This is your SolarWakeup for August 26th 2025
Opinion
News
1 Utility Dive:
Utilities need to plan for flexibility, confirm data centers when forecasting load
2 Bloomberg:
Gates-Backed TerraPower, Utah to Explore Nuclear Reactor Sites
3 PV-Tech:
T1 Energy secures sale of entirety of 2025 module production with new 437MW deal
4 NPR:
Pakistan is tapping into solar power at an 'unprecedented' rate. Here's why
5 PV-Magazine:
Fluence brings another part of battery supply chain to U.S.
6 RE-NJ:
Murphy supersizes New Jersey community solar program, signs law to add 3,000 megawatts
7 PV-Tech:
Canadian Solar’s Q2 module sales increase, battery revenues grow
8 Solar Power World:
Residential solar installer PosiGen lays off almost entire workforce
9 Energy Storage News:
New Mexico utility picks batteries over fossil fuels, ordering BESS retrofits for solar PV plants
Opinions:
10 Newsweek:
Bill McKibben's Latest Book Argues for Seizing Solar Power's Big Moment
Have a great day!
Yann
This is your SolarWakeup for August 25th 2025
Why Has Solar Become Partisan? In the past 6 months, solar has become partisan, but really only in DC, and I am not sure why. For years there was an argument about subsidies and whether government should be picking winners and losers. Of course all energy sources are heavily subsidized and even operates under a different, regulated, economic system. But not approving solar projects so they don’t get built, in a time when solar is needed, cheap and fast generation, becomes a level of partisan that I can’t understand the rationale for. Plenty of SolarWakeup readers live on both sides of the political aisle, so this isn’t about a belief system, it seems to be about pure politics with a goal in mind, a goal that leaves an industry confused. So what do you think the goal of the attacks is?
News
1 Bloomberg:
The Fix for Solar Power Blackouts Is Already Here
2 CNBC:
Solar executives warn that Trump attack on renewables will lead to power crunch that spikes electricity prices
3 Wall Street Journal:
Why Solar and Wind Power Can Thrive Without Subsidies
4 Axios:
Trump administration halts work on New England offshore wind project
5 Energy Storage News:
North America energy storage acquisitions
6 Reuters:
US opens national security probe into imported wind turbines, components
7 Solar Builder:
California’s distributed storage program can save ratepayers $206M by 2028
8 PV-Tech:
Tariffs and AD/CVD ‘not welcome news’ say experts, as India treads the murky US markets
9 Solar Power World:
New Jersey kicks off program to deploy 2 GW of energy storage by 2030
10 Canary Media:
Why power bills are rising — and why that’s not changing soon
Opinions:
11 PV-Magazine:
Sunniest state in U.S. turns its back on the sun
Have a great day!
Yann
This is your SolarWakeup for August 21st 2025
Lean, A Process For Products. How a product is installed is a combination of a product and acceptance by the product to make the
News
1 Solar Power World:
Benefits of implementing Lean Fundamentals on solar projects
2 PV-Magazine:
Solar to represent half of new U.S. electric generating capacity in 2025
3 Reuters:
US gas-heavy power pipeline set to stoke LNG exporter tensions
4 Bloomberg:
Trump Says US Won’t Back Solar, Wind Projects Hurting Farms
6 PV-Tech:
Enphase signs US$50 million microinverter ITC safe harbour deal
7 Energy Storage News:
US EPA issues ‘comprehensive’ full lifecycle BESS safety guidance
Opinions:
8 Utility Dive:
California’s virtual power plant could save $206M by 2028
Have a great day!
Yann
This is your SolarWakeup for August 19th 2025
Opinion
News
1 Utility Dive:
Clean energy groups challenge DOE grid reliability report
2 Bloomberg:
Wild Power Swings Are Driving Australia’s Battery Boom
3 Solar Builder:
Explainer - New ‘construction start’ definitions for solar project tax credit eligibility
4 Reuters:
USDA ends programs for solar, wind projects on farms
5 PV-Tech:
New Stonepeak Middle East renewables vehicle to be led by ex-Jinko executive
6 Energy Storage News:
Copenhagen Infrastructure Partners acquires 1GWh BESS project from EDF Renewables North America
7 Canary Media:
A universal adapter for solar, batteries, EVs, and microgrids is here
Opinions:
8 PV-Magazine:
NERC 2026 regional compliance audits
Have a great day!
Yann
This is your SolarWakeup for August 18th 2025
Checking The Boxes. In the year that I’ve been at FTC Solar, we keep checking the boxes on bringing features to the 1P tracker and none of them more important for installers than being the fastest installed tracker available. If you and your team install trackers today, you know that increasing capacity is key to your success and I want to personally invite you to our training facility to get your hands on the tracker and see how its 25% faster than what you’re able to achieve.
News
1 PV-Tech:
FTC Solar launches tracker for extreme wind conditions
2 New York Times:
I.R.S. Makes It Harder for Wind and Solar Projects to Claim Tax Breaks
3 UTility Dive:
$3.1B annual cost estimated for fossil fuel plants DOE won’t allow to retire
4 Reuters:
Data center owners urge US Treasury to keep renewable energy subsidy rules
5 Solar Power World:
Arizona commissioners unanimously vote to repeal state renewable energy standard
6 Energy Storage News:
Fluence to hit lower end of 2025 guidance due to ‘typical’ ramping delays at US factories
7 Renewable Energy World:
American solar supply chain strengthened by T1 Energy, Corning deal
Opinions:
8 PV-Magazine:
The new chapter in energy storage
Have a great day!
Yann
This is your SolarWakeup for August 14th 2025
Opinion
News
1 Washington Post:
Home batteries are saving America from blackouts
2 UTility Dive:
Renewable power purchase agreement prices rising in wake of One Big Beautiful Bill Act
3 Energy Storage News:
FlexGen wants to uphold Powin’s ‘important and significant’ legacy, CEO says
4 Axios:
How gas and power prices have become political experiments
5 Reuter:
US clean energy capacity growth gets slower but wider in 2025
6 PV-Tech:
IPP Juniper Green Energy secures debt financing for renewables build-out
7 Canary Media:
States look to unleash wind and solar boom while tax credits still exist
Opinions:
8 PV-Magazine:
Rooftop solar, battery storage could offer a lifeline in energy insecurity
Have a great day!
Yann
This is your SolarWakeup for August 13th 2025
Opinion
News
1 Utility Dive:
3 Arizona utilities set peak demand records last week
2 Bloomberg:
AI Powers Green-Tech Surge
3 PV-Magazine:
AI is transforming residential storage fleets. What does that look like in practice?
4 MIT:
Surprisingly diverse innovations led to dramatically cheaper solar panels
5 Reuters:
German solar industry warns against ending subsidies after minister proposes cuts
6 PV-Tech:
Indonesia new programme targets 100GW solar PV, 320GWh BESS
7 Solar Power World:
Robots step in to meet mounting labor demands in solar
8 Energy Storage News:
A win for Transatlantic relations’ but a ‘big loss’ for creditors
9 Canary Media:
This hydrogen microgrid is the first of its kind. Is it a good idea?
Opinions:
10 Axios:
Why Ford is doubling down on electric vehicles
Have a great day!
Yann
This is your SolarWakeup for August 12th 2025
Legacy Of Domestic Storage. Runs right through the software that make batteries run the way an operator intends it to. I’m incredibly proud of my former colleagues that have acquired the IP of Powin and are helping the GWh’s of customers make sure that those batteries keep running. I’ve been quoted in saying (from years ago now) that I think that every battery should be running on FlexGen software, especially as asset owners manage through FEOC and cybersecurity regulations. Now a global platform, FlexGen seems to be making sure that all batteries power on.
News
1 PV-Magazine:
FlexGen to acquire assets from bankrupt rival Powin Energy
2 NPR:
EPA plans to end a program that makes solar power available to low-income Americans
3 Politico:
Jellyfish invasion shuts down reactors at French nuclear power station
4 Financial Times:
The story behind Spain’s solar power meltdown
5 UTility Dive:
Oncor has 200 GW of interconnection requests, company officials say
6 BLoomberg:
Lithium Market Soars as CATL Shuts One of World’s Top Mines
7 PV-Tech:
Illuminate USA to acquire US-made solar glass from Solarcycle
8 Energy Storage News:
Caterpillar signs deal for CHP plant with 1.1GWh integrated BESS at data centre campus in Utah
Opinions:
9 Canary Media:
DOE is raising power bills by thwarting transmission line, Heinrich says
Have a great day!
Yann
This is your SolarWakeup for August 11th 2025
Sunrun Turns To Run. I think about the last 15 years in solar and the various bends and turns that rest solar has had to make. The headlines this week about Sunrun’s impressive financial maneuvers and their now 70% storage attachment rate makes me wonder how much longer it will be before Sunrun just thinks of itself as a power company. It’s a rhetorical question because I assume the answer is in the past, i.e. they already do.
News
1 Utility Dive:
Sunrun battery attachment rate hits 70%, up 54% from year ago
2 New York Times:
California Supreme Court Requires New Review of Rooftop Solar Policy
3 Rolling Stone:
Six Ways Trump Is Screwing Solar
4 Bloomberg:
Hedge Funds Flip on Green Energy and Start Betting Against Oil
5 Reuters:
US solar capacity slowed but not stopped by Trump policy u-turn
6 PV-Tech:
US market, slow residential demand impact SMA Solar H1 2025 results
7 Energy Storage News:
US ESS cell manufacturing to reach 50GWh by the end of 2026
8 Canary Media:
Chart - Rooftop solar set to struggle under GOP tax credit repeal
Opinions:
9 PV-Magazine:
Siting solar on federal land under NEPA’s double-edged sword
Have a great day!
Yann
This is your SolarWakeup for August 7th 2025
Opinion
News
1 E&E News:
Interior’s restrictions have ‘frozen’ Nevada solar projects, Republican governor tells Burgum
2 Utility Dive:
Solar and storage financing is down, but dealmaking is up
3 Bloomberg:
Brazil’s Green Ambitions Collide With Coming Oil Supply Shortage
4 Axios:
Electricity costs rise amid data center boom
5 Reuters:
On farmland and on rooftops, Iraqis turn to solar as power grid falters
6 PV-Tech:
Solar module prices in the US remain stable amid trade uncertainty
7 Energy Storage News:
UK councils approve 5GW/10GWh of BESS in July
8 PV-Magazine:
Minnesota court rules to cut community solar savings
Opinions:
9 Canary Media:
Used EV batteries could upend the race for long-duration storage
Have a great day!
Yann
