This is your SolarWakeup for June 5th, 2020

Our Industry. This week has been challenging for many, clearly more for others than for me. As a father of three young kids, I have struggled to explain what is happening and the privilege they are benefitting from when I have to take inventory of it for myself. So I have looked at you, the readers, and industry spokespersons for guidance and leadership and I’ve been happy to listen. That being said, we are at a stage of words and actions must follow. It has also been confirmed that the voices I am hearing from and reading statements from, lack diversity to say the least. We’ve all been to the trade shows and conferences and it’s not representative of America’s diversity. Solar needs to do better and I am optimistic that it will do so, I am proud however that our advocacy always includes activism for diversity and justice. If you didn’t catch Vote Solar’s statement this week, it more eloquently states what I am feeling.

The Platform. On Monday I offered this platform, which is read by most of solar, to readers that have a better perspective on racism, profiling and police brutality than I. Over the next 24 hours, I didn’t receive a single post to publish from readership and I know that is indicative of who I am reaching. I have always wanted SolarWakeup to be a platform that shares it’s reach with the readers, to expand the viewpoints and lived experiences but that requires that I expand the folks that I am reaching.

Germany Will Do It Again. When it comes to scaling solar, Germany was way ahead of the entire world. Now, post-COVID, Germany is expanding subsidies for electric vehicle adopters to ~$6,700 and a reduction of 3% from the sales tax paid. This will increase the total units sold in Germany and lower the cost for the rest of the world. While the US and other Countries have been ahead on this, it is also significant given the German heritage in auto manufacturing. I find EV adoption relevant for solar from two perspectives. First, it increases the total consumption of electricity especially for consumers that think about what type of fuel is powering their car. Second, the batteries used in the cars are also used in our homes, buildings and solar farms. Lowering that cost will pay dividends in our sector for a long time to come.

Forget Societal Benefits. Trump is taking this time to make it easier to build infrastructure without environmental review. These reviews are an obstacle for solar development at times as well but you can’t take a step forward while taking two steps back. It would be best to slow the development of fossil infrastructure knowing that it will be without use a decade from now. 

Opinion

Best, Yann