Thank you to all the veterans reading right now. My family and I greatly appreciate your service to the Country.
Thank You! With your support I was elected to the board of CALSSA. I’ve had the pleasure of working with CALSSA over the past decade and in the past year even more so. Bernadette and the CALSSA team do amazing work creating the largest State market in the US and I’m excited to get involved with more responsibility. Policy is business development as we work together to advance the markets.
The Next Decade. We are going into the next decade with unprecedented public support, cost competitive systems, and more than 3.3GW of required additional capacity in the California power market alone. We know how to solve these issues as a team, through DG, community solar and large scale solar with a sprinkle of storage everywhere.
Undermining Intentions. The politics in our market continue to get a bit more complicated but we are well prepared for them. One example is how SMUD is trying to circumvent the new home solar mandate by trying to take the solar panels off the roof and solve it with what amounts to SREC purchases. There was no legislative intention to allow this to happen but rule making is always an important time for executing on new laws. I’ll be digging further into this since there appears to be more to the story.
Don’t Hold Your Breath. SEIA was granted a temporary restraining order (TRO) by a judge to hold the repeal of the bifacial module exemption for a few weeks but all indication is that it will not hold longer than that. There are some messy politics at play in the tariffs in an ever changing landscape. It’s too early to really assign much of the blame but the picture seems to be clearing up. At some point, however, we will need to understand that the industry that works together will succeed together. It will not have a winner take all scenario, people should stop trying for that.
More Demand. I’ve written about this in the past. When there is going to be a real choice of EVs in the market, with the ever expanding charging infrastructure, we will enter a new era of electric demand for transportation.
- Bloomberg: California’s Next Electricity Headache Is a Looming Shortage
- Greentech Media: Court Temporarily Halts Trump Administration’s U-Turn on Bifacial Solar Modules
- CleanTechnica: Volkswagen Has An E-Mobility Plan – Make Electric Cars For Millions, Not Millionaires
- Utility Dive: Incentives spur rapid storage growth in New York, outpacing distributed solar expansion – NYSERDA CEO
- New York Times: Natural Gas or Renewables? New Orleans Choice Is Shadowed by Katrina
- Axios: A fracking ban could be a dicey proposal for Democrats in 2020
- PV-Tech: JinkoSolar increasing in-house mono-wafer production to 18GW in 2020
Opinion
Best, Yann