This is your SolarWakeup for September 10th, 2020

Seeing Red. Pictures out of the Bay Area were daunting yesterday, not reminding me of my home for the past 2 years. This is the planet’s reminder that whether we believe in climate change or not, it’s here and we need to do more. It was enough to get Obama to tweet about the fires yesterday. 

Deals Galore. Let’s go around the horn on yesterday’s deals and moves. First Solar will be selling series 6 modules into the DG market, focusing on the C&I segment. BayWa acquired northern California’s Enable-Energy. Terabase raised $6million in their series A while Sunfolding raised $32mm in their series B.

NYISO Question. On Tuesday, NYISO announced it would let energy storage fully participate in the wholesale markets. More than one of you are experts in this so I want to hear from you, does this help solar? What segment? Is this as big of a deal as the reporting makes it seem?

The Mid-Market. I spent some time going through Ohm Analytics’ permit data yesterday, growing markets everywhere. I’ve always had my own leaderboard for residential installers that do more than 1,000 systems per year and now the 2,000 system club seems to be picking up. There are others out there that tend to miss the headlines of SPW and maybe be outside of dense locations. Who are the fastest growing installers I’ve never heard from? If you’re one of these companies, I want to learn more about how you got there.

Join The Buyer’s Group. SolarWakeup is hiring inside sales reps for the Buyer’s Group, with our initial traction we are growing to do even more. Email your resume or reach out if interested. Installers can fill out the price discovery and get a 1-week trial if you email me to request one. 

Opinion

Best, Yann