This is your SolarWakeup for July 24th, 2014

Hot spots (pun intended) for solar development head up our solar stories today.  U.S. solar footprint news highlights solar progressive states now experiencing battles to curtail solar development. Yesterday we saw headlines pointing to contention in Arizona, today its North Carolina. Out of Florida headlines call attention to the sunshine state’s solar potential and the roadblocks being thrown in the way of massive deployment there.  On the technology side, Google is lighting a fire under the inverter market with a Big Hairy Audacious Goal (BHAG) to collapse the size of a solar inverter.  $1 million is the contest prize with the juicier win being a potential alignment with Google’s “Bottom up Grid” project and/or an investment by the internet giant who is carving out a huge piece of the clean energy industry pie.  With the recent acquisition of Solectria Renewables by Japanese machinery maker, Yaskawa Electric Corp., Google’s race for innovation puts even more pressure on an already hotly contested inverter market. 

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This is your SolarWakeup for July 23rd, 2014

Get the feeling we are “running just as fast as we can, holding onto one another’s hands?”  Adrenaline junkies need look no farther than a participatory role in the solar industry for a speed based rush. Agility, quick response time and synchronized team work are necessary arrows in the modern solar company’s quiver, no matter what role the firm plays in the supply chain or calls home on the planet.   Evidence of a swiftly changing landscape include today’s look at 2Q 2014 funding, PV supplier manufacturing and the playing field of microgrids and utilities. Need more evidence?  Check out Jennifer Runyon’s piece on energy storage.  Heady stuff in our fast paced solar race. While Tommy James & The Shondells captured sentiments in 1967 relevant to the solar revolution today, we are certainly not alone anymore.

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This is your SolarWakeup for July 22nd, 2014

Breaking News: Announces new solar manufacturing plant in Michigan

Suniva has announced a new 200MW module assembly plant in Saginaw Township, Michigan. SolarWakeup spoke to Matt Card, Suniva VP of Global Sales & Marketing, about the announcement this morning.

“Suniva is adding 200MW of module manufacturing capacity in Michigan in addition to the 175MW of cell capacity already in place in Georgia,” said Matt Card. “Michigan offers great logistical capabilities for bulk shipping, like modules, in order to reach customers.”

The announcement makes sense with Michigan’s long term goals to be a solar manufacturing leader and creating a cluster in the area. The manufacturing capability will also allow Suniva to create more US made solar modules for the growing marketplace. Suniva manufactures high efficiency cells and modules already, continues to expand its capacity to serve the solar market.

See more on the Suniva manufacturing announcement that follows the SolarCity/Silevo manufacturing announcement a few weeks ago. Expect that Suniva will be up and running in the near future on this plant however.

Money and more of it continues to pour into the solar market. While this is not a headline in and of itself it is interesting to note the changing landscape of solar funding. For example, GTM Research in its update on residential solar financing includes a Property Accessed Clean Energy (PACE) firm for the first time in my recollection (feel free to let me know otherwise). Nicole Litvak includes Renewable Funding, Cisco DeVries’ firm who pioneered PACE and recently plunged back into the residential sector. Renewable is now chasing Renovate America’s HERO program in the resi space. HERO who has brazenly pioneered hundreds of millions of dollars in residential energy option upgrades despite Fed level chagrin is notably missing in the GTM taxonomy. (Note: they just raised another $50M in equity funding). Take note of another nod to potentially more of this to come, the inclusion of deregulated energy marketers, Viridian (SolarCity) and Choose Energy (OneRoof Energy) on the GTM report. These models bundle solar in an “energy choice” consumer discussion which one could see as giving it a strong context. In the case of the Viridian/SolarCity deal the leverage is a personal connection via direct sales. Makes one wonder who will Ambit Energy partner with on the solar side? A takeaway and job security for solar sales reps: With all the technology in the world we still buy from people we like and trust.

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This is your SolarWakeup for July 21st, 2014

The yin and yang of solar related messages in our highlighted headlines is intriguing and points to the industry’s growing clout. “We couldn’t figure out why not to do it.” “It’s a no brainer.” Consumer voices heard in mainstream media are mirrored by financial recommendations for buying into the solar sector. Swinging to a perceived dark side of the solar value proposition is angst about glare from California’s Ivanpah installation causing problems with area flights and leasing contracts stymieing home sales. We as an industry are not on the sidelines of energy generation any longer. We are in the proverbial “ring.” As Ucilia Wang reports in Forbes, it’s a bullish outlook for the U.S. solar market. With the limelight of becoming a major player, we also shoulder the insults and incoming tomatoes. Let’s make sauce.

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