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Saudi Energy Story. Most speakers at the upcoming Saudi Future Investment Initiative conference have pulled out due to the disappearance of the Washington Post columnist Jamal Khashoggi. Two speakers have notably not pulled out and they both have an energy connection including solar. EDF CEO, Jean-Bernard Levy, and Siemens CEO, Joe Kaeser, have not withdrawn from the event according to Axios/CNN. EDF has significant presence in the US solar market and while this is far upstream from the local business unit, this could pose questions for the local teams that they will have no good way of answering. 
Who Stopped Coal. No question that coal has declined over the past few years and the war on coal waged by Obama is the political talking point. At the same time, Trump appears to be taking credit for the reduction in greenhouse gas emissions while also looking to bring back coal. The reality is neither Obama or Trump had anything to do with coal. Solar may also not have had much to do with it. Fracked natural gas dropped the price of the commodity 10 years ago and the replacement of coal plants expanded the gas portfolio in a massive way. 
Lessons Learned, No Comparison. JEA, the Jacksonville utility that is often rumored to be considering an acquisition by NextEra, is signing new solar agreements. Part of the reporting appears to show a learning lesson from the utility operator that it will not put itself at risk as it did with the Vogtle nuclear plant. First, I doubt that JEA is coming out of pocket for the solar farms. Second, I am sure that the utility is only obligated to purchase the energy produced by the plant. I.e. it looks like every other PPA signed in the US by a utility. This is just a PR stunt to put solar on the same playing field with the ratepayer waste that is Vogtle. 
DTE Playing Old School. DTE Energy filed a change to the net metering to remove the retail rate credit and exchange it for the wholesale rate. That’s the 2012 net metering fight and I’m surprised that DTE is playing that game 3 weeks before a Gubernatorial election that is pretty close. I hope that the folks at DTE realize the error in their strategy and come to the conclusion that net metering is not a threat and it helps defray millions in costs saving consumers plenty of rate increases. 
DC. Vote Solar. Tonight. See you there! Raising a glass for a great cause. 

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Yann

By Frank Andorka, Senior Correspondent

By Frank Andorka, Senior Correspondent

Here we are again, discussing the future of coal - this time as it relates to CO2 emissions and the fact that emissions have fallen in the United States. And as usual, President Trump finds himself in the middle trying to take credit. So here is what's really happening. Despite having pulled out of the Paris Climate Accord, a report from the Environmental Protection Agency (as reported by Reuters) suggests that CO2 levels have fallen in the United States by 2.7% in 2017, even more than the 2% it fell in 2016. Interim EPA Administrator Andrew Wheeler took the opportunity to crow about how the extra 0.7% was the result of the excellent Trump policies on the environment. As he said in a press release:

“Thanks to President Trump’s regulatory reform agenda, the economy is booming, energy production is surging, and we are reducing greenhouse gas emissions from major industrial sources."

Which is a nice narrative, particularly if you're hellbent on removing all environmental protections as EPA administrator. But here's where the story falls apart just a little bit. As we (and every other solar publication) had reported, U.S. utilities have not slowed down their plans to close coal plants, and they are only accelerating those plans as the years move forward. In part, that's because they can replace these fossil fuel plants with clean, renewable energy like solar and wind. As Reuters susses out, that's the real reason for the additional reductions in greenhouse gases:

While Wheeler gave the administration credit for the reductions, which mainly came from the power sector, the numbers also underscore that the administration has not been able to stop the rapid pace of coal plant shutdowns ... Natural gas releases far less carbon dioxide when burned than coal and a domestic abundance of gas has driven a wave of closures of coal plants. In 2017 utilities shut or converted from coal-to-gas nearly 9,000 megawatts (MW) of coal plants.

Now, it's important to note that an unexpected drop in carbon emissions from the United States is still a good thing, and kudos to the utilities who have already recognized that the age of fossil fuels is rapidly fading. But it does stick in the craw a little bit when the administration that's taking credit for it is still running around talking about "beautiful, clean coal" and other pro-coal nonsensical blather. Let's give credit where credit is due and not where it is not. (It should also be noted that the Trump administration, for all its crowing, may finally be recognizing the futility of keeping uneconomic coal plants open.) More: U.S. greenhouse emissions fell in 2017 as coal plants shut

By Frank Andorka, Senior Correspondent

By Frank Andorka, Senior Correspondent

Just when you think Michigan is finally getting its solar act together, utilities like DTE Energy hatch plans to destroy rooftop solar in the state, at least according to the advocates that talked to our friends at Inside Climate News. Becky Standfield, the Midwest director for Vote Solar, isn't one for hyperbole. She's one of the most level-headed solar activists I've known. So to see her say this to ICC was both startling and arresting:

"It is very clear that DTE is trying to put a dagger in the heart of rooftop solar in Michigan."

Whoa. And that's not even the strongest comparison advocates are making. A little background on this fight is necessary here. Traditionally, net metering is done at a the retail rate - a one-to-one exchange. But under current Michigan law, there is no set level of compensation set, meaning utilities can pay solar consumers at whatever rate the Public Utilities Commission will allow. Right now, DTE Energy has a proposal before the PUC that will allow them to compensate solar consumers at the wholesale rate, which would be approximately 75% under retail rate. How can they justify this highway robbery? Well, it's the zombie lie of the "cost shift" again raising its ugly head. In case you're not familiar with this well-worn piece of nonsense (and utilities across the country cling to it like a drowning man to a life preserver), the "cost shift" argument holds that solar customers don't pay their fair share of grid upkeep. Therefore, the "costs" of their energy self-production are then passed on to non-solar consumers. And as I'm sick of writing, it's complete bunk. The cost shift doesn't happen until a state gets at least 10% of its electricity from solar power (which only occurs in five states now, and Michigan is not one of them). Once the cost shift happens, it's only fractions of a penny per kilowatt-hour - so even at its worst it's a marginal cost at best. A 75% cut in compensation for electricity exports would essentially kill rooftop solar in Michigan, mirroring, says Inside Climate News, the screeching halt a similar proposal in Nevada visited up on that state's solar industry. That was so bad that it took two years before the solar industry was even a shell of its former self, and three years later the rooftop solar industry is still recovering. Michigan should learn from Nevada's example. It's PUC should reject DTE Energy's ridiculous request. More: High-Stakes Fight Over Rooftop Solar Spreads to Michigan

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Clean Energy Voter’s Guide. Two takeaways from the AEE guide to clean energy policies in the upcoming election. The first, obvious and sad is that the republican party candidates still feel like clean energy is bad politics for their donors. Two, it does appear that access to renewable energy is an issue that both sides are agreeing on. Especially in Florida, this is a topic that I first discovered in my interview with State Sentator Jeff Brandes.

States Matter. In case it isn’t obvious, State policy is disproportionally important when it comes to energy policy due to the State by State regulatory oversight. The politics of this get interesting because energy and climate change has become an issue in Congressional races even though those representatives don’t have much influence at the State. That’s why we, as a solar industry, need to do more to solarize the education of the electoral funnel. A county commissioner should know that voting solar is good for the race for State House and the votes in the House are good for the Senate and so forth. The opposite is also true, voting against solar should feel a campaign to stop the politician from moving up the ranks.  

Bailing Out On Bail Out. It seems that the Trump administration is bailing out on the nuclear and coal bailout. Frank has the complete story but the note from PJM that coal and nuclear generation could shut down without issue must have played a role in the decision. It’s a good decision. 

Rubio Digs Deeper. More on the interview from Sunday, Senator Rubio, whom I first met when he was the Speaker of the Florida House, said that moving to “all solar panels and did all that stuff, which is not realistic.” The message now is that climate change is too big to deal with and the assumption is that it would cost too much money and destroy the economy. Those are the talking points we need to educate the party with. 

Pass On Gas. Vote Solar’s Adam Browning highlights the technical case for a future without natural gas in order to keep the planet from warming too much. This tweet storm courtesy of Jonathan Gaventa of E3G. 

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Yann