A Premium Launch. Next month, after 14 years, I’ll be launching a limited size premium distribution of the SolarWakeup commentary. Consider it a micro consulting view of the solar market reserved for those of you that want another voice in your dataset on the most important trend. A two-way conversation to shape the dialogue and get inputs from your competitors and peers to help your decision making. More information coming soon. 

A Podcast with Yours Truly. I joined Scaling Clean to record an episode of their podcast with host Melissa Baldwin. You can find the episode here. Do you have a podcast? Let me know and I can help spread the word. 

• PV-Magazine: As solar breaks records, its security must catch up
• Utility Dive: Trump’s ‘vindictive’ use of energy, other grants sparks backlash
• Bloomberg: Backlash Over Data Centers, Power Costs Tests GOP’s Hold on Ohio
• Axios: Cracks appear in the vision of off-grid AI data centers
• Reuters: Tata Power eyes first solar exports to Europe as EU curbs China reliance
• PV-Tech: US DOC starts AD/CVD probe into Ethiopian solar cell producers, Toyo claims it ‘does not use Chinese wafers’
• Energy Storage News: Energy storage generates nearly 20% of CATL’s revenues in first half of 2026

Opinion

• Solar Power World: Op-ed: Agrivoltaics isn’t one thing. Our policy shouldn’t be either.

Best, Yann

We’re Back! Heading into the Summer finale, SolarWakeup is back to full-time scheduling, which means 3-4 episodes a week to bring you the meaningful news of the day that affects executives in the solar industry. Please share this with your colleagues who may not be staying up to date. I have some exciting updates for you this week on some new launches within the platform. It’s always great to hear from you, if you have news, tips or ideas of interesting things in solar, you can hit reply to these emails and get right into my inbox. 

A Podcast with Yours Truly. I joined Scaling Clean to record an episode of their podcast with host Melissa Baldwin. You can find the episode here. Do you have a podcast? Let me know and I can help spread the word. 

BP Closing An Era. It looks like BP is selling its solar unit, which has been long rumored within their teams. In a world of capital deployment, BP’s solar platform is well positioned to build the infrastructure needed to power the grid with solar and storage and this should bring some new stability to the teams that are doing this work. BP has a long history in the solar industry and seems to keep finding its way in and out of the sector. 

• Reuters: BP nears deal to sell solar business to Kuwait-backed group, FT reports
• Utility Dive: GE Vernova gas turbine backlog climbs to 116 GW
• PV-Magazine: States can pursue 20 strategies to speed low-cost clean energy, says Energy Innovation
• Axios: What it’s like inside the data centers powering the AI boom
• Solar Builder: Canadian investment firm Brookfield agrees to $7B deal for Aypa Power
• Bloomberg: China Aims to Boost Renewable Energy Consumption 53% by 2030
• PV-Tech: Panamint Capital breaks ground on 1.2GWdc Texas solar project
• Solar Power World: SC judge determines solar manufacturing needs ‘heavy industrial’ zoning
• Energy Storage News: ‘Set it and forget it’: California BESS operators miss out on millions with static bidding strategies, Gridmatic says

Opinion

• Canary Media: Solar is booming in Indiana. Not everyone is happy about it.

Best, Yann

• Axios: Robotaxi infrastructure draws investor rush
• Utility Dive: US data center electricity use could more than double by 2030 – report
• Solar Power World: SEIA publishes report for increasing solar inverter cybersecurity
• Energy Storage News: FEOC compliance for BESS is a decade-long obligation
• PV-Magazine: Toyo says products made in Texas facility in 2025 expected be eligible for 45X tax credits
• Bloomberg: Germany to Slash Renewable Subsidies As Solar Surge Tests Grids
• Reuters: Morocco-Germany $30 billion power cable stalled by governance disagreements, sources say
• Canary Media: Balcony solar is sweeping the US, but who’s actually selling it?
• Wall Street Journal: Heineken Is Trying a Heat Battery to Generate Steam for Its Brewing

Opinion

• New York Times: Why States Are Making It Harder to Save Money With Solar Panels

Best, Yann

• Axios: Pawlenty’s theory of the case for solar success
• Utility Dive: Renewables remain cheapest lcoe risinglazard
• Bloomberg: China to Impose Consumption Tax on Solar and Lithium Batteries
• Reuters: Trump cuts to clean energy linked to $83 billion in delayed or canceled projects
• PV-Tech: Navigating US solar cell supply: a framework for a fractured market
• Solar Power World: US will investigate solar cells from Ethiopia for potential tariff circumvention
• Energy Storage News: Eos to provide energy storage for US Department of Defense ‘Golden Dome,’ releases preliminary Q2 financials
• Canary Media: Google buys power from record-busting solar-battery site in Arkansas

Opinion

• PV-Magazine: Rise in solar module prices comes to a halt

Best, Yann