I am not sure that I agree with Tom Kimbis of SEIA about the association's top priority. The association should at its core focus on protecting and then expanding the market. Especially solar, which is under continuous attack by utilities and the allies, needs to have an association that stands firm on its advocacy. In other words, be unapologetically pro-solar. Let’s see where SEIA goes from here as it searches for its meaning and a new leader. In other news, catch the great podcasts in the Intersolar SolarWakeup Live coverage

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Yann


First full day of Intersolar here in San Francisco. A decent crowd, bigger than I thought would show so great job to the hosts. I have not had the chance to walk the floor yet so wait one more day to get my take on that. The mood is optimistic and upbeat about our sector even with some of the market headwinds we have been discussing. A surprise for you, SolarWakeup special correspondent and media consultant, Frank Andorka interviewed a few folks on the floor. Listen to the Podcasts here and here. They are quick and have a nice perspective.

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Yann


Money flows in and money wants out. There is an interesting aspect of our business when people are trying to figure out the value of the money that went into the company that they invested in. There are some apparent ripples in our sector that could be but hopefully are not canaries in the coal mine. If you are a hedge fund or private equity firm, how are you looking at the value of the investment you made? At Intersolar this week, there will be many announcement about the investments that they were able to draw into their company, solar and storage alike.

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Yann


I am on the flight to San Francisco for Intersolar North America. If you looked in advance, you will see a lot more storage at the show this year than previously. Storage is kicking off its market this year, lots of capital coming in and partnerships being announced. I can only hope that storage will springboard off the solar market position and not make many of the same mistakes we did. If you are a storage CEO, do you have your financing strategy? Your consumer offering? Are you focused? Let’s see how it is presented and I hope to see many of you there. Make sure to tell your friends and colleagues that they should subscribe as well by forward this email to your entire office.

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Yann