the most valuable of all GDP dollars, churning the economic engine ourselves, at factories, at job sites, law offices, development teams and bankers. From DC to the Central Valley farms and Midwest lands, solar is growing its importance and mark on the economy.
News
1 Bloomberg:
Why America Needs to Restore Its ‘Essential Economy’ and Embrace AI
2 Axios:
Data center developer's IPO shows more confidence in power and AI
3 Utility Dive:
Newsom vetoes bill to codify load flexibility in California grid planning
4 Reuters:
India may cancel at least 3–4 GW of solar tenders rushed to beat import rules, source says
5 PV-Tech:
Perovskite-based PV technologies could dominate within a decade, says Qcells CTO
6 Canary Media:
Trump admin targets blue-state grants meant to ease US electricity woes
7 PV-Magazine:
Arkansas to build 600 MW solar project for Google’s $4B data center
Opinions:
8 Electrek:
Tesla revives its solar business by bringing back solar leasing
Have a great day!
Yann
This is your SolarWakeup for October 3rd 2025
Big News For MEI. Congrats to my friends from Madison on another expansion of their platform. One of my favorite news stories is to see many of you executing on your business plans in very big ways. After nearly 20 years in solar, it’s the bridges that have been built that make this industry sustainable.
News
1 PV-Magazine:
Madison Energy Infrastructure acquires NextEra Energy’s distributed generation business
2 Axios:
BlackRock may buy utility AES for $38 billion
3 Utility Dive:
Data centers ‘primary reason’ for high PJM capacity prices
4 PV-Tech:
EU to lose 5% of solar workforce in 2025 as ‘job-intensive’ residential market contracts
5 Solar Power World:
DOE yanks funding from over 200 energy projects
6 Energy Storage News:
SPP utility to invest over US$600 million in 1.9GWh BESS projects to address ‘significant capacity deficit’
7 Canary Media:
Pennsylvania’s solar ambitions face high federal and state hurdles
Opinions:
8 New York Times:
A Generational Shift in American Energy
Have a great day!
Yann
This is your SolarWakeup for October 1st 2025
Opinion
News
1 Axios:
Trump's coal plan mixes new market and old hurdles
2 New York Times:
Trump's coal plan mixes new market and old hurdles
3 Reuters:
Schwarzenegger at Vatican in mission to 'terminate' fossil fuels
5 Financial Times:
Solar shines in the rush for power in Africa’s largest petrostate
6 PV-Tech:
Waaree dismisses US tariff evasion allegations, ‘actively working’ with CBP
7 Solar Power World:
Spruce Power lays off 40 people, closes Colorado office
8 Canary Media:
Carrier wants to pair batteries with air conditioners to help the grid
9 PV-Magazine:
Voltage Energy releases two wiring solutions for solar projects
Opinions:
10 Politico:
Energy Dept. adds ‘climate change’ and ‘emissions’ to banned words list
Have a great day!
Yann
This is your SolarWakeup for September 29th 2025
Opinion
News
1 Bloomberg:
Solar Firm Pine Gate Preparing for Potential Bankruptcy Filing
2 New York Times:
Why Don’t Data Centers Use More Green Energy?
3 Axios:
Data centers should be ready to bring their own power, Wright says
4 UTility Dive:
This week in 5 numbers
5 Reuters:
Trump's energy pivot accelerates US solar and wind power mergers, asset sales
6 Builder Magazine:
Boviet expands solar module production capacity to 3 GW in N.C.
7 PV-Tech:
‘100-year-old grids’ are ‘bottleneck’ to solar-plus-storage growth, Global Solar Council says
8 PV-Magazine:
U.S. grid-scale storage leaps 63%, residential storage 132%
Opinions:
9 Canary Media:
Can climate comedy still work? This offshore wind ad suggests it can.
Have a great day!
Yann
This is your SolarWakeup for September 26th 2025
Opinion
News
1 Washington Post:
Why the White House is abandoning solar
2 Utility Dive:
2.1-GW SOO Green transmission project advances with Iowa agreement
3 Bloomberg:
US in Talks With States Over Offshore Wind Dispute, Group Says
4 New York Times:
What World Leaders Told Us About Trump, China and Climate Change
5 Reuters:
China leads nations with new climate plans, defying US climate denial
6 PV-Tech:
Enel issues US$4.5 billion bond, says it ‘no longer needs’ sustainability financing
7 Solar Power World:
Dimension Energy cuts ribbon on 3.12-MW rooftop community solar project in NJ
8 Energy Storage News:
Poland ‘lacks precise development regulations and a clear long-term plan for energy storage’
9 Canary Media:
Virtual power plants may soon provide more electricity to Illinois’ grid
10 PV-Magazine:
Bankrupt residential solar loan provider Mosaic to be acquired
Opinions:
11 Axios:
Exclusive - Tom Steyer says Trump won't derail energy transition
Have a great day!
Yann
This is your SolarWakeup for September 22th 2025
The Climate Week. I must confess, I have never been to New York Climate Week. Not because I have not wanted but because I really have no idea what to do, where to go and how to take in what seems like great events (after the fact). What’s your guide to NYCW?
News
1 Bloomberg:
Bloomberg Green’s Guide to Climate Week NYC
2 Solar Power World:
Clean energy jobs grew 3x faster than rest of U.S. economy in 2024
3 Canary Media:
Solar and batteries had a record-setting, grid-stabilizing summer in Texas
4 Reuters:
Trump policies threaten US clean energy jobs engine, report says
5 Utility Dive:
Residential electricity rates up 6.6% over last year as gas prices rise
6 PV-Tech:
Canada forecast to add up to 26GW of solar PV by 2035
7 PV-Magazine:
A tightened U.S. solar trade environment
Opinions:
8 Yale Climate:
Bill McKibben says cheap solar could topple Big Oil’s power
Have a great day!
Yann
This is your SolarWakeup for September 19th 2025
Opinion
News
1 Reuters:
US launches effort to speed power grid projects for AI
2 Utility Dive:
Regulators approve demand charge, net metering changes for NV Energy
3 New York Times:
The Trump Administration Is Dismantling Climate Policies
4 Bloomberg:
French Wind-Power Backlash Seen Pushing Capacity Growth to 20-Year Low
5 Axios:
Tom Steyer's Galvanize launches new strategy with $1.3B in tow
6 PV-Tech:
North American VPP capacity grows 13.7% as market ‘broadened more than deepened’
7 Energy Storage News:
How Canada is driving 8-12GW of storage deployments by 2035 – ESC report
8 Canary Media:
The solar industry threw a party in Vegas, and it actually wasn’t sad
9 PV-Magazine:
Startup launches AI-based home solar and electrification customer acquisition platform
Opinions:
10 Economist:
Despite presidential animus, America’s solar industry is buzzing
Have a great day!
Yann
This is your SolarWakeup for September 18th 2025
Cheap is the new clean. If you haven’t gotten the memo, solar is about to be blamed for the rise in electricity prices and for the lack of resilience, i.e. the side effects of the lack of new generation being built with record demand growth. Every statement about solar, from every company, in every press release needs to include the fact that solar is the cheapest option available and would still be significantly cheaper if paired with storage. This is true with incredible taxation on the cost of solar when compared to what our neighbors in Canada, Mexico and Europe pay for solar components. All the while the industry has lowered costs, built amazing factories in all parts of the United States and responded to legacy price signals. The reality is that solar could be sooo much cheaper if we actually wanted to regulate the power market for cheap, resilient and clean. Don’t take my word for it, capitalism, i.e. corporate procurement is saying this exact thing.
News
1 Canary Media:
Majority of Americans want a big power grid and more cheap, clean energy
2 Solar Power World:
California bill to remove tax on IRA solar benefits now on governor’s desk
3 Reuters:
US power line builders facing multi-state slog without federal help
4 UTility Dive:
Blackstone to pay $1B for 620-MW Pennsylvania natural gas plant
5 Bloomberg:
China Seeks Feedback on Revised Rules for Polysilicon Energy Use
6 PV-Tech:
Nexamp secures US$350 million financing from Macquarie
7 Energy Storage News:
Chinese BESS players still hope to supply US in FEOC policy environment
Opinions:
8 PV-Magazine:
State solar policy on the frontlines
Have a great day!
Yann
