This is your SolarWakeup for January 21st, 2025

Opinion

Best, Yann

This is your SolarWakeup for January 20th, 2025

Opinion

Best, Yann

This is your SolarWakeup for January 17th, 2025

Much Ado About Hearings. Let’s start by saying what should be obvious, nominating hearings are not an indication of policy to come. At best they give you a glimpse of what a nominee thinks at the top of mind but it is left without influence and policy staff having vetted the intention. Governor Burgum made for an interesting hearing for the solar industry which he called intermittent, true but false with the side of batteries. But then he went to the problem, America needs more energy (1), in order to win the AI race (2), for national security (3), the grid is stretched and at a breaking point of instability (4) and permitting reform has to happen (5). “We’ve got to get to work in permitting reform and speeding permitting right now.” I personally think he listened to my podcast episode of Good Energy with SEIA’s Stephanie Bosh and Colin Silver where I kind of (exactly) said these things. 

Opinion

Best, Yann

This is your SolarWakeup for January 16th, 2025

Chris Wright Goes To Washington. Liberty CEO met the Senate yesterday as he goes through the nomination process to become the next Secretary of Energy. Mr. Wright went with the all of the above energy talking point and recognized the enormous need for power that our Country has. Wright was introduced by Senator Hickenlooper of Colorado with the caveat that while the nominee is a zealous advocate for oil and gas, he is also a scientist that is open to discussion. My take is that the best thing that could happen is a bit of the inverse of the Biden era. Vocal support for oil and gas while regulations and demand fuel the solar market. If you remember, oil and gas production is at an all-time high as we speak.

Opinion

Best, Yann