This is your SolarWakeup for June 27th, 2017

A special welcome to the many campus sustainability professionals that do the important work of bringing more clean energy to universities across the Country. I hope you enjoy the newsletter!
I Dreamed A Dream. David Crane comes out with a 10-step plan on how to change the world with a single mission. Decarbonize the Global 100 corporations. I’m in on this plan!
Listen to EnergyWakeup. My favorite podcast to date, I interview Bernadette del Chiaro, the ED of CalSEIA. You can listen to it here, now.
A Scare What If. What if Trump were to approve a $0.78/watt minimum price for modules, what would happen to the solar market? The answer is that it doesn’t look good, reducing the size from 70something GW to 30something. This isn’t an exact science but the loser would be anyone that wants to save money on energy costs. We all lose.

News

 

Opinions:

Have a great day!
Yann


This is your SolarWakeup for June 26th, 2017

I am in Sacramento for the PAC-12 Sustainability Conference. At 11:45 this morning, Bill Walton and I will be speaking about the role of solar on college campuses. What would you want to hear as a college leader about the solar industry?
CalSEIA Leading State Advocacy. It is no secret that CalSEIA is the leading State chapter to advocate for the solar industry. In the latest episode of EnergyWakeup, I speak with Bernadette del Chiaro, the executive director at CalSEIA. She understands how Sacramento works and alongside strong members, the group drives California to continued leadership. Part of her success is that legislators know that CalSEIA represents the solar industry and the industry backs CalSEIA. That is not a given and is oftentimes trickier than you would imagine. SEIA also has a presence in California with multiple staffers, most of the time the groups agree on policy but sometimes they don’t. Many times the groups do not coordinate closely and lobby separately.  It eludes me why that would be the case. California is so far ahead, why would SEIA spend any money in the State when it could be spending it in a State with no local presence. What if, hypothetically, SEIA supported States that have budgets over some amount with capital as opposed to redundant resources? Do we need State chapters and SEIA intervening on the same docket? Make sure to listen to this episode, lots of great stuff in there including the most pressing legislative priority for CalSEIA this session.
Must Be Nice. I would be surprised if 10 years from now, electric monopolies weren’t on the way out. If Texas and Connecticut can agree on the deregulation of electric markets, there must be something to the idea. The notion of fuel in power supply introduces a volatility in the equation and it is not fair to consumers to be the only backstop to this financial risk.
Solar Isn’t a Partisan Issue. Clean Air, Clean Water and Clean Energy. Those are issues that Americans agree on. Cheaper Energy? We definitely agree on that. Taking the issue of renewable energy to partisan fights is a bad idea politically and consultants should start reframing the conversation to focus on competition, cost and consumer choice. Sprinkle a bit of resource conservation and property rights on top and you have yourself a libertarian/green party overlap.

News

 

Opinions:

Have a great day!
Yann


This is your SolarWakeup for June 23rd, 2017

IPPs Making Changes. The head of Engie has been shifting the business in a whole new direction, selling power assets and making acquisitions including solar and energy storage. There is a long term vision of where the grid is going, away from fuel based assets that have too many inputs in volatile markets. Look for IPPs to diverge into the two directions of asset based and flexibility focused.
John Oliver’s Coal Rant. I missed it earlier this week but John Oliver did a great job explaining what happened to jobs in the coal mining community. For those of us in the solar space it seems obvious but for most Americans the premise of regulations killing coal makes sense. Oliver speaks to a certain audience so I am surprised that he is being sued for little reason because the lawsuit makes more of a story than the original segment.
The Solar Wall. This is really dumb and needs to stop being covered.

News

 

Opinions:

Have a great day!
Yann


This is your SolarWakeup for June 22nd, 2017

Come see me in Sacramento next Monday at 11:30am at the PAC-12 Sustainability Conference. Bill Walton and I will preach the solar gospel, hopefully driving campuses and students to be leaders and consumers of solar energy.
The Businesses Lead the Way. I’ve always said that our most important and most unserved advocate is the customer. When was the last time that you spoke to a customer for 2 or more years ago? Activate them to help push a policy or sell them some upgrade? We have to think outside the box on this because we have over a million customers nationally, that is a powerful target audience to help us all, including to refer more business to our industry.
Oak Tree Is Making Moves. I don’t know if Oak Tree is really into wire harnesses or the investment partner was hoping to wear cargo shorts more often. The key question for this deal is obvious, what was Dean wearing in the investment meeting??? Congrats to the whole Shoals team!
Turn the LePage. Maine needs to keep working on its policy. Every State matters and every year matters but as State fights go, sessions start and end but the education on solar policy never stops.

News

 

Opinions:

Have a great day!
Yann