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