This is your SolarWakeup for March 10th, 2017

Limited commentary this week as I am traveling in Europe.

PURPA is an excuse. Duke is looking to shorten the solar offtake contracts in NC to 5 years. Not because that is better for consumers. Only because they know a 5 year contract won’t get financed therefore stopping solar altogether.

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Pruitt versus Joe Kernen. A non-scientist’s dialogue on carbon emissions between the host of Squawk Box and Pruitt. No, he doesn’t believe CO2 is the primary driver for climate change. Yes, he wants scientists to keep studying it. No, he won’t keep on funding it. No, solar associations said absolutely nothing on the topic. No, I haven’t heard them be critical at all of the new administration.

Painful to see. Sungevity is having issues after the reverse merger collapsed. This is sad to see and continues to show how difficult it is to grow a solar company at scale. Without more markets opening up, this may get worse before it gets better.

Opinion

Have a great day!

Yann