Go Ducks! Some of my first deals in solar were in Oregon and I have some great memories of the BETC, those were the days. Now the local industry is doing great work to push new policy to revive the industry and get it back to where it was. If you listened to last week’s podcast with Michael Morosi, the wall street analyst, you will have heard some of the challenges in the solar market. Local support goes a long way with legislators as we are seeing around the Country.
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SREC Twoooooooo.1. SREC II keeps plugging along. I’m not saying that as a bad thing, the Massachusetts market has been looking for the next iteration for several years. As developers were making well over $1/watt, it’s time to move along and get some sustainability in the policy. So DOER is working on the SMART program and until then SREC II will continue on with completion deadlines of March 31st of next year at new SREC factors.
Make sure you listen to the latest episode of EnergyWakeup. Wall Street has plenty of ways to invest in solar, so what does analyst Michael Morosi see about our industry.
Solar is still hard. Shunfeng is trying something noble. Consolidating solar from manufacturing, development and assets across multiple holding companies is very difficult. Suniva has been quietly moving high quality modules and adding capacity in the US. The company is loved by DOE and has done great research out of Georgia Tech. The losses don’t appear all that bad given where module prices have gone over the past year.
- PV-Magazine: Oregon solar industry calls for 10% power from solar in 10 years (With charts and graphs)
- Utility Dive: Massachusetts to keep SREC program until new solar incentives are complete
- PV-Tech: Shunfeng raises expected losses for 2016 to US$348 million
- ILSR: Unlocking Universal Access to Community Solar
- Greentech Media: What We Can Learn From Trump’s Beachhead Appointees at the Energy Department
- Arizona Daily Sun: Utility regulators clash on Flagstaff hearing for APS rate case
- Bloomberg: Rooftop Solar Facing U.S. Consolidation as `Weaker Hands’ Fold
- Electrek: Tesla exec explains – ‘You have solar, battery pack, EV & you control everything on your phone’
Opinion
Have a great day!
Yann