This is your SolarWakeup for November 14th 2025
The Open Window. My role as CEO of FTC Solar is an incredible opportunity to lead a great company where we’ve been launching a 1P tracker for the past year. As a public company there are certain times where I’ve had to take a few days off from the SolarWakeup, for that I am sorry. We did have the pleasure of announcing our Q3 performance on Wednesday and our growth trajectory continues on the right track. I am certainly eager to talk to more of you about putting the FTC Solar tracker on one of your projects so you can also see the benefits of the latest innovation for yourself and I’m on the road to tell that story. Your partnership here and in my professional life is the center of my career and I’m appreciative for the time and opportunity to talk to you about both all the time. Onwards and upwards is the mission for FTC Solar, we’re optimistic that great things lie ahead for us in partnership with you.
News
1 PV-Tech:
FTC Solar acquires Alpha Steel, revenue up 157% in Q3 2025
2 Utility Dive:
Electricity prices to continue rise in 2026
3 Bloomberg:
Goldman Sees China Power Push Giving It Edge Over US in AI Race
4 Axios:
Fewer solar projects are being stalled, Energy Department says
5 PV-Magazine:
U.S. developers have 33 GW of safe-harbored solar and wind through 2028, says LevelTen Energy
6 Reuters:
TotalEnergies weighs sale of some Asian renewable energy assets
7 PV-Tech:
Global solar generation up 31% in first nine months of 2025
8 Energy Storage News:
Acciona Energia retrofits 1GWh battery storage project to solar PV plant in Chile
Opinions:
9 Canary Media:
Trump’s DOE may soon force more coal plants to stay open
Have a great day!
Yann
This is your SolarWakeup for November 13th 2025
Opinion
News
1 Reuters:
Data centres to drive energy storage 'boom cycle' in next five years, UBS says
2 New York Times:
China’s Green Triumph
3 Bloomberg:
Battery Companies Join Forces to Deploy Sodium-Ion Power Systems
4 Utility Dive:
Constellation Energy looks to demand response to accommodate load growth
5 PV-Tech:
Sunrun’s ‘storage-first’ strategy sees green shoots in Q3
6 Energy Storage News:
India
7 PV-Magazine:
SunPower to acquire Ambia Solar, bolstering residential market share ahead of tax credit shift
Opinions:
8 Canary Media:
Rising electric bills helped spur a Democratic upset in rural Virginia
Have a great day!
Yann
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
