SPI Boston. Good morning from 37,000 feet as I fly cross country to what is being called SPI Northeast in Boston, the decision to make the trip was almost halted watching the snooze fest led by the geriatric duo B&B. Make sure to say hello if you are there. Speaking of Boston, get your tickets to SolarWakeup Live! Boston where I will be interviewing some of the solar leaders in the market and give you the information you are looking for. solarwakeuplive.com for tickets and agenda.
Slow Progress in Georgia. The Super Bowl stadium in Atlanta is powered by more renewables than Georgia Power’s consumers. Without boring you with the details, just look at the picture for their IRP filing which shows nuclear going up and coal declining a year 10% in the next 5 years. Making up that resource will be demand shaving and 1,000GW of renewables. Surely we can think of running a better utility than what is proposed but since Fanning will be speaking at BNEF no doubt in a few months, he has plenty of green credit to his name. Maybe he will write a book about renewables when he retires.
Nevada. Good things are happening in Nevada and the legislature can build on it again this year. Consumers are getting more choice and they are choosing solar. Soon enough, the corporations will have access to energy choice as well. Other states should look at what is happening here and emulate it. Maybe my friends in retail energy can tell me if the retail energy companies can compete with IOUs in terms of political donations.
BP Discloses. With all that cash in the bank, BP is looking for ways to get more retail investors interested in its work because a stock price only moves based on the decision of two parties to buy and sell a stock. Look for more headline renewable and EV investments to put that cash to work which is both for longevity and marketing purposes.
I Have A Podcast. Some of you are still surprised to learn that I have a podcast. With over 50 episodes since I started more than a year ago, most of them are relevant regardless of when you listen to them. You can search SolarWakeup on Apple Podcasts or other podcast apps. Please leave a rating and subscribe! https://soundcloud.com/
Yann
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Yann
Fast Track Friday. Get your SolarWakeup Live! Boston tickets. Right Now. Have a great weekend!
GE Consolidates. Renewables is getting a new umbrella at General Electric. Revenues are growing and it may become an interesting division within the company.
$20 Billion. That is how much Shell earned in profits over the past year including $5.7billion last quarter. I’m not sure that the solar industry as earned that in profits over the past decade as a sector.
One Of Many. The bankruptcy judge will have a say in the PG&E matter but without the CPUC and FERC, nothing will get finalized. The Governor will likely also get a say along with the judge working the probation issue.
Invest It Faster. Shell gets into the EV charging game, they need to do much more of it.
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SolarWakeup will stay free for subscribers and you can trust the rundown for your daily dose of solar truth. Thanks for playing along in this year's April Fools edition!
APRIL FOOLS!
SolarWakeup will stay free for subscribers and you can trust the rundown for your daily dose of solar truth. Thanks for playing along in this year's April Fools edition!
You can support the side hustle by buying some T-Top Buddies, my patented cupholder for golf carts, faucets, boats and more.
Couple Things. If you haven’t yet, please register for SolarWakeup Live! Boston. I am working to make this an even better and more engaging live event than ever before. You can buy tickets and find sponsorship opportunities at solarwakeuplive.com. Second, thank you to the many kind notes about the write up yesterday. Not all days will get 1,500 words on a topic but when the opportunity arises to dramatically change the world, I’ll opine.
PG&E Violates Probation. If you didn’t know it before, PG&E was convicted of a felony and placed on probation after a gas explosion. Yesterday, PG&E was in court to face potential probation violations after their probation officer referred the matter to the court. The whole thing is a bit surreal, given that PG&E is a corporation, and the judge laid into the company as if they were a real person. A fantastic play by play by reporter Matthias Gafni is here and his article is top of the list today.
What Would Harry Reid Say. Imagine if Obama brought nuclear waste to Nevada, secretly and while misleading a federal court, without telling Harry Reid. That’s a real situation and the topic has been a crazy story for a long time but what Trump/Perry did has been a political non-starter forever. It also reminds us that much of the nuclear waste from power plants is sitting in pools in the backyard of those plants.
AOC Will Release GND. Forget California’s 2045 goal of 100% clean energy. Congresswoman Ocasio-Cortez will release the legislative language for the green new deal with Senator Markey next week which includes a much more aggressive timeframe. More importantly it includes an important jobs initiative which is the central argument for our industry’s success.
Do Good Do Well. I spoke with Go Solar Group’s CEO this week about their growth in the Southwest markets of Texas, Nevada and Utah. Part of their founding and ongoing mission is the desire to help families in Africa when they do well locally. Go Solar now has 10 employees in Africa working to provide solar powered lights and other micro-finance products that help families succeed and grow. Check out their trends for the year and I thank them for their world positive initiatives.
Positive Feedback. Freedom Solar in Texas was kind enough to list me as one of the top bloggers they like to follow. I’m in good company and glad to hear that this newsletter is helpful to their mission. Check out the complete list.
Yann
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