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Electrification, Not Generation Transition. This is becoming increasingly obvious to me, the energy transition is not primarily driven by the change of fuel creating electricity but by the fact that the end use of energy is in the form of electricity. Said differently, gas stations are becoming charging stations and stoves are going induction. Once you think about the energy system in this form, end use versus production type, you can see the change in business models that are ahead and allow you to build your solar business beyond the installation into the long term, what will the homeowner do with this self production?
Oil Major Pivot. I’ve said this before but oil companies are getting into electricity markets beyond where they’ve been for decades. This will represent the first time that oil majors and utilities will compete for consumers having stayed on their side of consumer spending for a century without getting in each other’s way. In deregulated markets, oil companies are far more advanced in energy trading than utilities, but within regulated environments, competition will be hard to come by. Bill Gates made the point that some oil companies could fail, which is possible but unlikely in my opinion. The truth in that statement is that electricity could be considered far easier to commoditize than oil or gas.
Your Voice In Solar. We need to make it easier for people to get solar, not harder. Rooftop solar gives everyday Californians the power to control their energy bills and keep the lights on. The Public Utilities Commission will make a decision on net metering on December 10, we must ensure that they see that California supports rooftop solar! It’s easy and only takes 30 seconds to sign here: https://bit.ly/SaveCASolarFriend
A Global Launch. Congrats to the team at OpenSolar for hosting their global launch event and creating version 2.0 of this incredible (and free) design, proposal and project management tool for installers. Check out the recorded event if you missed it.
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Yann
Rejoined. Biden and leaders from around the world make new pledges which for the first time in several years includes the United States once again.
Watch Your Methane. The byproduct of oil and gas production can be a powerful means to normalize the societal costs of fossil fuels, a methane reduction standard could be impactful.
A Better Place For A TukTuk. Oil giant, Vitol, is changing the tuktuk game in India. With their incredible (and global) renewables platform, they are electrifying buses in Bogota and investing in a battery swapping company that is targeting the 160 million 2 and 3 wheelers in India. It was a vision that Jeff Bezos had, but not becoming true.
Clean Your iPhone. Apple wants their suppliers to step up, using their purchasing strength to make sure their vendors are doing more to match the tech company’s stated goals.
Generac Into Your Home. Generac is acquiring Ecobee for $770million. From generators to batteries, the company is looking to create a whole home supply and demand market. I wonder if their new marketing will be, “Your home is a DER.”
Don’t Miss It. OpenSolar’s 2.0 launch is today, make sure you catch their incredible leap in technology that is used by installers around the world.
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