This is your SolarWakeup for October 30th, 2014

China is moving in on Russian solar while at the same time Sunedison’s Terraform is going shopping. Not part of the rundown but in separate news sources, TERP financed and acquired new projects from other funds. The entry to solar in used to be “We want to own and hold” but holding solar assets has become so competitive that owning may have become the new solar commodity.

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Yann

This is your SolarWakeup for October 29th, 2014

Love it or hate it, the SolarCity story is a great example of American business success. Great idea, lots of barriers, hurdles and pain helped by visionaries and forward thinking investors. Fast forward less than 10 years and the ideas have burgeoned into the residential solar industry we have today with multiple Billion dollar companies. I didn’t see it then but I am happy that residential solar entrepreneurs are getting the publicity now.

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Yann

This is your SolarWakeup for October 28th, 2014

Since I didn’t make it to the main stage during SPI, today’s news catch me a bit off guard. The trade fight continues and from the press side of things it does not appear positive which is a shame. Seeing additional news out of EU make this smell a bit fishy and coordinated but maybe I am reading into this a bit too much or maybe not. Why this keeps happening is beyond me…why anyone wants to keep solar from getting installed is just plain silly.

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Yann

This is your SolarWakeup for October 27th, 2014

One of the most important aspects of this column is to clear up misconceptions.  It probably warrants a broader piece but the debate between solar and utilities isn’t necessarily about solar but more about owning the investment. On one side utilities strive for energy demand growth that needs to be met by capital investments versus the potential of distributed generation investments that lower the demand growth, therefore reducing utility investments. Utilities love solar, especially if they get to own the investment. More on this soon.

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Yann