This is your SolarWakeup for March 20th, 2023

Recycling Means Repowering. For the past decade, recycling processes and startups looked to create traction in a limited market and this post isn’t about recycling it’s about what is causing solar panels to need it. Some 15 years ago, I bid on a project in Central Florida, a PPA with a municipal utility that ended up going to SunEdison for ~14cents per kWh. That project and many like them were built with ~220watt modules and are now on path to be repowered with new modules. More importantly, the entire installed solar base is an opportunity to increase the value to the grid, including adding storage in addition to the repowering. Stay tuned to this market…

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Opinion

Best, Yann