These are the top 10 most read solar articles by your peers this week!

News

 

The Top 10 is ranked by the number of SolarWakeup.com readers that clicked on the news article during the previous week. It is the poll of the most relevant solar news of the week as judged by your colleagues and competitors.

Have a great day!
Yann


If you don’t follow me on Snapchat, you are missing some great conversations and insight. There is not enough space for us to have a dialogue on here, so make sure you follow here. The corporate funding of solar is down, we knew this was coming and we see it happening. Big solar is shrinking its overhead because platforms don’t have a solid way of funding its business. The issue is that projects cannot get put together if platforms don’t get the funding. How do we solve this? See you all on Monday!

Opinion

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Have a great day!
Yann


Eric Wesoff from GTM has a great piece this morning about the financial position of Sungevity prior to announcing the merger with Easterly. The 8-K and corresponding presentation have a load of information and the article explains it quite well. What it comes down to is the lack of flow from lead to customer to aggregator (finance platform) and finally to long term owner. Each level of solar development is showing to have too much friction and cost for what the deals can be developed for. Add together the drive to increase volume (which costs money) with the lack of liquidity and you end up with asset rich and cash poor balance sheets. Margins exist, much like the solar unicorn. We shall find him together at Intersolar next week!

Opinion

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Opinions:

Have a great day!
Yann


We need to have a chat. There is a lot going on in solar and most likely it is affecting you in some way. I want to hear from you so that we can talk about the most important obstacles that we need to overcome and how we can accomplish that. There is a link on solarwakeup.com that you can use if you want to remain anonymous, you can send an email to me at anytime or you can use Snapchat (add me on this link). Most importantly, let me know if you are at Intersolar next week.

Opinion

News

 

Opinions:

Have a great day!
Yann