M&A is strong this year in solar, mostly due to the influx of Sunedison projects and pipeline that have hit the market. Minnesota community solar gardens are also entering into construction and operational phases, finally adding some MW in a new market. This M&A is still focused on development entities for the most part. The difference recently is that the development shops have some backers that could have the ability to lower the cost of capital, but that potential doesn’t appear to have happened quite yet. It doesn’t need to with the supply of pipeline creating plenty of potential. As corporates ramp up contracts, we may see some need to lower the cost of capital going forward.

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Yann

Solyndraaaaa! It’s not a Presidential debate without mention of a ‘failed’ loan guarantee for Solyndra. I think Trump’s biggest issue with Solyndra isn’t the taxpayer funds, it’s that private dollars to the tune of $1billion were lost too. Let’s remember that the loan guarantee is going to MAKE the taxpayers money when it is all said and done. Hillary Clinton noted clean energy in her opening (#jobs) and then again when it came to creating prosperity in America (#jobs). Solar was named because at this point solar=clean energy and the jobs from dying coal and gas sectors are going to solar. We are providing good jobs and good pay for hardworking Americans across the Country. Solar is doing the job America needs us to and it was front and center during the debate. Trump didn’t even know Solyndra’s name, it’s an issue that didn’t work for Romney and it’s not working now…

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Yann

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There is a new economic term that is coming true. “Stacking gigs”. Stacking gigs is the act of earning dual (or more) potential incomes within the gig economy. The original gig is being a realtor. Recently (because I live in Florida), I have talked to Uber drivers that are also realtors. The stack doesn’t work as well but a new stack has come out in the Northeast and I am sure within the SolarCity/Sunrun field consultants as well. The act of driving for Uber and also selling solar. It makes a ton of sense for a few reasons. First, you have a captured audience and can explain how solar works, how the investment makes sense and overcome any rumors the person may have heard about solar. Second, the driver may have already driven to the home and done a cursory analysis of the home. What type of roof, exposure, shading, etc. At $1000 per unit sold, drivers could really expand their earning potential while getting paid to do it. The stacked gig economy begins, courtesy of solar!

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Have a great day!
Yann