This is your SolarWakeup for November 2nd, 2016

People agree on solar! We start the day with some of our own coverage about a new registered voter poll by Pew. The result is interesting because Trump and Clinton voters apparently agree on a single issue. America is united around solar! The other takeaway is that when it comes to fracking and nuclear, we are also united in our desire for less of it.
A memo from Elon. After his trip to Wisteria Lane, Elon had to follow up his powerpoint with a strategic rationale memo. On November 17th, investors will vote on the sale/purchase at SolarCity and Tesla. Obviously it’s a crucial moment for Tesla to become more than a car company, though they make really awesome cars.
Tale of micro markets. It’s getting rough in solar hardware again. After a Q3 from Enphase that sold 869k inverters and revenues of $88.7mm, the company still lost $18.8mm. Analysts seemed to focus on storage however, a market growing for Enphase primarily in Australia currently.
Endorsements aren’t for sale. After $26mm spent on the Florida ballot amendment, one thing is still missing for the utilities. Endorsements from the newspapers continue to elude the effort to kill solar. The tally is 25 against the ballot amendment and 0 in support. Enough said.
All In on free markets.Voters in Nevada also get to chime in on energy policy next week. An effort led by funding from Switch and Las Vegas Sands is attempting to essentially deregulate and break up the NV Energy monopoly in Nevada. Both companies have been active in getting more energy from the free markets and solar power plants.

Opinion

Have a great day!

Yann