This is your SolarWakeup for December 18th, 2014

The reaction to the tariff expansion from the industry is as expected. If there is a winner that I can think of at first glance it is the NAFTA Countries. Surely some of the manufacturers will move assets to the region to use the agreements to add new capacity to the US marketplace. I think regardless of recent events, those that have been trying to be the provider of last resort will fail to become the provider of only resort.

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Yann

This is your SolarWakeup for December 17th, 2014

Imagine that, the tariffs for solar modules are going up and the scope is expanding. So here we are, trying to drive the cost of solar down while expanding to new markets and we get a fake increase of costs. We have to reiterate that the lead advocate for the tariffs has some potentially skewed motives that we have covered in the past. I am disappointed but not surprised. The parties have shown a lack of capability to get things done. Reason aside, the best in the business figure out a way to execute, but only the best.

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Yann

This is your SolarWakeup for December 16th, 2014

The team at Mercatus has some great insights. From their perspective they give us a glimpse at the competitive landscape of investing in solar assets. So it is great when they publish some of that information for all of us to see what happens in the back rooms of solar ownership. So with the rise of the famed yieldcos, REITs, hedge funds and pension funds looking at solar, will the new race to the bottom be on the ownership side? Everyone seems to be getting squeezed, but it’s all to the benefit of market expansion it appears.

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Yann

This is your SolarWakeup for December 15th, 2014

The government appears to be averting a shutdown with the giant CRomnibus bill. Solar doesn’t appear to have received anything that it asked for based on talking to those that read these things but the bill made me think of just one more reason of why solar should get their tax credit extensions. The environment sounds like a big loser in this bill which is a shame considering that making sure the air and water my kids get to use is cleaner than what I had as a child. There’s got to come a time when legislators look out for those not lobbying but that’s not reality today.

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Yann