Tag Archives: Daily Rundown

This is your SolarWakeup for August 31st

A Look At Bess Details. A nice tutorial of the parts and pieces of a BESS box in today’s top story. Certainly a good high level primer on what could get regulated. 

Today’s Premium. I get into some of the nuance of data center economics and how generators are becoming part of the solar and storage equation. Subscribe at solarwakeup.com/join 

Opinion

Best, Yann

This is your SolarWakeup for August 28th

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 

Shoals Wins Court Case. A court victory many years in the making for eBos giant, Shoals Technologies, as the company wins in trade and federal court against offshore competitor, Voltage. In this era of domestication, discussed here and on Wakeup Premium, buyers need to start thinking more strategically about what the landscape could and should look like. 

A Need For Transmission? We spend all our time thinking about generation and demand (solar/gas/wind/AI etc) but why do we rarely talk about the grid and grid operations, pricing signals that need to also keep up with the growth and innovation happening on either end of the line? 

Opinion

Best, Yann

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