Now that the DOE grid has been released, we speak with the visionary Amory Lovins of RMI. Amory is the founder of RMI which recently celebrated its 35th anniversary.
I asked Amory about his thoughts on the study and some more questions.
Can we blame LED lightbulbs for stagnating demand or is it something else?
What is the most dangerous conclusion in the study?
Why do you think Connecticut and Texas agree that energy markets should be deregulated?
Will there ever be another coal or nuclear plant built in the US?
If you were to write this grid study, what would be the biggest difference in the report?
This is one of the biggest names to join EnergyWakeup to date and we are thankful to have Amory’s leadership in the clean energy space.
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This episode is sponsored by NEI Energy Services, an EPC contractor delivering solar projects done right the first time across the East Coast.
In this episode of EnergyWakeup, Bryan and I dig into the type of leadership that needs to happen on the left. Pushing the goal posts on energy policy agenda can be done. We look at two examples and speak with the sponsors of California SB 71, Senator Wiener (CA-11), and Nevada AB 206, Assemblyman Chris Brooks.
Senator Wiener joined the California Senate after being a member of the San Francisco Board of Supervisors. He is the sponsor of SB 71 which would put solar on the roof of every new home and commercial building in California. This is similar to an initiative that he passed in San Francisco. Senator Wiener gives us some insight about politics in California in a Trump World and the possibility of passing the 100% RPS that the California Senate is pushing for and how the oil lobby is trying hard to stop it.
The legislative agenda for Senator Wiener can be found here.
Making news in Nevada is Assemblyman Chris Brooks. Brooks comes from a career in energy and has worked in the solar industry for over 15 years. We talk about the current NEM proceedings and how it may impact his bill, AB 206. AB 206 is an RPS increase to 80% by 2040 with a 50% hurdle by 2030. Assemblyman Brooks also made some news in the interview letting us know that several solar bills will be put forth this session regarding the rooftop solar policies and net metering. With a democratic Assembly and Senate, he does see the need to work with the Governor’s office to solve this and thinks it will be possible with a moderate Governor Sandoval.
In the biggest news, he does make a prediction about the rooftop solar industry in Nevada during the show that everyone will want to hear. Follow the legislation and other solar bills in Nevada’s bill tracker.
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This episode is sponsored by Conductive Capital, a distributed generation platform with tax efficient capital.
In this episode we speak with Conor McKenna, Managing Director at CohnReznick Capital Market Securities. Conor advised a $78 million tax equity investment for the Crescent Dunes Solar Project by SolarReserve. The innovation here is that the Crescent Dunes solar project uses molten salt energy storage technology from the SolarReserve concentrating solar tower site.
Conor gives us some details on the deal structure, how tax equity got comfortable with the risk of the technology and sponsor. The investors also used a tax equity structure becoming more common than the fixed time flip that many investors have used in the past.
We couldn’t leave the interview without asking Conor about his thoughts on tax reform and how it could impact the markets. What would happen if tax rates are lowered and how investors view that potential risk in their model.
At the end, he shares some thoughts about what gets him most excited in 2017, and it has to do with lowering the cost of capital. Listen now!
In this Episode, sponsored by Conductive Capital, Yann and Bryan cover a wide range of important topics for the solar and cleantech industry. Yann interviews Abby Hopper, the new SEIA CEO and President, who joins the solar industry after leading the Bureau of Ocean Energy Management. We cover her vision for SEIA, how to get new members to join and if she sees SEIA working with EEI, the utility’s lobbying group.
Bryan and Yann go into the nominating hearings of Scott Pruitt, and why the environmental groups are trying to make him the target, why the nominees are normalizing Rex Tillerson, a man that is synonymous with Exxon, and Rick Perry’s continuing ability to make soundbites for SNL.
At the State level, Bryan covers what is actually happening in Nevada with NV Energy’s latest filing and if it really matters. Yann argues that the solar industry may be getting too soft when it comes to playing politics.
Listen to the Episode and subscribe on iTunes, Soundcloud or Stitcher. This episode was supported by Conductive Capital, a distributed generation platform looking to acquire your projects.