Reminder. Make sure to add @solarwakeup.com to your safe email list. Every now and then the email gets flagged due to the amount of emails that flow every month (it’s gotten much bigger than the original 37 recipients). If you haven’t received the email then make sure to check the safe list! While you’re at it, make sure to get your colleagues to take the leap and subscribe!
Memo To Utilities. Time to move past the net metering is a subsidy argument. Especially when reports show the value of distributed generation during congestion and high demand times. The argument should revolve around the impact that solar has on shareholder investment opportunities and the future of the grid when solar plus storage bring a ton of demand response value to the operations. All is not lost, focus the future on electric vehicles and the ability to manage the grid as a lines company.
Introducing Clearway. When NRG decided to sell NRG Renewables, which I think in retrospect is something that the NRG CEO will regret in the long run, I expected more of a household name to come after the assets. It appears now that GIP was looking at a platform to deploy capital, likely a virtually unlimited amount of LP money. GIP closed the transaction and created Clearway, quickly adding a massive SunPower portfolio to its assets. Make sure to familiarize yourself with the name.
Ohio’s Solar Potential. Ohio was on the way to being a great midwest solar market well before Illinois ever tried. But the politics of America’s swing state took the market into the gutter but it could have been great. Now a report by Repowering Ohio shows the potential for 2.2GW of renewables for Ohio and so many local jobs. It’s a great political strategy in my opinion for folks to show that renewables can work for everyone, whether you work on a roof, a factory or in an office tower.
Inside The Deals. We need more corporations to talk publicly about how they did their renewables procurement. Large companies have the internal expertise and time to figure it out, what the market really needs is large scale procurement by small and mid-sized companies that have to copy the format of those large entities. So enjoy this inside the deal article about Mars PPAs.
New Jersey Solar. Join me on November 6th and get your ticket now please! I’d appreciate the support. If you have topic recommendations, now is the time as the invitations are going out, these are 1 on 1 interviews where the audience actually gets to dig into a topic. Abby Hopper, SEIA’s CEO, will be joining us at SolarWakeup Live! Jersey City as the first announced speaker.
- Vermont Public Radio: Small Utilities Say Subsidized ‘Net-Metering’ Projects Could Trigger Rate Increases
- Utility Dive: NRG completes sale of renewables platform to GIP
- CleanTechnica: 2.2 GW Of Solar Power Backed By Ohio Business
- GreenBiz: Behind the scenes – How Mars sources renewable energy
- SolarWakeup: Proposed Kansas Demand Fees Could Bring Solar Installations To A Screeching Halt
- Quartz: Policy hurdles are puncturing India’s solar boom
- Bloomberg: For the First Time, Solar Is Contracting. But China’s Giants Are Doubling Down
- SolarWakeup: Utilities Are Catching On To The Energy Storage Revolution (At Least If Growth Is An Indication)
Opinion
Have a great day!
Yann