This is your SolarWakeup for February 23rd, 2022

Moving Fast. The macros are moving faster than the market and the headline stated what we’re looking at. With the aggressions in Ukraine going in the wrong, the already inflated cost of gas in Europe is driven up by the halting of the Nordstream 2 pipeline. Inflation always hits energy hard, as seen by record consumer costs at home and at the fuel pump. The higher costs do bring about revenue streams for renewables that could make up the labor, supply chain and cost increases that the market has seen. With gas in a less reliable supply position, increased development in renewables continues to be inevitable.

The Future Of Trackers. Most solar farms are installing trackers which is a good thing for production but it causes harder design considerations especially outside of the square format of desert land plots. One of those innovations comes in the form of articulating tracker designs by companies like Nevados that allow for trackers to be installed uneven terrain more common in markets across the US.

Electrification Of Fleets. The electrification of transportation remains one of the most dynamic changes in how energy is stored, transported, and used. Covid complicated the trend by eliminating the known of where most Americans are going to be during the day, removing the known knowns of energy peaks at offices during the day and home peaks in the morning and evening. Electrification of fleets in car rental, bus depots and companies will change how suppliers approach the infrastructure that allows those fleets to keep moving. 

Faster Approvals Equals More Deals. Installers asked CommonBond to create the fastest approval process in the market and they delivered. To add CommonBond’s fintech DNA to your solar sales process, apply here.

Opinion

Best, Yann