This is your SolarWakeup for October 25th, 2017

Sold Out! SolarWakeup Live! Boston is now sold out. If you were planning on buying a ticket, a waitlist is now online, first come, first served. Thank you to everyone for your support!

Grid Ops. I’m spending quite a bit of time talking with grid planners trying to understand what dispatchable solar assets, centralized and distributed, mean to a utility operation. Mainly, trying to ascertain what type of value is generated in addition to the value of energy and how to monetize the power. If you work at a utility and want to have this conversation, on a purely hypothetical basis, I want to talk to you and your colleagues. There is no doubt in my mind that all solar in the next decade will be dispatchable in some way with storage, just a matter of when and how it is executed.

$. Sunrun announced a new debt facility of $244.5million.

$$. Tesla is securitizing $340million in contracts.

$$$. Brookfield is refinancing $300million in Terraform debt.

$$$$. Hannon Armstrong is raising $164million in green bonds.

Show Me The $. That’s just what some of the news had about solar companies raising money for projects today, and it’s not everything. There is a desire and need to deploy capital into infrastructure and the scale is larger than most had expected a decade ago. Money available, projects needed. Except of course complicated distributed projects, that’s still a mess.

New EnergyWakeup TomorrowI had a fantastic conversation with Meghan Nutting today that will be released tomorrow during the day so make sure to subscribe to EnergyWakeup on your favorite podcast platform. Meghan has been working in solar for a decade, currently with Sunnova, and she is running for the State House in Colorado to represent downtown Denver. More on how you can get involved and help elect a solar leader coming soon.

Presented By DGEP Management. DGEP’s Co-Development Program provides equity to our development partners for early to mid-stage assets.  Our years of expertise facilitate an efficient development process and enable our partners to maximize profits upon transaction exit.

Opinion

Have a great day!

Yann