I may be attending the remedy hearing to cover it for you all and get some expert analysis post hearing. If that happens, I will let you know. Some great events coming up to see me in person. On 10/31 we are in Boston for SolarWakeup Live! On 11/7, there will be a live streaming of EnergyWakeup at MDV-SEIA’s Solar Focus Conference in DC. And 12/6 SolarWakeup Live! Will be in DC. Make sure to get your tickets for all events and contact me if you want to sponsor any of those.
Remedy Gamesmanship Begins. We’ve been expecting the remedy testimony to come out in advance of the hearing and had heard rumors that Suniva and SolarWorld would not be in full agreement about the minimum price. Suniva has adjusted its minimum price a bit and asks for Canada to not be allowed to be a free trade partner. They still want the minimum price to be $0.74 per watt and have a tariff on imported cells. SolarWorld will be asking for an import quota which Suniva wants the tariff to apply to. Remind yourself that this is coming from two companies that will never be the same, regardless of remedy imposed because their bankability is either questionable or non-existent at this point.
Putting 51st State In Action. I’ve had a lot of ‘if only’ conversations this week regarding the disaster in Puerto Rico. Bringing solar generators, multiple power input microgrids, energy storage etc. It’s all doable but who is the customer? Where should it go? In a discussion on my linkedin page, it was brought up that this is one of the largest power outages outside of wartime in a long time. Puerto Rico is literally the 51st State, which matches the SEPA program to figure out what the utility of the future looks like. Seems like an opportune time to take theory and apply to real life. I’d also think that since NextEra couldn’t buy HECO, they should think about buying PREPA.
- PV-Magazine: BREAKING – Suniva, SolarWorld offer revised proposals for trade action
- Washington Post: Power failures in Puerto Rico & across Caribbean spur new push for renewable energy
- Renewable Energy World: China’s Solar PV Market Passes 100 GW Milestone
- Utility Dive: Trio of new bills in Congress aim to support energy storage deployment
- PV-Tech: Where can the US source its solar modules from in a post-Section 201 world?
- New York Times: Shell Takes Venture Fund Into ‘Explosive’ Chinese Market
- Bloomberg: Storm-Ravaged Caribbean Eyes Solar, But It Won’t Come Cheap
- Reason: 2 Solar Companies Got Big Subsidies From Obama.Now Want Protective Tariffs From Trump.
Opinion
Have a great day!
Yann