Tag Archives: Daily Rundown

This is your SolarWakeup for June 2nd

Opinion

Best, Yann

This is your SolarWakeup for June 1st

Storage Is Hot and Complicated. The NXT deal to acquire Prevalon made quite the splash this weekend and by my text messages, a lot of you have questions about what it means. I don’t think that my thoughts would be adequately outlined in this short format but I may be open to hosting a short conference call if folks are interested on this topic and the overall status of the storage market. It’s quite similar to the early solar days, think LDK/SPI (if this rings any bells for some of you). 

Pay Attention. Invest in Tomorrow Coalition is the PAC that is running with Don’t Mess with Solar and going after opponents and helping supporters in a smart, PAC kind of way. Tom Matzzie, a friend and savvy political operator is running the PAC now and certainly getting a lot of traction in the news. Don’t get it wrong, Chip Roy lost his race because of his attack on solar, he knows it but doesn’t want people to think that’s true. 10 years ago, solar hadn’t made really rich people in the space but that’s changed. There are hundreds of people that have made hundreds of millions and some have made billions in and from the solar industry. Time for the industry at every level to double down on the proof point that Tom and team are showing us all. 

Opinion

Best, Yann

This is your SolarWakeup for May 28th

Opinion

Best, Yann

This is your SolarWakeup for May 27th

The Tifosi Is Electric (i.e. Mad). Ferrari dropped an all electric speedster, and Ferrari World is mad about it. Anyone know whose cells they are using?

Political Solar Playbook. Chip Roy lost his primary and you may be surprised to know that solar had a role to play. If you recall, Representative Roy was not too happy about the placed in service, resi tax credit or the lease loophole making a comeback in the OBBB, with this tweet. Since then, some solar advocates have made it a point that there will be political ramifications for not supporting well placed bipartisan policy and supported Mr. Roy’s opponent in his attorney general race which he lost last night. If you want some Don’t Mess with Solar swag, here you go. Here’s the ad that highlights the point, worth a watch. 

Opinion

Best, Yann