Tag Archives: Daily Rundown

This is your SolarWakeup for March 27th

The EV Comeback. I may be biased because I’ve been driving electric since 2012 (Chevy Volt beta tester!). My reason for driving electric goes beyond that it’s a better car to drive, I get to plug in every night and start the day with a full tank of gas. Not going to the gas station is an amazing feeling. But it’s also because electricity tends to be FAR less volatile in pricing than gas, especially right now. This is the same thought process why corporations love solar, what other fuel can give you a 25 year contract with predictable contract costs. Imagine a gas plant locking in the cost of electricity (without fuel adjustments) for any period of time, let alone 25 years. 

Political Payback. Fun article, you should read it. 

Opinion

Best, Yann

This is your SolarWakeup for March 25th

Insurance Innovation Rewarded. Congratulations to the team at kWh Analytics, especially Jason Kaminsky and Richard Matsui who couch surfed their way to building an incredible business. A 14 year overnight success as they say, as kWh gets acquired by Beazley. 

Digital Interconnection. Regulators tend to see trends a bit in the rearview mirror but using storage as an interconnection aide is an obvious one that the industry has been talking about and hoping that the market operators adopt at bigger scale. That being said, they also need to be looking ahead (and asset owners should self regulate) if they think that batteries can be operated with underdeveloped, subpar and offshore software controls. If we’re going to use batteries to interconnect America’s AI infrastructure, then we know what doing it right looks like. 

Opinion

Best, Yann

This is your SolarWakeup for March 23rd

Opinion

Best, Yann

This is your SolarWakeup for March 19th

Tourney Time. Today is the Last Day! Sign up for the annual SolarWakeup March Madness Challenge. Search for SolarWakeup 2026 on ESPN TC or create your bracket for Women’s and Men’s tournament challenges here, password is gosolar. Winner gets bragging rights and the morning paragraph on a topic of their choice. 

Onsite Batteries And Investigations. It is no surprise to me that data centers are bringing batteries for backup, for interconnection and for power quality to the inside of the fence at the data centers. Cells are simply too power hungry for typical instant backup. The interesting part of that is how it relates to local content, FEOC and the ongoing OICTS investigation about foreign influence into the grid and related parts. For solar that seems to be largely centered around inverters but for storage it likely impacts domestic sources of BMS and EMS software. This is often overlooked but more importantly the likelihood that cybersecurity is coming to this is largely ignored, for now, especially when storage goes behind the meter at data centers. 

Opinion

Best, Yann