This is your SolarWakeup for May 22nd, 2017

On my plane en route to San Diego, will dive a bit deeper into storage this week.
Swiss Have Spoken. A vote was taken in Switzerland on whether voters want to move the grid into a renewables future or build more nuclear power plants. Unlike the US, where nuclear is the most subsidized power source, the Swiss have voted to go towards solar, wind and hydro. I would presume that similar votes in the US would go the same route, people just prefer solar over other sources. As price of storage comes down, the opposition argument of ‘when the sun goes down’ will get quieter. In the meantime, keep laughing at ludicrous arguments that corporates should bail out nuclear power plants, ratepayers have been doing that long enough.
The DOE Study. DOE studies aren’t supposed to be predetermined, they are supposed to be based on science and data. That is why the industry is screaming foul about DOE’s current lack of interest in the information needed to complete the grid study correctly. Even Republican Senator Chuck Grassley is standing up and asking for the study to be done properly.
The Energy Storage Road Show is moving forward now scheduling the week of June 5th in Los Angeles!
So Much For Chinese Dumping. We often talk about Chinese dumping of modules, which I view with a grain of salt, plus I like cheap modules because they keep us all in business and lower costs for our customers. One of the things we overlook is just how big the Chinese market has been over the past few years, China is creating its own market so that manufacturers can get product out of inventory. So instead of complaining about China’s desire to make it up with volume, let’s thank them for creating the scale.

News

 

Opinions:

Have a great day!
Yann


This is your SolarWakeup for May 19th, 2017

Shortened summaries today, since it is Friday and who wants to read on a Friday. Enjoy your weekend! I’ll be in San Diego next week so stay tuned for a conversation on solar plus storage.
Now We Know. Want to know the impact of a protectionist policy that will protect no jobs? Look no further, IHS has the research.
The Curtailment Risk. Curtailment reductions on revenues for large scale projects were discussed much in recent years. Buyers would typically value the entire revenue stream but that looks like a new regulatory risk.
The Energy Storage Road Show is moving forward now scheduling the week of June 5th in Los Angeles!
Green Legos. When someone gives my kids a lego as a gift, it is hard for me to let them open and build it themselves. Now that Lego has reached its corporate goal on renewable energy, I’ll definitely take it from them.

News

 

Opinions:

Have a great day!
Yann


This is your SolarWakeup for May 18th, 2017

Big Batteries Are Coming. One of the leading developers in solar is coming out with big batteries to add to their solar farms. This is no surprise as curtailment becomes an increasing topic and ancillary services add potential revenue. The storage market is getting consolidated quickly, with another acquisition this week of Greensmith by Wartsila. How will projects get executed? Both large scale and behind the meter C&I? Those are questions I am looking to answer on the road show. I have ideas and thoughts but want the market to tell me what they are seeing on the ground. This is the ultimate coordination of software and hardware. Companies have to be really good at both, which is really hard.
But I Thought. News came out yesterday that the majority shareholder of Suniva, Shunfeng, wasn’t supportive of 201 petition. Keep in mind that Shunfeng also owns whatever is left of Suntech. Now Yingli is looking precarious according to reporting. Without a doubt a major brand in module manufacturing, Yingli has gone through tough times. So with all of this talk from Suniva about dumping and cutthroat markets, it doesn’t seem to be limited to US cell manufacturers. Global manufacturers are in the same boat and only those that have the become more efficient in manufacturing can make it. Take a look at the computer chip market. How many manufacturers make up the top 80% of market share? And then compare that to the solar module market.
The Energy Storage Road Show is moving forward now scheduling the week of June 5th in Los Angeles!
A Budget to Forget. Later this summer, Congress has to either pass a budget or go for another continuing resolution to keep the Government open. Last month, President Trump said a shutdown may be required but assuming that doesn’t happen and Congress passes a budget for the first time in a really long time, Trump is looking to cut clean energy budgets dramatically.

News

 

Opinions:

Have a great day!
Yann


This is your SolarWakeup for May 17th, 2017

Are Yieldcos making a comeback? CEO and data whiz at kWh Analytics has a unique view of our solar industry. He chronicles the rise, growth and fall of the yieldco environment with a preview of what is yet to come. There may be less yieldco businesses but maybe that can lead to more success with specialty sponsors. A good read and interesting point of view.
Virginia Wants to Lead. We finally find out what is really going on at Monticello! Terry McAuliffe is making a play for a carbon cap. It is rare for Governors to propose ideas with specificity without a way to get to implementation and in Virginia the Republican party was quick to denounce the move. These goals are going to get reached regardless of the policy but as the market shows that ‘regulatory overreach’ actually matches up, people won’t be afraid of setting goals.
The Energy Storage Road Show is happening, starting May 22nd in San Diego!
Big Corporate Invests in Small and Early. It doesn’t surprise me that this headline is coming out, just surprised it hasn’t happened earlier. I pitched this previously because what better way to see what problems you have in your big company than looking for innovation in startups. Forget the upside of the investment, the upside in improving your company is potentially enormous. I challenge more large companies in the solar market to do this, plus it doesn’t have to be expensive. For a few hundred thousand dollars, your company can get great exposure to the next innovative idea.

News

 

Opinions:

Have a great day!
Yann