Tag Archives: Daily Rundown

This is your SolarWakeup for August 4th, 2023

Play By Play Corporate Commenting. You’ve probably never heard of this company, Azelio, which filed for bankruptcy recently. It’s a hardware technology company based in Sweden and covered in today’s top story. The only reason I am somewhat familiar with this is because at every step of the way, the company sent not just the press releases but updates to industry media email address in which my SolarWakeup email was included. From their quarterly announcements to their delays in filings and changes to their board and executives. Every update was chronicled via email to the media in a way that I’ve never seen before, so I wanted to share that with you given that it’s being covered by the industry reporters when in reality, it likely would have just disappeared had it not been so public about the demise. 

Opinion

Best, Yann

This is your SolarWakeup for August 3rd, 2023

Bureaucracy For The Sake Of. It’s a positive sign that FERC and the White House are looking to accelerate the work around net metering and permitting. It still leaves the lack of focus by the ISOs to not only accelerate their work, i.e. it takes 6 years for a cluster to go through in CAISO and PJM is PJM. ISOs are also delayed in a more progressive price signals that will enable more sustainable construction of the pipeline.

Opinion

Best, Yann

This is your SolarWakeup for August 2nd, 2023

Opinion

Best, Yann

This is your SolarWakeup for August 1st, 2023

The IRA Certainty Problem. There’s the downside of the political system and primarily of the rhetoric that comes out of DC. The IRA is an economic behemoth and were it not for the rhetoric that threatens to cut the IRA if political winds shifted, the onshoring of factories would be far greater than they already are. As a country, the United States cannot create the economic environment that requires every pro forma to turn positive before the next election but in many ways that’s already happening and it is unfortunate. 

Opinion

Best, Yann