This is your SolarWakeup for February 26th, 2020

Decentralized Futures. Sunnova published its earnings and Sunrun published a white paper. Both companies show you what the future could look like.

Their Way. On the other hand, look at the disagreement between a major manufacturer that goes solar and the utility that is hoping regulators don’t let them actually turn it on. 

Muni Corporates. Thanks to the big tech companies, the City of Charlotte had an option to buy green energy from their utility. What will it take for more municipalities to go solar through offsite agreements?

The Big Banks. The news cycle from yesterday included JP Morgan’s announcement about their new underwriting for some fossil based projects. The sentiment means that smaller financiers will also eliminate their capital from the market. At the same time, banks are looking at the US deal flow of solar projects to return yield to their investors.

Chime In. SEIA members are being asked to sign on to a letter to the administration to stop solar tariffs, in line with this press release. Let me know your thoughts on the strategy that looks to eliminate the costly taxes on solar. Hit reply and give me you’re two cents. 

Opinion

Best, Yann