Subscribe to Boots. Head to solarwakeup.com/boots for where to find the podcast. Your support is appreciated and we would love your Linkedin post about the podcast. If you post about the podcast on your Linkedin, I’ll throw in a week of Wakeup premium, just tag me and I’ll send you a link. 

Full Rundown. Podcast top story coming out tomorrow is about all things valuations and exits in our sector but the second story is about local opposition that we see against projects. You’ll enjoy that insight and work needed to help with both. 

Heat Drives Nukes To Be Hot. So many articles today about nukes and how it has been so hot across the globe. Is that the new PR phenomenon? We need more nukes because they’ll help with meeting demand? Affordably? I have thoughts that will be on premium and some in the podcast next week I am sure. 

Join Wakeup Premium. If you want to know my thoughts on the EPC Power deal and the other major acquisition last week, subscribe today. For the latest in solar and storage insights directly to your inbox join at solarwakeup.com/join. 

• Sabin Center: New Sabin Center Reports Find Widespread Restrictions and Misinformation Are Hampering Renewable Energy Development
• New York Times: Summer Has Gotten Much Hotter. See How Bad It Is
• Bloomberg: Intense Los Angeles Heat to Send State’s Power Demand Soaring
• Reuters: South Korea’s power demand set to soar on AI boom as nation weighs expanding nuclear energy
• Utility Dive: ERCOT load continues to reach record highs
• Axios: Bluecore raises $50 million for port-powering nuclear barges
• Canary Media: Shuttered nuclear plant in Iowa gets $1.9B federal loan to restart
• Solar Builder: Cypress Creek energizes Washington project with Microsoft PPA
• PV-Tech: Enerparc files for insolvency
• Energy Storage New: Pan-European battery storage and renewable energy platform Aukera closes €460 million credit facility

Opinion

• PV-Magazine: Inside the U.S. solar inverter ban

Best, Yann

Subscribe to Boots. Head to solarwakeup.com/boots for where to find the podcast. Your support is appreciated and we would love your Linkedin post about the podcast. 

Goldman Private Equity Win. EPC Power was acquired by Goldman Sachs private equity a few years ago, scaled their backlog and sold to Flex for a whopping price. Major win for the banks investment side in clean energy. 

Join Wakeup Premium. If you want to know my thoughts on the EPC Power deal and the other major acquisition last week, subscribe today. For the latest in solar and storage insights directly to your inbox join at solarwakeup.com/join. 

• Canary Media: Solar-plus-storage is having a global growth spurt
• Solar Power World: Flex to purchase inverter brand EPC Power for $4.4 billion
• Bloomberg: Spain Got a Head Start on Renewables — Now It Needs a Battery Revolution
• Reuters: Southeast Asia emerges as a crucial driver of China’s clean-tech exports
• Solar Builder: DeltaX chooses Georgia for North American BESS headquarters
• PV-Tech: European PV module prices and demand fall in August
• Energy Storage News: Under the hood: Inside Tesla’s Megapack 3 as Texas production begins
• PV-Magazine: PG&E and Rewiring America announce Google-funded virtual power plant program

Opinion

• New York Times: Why States Are Cutting Back on Their Climate Goals

Best, Yann

New Pod. Listen to the latest Boots on the Ground at solarwakeup.com/boots. If you’re interested in sponsoring the podcast series, reach out. 

EPC Powers Up The Piggy Bank. Acquired for 4.4billion by Flex. Couple times more than the $330million they paid for NEXTracker in 2015 (now NextPower) and new competitor in the inverter space. In case you needed motivation to do advocacy in DC, I wonder what EPC power was worth before the FCC rule? 

Join Wakeup Premium. If you want to know my thoughts on the EPC Power deal, subscribe today. For the latest in solar and storage insights directly to your inbox join at solarwakeup.com/join. 

• Investing.com: Flex to acquire EPC Power for $4.4 billion
• Utility Dive: CISA scraps 6 free cybersecurity assessments for critical infrastructure operators
• PV-Magazine: Hecate Energy targets Q1 2027 for $1.2 billion Nasdaq listing
• Bloomberg: Almost Anyone Can Make Money Selling Electricity With AI and Batteries
• Heatmap: How to Get Data Centers to Fund the Grid of the Future
• Washington post: Can balcony solar meaningfully lower your electricity bill?
• PV-Tech: PV Chart of the Week – All eyes on HJT in announced US cell and module manufacturing capacity
• Energy Storage News: Google partners with MN8 Energy and Eos on West Virginia solar-plus-LDES project
• Canary Media: This novel power line could link 3 grids across 3 time zones

Opinion

• Reuters: Emmitt Smith accused of cheating solar investor out of $2.5M

Best, Yann

New Pod. Listen to the latest Boots on the Ground at solarwakeup.com/boots. If you’re interested in sponsoring the podcast series, reach out. 

Join Wakeup Premium. For the latest in solar and storage insights directly to your inbox join at solarwakeup.com/join. 

• Utility Dive: Trump grid order likely to cause energy storage delays, cancellations: BloombergNEF
• PV-Tech: Part 3: Which announcements are becoming reality in the US PV manufacturing boom?
• Heatmap News: AI and Iran Are Creating a Tug of War for Renewables
• Time Magazine: Free Solo’s Alex Honnold Is an Unexpected Solar Power Champion
• PV-Magazine: U.S. bulk-power equipment ban set to worsen critical transformer shortage
• New York Times: Climate Goals Missed, U.N. Says World Must Now Remove Carbon at Scale
• Axios: Power upstart Light snags $46 million for expansion
• Reuters: Thailand bets on rooftop solar to guard against LNG price shocks
• Energy Storage News: Sungrow’s battery storage revenue tops PV business, H1 shipments hit 25GWh

Opinion

• Canary Media: Clean energy super PAC looks to take down a Democratic governor

Best, Yann