This is your SolarWakeup for October 31st, 2017

SolarWakeup Live! Boston. Later today! If you have specific questions for the speakers, email them over. Remember that you will be able to hear the recordings in a few weeks, barring any technical issues. Those in the live audience will likely have some more market intelligence than you but no need to be jealous. You’ll have the chance to catch the next event in DC.

State of Energy. Yesterday, GTM Research’s Shayle Kann announced his soon to happen departure from GTM. He’s been a well known part of the solar research that has made it to events such as Obama’s State of the Union address. In his parting words, he gives a State of the Energy market similar to the presentation he was known to give at the Solar Summits. No word yet on his next move.

Learning 201 As We Go. The ITC is meeting once again today to vote on remedies. From the testimony we’ve seen, and since 201 is an old petition that isn’t used much, the remedy will have to cause greater good than harm. That being said, the rules of engagement are not well understood and somewhat up to interpretation by the commissioners. We may get some information tomorrow on which way this goes, but the President can come up with his own remedy so it may not matter what the ITC does.

Whitefish Released, Investigation. An insider deal to screw over the Americans in Puerto Rico gets some sunshine from journalists. Now the FBI is investigating and it could get ugly. Red fish, blue fish, white fish, no fish.

MA Net Metering. At 1pm I am interviewing the sponsor of S. 1824, a MA Senate bill to increase the NEM cap by 5%. I’m interested to understand the political part of this work by the State Senator. I’ve been giving some thought on the political rewards reaped by politicians that help solar while also wondering if there are political ramifications for voting against solar. If no, why not?

MA SMART, Tariff Filing. At 4pm, I speak with the person in charge of creating the new SMART program in Mass which is now in front of the DPU to create the tariff language. I’ve got some questions on the process, most importantly on when we will see the benchmark auction that will set the clearing price. If it happens before 201 is resolved, how would it take that into account?

New York. With the success of Live! events in Boston and DC, I am announcing the next location in New York in late January. Likely the last week of the month. More to come.

Opinion

Have a great day!

Yann