This is your SolarWakeup for November 6th, 2020

No Call, But It’s Coming. Having stayed awake until the early morning hours, waiting for a call on some set of States to put Biden of 270, it looks like we’ll wait another day. That’s all it seems though, most likely both NV and PA will be called for Biden at some point today. Georgia and Arizona will go through some post election confirmations but America will most likely talk about what’s next. SolarWakeup will be part of that conversation and I welcome your thoughts. Next week we will talk about ITC, stimulus bills, Senate confirmations and more, but it will wait because I’d rather be late and right than a pundit that’s early and wrong.

Silicon Deals. Silicon supply chain could be an easy win for America if we restart domestic production. Looks like that could be happening earlier than I thought. 

Every Utility Is Pivotal. Duke wants to get credit for playing a pivotal role in clean energy, though they should play a supportive role. Being involved as the monopoly is natural, being the antagonist is natural for being an IOU.

Energy Transition Dealings. This could be a strange prediction but I think as electric utilities take market share from oil companies with the electrification of transportation, I anticipate oil companies to push their legislative engines towards competitive power markets and deregulate the utilities.

Or Acquire Them. Iberdrola is buying PNM in New Mexico, why that couldn’t be a strategy for oil majors?

Resi Installers Grow Profits. Installers that are members of the SolarWakeup Buyer’s Group are saving over $1,000 per project through our novel method of leveraging higher volume to drive down prices for the installers. We’d love to talk to you and show you what you can save. SolarWakeup Buyer’s Group is a monthly membership program (like Costco) that gives you better pricing on the products you are using already.

Opinion

Best, Yann