On the road again this week, covering the asset management market in San Francisco for the next few days. Big shoutout to the folks at Powerhouse. They hosted, thanks to Paul from Folsom Labs a nice networking happy hour. Good to see folks working hard on software innovation in solar.
What Spicer Said. “I think he understands, he does not believe on the outset that there is a binary choice job creation, economic growth and caring about the environment. And that is what we should be focusing on. At the end of the day, where we should be focusing on is making sure that all Americans have clean water, clean air and that we do what we can to preserve out environment.”- Sean Spicer
Help support SolarWakeup. If you are looking for investors or buyers of your projects, hit reply to this email and let us help you. Our expansive network is always looking to partner with you and helps us pay the bills to keep the newsletter free to you, as it has been for the past 4 years.
Solar jobs are local. Solar Foundation is out with great hyperlocal solar jobs data. Solarstates.org is the site that you should visit.
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Yann
On the road again this week, covering the asset management market in San Francisco for the next few days. With so many gigawatts and hundreds of billions of dollars deployed, I wonder how all of this gets managed and maintained. So here I am, stay tuned for some content and I’d love to hear how you solve this.
The Day Is Here. Trump is doing away with the Clean Power Plan. CPP is going to start to unwind which means the EPA will go through some sort of rulemaking process. Flawed data is included in the talking point and its bad for America but we knew this was coming. The early goals of the plan had been met but that wasn’t the point. Now there are some mixed signals to the market and I have a positive outlook. I don’t see how investors that are asked to structure capital for power plants ignore the future carbon regulations that have a big likelihood of coming back. Let the private sector save us from this horrible deregulation.
Help support SolarWakeup. If you are looking for investors or buyers of your projects, hit reply to this email and let us help you. Our expansive network is always looking to partner with you and helps us pay the bills to keep the newsletter free to you, as it has been for the past 4 years.
Vegas Baby. There are quite a few bills being filed in Nevada, we knew they were coming because Assemblyman Brooks told EnergyWakeup a few episodes ago. The Governor has been quiet but the next few weeks will be telling to see if the bills go through committee. If they are not held up and make it to the opposite chamber or meet for reconciliation, I would be hopeful that the backroom deal with the Governor has been made. NV Energy has made some proposals and their posture may be part of what the Governor is thinking.
Make sure you listen to the latest episode of EnergyWakeup. Wall Street has plenty of ways to invest in solar, so what does analysts say about our industry.
Pleasing the buyer. The Dallas area must be a hotbed for solar because Oncor is asking for solar fees to cover the ‘infrastructure costs.’ We all know that Texas does not yet have a vibrant distributed generation market and this has little to do with actual policy. Oncor’s parent is going through bankruptcy and Oncor is selling itself to NextEra. Maybe that is more telling about why the attacks on solar are happening.
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Go Ducks! Some of my first deals in solar were in Oregon and I have some great memories of the BETC, those were the days. Now the local industry is doing great work to push new policy to revive the industry and get it back to where it was. If you listened to last week’s podcast with Michael Morosi, the wall street analyst, you will have heard some of the challenges in the solar market. Local support goes a long way with legislators as we are seeing around the Country.
Help support SolarWakeup. If you are looking for investors or buyers of your projects, hit reply to this email and let us help you. Our expansive network is always looking to partner with you and helps us pay the bills to keep the newsletter free to you, as it has been for the past 4 years.
SREC Twoooooooo.1. SREC II keeps plugging along. I’m not saying that as a bad thing, the Massachusetts market has been looking for the next iteration for several years. As developers were making well over $1/watt, it’s time to move along and get some sustainability in the policy. So DOER is working on the SMART program and until then SREC II will continue on with completion deadlines of March 31st of next year at new SREC factors.
Make sure you listen to the latest episode of EnergyWakeup. Wall Street has plenty of ways to invest in solar, so what does analyst Michael Morosi see about our industry.
Solar is still hard. Shunfeng is trying something noble. Consolidating solar from manufacturing, development and assets across multiple holding companies is very difficult. Suniva has been quietly moving high quality modules and adding capacity in the US. The company is loved by DOE and has done great research out of Georgia Tech. The losses don’t appear all that bad given where module prices have gone over the past year.
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