The Incentives Tied to 232. 232 may not end trade politics, it may cause other things to happen unless the ecosystem changes. If you want to have my thoughts on this topic, you have to subscribe to SolarWakeup Premium, a business intelligence service. 

Monday’s Big News. Stay tuned for more interesting programming coming to this platform starting next week. I’ll post this here on Monday morning, or maybe earlier.  

• PV-Tech: European solar module prices up, buyer sentiment cools slightly in July
• Axios: The data center fight is heating up. Here’s how they work
• Politico: Republican Mike Rogers backs Michigan data center moratorium
• Canary Media: PJM wants data centers to bring their own power. Pennsylvania’s on it.
• Utility Dive: Duke’s Carolinas resource plan targets 18.5 GW new solar by 2041
• Solar Builder: Enphase announces first U.S. commercial battery shipments for early 2027
• Energy Storage News: LG Energy Solution begins LFP and NMC BESS and EV cell production at Michigan factory
• PV-Magazine: RFP alert: Appalachian Power seeks 800 MW of battery storage in Virginia

Opinion

• New York Times: Climate: Trump vs. California

Best, Yann