Are You Registered? Our Chicago event is coming up soon and you will not want to miss this because the who’s who of solar is flying in for the full day event. Get your tickets at solarwakeuplive.com and do it quickly because only about half of the tickets are left. This will definitely sell out before event day.
What Can A Major Do For You? My operating assumption is that the solar and storage ecosystem is going to be surrounded by ‘majors’ from oil, auto and energy. Look at the cap tables for energy storage companies that haven’t been acquired yet, it’s the who’s who of anyone that things the future of energy is based on intermittent generation. Look at the solar companies that have regional or segmented platforms and they are being acquired to be turned into a bigger platform to achieve goals like deploying capital or tax liabilities. What would your company look like if a major corporation invested or bought it, what would it allow or deny your team to accomplish?
Can Puerto Rico Attract Investment. I worry about Puerto Rico, even a year after Hurricane Maria destroyed much of the infrastructure. The problem isn’t about what can be done or what should be done. My concern is how it can be deployed financially. Puerto Rico isn’t in a financial position to spend the billions it takes to rebuild with renewable microgrids and it hasn’t fixed the underlying credit problem that would allow outside investors to be comfortable with the risk.
China Slows, What’s Next? This is the question I asked myself all day yesterday. If China’s market slows and there is an oversupply of modules what does that mean for the US market. This could spell a 2018 where prices reduce dramatically in the US from the oversupply but it could also mean issues around supply chain that can be bad for quality. Stay tuned…
A Greener Hawaii. Forget 100% renewable energy, Hawaii is looking to go carbon neutral in the next 20 years. Lots of work ahead but definitely achievable for this island paradise.
- SolarWakeup: Something About Babies And Bath Water – Big Oil Could Help The Renewable Transition If We Let Them (So Says The Fool)
- GreenBiz: Puerto Rico sets the stage for microgrids
- PV-Tech: Solar module prices set to fall 35% in 2018 – BNEF
- CleanTechnica: New Legislation Commits Hawaii To Being Carbon Neutral By 2045
- Bloomberg: Chinese Burn Will Only Make the Solar Industry Stronger
- Washington Post: Trump orders Energy Secretary Perry to halt shutdown of coal and nuclear plants
- SolarWakeup: EV Charging Earns Nearly $1 Billion In Investments In California, New York
- Utility Dive: Grid mod policy actions jump 75%, with storage playing a central role
Opinion
Have a great day!
Yann