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.

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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.

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Yann


This is your SolarWakeup for June 21st, 2017

Long day in California which ended in Sacramento for a day of meetings surrounding the AEE conference.
PAC-12 Sustainability. Come see me on Monday the 26th in Sacramento at the PAC-12 Sustainability Conference. I’ll be talking with Bill Walton about the important work students and universities play in our markets. I hope to see you there.
Solar Foundation Solstice. This Thursday, anyone in the DC area should be at the Solar Foundation Summer Solstice event. Now, more than ever, we need to support the important work that the Solar Foundation does for our industry. Get your tickets here!

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Yann


This is your SolarWakeup for June 20th, 2017

Great first day in the Bay Area to talk about how the solar industry is entering and integrating energy storage. What is your top issue when studying storage for your solar project?
Solar Wins In Africa. Just a few years ago there was a conversation about the need to energize Africa using central power and transmission. The data now shows that solar is doing the job needed to electrify many areas without the need for costly transmission. Add hybrid power systems in microgrids to high power demand areas and you can create an entirely distributed grid.
100% Renewables? Can we get to a grid with 100% renewables by the middle of the century? In my mind, it is absolutely feasible if we have the right price signals.
Are Corporates Getting Smarter? From a development standpoint, corporates and other C&I customers have so many tools at their disposal to control their energy costs. Islanded and behind the meter microgrids can be built to their needs with the power inputs that the client wants. With steep declines in energy storage costs and new technologies, distributed power will not only be distributed but also potentially a microgrid that is smarter than we have been accustomed to.

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Have a great day!
Yann