This is your SolarWakeup for July 18th, 2017

Show Off Your Solar. We are all fans of SunShot and their work. Now they want YOUR help to show off the best solar images you can find. In the contest titled, Hit Me with Your SunShot, you can win cash prizes and help create a solar awesome portfolio of images for everyone to use.

Don’t Do As I Said, The Outside Inside NRG Story. Don’t shy away from the length of this article because it tells you what David Crane thinks about NRG’s decision to eliminate his strategic vision for the company. I don’t want to give away the essence of the article because if you care about how solar fits within an IPP, there are great points in here. Couple of things I would like to add. From a carbon standpoint, the overall carbon footprint of the assets will stay the same given the solar portfolio will keep operating. NRG’s footprint will go terribly in the wrong direction however and I expect the post divestment cash flows won’t look good for long, especially as energy storage crushes slow moving power assets. I think NRG should continue the splitting up of the company however, much like Engie decided to focus on consumers. NRG should sell the retail business or sell the power assets. Surely Dynegy would continue to double down on power assets and then NRG would be left with a consumer facing business.

Throw Out The Rulebook. Forget the title and most of the content of the article about court rulings. The interesting story is the business dynamics of who sued and why. When Illinois passed their energy bill it did so as a cover for subsidies to be paid to the nuclear power plants that Exelon planned on closing if the subsidies did not come through. The energy sector got together and the price to get the subsidies were a variety of renewable energy policies that move the solar and efficiency markets forward. This caused other power plant operators to sue the State of Illinois for unfairly subsidizing nuclear power plants which they were hoping would be closed to remove generation from the wholesale markets.

Opinion

Have a great day!

Yann