New Podcast Is Out! Solar’s record quarter and so many other fun topics. Many of you are waiting to listen to your first episode, make today the day! Subscribe on Youtube or find Boots on the Ground in your podcast app. solarwakeup.com/boots for all the links and post about it on Linkedin. This episode is sponsored by Cleantech Industry Resources

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• Bloomberg: US AI Boom Needs $110 Billion of New Power Plants, Moody’s Says
• Reuters: SB Energy to sell up to $500 million in shares to Japan investors as part of US IPO
• Utility Dive: EPA scraps Biden power plant GHG rules, moves to eliminate other standards
• PV-Magazine: Americas to lead $60 billion global microgrid market growth through 2030 as reliability demand mounts
• Axios: Record diesel prices squeeze food, transport
• Solar Builder: East Point Energy completes Texas storage site | Projects Weekly
• Energy Storage News: US energy storage companies secure financing and launch compliance services amid regulatory shifts
• Canary Media: An Idaho county banned renewables. It’s having second thoughts.

Opinion

• PV-Tech: NZIA ‘too slow’ to revive European solar manufacturing, says SolarPower Europe

Best, Yann

New Boots on the Ground Podcast. The most fun episode to date and some good commentary about massive valuations in the transactions, what drove them and how getting involved politically is a clear business strategy, especially as you read the commentary below. Subscribe on your podcast app or go to YouTube. solarwakeup.com/boots for all the links and post about it on Linkedin. 

Get Commentary. Exclusively at solarwakeup.com/join with Wakeup Daily Brief. 

• Politico: ‘Slowing things down’ – Trade wars hit global electrification shift
• New York Times: Court Strikes Down Trump Order to Keep an Aging Coal-Burning Plant Running
• PV-Magazine: Department of Commerce finalizes trade duties on solar imports from India, Indonesia, and Laos
• PV-Tech: Invenergy, HASI partner to develop 2.7GW solar PV and co-located BESS across the US
• Bloomberg: Europe’s Solar Boom Has a Storage Problem
• Axios: Higher oil and rates are set to test the markets
• Energy Storage news: CATL upgraded to AAA, Wärtsilä downgraded to BB in Bankability Report Q2 update
• Canary Media: xAI has quietly built a massive battery at its Memphis data center hub

Opinion

• Los Angeles Times: The surprising reason California survived record summer heat without blackouts

Best, Yann

New Boots on the Ground Podcast. The most fun episode to date and some good commentary about massive valuations in the transactions, what drove them and how getting involved politically is a clear business strategy, especially as you read the commentary below. Subscribe on your podcast app or go to YouTube. solarwakeup.com/boots for all the links and post about it on Linkedin. 

• Bloomberg: States Backing Trump Make Up 71% of New Solar, Report Says
• PV-Magazine: Solar industry delivers 11.4 GW in Q2, but growth remains constrained
• Politico: Sam Altman pitches utilities on AI grid defense
• Axios: Trump moves to ease environmental rules for data centers
• Reuters: Global cleantech investment fell in first half on slowing China momentum
• PV-Tech: Jinko follows JA in dropping ‘solar’ from name
• Solar Power World: SOL Components issued patent for mounting rail used on solar trackers
• Energy Storage News: FlexGen, SMT Energy commission 320MWh Texas BESS in just six weeks, as ERCOT grid faces record demand

Opinion

• Canary Media: Questionable data center forecasts are driving up Ohio power bills

Best, Yann

New Boots on the Ground Podcast. The most fun episode to date and some good commentary about massive valuations in the transactions, what drove them and how getting involved politically is a clear business strategy, especially as you read the commentary below. Subscribe on your podcast app or go to YouTube. solarwakeup.com/boots for all the links and post about it on Linkedin. 

Big Domestic Cell Money. Suniva has raised $835million to expand its cell manufacturing capacity. As many of you know, Suniva has been around for a long time. I can trace my time around Suniva back to the days of ARRA and Navy solar procurement work. Just the term ARRA will date me and Suniva alike. The company went into what I would call, regulatory capture mode, that culminated in the 232 proclamation and now the funding to build domestic cells. In some ways, Suniva and EPC Power have some commonality that could tell a story about solar’s future. More on that in my commentary in Wakeup Premium. 

Join Wakeup Premium. If you want to know what I think about the days top news in a short clip that you can listen to, watch or read, subscribe today. It’s like having a coffee with me every morning as you head to your day of meetings but with another view on the headlines. For the latest in solar and storage insights directly to your inbox join at solarwakeup.com/join. 

• PV-Magazine: Suniva raises $835 million to drive 4.5 GW in new domestic cell capacity
• Politico Pro: Solar sector launches new PAC as clean energy groups sharpen their political attacks
• Utility Dive: Front-of-meter solar, storage could serve 32% of California’s 2032 peak load: study
• PV-Tech: FTC Solar begins solar tracker shipments for 330MW PV project
• Solar Power World: GameChange Energy responds to Nextpower lawsuit with another lawsuit
• Axios: Scoop – Best states for EV charging
• Reuters: Thailand to provide $1.5 billion for rooftop solar scheme starting mid-October, finance minister says
• Energy Storage News: CATL, EVE Energy lead Chinese manufacturers’ battery storage cell price hikes
• Canary Media: Virginia kept its climate law. Dominion sees a loophole.

Opinion

• BLoomberg: EU Warned Failure to End Russian Energy Ties Risks Fresh Crisis

Best, Yann