This is your SolarWakeup for November 10th 2025
Government Intervention. Looks like some manufacturers are having trouble managing through too much after too little government intervention. In a world where there is a tremendous amount of motion in the module supply chain as it pertains to duties, tariffs, regulations and related laws, many of which are lobbied by the companies that benefit from them are now being hurt by different expectations for enforcement. Customers beware I guess…
News
1 Associated Press:
South Korean solar firm cuts pay and hours for Georgia workers as US officials detain imports
2 Solar Power World:
Pine Gate Renewables files for bankruptcy, selling solar business and project portfolio
3 Utility Dive:
The week in 5 numbers
4 Bloomberg:
Engie Chairman Says AI Demand Propels Solar Despite US Policies
5 New York Times:
China Suspends Export Controls on More Critical Minerals
6 Axios:
Nancy Pelosi championed climate as House Democrats' leader
7 Reuters:
US urges Europe to stick to oil and gas, not renewables
8 PV-Tech:
What Sungrow’s Hong Kong IPO suggests about Chinese inverter producer strategies
9 Energy Storage News:
Plus Power secures US$160 million for New England BESS projects
10 Canary Media:
Virginia scored the election’s biggest climate win
Have a great day!
Yann
This is your SolarWakeup for November 7th 2025
Opinion
News
1 Politico:
Democrats show early signs of winning energy messaging war
2 Utility Dive:
US installed nearly 26 GW of new generating capacity from January to August
3 Bloomberg:
Election Shocks Underscore Power Bills as New Political Risk
4 New York Times:
Leaders at Climate Summit Skipped by U.S. Stress Consensus
5 Axios:
Trump's focus on cultural issues amid high energy bills zaps Republicans
6 Reuters:
Planet in peril
7 PV-Tech:
European PV module prices stabilise ‘at the bottom’ in October
8 Energy Storage News:
Spain allocates €840 million funds for storage projects, passes grid resilience decree
Opinions:
9 Canary Media:
One North Carolina company’s plan for keeping rooftop solar going
Have a great day!
Yann
This is your SolarWakeup for November 6th 2025
Opinion
News
1 Axios:
How new Virginia, New Jersey governors will deal with energy
2 Solar Builder:
Homeowners brace for AI energy strain
3 PV-Tech:
South Africa to add 28.7GW of new solar PV generation capacity by 2039
4 Energy Storage News:
Aggressive pricing and emerging C&I models reshape India’s energy storage outlook
5 Utility Dive:
CPower says its load relief more than doubled, to 38 GWh
6 Canary Media:
In a boost for offshore wind, New Jersey elects Mikie Sherrill
7 PV-Magazine:
Illinois to add 3 GW of batteries, saving consumers $12 billion over 20 years
Opinions:
8 Reuters:
Paris accord will defeat fossil fuels – eventually
Have a great day!
Yann
This is your SolarWakeup for November 5th 2025
Opinion
News
1 Canary Media:
Puerto Rico’s energy future
2 New York Times:
New York’s Next Mayor Will Face Big Decisions on Climate Change
3 The Economist:
Solar in China has become too big to fail
4 Utility Dive:
Xcel proposes doubling battery storage at Minnesota coal plant
5 Reuters:
India's tighter green power rules may hit clean energy investments, industry letters show
6 PV-Tech:
EnergyRe bags US$370 million for South Carolina PV projects
7 Energy Storage News:
Sungrow’s Q3 revenue, net profit and shipments soar
8 PV-Magazine:
ContourGlobal secures $350 million, its first solar project financing in the U.S.
Opinions:
9 Axios:
Cleantech veteran hopes to "turn AI energy crisis on its head"
Have a great day!
Yann
This is your SolarWakeup for November 3rd 2025
An Election Ask (Voting Continues). I need your help so I can be reelected to the SEIA board and represent you during this important moment of SEIA and the solar industry. Voting continues! If you are not the contact person, please find the person at your company that gets the SEIA emails and ask them to make sure they vote today and pick me for the at-large seat.
News
1 New York Times:
Why the Price of Electricity Is Spiking Around the Country
2 Bloomberg:
Green Investors Enjoy Huge Returns as Stock Market Powers Through Trump’s Attacks
3 Utility Dive:
US has onshored full solar supply chain
4 Axios:
New York takes next steps on nuclear power
5 Reuters:
First Solar sales top estimates, company to open another US factory
6 Energy Storage News:
Wisconsin utilities opt for solar-plus-storage project acquisitions over ‘debt-like PPAs’
7 Canary Media:
Illinois lawmakers just passed another big clean-energy bill
8 PV-Magazine:
Solar wafer prices stable, with emerging downward pressure despite policy interventions
Opinions:
9 PV-Tech:
What does the upcoming Section 232 on polysilicon need to answer?
Have a great day!
Yann
This is your SolarWakeup for October 30th 2025
An Election Ask. I need your help so I can be reelected to the SEIA board and represent you during this important moment of SEIA and the solar industry. I’ve enjoyed being a part of the SEIA board and executive committee over the past 2 years and am termed out as division chair. Therefore I am running for an at-large board seat and endorsed by the nominating committee. If you are a SEIA member (of any level) you can vote. If you are not the contact person, please find the person at your company that gets the SEIA emails and ask them to make sure they vote today and pick me for the at-large seat. Together we will keep the voice of solar strong and make sure your voice remains heard as we continue. If you have any questions about this, hit reply and let me know how I can help.
News
1 PV-Magazine:
Every major component of solar supply chain is now made in the U.S.
2 Bloomberg:
Caterpillar Soars as Data Centers Lift Power Equipment Sales
3 Financial Times:
The global boom in solar — with or without the US
4 Axios:
Exclusive - Manufacturers group wants to speed up permitting to boost AI
5 PV-Tech:
NextEra adds 3GW of renewable generation to backlog in Q3
6 Solar Power World:
NovaSource opens solar and storage O&M training center in Arizona
7 Canary Media:
Connecticut and Maine team up to fast-track renewables
Opinions:
8 Utility Dive:
Are sodium-ion batteries finally ready to compete with lithium?
Have a great day!
Yann
This is your SolarWakeup for October 29th 2025
An Election Ask. I need your help so I can be reelected to the SEIA board and represent you during this important moment of SEIA and the solar industry. I’ve enjoyed being a part of the SEIA board and executive committee over the past 2 years and am termed out as division chair. Therefore I am running for an at-large board seat and endorsed by the nominating committee. If you are a SEIA member (of any level) you can vote. If you are not the contact person, please find the person at your company that gets the SEIA emails and ask them to make sure they vote today and pick me for the at-large seat. Together we will keep the voice of solar strong and make sure your voice remains heard as we continue. If you have any questions about this, hit reply and let me know how I can help.
News
1 Utility Dive:
OpenAI warns White House of China’s energy dominance
2 Bloomberg:
Europe’s Solar Power Surge Puts Unprecedented Strain on Its Grid
3 Reuters:
NextEra profits beat estimates as company preps for nuclear restart
4 Solar Builder:
EIA - Solar smashes records in 2025 — now topping wind, hydro and coal in key months as renewables surge past 26% of U.S. generation
5 PV-Tech:
Solar corporate funding sees uptick in Q3 2025 with US$6.5 billion
6 Energy Storage News:
Zinc battery storage startup Eos to invest US$353 million in manufacturing and HQ move to Pennsylvania
7 Canary Media:
China moves to supercharge green hydrogen as US pulls back
8 PV-Magazine:
New York utility aims to expand its flexible interconnection pilot
Opinions:
9 Axios:
Bill Gates urges UN climate summit to refocus on improving lives
Have a great day!
Yann
This is your SolarWakeup for October 27th 2025
Opinion
News
1 Canary Media:
The complicated reality behind rising power prices
2 Axios:
Green stocks are rebounding, new analysis finds
3 Utility Dive:
Houston peak load to grow nearly 50% in 6 years - CenterPoint
4 Reuters:
Singapore allocates more land for green energy, data centre park
5 BLoomberg:
Australian Opposition Pressure Mounts Against Net-Zero Targets
6 Renewable Energy World:
An unofficial federal mandate for utilities to focus on reliability and affordability
7 Energy Storage News:
Price falls have enabled ‘zero-capex’ co-located BESS business model in Spain, company says
8 PV-Magazine:
AI platform aims to transform solar site assessment
Opinions:
9 PV-Tech:
From energy yield to real-time performance - a new metric for PV project success
Have a great day!
Yann
This is your SolarWakeup for October 22nd 2025
End Of An Era. You have probably already seen the news that SEIA CEO, Abby Hopper, will be stepping down at the end of January. I may have been the very first interview that her team put her on 9 years ago, and it wasn’t because I was going to be the easy, pleasant conversation. But that’s who Abby has been over her tenure, having the conversations with a membership and industry that has lots of competing ideas. SEIA is too much this or that and too vocal and too weak, not to mention growing the membership and market as a partner to many of us. She convinced me that I should join the board and help from the inside which I did a few years ago and it’s been a pleasure to do. SEIA will continue to thrive, the staff is strong and oriented on the mission to keep solar as the most cost effective, rapidly deployable energy source. But, we will miss Abby and her leadership.
News
1 E&E News:
The solar industry’s top advocate stepping down
2 Energy Storage News:
Global energy storage deployments on track for record year in 2025, BNEF says
3 Reuters:
US grid investors focus on demand hotspots in planning shift
4 Bloomberg:
GE Vernova Agrees to Pay $5.3 Billion for 50% Prolec Stake
5 Axios:
Exclusive - Bill Gates vets launch group aiming to boost cleantech policy
6 Canary Media:
California has a new law to prevent big grid battery fires
7 PV-Tech:
Section 232 polysilicon tariffs could be clarified by ‘end of the month’
8 Utility Dive:
DOE cancels $700 million in battery and manufacturing project grants
Opinions:
9 PV-Magazine:
Batteries boost as Brookfield seals $20 billion energy transition warchest
Have a great day!
Yann
This is your SolarWakeup for October 17th 2025
Opinion
News
1 New York Times:
Subsidizing Fossil Fuels, but Not Clean Energy
2 Axios:
Amazon provides vision of its new nuclear site
3 Reuters:
US clean power reversal comes with a hefty emissions price tag
4 Bloomberg:
Silicon Valley Bets on Solar Startup as US Sector Shrinks
5 PV-Tech:
US utility PV up 56% in 2024, accounting for 54% of all new capacity – LNBL
6 Solar Power World:
Alliant Energy adds 100-MW BESS next to 200-MW Wisconsin solar project
7 Energy Storage News:
Chile to reach 2050 energy storage target within next two years, says energy minister
8 Canary Media:
Trump admin approves $1.6B in financing for AEP transmission project
9 PV-Magazine:
Cadmium telluride vs. crystalline silicon in agrivoltaics
Opinions:
10 Utility Dive:
PJM customers will benefit from cooperation, not conflict, within the electric industry
Have a great day!
Yann
