This is your SolarWakeup for March 20th, 2017

Back on the road. Heading up to New York for some meetings. The solar industry is being noticed by the media, apparently headlines with solar in them get read big-league.

News

 

Opinions:

Have a great day!
Yann


This is your SolarWakeup for March 17th, 2017

Buy a ticket to Equinox. Vote Solar does great things and you should give them at least $100 per year. In return you get to go to Equinox, a great party, or just buy a ticket to support the group. Most importantly, I am on the host committee which means we compete to see who can drive the most traffic to ticket purchases. My proposal to you again. If you buy a ticket, email me the receipt and you will be recognized. If you buy 10 tickets or donate $1000, you get to write a paragraph in a future edition. If you want to donate more, email me and I’ll figure out a way to get you even more exposure. Ticket link here.
Paid for Regulators. What did you expect? Regulators to…regulate?
Help support SolarWakeup. If you are looking for investors or buyers of your projects, hit reply to this email and let us help you. Our expansive network is always looking to partner with you and helps us pay the bills to keep the newsletter free to you, as it has been for the past 4 years.
No, No, No. Close your eyes and think of an agency you like that relates to climate change, clean air or solar. Trump’s budget likely cuts the funding for it. Be thankful that the President doesn’t pass the budget, that’s a job for Congress. Good think Congress doesn’t take it very seriously.
More layoffs. Good reporting by PV-Magazine on an unhappy topic. More corporate alignments happening in the solar space.

News

 

Opinions:

Have a great day!
Yann


This is your SolarWakeup for March 16th, 2017

Buy a ticket to Equinox. Vote Solar does great things and you should give them at least $100 per year. In return you get to go to Equinox, a great party, or just buy a ticket to support the group. Most importantly, I am on the host committee which means we compete to see who can drive the most traffic to ticket purchases. My proposal to you again. If you buy a ticket, email me the receipt and you will be recognized. If you buy 10 tickets or donate $1000, you get to write a paragraph in a future edition. If you want to donate more, email me and I’ll figure out a way to get you even more exposure. Ticket link here.
New York’s REV Dream. I haven’t read the REV rules as adopted so let’s crowdsource this. What are you excited about? What do you see as the first segment of the solar market most likely to get developed?
Help support SolarWakeup. If you are looking for investors or buyers of your projects, hit reply to this email and let us help you. Our expansive network is always looking to partner with you and helps us pay the bills to keep the newsletter free to you, as it has been for the past 4 years.
Carried by California. California is carrying the rest of the Country. The total installed capacity is nearly half of the Country’s total solar. NEM 2.0 is going to create a soft moment as re-education of consumers is taken on. We highlighted the softening numbers months ago, stay calm and solar on.
Irony Alert. Most people in solar were not confident that the ITC would get extended. Only a few were bad market participants and actively campaigned against the ITC. Noone did that more openly than Sunnova so imagine my surprise when I see their tax equity fund being raised. At the very least, Sunnova should say a public thank you to the people that got the ITC extended.

News

 

Opinions:

Have a great day!
Yann


This is your SolarWakeup for March 15th, 2017

Buy a ticket to Equinox. Vote Solar does great things and you should give them at least $100 per year. In return you get to go to Equinox, a great party, or just buy a ticket to support the group. Most importantly, I am on the host committee which means we compete to see who can drive the most traffic to ticket purchases. My proposal to you again. If you buy a ticket, email me the receipt and you will be recognized. If you buy 10 tickets or donate $1000, you get to write a paragraph in a future edition. If you want to donate more, email me and I’ll figure out a way to get you even more exposure. Ticket link here.
The Sungevity demise. 10 years ago, someone showed me this idea of a customer typing their address into a web browser which pulled up their house on a map. Once you did that, a solar consultant would send you a layout and proposal within 24 hours. These were the beginning days of Sungevity, a solar sales platform that over the years did very well but may have gotten caught up in the craziness of owning assets. Without a proper sponsor, Sungevity went for the reverse merger. I was told the merger was in trouble as early as Intersolar North America in July so I am sure the company has been trying to find an alternative suitor throughout the process. As I said last week, I feel bad for the employees that tried to make things work and hope they find other opportunities in the solar industry. Sunrun called itself the largest standalone solar company last week, which may be true for the moment but I don’t expect that to hold true through the rest of the year.
Help support SolarWakeup. If you are looking for investors or buyers of your projects, hit reply to this email and let us help you. Our expansive network is always looking to partner with you and helps us pay the bills to keep the newsletter free to you, as it has been for the past 4 years.
Are you down with IPP? Big news out of Europe with the potential acquisition of Innogy by Engie. Innogy is the decentralized part of the RWE separation and Engie is the rebranded GDF Suez, where GDF stands for Gaz de France. Engie has been making big investments and buying into the new IPP model, including energy storage, solar and energy efficiency. The company also sold power assets in the US to Dynegy totaling almost 10GW which shows more steps to decentralization. Let’s see what’s next for the company.
Scientists can’t stand for it. The head of the EPA’s environmental justice program resigned from the agency. Mustafa Ali wrote a 3 page resignation letter to Scott Pruitt asking to focus on the science, saying “I needed to stand up” in an interview with Think Progress.

News

 

Opinions:

Have a great day!
Yann