This is your SolarWakeup for December 1st 2025
Opinion
News
1 Bloomberg:
Americans Paying Record Electricity Prices as Gas Costs Climb
2 Utility Dive:
No more PJM data centers unless they can be reliably served
3 New York Times:
Trump Vowed Fewer Regulations and Lots More Oil. He’s Delivered on One.
4 Reuters:
KKR-backed Serentica may raise up to $8 bln for India green energy expansion
5 PV-Tech:
Vikram Solar starts work at 5GW TOPCon module manufacturing facility in India
6 Renewable Energy World:
Most regions have adequate winter supply, NERC says, but tight reserves raise risk during extreme cold
7 Solar Power World:
18 California legislators ask CPUC to address solar interconnection delays
8 Energy Storage News:
EDF joint venture kicks off large-scale BESS and solar-plus-storage projects in Chile
9 Canary media:
Small but mighty grid batteries take root in Virginia amid energy crunch
Opinions:
10 PV-Magazine:
Sodium-ion battery cell cost could drop to $40/kWh, says IRENA
Have a great day!
Yann
This is your SolarWakeup for November 26th 2025
Be Thankful. It’s that time of the year again, time to buy that Christmas tree and get out the decorations. Fun fact, I put up the lights on my house a few weeks ago because if this year has taught me anything is that we need to just focus on what brings us joy when everything sometimes feels like its falling apart. This year has had its ups and downs for sure, tariffs, OBBB, permitting, State battles all made us look in the mirror and wonder what happened to the power of solar that we’re actually scaring people with our scale. It has also been an amazing year for me leading FTC Solar, launching this amazing product and my first year and first time running a public company. We’re always ready to take on challenges and learn new things. So thank you for all of you that read the newsletter and support me with the dialogue on all things solar and of course as you support my professional endeavors as well. Enjoy this time with you friends and family and we’ll see each other on Monday.
News
1 Bloomberg:
AI Data Centers and the Need for More Electrons
2 Utility Dive:
Natural gas sees ‘largest year-over-year drop’ in California as solar surges
3 Axios:
Russia's oil fire sale
4 Reuters:
PosiGen files for bankruptcy after cuts to solar tax credits
5 PV-Tech:
Germany’s first grid-balancing solar project might be a ‘paradigm shift’ for energy
6 Energy Storage News:
Energy storage ‘significantly underutilised’ in EU despite recent growth and policy support
7 Canary Media:
T1 Energy is betting big on all-American solar, even under Trump
Opinions:
8 PV-Magazine:
FEOC compliance and stranded energy storage assets
Have a great day!
Yann
This is your SolarWakeup for November 21st 2025
Opinion
News
1 New York Times:
A Trump Overhaul of the Energy Dept. Breaks Up Clean Energy Offices
2 Bloomberg:
What California's Record Shows About Newsom’s Claims to Climate Leadership
3 Axios:
Trump reveals new offshore drilling plan for Florida, California
4 Reuters:
India's top solar state regulator blocks 3.2 GW coal power plan, citing clean energy push
5 Solar Builder:
Global solar energy market to reach $1.6 trillion by 2034 at 15.2% growth rate
6 PV-Tech:
Australia’s solar paradox
7 Energy Storage News:
BESS energy density race creates questions of site logistics and product standardisation
8 Canary Media:
Brookfield inks hydro contract with Microsoft in latest Big Tech deal
9 PV-Magazine:
Ohio House passes 1.5 GW community solar pilot program
Opinions:
10 Utility Dive:
Texas is winning the energy war by ignoring the politics
Have a great day!
Yann
This is your SolarWakeup for November 20th 2025
Opinion
News
1 Bloomberg:
US to Own Nuclear Reactors Stemming From Japan’s $550 Billion Pledge
3 Mother Jones:
This Ohio County Banned Commercial Wind and Solar. Not So Fast, Residents Said.
5 E&E News:
Solar company to open another US factory. It credits Trump.
6 Energy Storage News:
‘Europe’s fastest-growing clean energy technology’
7 Canary Media:
Trump cites ‘emergency’ to keep Michigan coal plant on line into winter
8 PV-Magazine:
Lawsuit targets FERC approval of SPP capacity evaluation, citing bias against solar
Opinions:
9 Utility Dive:
How renewable energy producers can navigate FERC’s new interconnection rules
Have a great day!
Yann
This is your SolarWakeup for November 19th 2025
Opinion
News
1 New York Times:
The Future Of Energy Has Arrived - Just Not In The US
2 Reuters:
US data center demand raising power risks this winter, regulator says
3 Canary Media:
Data-center power forecasts climb to unreachable heights
4 Utility Dive:
Consumers Energy to invest more than $13B in renewables, distribution by 2029
5 PV-Tech:
JinkoSolar module shipments, revenue fall in Q3 2025
6 Energy Storage News:
China leads 29% October global BESS deployments increase
7 PV-Magazine:
Over 13 GW, or half of planned Texas solar and storage, at risk to fail to come online next year
Opinions:
8 Bloomberg:
It’s Hard to Make Steel ‘Green.’ Some Companies Are Trying Anyway
Have a great day!
Yann
This is your SolarWakeup for November 18th 2025
Opinion
News
1 Bloomberg:
Affordability Foils US Power Sector’s AI Party
2 New York Times:
Hydropower Is Getting Less Reliable as the World Needs More Energy
3 Axios:
U.S. should brag on climate progress, GOP senator says
4 Reuters:
India power regulator warns renewable projects of disconnection for grid violations
5 PV-Tech:
Jakson Group begins construction of 6GW integrated solar manufacturing plant in India
6 Canary Media:
Will PJM do what it takes to get data-center costs under control?
7 PV-Magazine:
Over 50 House Republicans urge Trump administration to block Chinese solar inverter imports
Opinions:
8 Utility Dive:
America’s EVs are a $30B grid asset. Let’s not lock it away.
Have a great day!
Yann
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
