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<?xml version="1.0" encoding="UTF-8"?><rss version="2.0" xmlns:content="http://purl.org/rss/1.0/modules/content/" xmlns:wfw="http://wellformedweb.org/CommentAPI/" xmlns:dc="http://purl.org/dc/elements/1.1/" xmlns:atom="http://www.w3.org/2005/Atom" xmlns:sy="http://purl.org/rss/1.0/modules/syndication/" xmlns:slash="http://purl.org/rss/1.0/modules/slash/" xmlns:georss="http://www.georss.org/georss" xmlns:geo="http://www.w3.org/2003/01/geo/wgs84_pos#" > <channel> <title>SolarWakeup.com</title> <atom:link href="https://www.solarwakeup.com/feed/" rel="self" type="application/rss+xml" /> <link>https://www.solarwakeup.com/</link> <description>The Most Influential Newsletter In Solar</description> <lastBuildDate>Wed, 05 Aug 2026 07:53:16 +0000</lastBuildDate> <language>en-US</language> <sy:updatePeriod> hourly </sy:updatePeriod> <sy:updateFrequency> 1 </sy:updateFrequency> <generator>https://wordpress.org/?v=7.0.2</generator><site xmlns="com-wordpress:feed-additions:1">141642260</site> <item> <title>This is your SolarWakeup for August 5th</title> <link>https://www.solarwakeup.com/2026/08/05/this-is-your-solarwakeup-for-august-5th/</link> <dc:creator><![CDATA[Solar wakeup]]></dc:creator> <pubDate>Wed, 05 Aug 2026 09:00:06 +0000</pubDate> <category><![CDATA[Solar News]]></category> <category><![CDATA[Daily Rundown]]></category> <guid isPermaLink="false">https://www.solarwakeup.com/?p=17698</guid> <description><![CDATA[<p>Minimum Import Price? The section 232 on poly looks to be coming soon, at least it seems so by some companies’ stock price pops. With a likely MIP (minimum import price) on modules, the question comes on how it will drive domestic factories and does it need a 45x extension bill in order to really drive that. At what MIP will the market slow in a way that is painful or can the off taker market manage it, those are the questions I am hearing right now. Base Power. A residential storage company is raising $1billion at a whopping valuation of $13billion … <a href="https://www.solarwakeup.com/2026/08/05/this-is-your-solarwakeup-for-august-5th/">Read More <span class="meta-nav">→</span></a></p><p>The post <a href="https://www.solarwakeup.com/2026/08/05/this-is-your-solarwakeup-for-august-5th/">This is your SolarWakeup for August 5th</a> appeared first on <a href="https://www.solarwakeup.com">SolarWakeup.com</a>.</p>]]></description> <content:encoded><![CDATA[<p style="text-align: justify;"><b>Minimum Import Price? </b>The section 232 on poly looks to be coming soon, at least it seems so by some companies’ stock price pops. With a likely MIP (minimum import price) on modules, the question comes on how it will drive domestic factories and does it need a 45x extension bill in order to really drive that. At what MIP will the market slow in a way that is painful or can the off taker market manage it, those are the questions I am hearing right now. </p><p style="text-align: justify;"><b>Base Power. </b>A residential storage company is raising $1billion at a whopping valuation of $13billion and you may not have heard of it. They don’t really sell anything to the solar market but they provide storage as a service to consumers, somewhere around 600MWh or more touting a daily build rate of 100 units. With this raise the company is also building their own 40kWh storage unit and owning the vertical supply chain. At $13b, Base is worth nearly 3x Enphase but that’s a bit apples and oranges given the infrastructure play that Base is but begs to question whether Enphase should raise a couple billion dollars and own the assets too. Of course, with 8.6GW of solar and 4.3GWh of storage, at a value of $2.3billion, Sunrun may feel some resentment. </p><ul><li><span style="text-decoration: underline;"><a href="https://www.reuters.com/world/china/us-weighs-polysilicon-price-floor-tariffs-counter-china-solar-chips-2026-08-04/">Reuters: US weighs polysilicon price floor, tariffs to counter China in solar and chips</a></span></li><li><span style="text-decoration: underline;"><a href="https://pv-magazine-usa.com/2026/08/04/base-power-launches-39-2-kwh-u-s-made-base-core-home-battery-secures-1-billion-in-new-funding/">PV-Magazine: Base Power launches 39.2 kWh U.S-made Base Core home battery, secures $1 billion in new funding</a></span></li><li><span style="text-decoration: underline;"><a href="https://www.bloomberg.com/news/articles/2026-08-03/solar-s-boom-in-europe-is-reaching-places-once-deemed-too-dark">Bloomberg: Solar’s Boom in Europe Is Reaching Places Once Deemed Too Dark</a></span></li><li><span style="text-decoration: underline;"><a href="https://www.canarymedia.com/articles/data-centers/wisconsin-governors-race">Canary Media: Data centers take center stage in Wisconsin governor’s race</a></span></li><li><span style="text-decoration: underline;"><a href="https://www.nytimes.com/2026/07/31/business/energy-environment/plug-in-balcony-solar.html">New York Times: Plug-In Solar Panels Are Starting to Sprout in U.S. Backyards</a></span></li><li><span style="text-decoration: underline;"><a href="https://www.utilitydive.com/news/southern-co-contracted-large-load-data-centers/826919/">Utility Dive: Southern Co. contracted large load rises to 17 GW</a></span></li><li><span style="text-decoration: underline;"><a href="https://www.axios.com/2026/07/31/us-electric-grid-extreme-weather">Axios: The grid’s climate stress test</a></span></li><li><span style="text-decoration: underline;"><a href="https://www.pv-tech.org/t1-energy-clearway-ink-641mw-module-supply-deal-using-domestic-cells/">PV-Tech: T1 Energy, Clearway ink 641MW module supply deal using domestic cells</a></span></li></ul><p><strong>Opinion</strong></p><ul><li><span style="text-decoration: underline;"><a href="https://www.energy-storage.news/load-smoothing-cold-start-backup-and-speed-to-power-fluence-maps-the-battery-storage-opportunity-for-australian-data-centres/">Energy Storage News: Load smoothing, cold-start backup and speed-to-power – Fluence maps the battery storage opportunity for Australian data centres</a></span></li></ul><p><strong>Best, Yann</strong></p><p style="text-align: justify;"><!-- /wp:post-content --> <!-- wp:paragraph /--> <!-- wp:list /--></p><p>The post <a href="https://www.solarwakeup.com/2026/08/05/this-is-your-solarwakeup-for-august-5th/">This is your SolarWakeup for August 5th</a> appeared first on <a href="https://www.solarwakeup.com">SolarWakeup.com</a>.</p>]]></content:encoded> <post-id xmlns="com-wordpress:feed-additions:1">17698</post-id> </item> <item> <title>This is your SolarWakeup for August 4th</title> <link>https://www.solarwakeup.com/2026/08/04/this-is-your-solarwakeup-for-july-30th-2-2-2/</link> <dc:creator><![CDATA[Solar wakeup]]></dc:creator> <pubDate>Tue, 04 Aug 2026 09:00:54 +0000</pubDate> <category><![CDATA[Solar News]]></category> <category><![CDATA[Daily Rundown]]></category> <guid isPermaLink="false">https://www.solarwakeup.com/?p=17696</guid> <description><![CDATA[<p>The LFP Scale Up. Samsung is building out their domestic LFP production and already highlights that demand will outpace their capacity which is a reasonable start to take. There is an overlap of the demand between the auto and energy sectors and finding the volumes that will drive pricing and cost structures. The trade cases will also come to the storage market, which will surely take some time to find a rationalization as well. FCC Part 1 of Many. Hard to consider the FCC rule that defines everything. I’ve spoken to several executives that feel fine with what was issued from their … <a href="https://www.solarwakeup.com/2026/08/04/this-is-your-solarwakeup-for-july-30th-2-2-2/">Read More <span class="meta-nav">→</span></a></p><p>The post <a href="https://www.solarwakeup.com/2026/08/04/this-is-your-solarwakeup-for-july-30th-2-2-2/">This is your SolarWakeup for August 4th</a> appeared first on <a href="https://www.solarwakeup.com">SolarWakeup.com</a>.</p>]]></description> <content:encoded><![CDATA[<p style="text-align: justify;"><b>The LFP Scale Up. </b>Samsung is building out their domestic LFP production and already highlights that demand will outpace their capacity which is a reasonable start to take. There is an overlap of the demand between the auto and energy sectors and finding the volumes that will drive pricing and cost structures. The trade cases will also come to the storage market, which will surely take some time to find a rationalization as well. </p><p style="text-align: justify;"><b>FCC Part 1 of Many. </b>Hard to consider the FCC rule that defines everything. I’ve spoken to several executives that feel fine with what was issued from their side but when I speak to asset owners, they’re a bit more worried about replacements, firmware updates etc. My highlight is that this is likely to extend to storage and those software components in the EMS and BMS. Both of which would well to be expected to be included in the near future. On the market altering side, Some developers are wondering how the interconnection procedures will adapt to the rule and how it will be enforced at that level. </p><p style="text-align: justify;"><b>PE To Infra Pipeline. </b>No shortage of dealmaking happening. Early PE is selling platforms with healthy pipelines and operating assets, look at the Aypa Power to Brookfield sale. Valuations appear to be in the billion per GW range. Then the Shell, Total, KKR deal shows that infrastructure capital is deploying in a big way but also taking on that late stage </p><ul><li><span style="text-decoration: underline;"><a href="https://www.energy-storage.news/samsung-sdi-on-track-with-us-lfp-cell-production-expects-demand-to-outstrip-production/">Energy Storage News: Samsung SDI on track with US LFP cell production, expects demand to outstrip production</a></span></li><li><span style="text-decoration: underline;"><a href="https://heatmap.news/sparks/clearway-energy-data-center-gas-solar">Heatmap News: Scoop – Clearway Cancels Plan to Swap Solar Farm for Data Center and Gas Plant</a></span></li><li><span style="text-decoration: underline;"><a href="https://www.bloomberg.com/news/articles/2026-08-03/total-buys-green-assets-from-shell-sells-stake-in-others-to-kkr">Bloomberg: KKR Buys Total Renewable Power Stake in €1.8 Billion Deal</a></span></li><li><span style="text-decoration: underline;"><a href="https://www.axios.com/2026/08/03/totalenergies-shell-european-onshore-renewables">Axios: TotalEnergies agrees to buy Shell’s European onshore renewables business</a></span></li><li><span style="text-decoration: underline;"><a href="https://www.reuters.com/business/energy/ameresco-books-18-billion-new-awards-power-demand-remains-strong-2026-08-03/">Reuters: Ameresco books $1.8 billion in new awards as power demand remains strong</a></span></li><li><span style="text-decoration: underline;"><a href="https://www.sltrib.com/news/environment/2026/08/03/utah-sets-solar-power-record/">Salt Lake Tribune: Utah produced more power from solar than any other source in May, marking a new first</a></span></li><li><span style="text-decoration: underline;"><a href="https://www.politico.com/news/2026/08/02/kansas-data-center-fight-governor-race-01021247">Politico: Kansas’ data center boom is shaking up the governor’s race</a></span></li><li><span style="text-decoration: underline;"><a href="https://www.utilitydive.com/news/aep-secures-13-gw-of-gas-turbines-as-generation-central-to-growth-plans/826808/">Utility Dive: AEP secures 13 GW of gas turbines as generation ‘central’ to growth plans</a></span></li><li><span style="text-decoration: underline;"><a href="https://www.canarymedia.com/articles/food-and-farms/virginia-solar-with-farming">Canary Media: Virginia lays groundwork to combine more solar with farming</a></span></li><li><span style="text-decoration: underline;"><a href="https://pv-magazine-usa.com/2026/08/03/first-solar-hits-sales-record-as-it-reaffirms-2026-guidance-balances-tariff-risk/">PV-Magazine: First Solar hits sales record as it reaffirms 2026 guidance, balances tariff risk</a></span></li></ul><p><strong>Opinion</strong></p><ul><li><span style="text-decoration: underline;"><a href="https://www.pv-tech.org/building-with-bankability-in-mind-quality-assurance-core-to-solar-pv-development/">PV-Tech: Building with bankability in mind: why quality assurance is now core to solar PV development</a></span></li></ul><p><strong>Best, Yann</strong></p><p style="text-align: justify;"><!-- /wp:post-content --> <!-- wp:paragraph /--> <!-- wp:list /--></p><p>The post <a href="https://www.solarwakeup.com/2026/08/04/this-is-your-solarwakeup-for-july-30th-2-2-2/">This is your SolarWakeup for August 4th</a> appeared first on <a href="https://www.solarwakeup.com">SolarWakeup.com</a>.</p>]]></content:encoded> <post-id xmlns="com-wordpress:feed-additions:1">17696</post-id> </item> <item> <title>This is your SolarWakeup for August 3rd</title> <link>https://www.solarwakeup.com/2026/08/03/this-is-your-solarwakeup-for-july-30th-2-2/</link> <dc:creator><![CDATA[Solar wakeup]]></dc:creator> <pubDate>Mon, 03 Aug 2026 09:00:53 +0000</pubDate> <category><![CDATA[Solar News]]></category> <category><![CDATA[Daily Rundown]]></category> <guid isPermaLink="false">https://www.solarwakeup.com/?p=17693</guid> <description><![CDATA[<p>Bloomberg: Brookfield Faces Looming Creditor Clash Over Polish Solar Firm Axios: The grid’s climate stress test Reuters: US bars imports from 43 more companies over China’s alleged forced labor involving Uyghurs PV-Tech: FIC acquires US solar-plus-storage firm Perfect Power Solar Power World: Xpanner unveils pile installation aid that attaches to skid steer Energy Storage News: ‘Business as usual, just accelerated’: Harmony Energy CEO on life after Alpiq acquisition Canary Media: New York takes on the myth that solar is swallowing farmland PV-Magazine: Tigo announces expanded eligibility for virtual power plants Opinion New York Times: A Cyberattack on US Water Systems … <a href="https://www.solarwakeup.com/2026/08/03/this-is-your-solarwakeup-for-july-30th-2-2/">Read More <span class="meta-nav">→</span></a></p><p>The post <a href="https://www.solarwakeup.com/2026/08/03/this-is-your-solarwakeup-for-july-30th-2-2/">This is your SolarWakeup for August 3rd</a> appeared first on <a href="https://www.solarwakeup.com">SolarWakeup.com</a>.</p>]]></description> <content:encoded><![CDATA[<ul><li><span style="text-decoration: underline;"><a href="https://www.bloomberg.com/news/articles/2026-07-31/brookfield-faces-looming-creditor-clash-over-polish-solar-firm">Bloomberg: Brookfield Faces Looming Creditor Clash Over Polish Solar Firm</a></span></li><li><span style="text-decoration: underline;"><a href="https://www.axios.com/2026/07/31/us-electric-grid-extreme-weather">Axios: The grid’s climate stress test</a></span></li><li><span style="text-decoration: underline;"><a href="https://www.reuters.com/world/china/us-bars-imports-43-more-companies-over-chinas-alleged-forced-labor-involving-2026-07-31/">Reuters: US bars imports from 43 more companies over China’s alleged forced labor involving Uyghurs</a></span></li><li><span style="text-decoration: underline;"><a href="https://www.pv-tech.org/fic-acquires-us-solar-plus-storage-firm-perfect-power/">PV-Tech: FIC acquires US solar-plus-storage firm Perfect Power</a></span></li><li><span style="text-decoration: underline;"><a href="https://www.solarpowerworldonline.com/2026/07/xpanner-unveils-pile-installation-aid-that-attaches-to-skid-steer/">Solar Power World: Xpanner unveils pile installation aid that attaches to skid steer</a></span></li><li><span style="text-decoration: underline;"><a href="https://www.energy-storage.news/business-as-usual-just-accelerated-harmony-energy-ceo-on-life-after-alpiq-acquisition/">Energy Storage News: ‘Business as usual, just accelerated’: Harmony Energy CEO on life after Alpiq acquisition</a></span></li><li><span style="text-decoration: underline;"><a href="https://www.canarymedia.com/articles/solar/new-york-solar-farms">Canary Media: New York takes on the myth that solar is swallowing farmland</a></span></li><li><span style="text-decoration: underline;"><a href="https://pv-magazine-usa.com/2026/07/31/tigo-announces-expanded-eligibility-for-virtual-power-plants/">PV-Magazine: Tigo announces expanded eligibility for virtual power plants</a></span></li></ul><p><strong>Opinion</strong></p><ul><li><span style="text-decoration: underline;"><a href="https://www.nytimes.com/2026/07/31/podcasts/the-headlines/cyberattack-us-water-space-junk-spain-migrants-fifa.html?searchResultPosition=10">New York Times: A Cyberattack on US Water Systems And the Growing Threat of Falling Space Junk</a></span></li></ul><p><strong>Best, Yann</strong></p><p style="text-align: justify;"><!-- /wp:post-content --> <!-- wp:paragraph /--> <!-- wp:list /--></p><p>The post <a href="https://www.solarwakeup.com/2026/08/03/this-is-your-solarwakeup-for-july-30th-2-2/">This is your SolarWakeup for August 3rd</a> appeared first on <a href="https://www.solarwakeup.com">SolarWakeup.com</a>.</p>]]></content:encoded> <post-id xmlns="com-wordpress:feed-additions:1">17693</post-id> </item> <item> <title>This is your SolarWakeup for July 31st</title> <link>https://www.solarwakeup.com/2026/07/31/this-is-your-solarwakeup-for-july-30th-2/</link> <dc:creator><![CDATA[Solar wakeup]]></dc:creator> <pubDate>Fri, 31 Jul 2026 09:00:14 +0000</pubDate> <category><![CDATA[Solar News]]></category> <category><![CDATA[Daily Rundown]]></category> <guid isPermaLink="false">https://www.solarwakeup.com/?p=17691</guid> <description><![CDATA[<p>Energy Storage News: ‘Tremendously important market for storage’: US BESS integrator FlexGen on its start of European operations Wall Street Journal: First Solar Sales Fall on Contract Cancellations PV-Magazine: Solar nonprofits are taking the federal government to court over rescinded grants Utility Dive: DOE mulls changes to Biden-era transformer rule, raising utility concerns Bloomberg: China Crosses Energy Milestone as Coal Falls Below 50% of Power Reuters: Data center boom to make Portugal one of Europe’s fastest-growing power markets, EDP says PV-Tech: Origis Energy inaugurates first half of 2GW Texas solar-plus-storage complex Opinion Solar Buildermag: Report – U.S. data center development … <a href="https://www.solarwakeup.com/2026/07/31/this-is-your-solarwakeup-for-july-30th-2/">Read More <span class="meta-nav">→</span></a></p><p>The post <a href="https://www.solarwakeup.com/2026/07/31/this-is-your-solarwakeup-for-july-30th-2/">This is your SolarWakeup for July 31st</a> appeared first on <a href="https://www.solarwakeup.com">SolarWakeup.com</a>.</p>]]></description> <content:encoded><![CDATA[<ul><li><span style="text-decoration: underline;"><a href="https://www.energy-storage.news/tremendously-important-market-for-storage-us-bess-integrator-flexgen-on-its-start-of-european-operations/">Energy Storage News: ‘Tremendously important market for storage’: US BESS integrator FlexGen on its start of European operations</a></span></li><li><span style="text-decoration: underline;"><a href="https://www.wsj.com/business/earnings/first-solar-sales-fall-on-contract-cancellations-dcdc7a1b">Wall Street Journal: First Solar Sales Fall on Contract Cancellations</a></span></li><li><span style="text-decoration: underline;"><a href="https://pv-magazine-usa.com/2026/07/30/solar-nonprofits-are-taking-the-federal-government-to-court-over-rescinded-grants/">PV-Magazine: Solar nonprofits are taking the federal government to court over rescinded grants</a></span></li><li><span style="text-decoration: underline;"><a href="https://www.utilitydive.com/news/doe-mulls-changes-to-biden-era-transformer-rule-raising-utility-concerns/826440/">Utility Dive: DOE mulls changes to Biden-era transformer rule, raising utility concerns</a></span></li><li><span style="text-decoration: underline;"><a href="https://www.bloomberg.com/news/articles/2026-07-30/china-crosses-energy-milestone-as-coal-falls-below-50-of-power">Bloomberg: China Crosses Energy Milestone as Coal Falls Below 50% of Power</a></span></li><li><span style="text-decoration: underline;"><a href="https://www.reuters.com/business/energy/data-center-boom-make-portugal-one-europes-fastest-growing-power-markets-edp-2026-07-30/">Reuters: Data center boom to make Portugal one of Europe’s fastest-growing power markets, EDP says</a></span></li><li><span style="text-decoration: underline;"><a href="https://www.pv-tech.org/origis-energy-inaugurates-first-half-of-2gw-texas-solar-plus-storage-complex/">PV-Tech: Origis Energy inaugurates first half of 2GW Texas solar-plus-storage complex</a></span></li></ul><p><strong>Opinion</strong></p><ul><li><span style="text-decoration: underline;"><a href="https://solarbuildermag.com/projects/report-u-s-data-center-development-slows-in-q1/">Solar Buildermag: Report – U.S. data center development slows in Q1</a></span></li></ul><p><strong>Best, Yann</strong></p><p style="text-align: justify;"><!-- /wp:post-content --> <!-- wp:paragraph /--> <!-- wp:list /--></p><p>The post <a href="https://www.solarwakeup.com/2026/07/31/this-is-your-solarwakeup-for-july-30th-2/">This is your SolarWakeup for July 31st</a> appeared first on <a href="https://www.solarwakeup.com">SolarWakeup.com</a>.</p>]]></content:encoded> <post-id xmlns="com-wordpress:feed-additions:1">17691</post-id> </item> </channel></rss> If you would like to create a banner that links to this page (i.e. this validation result), do the following:
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