This is your SolarWakeup for July 29th, 2016

How many times have legislators said that solar must compete on price. Not based on an RPS or carbon price or special carve outs. Now that solar costs have dropped 90% over 10 years and is doubling in market every year and a half, it’s normal for incumbent market participants to push back. Nuclear provides some important base load but let me be clear that power in open markets needs to be priced with market dynamic pricing. If the grid needs the baseload power that nuclear provides than the costs should reflect that. That pricing dynamic will undoubtedly cause more storage to be put in place because solar plus storage is renewable nuclear fusion bottled into a battery. The timing is right because in a few years, the storage sector would have policy staff that would make this exact case but that investment is not yet in the cards. So in the meantime, utilities will get what they can to keep the assets from being stranded.

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Have a great day!
Yann


This is your SolarWakeup for July 28th, 2016

Packed news day so make sure you keep up. To recap the story we talked about yesterday in the NY Times. I spoke with dozens of you about how this happened and while the article may have been strong in its wording the issue is based on the timeframe and the peak times are starting later in the afternoon. As solar companies pull back the policy fight and trade associations lack desire to get into the fight, these things will happen. More importantly policy and PR are related and it is VERY telling that no solar company was quoted in the story. Speaking of policy, look at the story about Nevada. The solar industry sometimes thinks we can negotiate from a position of pleasure in the middle. That fighting the fight isn’t ugly and getting rid of a single person can fix the issue. Well, you are wrong and now you have proof. NV Energy and the anti-solar commissioners are now attacking the other players in the fight to bring solar back to Nevada. Don’t get pitched by what people are selling without understanding their motive, that’s my message for reporters in solar today.

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Have a great day!
Yann