This is your SolarWakeup for May 12th, 2017

Have a great weekend and don’t forget to email me if you are interested or working on storage in California. My solar + storage road show starts May 22nd. New Podcast on Monday that is amazing because I spoke with the most conservative State legislator in Florida.

Chinese manufacturing. Suniva, SolarWorld, and TenK Solar have all had issues in recent weeks and all blame cutthroat Chinese pricing on the issue. First, I wouldn’t be surprised if Chinese manufacturing has gotten really good at solar and savings are coming from the supply chain as opposed to dumping and cheap labor. Second, while the pricing has dropped more than I ever thought possible, would the companies really be in better shape if pricing was double what it is today?

Fixing competitive markets. IPPs are complaining about markets across the Country. I agree that we need more price signals and more value for quick response energy or energy that matches up to the location of the load, like air conditioning in the summer in Texas. Keep listening to the IPP CEOs because this is going to be a thing.

The Energy Storage Road Show is happened starting May 22nd in San Diego!

Opinion

Have a great day!

Yann