This is your SolarWakeup for September 16th 2025
Opinion
News
1 Utility Dive:
Regional Western electricity market closer to reality following California vote
2 Bloomberg:
How Trump’s Anti-Renewables Push Is Upending US Wind and Solar
3 New York Times:
Young People Suing Trump Over Climate Have Their Day in Federal Court
4 Reuters:
Germany to scrap fixed tariffs for new renewables, pivot to market support
5 PV-Tech:
Sunrun raises US$510 million in securitisation
6 Canary Media:
California’s first solar-covered canal is now fully online
7 PV-Magazine:
Enphase introduces commercial-scale solar microinverter with 97.5% efficiency
Opinions:
8 Solar Power World:
Realistic market outlook emerges after ‘pep rally’ start to RE+
Have a great day!
Yann
This is your SolarWakeup for September 15th 2025
RE+ Comes To Close. Now the work begins. I appreciate seeing many of you at the show throughout the week, it’s always nice to see old friends and make new ones. Of course, I am thankful to the support that you are showing to help make FTC Solar a success, building on the constructability of the 1P tracker that we launched last week and showcasing at the show as well as our demo center in Austin. I know that there are challenges for the market, both in policy and in the labor force. Many of you shared your policy ideas and I will consolidate those for you in the coming days and of course if you are looking for a tracker solution that helps shave significant time from the construction schedule, don’t hesitate to reach out.
News
1 Wall Street Journal:
Oil Giant Saudi Arabia Is Emerging as a Solar Power
2 Utility Dive:
Amid policy pressures, clean energy investment is diversifying
3 Reuters:
Oil boom conceals a green energy jackpot
4 Bloomberg:
Australia’s Rooftop Solar and Battery Installations Are Surging Despite Broader Lag in Renewables
5 Energy Storage News:
Still too early to see Trump tariffs’ impact on BESS industry finances
6 Axios:
Battles aren't ending over DOE's contrarian climate science
7 Canary Media:
Illinois’ push to train workers for solar industry jobs is paying off
8 PV-Magazine:
It’s easy to announce a battery gigafactory. It’s much harder to build one
Opinions:
9 PV-Tech:
Risk aversion and market pressures
Have a great day!
Yann
This is your SolarWakeup for September 12th 2025
Opinion
News
1 Axios:
Oil and gas lobby sees AI boost for 2025 permitting overhaul
2 Wall Street Journal:
Oil Giant Saudi Arabia Is Emerging as a Solar Power
3 Politico:
How environmental groups lost Newsom to Big Oil
4 Utility Dive:
Amid policy pressures, clean energy investment is diversifying
5 Bloomberg:
Germany Eyeing Credit Tool to Help Industry to Clean Power Deals
6 Reuters:
EU targets 8 power grid bottlenecks to cut prices, boost security
7 PV-Tech:
Madison Energy secures US$800 million to expand US clean energy portfolio
8 Energy Storage News:
‘Made in America’ and energy density race lead battery storage discussions at RE+ 2025
9 Solar Power World:
Enphase to bring bidirectional EV charger to market next year
10 PV-Magazine:
Making sense of CAISO’s bid cost recovery mechanism and what it means for batteries
Opinions:
11 New York Times:
Climate ‘Ideology’ Hurts Prosperity, Top U.S. Officials Tell Europeans
Have a great day!
Yann
This is your SolarWakeup for September 8th 2025
Opinion
News
1 Utility Dive:
Utilities could add 147 GW of new large loads, boosting peak demand 20%
2 Politico:
US could be forced to refund ‘about half’ of tariffs if SCOTUS rules against Trump, Bessent says
3 PV-Magazine:
Solaris acquires Sunnova assets, puts SunStrong in control of legacy systems
4 Bloomberg:
Wind Wars Highlight US-China Divergence on Clean Energy
5 New York Times:
Energy Secretary Attacks Offshore Wind and Dismisses Climate Change
6 PV-Tech:
Czech Republic warns of cybersecurity threat from Chinese solar inverters
7 Reuters:
Georgia Power receives approval for 1,068 MW of new solar energy projects
8 Energy Storage News:
Fluence deploys first full product ecosystem at Tilt Renewables’ 200MWh BESS in Victoria, Australia
Opinions:
9 Times:
India’s solar industry, aiming to compete with China, finds strength as U.S. tariffs hit home
Have a great day!
Yann
This is your SolarWakeup for September 5th 2025
Vegas! I will be arriving on Sunday. If any readers want to plan an informal SolarWakeup get together on Sunday afternoon, let me know! Safe travels to Las Vegas!
News
1 Utility Dive:
FERC in Focus
2 Axios:
House narrowly OKs spending bill backing Trump energy priorities
3 Reuters:
Trump supports nuclear power as it is 'more American' than wind, solar, US official says
4 PV-Tech:
India cuts GST on renewable energy components from 12% to 5%
5 Solar Power World:
Data centers forcing US utilities to plan large load capacity additions very quickly
6 Energy Storage News:
Swift Current Energy closes US$242 million financing for Virginia battery storage project
7 PV-Magazine:
Newsom orders agencies to fast-track clean energy projects before federal tax credits expire
Opinions:
8 Canary Media:
These conservatives want government to stop working against clean energy
Have a great day!
Yann
This is your SolarWakeup for September 4th 2025
Make It Easier. Part of technology innovation is making it easier to build. Easier being simple to train to new workers and easier so that it’s repeatable while minimizing mistakes. At FTC, we use the term constructibility and explain it with 4 key features that make a tracker installation 5 simple, repeatable steps. That’s why from pile to module, the installation using FTC 1P trackers is much faster and repeatable than anything else in the market. Head to V7655 to see it in person at RE+
News
1 Reuters:
The energy transition is now a national security issue. Just ask India
2 New York Times:
White House Orders Agencies to Escalate Fight Against Offshore Wind
3 Solar Builder:
Nearly 70% of U.S. solar EPCs fall short on quality, HelioVolta report finds
4 UTility Dive:
PJM stakeholders overwhelmingly pan proposal for data center interconnection
5 Bloomberg:
BlackRock's Trans-Atlantic ESG Dilemma
6 Axios:
Clean school bus transition gets clogged up
7 PV-Magazine:
U.S. residential solar averages record-low $29,000 before incentives, says EnergySage
8 PV-Tech:
China’s top four solar manufacturers suffer US$1.54 billion in losses in H1 2025
9 Renewable Energy World:
US Energy Secretary goes viral for misguided solar post
10 Energy Storage News:
CAISO monitoring for ‘detrimental market behaviour’ in BESS Bid Cost Recovery process
Opinions:
11 Wall Street Journal:
Trump’s Anti-Climate Crusade Puts Big Oil in Awkward Spot
Have a great day!
Yann
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
