Tag Archives: Daily Rundown

This is your SolarWakeup for August 27th

It’s A Heartsong. “We cannot direct the wind, we can adjust the sails.” – Dolly Parton. Like many, there is a sad moment for me when I heard that Dolly passed away because I can only think about a positive outlook when I think about her music and personality. Every day in our industry is filled with moments where we adjust our sails. 

Boots on the Ground. With Yann Brandt and Abby Hopper is out now! Find all the links from Apple Podcast, Spotify and YouTube here! Make sure you subscribe today, apparently Abby and I had very interesting takes on 232. This episode of Boots on the Ground is sponsored by Cleantech Industry Resources, CIR 

Trump Grid Executive Order. There’s a lot in there that many of you should be reading and getting familiar with. And if on some days it seems like I’m pitching you Wakeup Premium, it’s because of days like today where you ask yourself, what should I do about this executive order, my board/shareholders/employees/capital partners are looking at me for guidance and I need another opinion. Well today is that day to subscribe to get at least one more perspective on this topic. This executive order is far beyond just some Chinese switchgear for the grid, if you are doing monitoring, SCADA, O&M, this executive order could upend your business processes. Here is the EO. Here is where you can subscribe to Wakeup Premium. 

Fill Me In. On balcony solar, where is the supply chain ecosystem for this? I need to learn more. 

Opinion

Best, Yann

This is your SolarWakeup for August 26th

Boots on the Ground. With Yann Brandt and Abby Hopper is out now! Find all the links from Apple Podcast, Spotify and YouTube here! Abby and I will bring you at least 6 episodes while we figure out our hiatus! This episode of Boots on the Ground is sponsored by Cleantech Industry Resources, CIR 

In Yesterday’s Premium. I spent the better part of the 10 minute episode breaking down the CoVolt S-1 as a former public company CEO and what it means. A lot of my time is spent reading SEC filings, I love it!, so that I can explain what it means to you as so many of you are investing in public solar companies. Solar EPCs are really hot right now and this S-1 has some interesting tidbits. You can subscribe to Wakeup Premium, your solar intelligence source here. 

Batteries As A Pond. Retention pond that is. Should batteries be the buffer that stops grids from feeling the pressure of data centers shutting down by keeping the load going and should the data centers feel secure if the grid goes down by keeping the data center going? Call it a 1 hour redundancy for supply and demand. I think that makes sense for consumers. 

Opinion

Best, Yann

This is your SolarWakeup for August 25th

Boots on the Ground. With Yann Brandt and Abby Hopper is launching tomorrow. Listen to the teaser here and subscribe on Apple Podcast or Spotify. Make sure you are subscribed as episode 1 releases later today. This episode of Boots on the Ground is sponsored by Cleantech Industry Resources, CIR 

Why Data Centers Matter. It seems like SolarWakeup is becoming data center wakeup these days and I want to clarify why it’s so important. Imagine a scenario where data center hype goes away, now guess what would happen to the stock prices of the public solar and storage companies and the valuations of the private companies or the ability to raise money for the startups. Data centers represent three main sources of importance for our market. First, data centers are the growth of energy demand. More demand, more need for generation. Second, they are the source of inflation for the value of said generation, there is more demand than ability to build solar projects and therefore the tech companies are competing for the off take agreements, driving up the price and value of the projects. Third, solar developers are becoming data center developers pursuing a powered land strategy. 

Cell Balancing. I like today’s top story because there is a disconnect in storage that I want more of you to think about. What happens after the battery is installed and the capacity test is completed? The asset managers take over and more often than not, you have near full-time staff on the locations making sure that the batteries are operational. Cell balancing is often a super tedious task if the asset manager even has the ability to recognize that it’s needed more often than the scheduled balancing task in the owner’s manual. So much more goes into the operation of a battery that most owners don’t think about when they’re building the battery. 

Opinion

Best, Yann

This is your SolarWakeup for August 24th

Boots on the Ground. With Yann Brandt and Abby Hopper is launching tomorrow. Listen to the teaser here and subscribe on Apple Podcast or Spotify. 

New EPC IPO. CoVolt Power has filed an S-1, i.e. they’re going public. Down the fairway IPO shell, being led by JP Morgan and Jefferies with leading law firms on the filings. Some thoughts on how this pans out and impacts from some public companies on today’s Wakeup Premium, if you want to hear that you can subscribe here. 

Opinion

Best, Yann