This is your SolarWakeup for May 20th 2025

Opinion

Best, Yann

This is your SolarWakeup for May 19th 2025

Off To Phoenix. Greetings from the skies as I head to Phoenix for the ACP conference. Of course all the talk will be tariffs and reconciliation bill but also how to make your Capex investments go further, especially in a continuously tight labor market. Software will also keep rearing its head in storage and trackers, look at cyber talk to get louder in the coming weeks. See you out there!

Opinion

Best, Yann

This is your SolarWakeup for May 14th 2025

Opinion

Best, Yann

This is your SolarWakeup for May 12th 2025

GREAT PROGRESS MADE! With US and China delegations meeting in Geneva over the weekend, the White House is touting that great progress has been made towards resetting trade relations between the two largest trading partners on the globe. There are few things that could be as catalyzing towards restarting the US economy as certainty on this topic and alongside the bipartisan infrastructure and CHiPS acts rebuilding amazing domestic infrastructure. With the IRA contributing enormous solar manufacturing gains towards American Energy Dominance, we could be on the way to getting back on track. 

Opinion

Best, Yann