Crazy long day of travel and meetings as I continue the road through California. Thank you to many of you for helping point me in the right direction and recommendations on who to talk to about energy storage. No commentary today. More tomorrow.
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Yann
I am on my way to Los Angeles to continue the Energy Storage road show, which means I will learn how badly the Elon Musk tunnels are needed as I sit in traffic.
We Know, But It’s Time to Educate. Over the weekend, I read more than the usual article of “what does it mean” articles about the President’s decision to leave the Paris agreement 3 years from now. One of the things that solar does poorly is explaining the issues to people outside of our industry. To explain my point, why do most Floridians still ask why Florida doesn’t have more solar? I’ve been getting the same question for a decade. We need to put more effort in explaining the complex energy markets that we encounter to the population. That means articles, infographics, viral Facebook videos that go to the heart of our fight. We all understand why the GOP fights the topic of climate change but the fight on solar is ahead for us. We still have 80% approval, let’s use that to make sure politicians don’t go against us because our grassroots are educated and armed with information.
China Is Winning? One of the major takeaways from the Paris announcement is that China and India are the winners as they step up and become the technological leaders. Europe will take the moral leadership role in my opinion, in many ways they already have. The key data point for me is that it doesn’t pencil to build coal anymore. It doesn’t matter where you are thinking about doing it. Come 2020, after natural gas has put the big hurt on nuclear, the solar and wind plus storage decade will be upon us. Fixed pricing and shaped energy curves will be the one-two punch that nobody will be able to ignore, certainly not ratepayers.
Is the Saga Over? We’ve been keeping you in the loop about the NV legislation merging solar rights and net metering. The Assembly had sent a bill over to the Senate a few weeks ago that has now passed. It will make a quick stop at the Assembly for approval and then on to the Governor where it is expected to get signed.
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Yann
I don’t feel like talking about it. It took some effort but I wanted to leave out one of the dozens of articles about Trump leaving the Paris agreement. Does it matter? What does it mean? All of that is just content because it doesn’t take more than a sentence to say that it was a ridiculous decision to leave the accord. I haven’t spoken to a reasonable person that thinks otherwise. Onward people, go get stuff done and we will continue to jump over every hurdle thrown at the industry. Nobody is going to do it for us so don’t put your hopes in anyone.
Enjoy your weekend, I will speak to you again on Monday from beautiful Los Angeles. I will be in San Francisco the week of June 19th.
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Yann
As goes Paris, so goes Elon. Unless this is some covfefe, Trump is planning on leaving the Paris agreement. This shouldn’t be a surprise to anyone but it is telling us all that we should have no hopes for Jared and Ivanka moderating the President on climate change. Elon has said that he would leave the President’s council if Trump leaves the Paris agreement.
Solar’s Playbook. I like the headline, consolidating efforts to push our agenda but let’s see how it plays out. I think we are still some ways away from having a single intervenor in State cases on behalf of the industry associations.
Are you caught up on the EnergyWakeup podcast? More great episodes coming soon.
Grid modernization. The good folks at NCETC are now publishing a quarterly report on grid infrastructure investments. As grid operators realize the future is upon them, this will be a good indicator for where RE penetration can continue and energy storage takes some market share. Well done by the team in NC.
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Yann