Tag Archives: Daily Rundown

This is your SolarWakeup for May 5th

Power Of Compute. Just after yesterday’s headlines about nuclear failures and solar’s growth, we have the IPO for Fervo energy, a geothermal tech provider. With the headline valuation, you can see that the promise of future opportunity is driving the market for anything that can get more electrons to the AI / Data Center trend. 

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This is your SolarWakeup for May 4th

May The Fourth. Be with you. (Yes, I still have never watched Star Wars)

Everyone Loves Data Centers. At least they used to and I am guessing it’s much more nuanced now. I think that most people like using their AI but consumer use of AI isn’t really what is driving the need for the amount of compute we are seeing in the gold rush of building data centers. The problem that you’re seeing is that energy use is through the roof, construction is bother neighbors and inflation of energy prices can be tied back to their build outs. That’s why you’re seeing some moratoriums, community opposition and some political angst about how to communicate this growth. 

Profits Of Powering Them. No big point to make here except that I found the headline regarding First Solar’s quarter (positive) and the AI Nuclear failure (negative) to be a sharp contrast when you think about how all of this new power will get to the data centers. 

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This is your SolarWakeup for May 1st

Negative Rates. West Texas gas is negative which means that the cost of storage is greater than the demand for the commodity. Basically generators are choosing between paying for storage or how much they pay for buyers. 

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This is your SolarWakeup for April 30th

Feature In The System. In yesterday’s Senate hearing several Senators voiced their concerns about the ongoing silent but obvious campaign to halt solar development progress. Especially during a time when demand is skyrocketing, gas turbines are slow to come by and global fossil production / logistics are impacted by the Middle East conflicts; solar should be the generation that the US doubles into, focused by the private capital and demand for our generation. Secretary Burgum wasn’t interested taking a firm position whether the Interior department would be opening the floodgates of demand aside from disagreeing (vehemently) about the federal court’s ruling that the DOI memo should be rescinded. 

Is This The Why? Given the macros and the reality without our system of energy capitalism, I’ve been giving it some thought on why this DOI would want to make it harder for private enterprise to build and develop solar. Ultimately, when I read the headlines about utility Capex and the pipeline of gas power that data centers are signing up for, I think that slowing solar may have something to do with this. Any thoughts?

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Best, Yann