Unlimited cash is a good definition of where utilities stand today. I have to give that to Warren Buffett. I do however think that if utilities don't start thinking beyond resi solar and focus on stranded assets and EVs, the era of unlimited cash may end. The regulatory pressure that is on solar is also on utilities as state regulators have a hard time guaranteeing double digit returns to shareholders. Comments like making a profit on renovating offices and taking helicopter rides always make regulators uncomfortable.
Opinion
News
1 Bloomberg:
Buffett's Cash Overshadows Solar
2 Greentech Media:
Grid Edge Customer Wish List - Solar, EV Charging and Intelligent Rate Design
3 Fast Co Exist:
These Lego-Like Batteries Plug In To Store Solar Power At Home
4 Deseret News:
As Utah coal slumps, solar energy booms
5 PV-Tech:
One in three off-grid households will use solar products by 2020
6 PV-Magazine:
Mexico remains the leading distributed solar market in Latin America
7 Renewable Energy World:
Jewell Pushes US Interior Budget that Stresses Renewable Energy
8 Rocky Mountain Institute:
Spark - 5 Ways to Sustain the Corporate Renewables Market
Opinions:
9 David Crane:
Trump goes to Paris?
Have a great day!
Yann
Money and people drive politics. We know that solar doesn’t spend a lot of money so we always have to rely on our people and the people that support us. The good thing is that our supporters are plentiful and carry no party labels because the industries that try to kill solar are stacked with money. My friend goes over the top hits of attacks against solar in today’s top story. Don’t be fooled, we win some battles because of our continued focus on bringing the people to the discussion.
Opinion
News
1 Utility Dive:
Solar fight turns to presidential-style bare-knuckle campaign tactics
2 Wall Street Journal:
SunEdison’s Takeover of Vivint Solar in Jeopardy as Banks Balk
3 Washington Post:
Solar energy is poised for an unforgettable year
4 Bloomberg:
Almost 100 Million Homes May Run Only on Solar by 2020
5 Renew Economy:
“Base load” power - a myth used to defend the fossil fuel industry
6 Greentech Media:
Community Solar Versus YieldCos - What’s the Best Option for Investing in Clean Energy?
7 Sentinel Enterprise:
Solar advocates push for end to impasse in House and Senate on net metering
8 Arizona Central:
Study says rooftop solar good for all utility customers
Opinions:
9 Christian Science Monitor:
Can US solar energy survive without incentives?
Have a great day!
Yann
All those headlines about the Buffett vs Musk feud? They appear to have been correct. Musk called Buffett to go over the fiasco in NV. On CNBC, Buffett confirmed the call and went way over the line in my opinion. He needs to get the facts straight about what subsidy net metering is in NV. Moreover, the real subsidy is the guaranteed return that NV Energy gets from the consumers. Buffett is a true capitalist and is using his pedestal as the oracle to spew crap about our industry. I hope that Clinton and Podesta have something to say about this.
Opinion
News
1 Las Vegas Sun:
Warren Buffett discusses NV Energy, solar rates and Elon Musk in CNBC interview
2 PV-Tech:
Internal investigation delays SunEdison annual results
3 Yahoo:
Future of U.S. solar threatened in nationwide fight over incentives
4 Gizmodo:
China's Wind and Solar Energy Capacity Is Soaring
5 Greentech Media:
US Utility-Scale Solar Market Fueled by Growth Beyond Renewable Portfolio Standards
6 PV-Magazine:
Chinese polysilicon imports hit a record high in January
7 Renewable Energy World:
Grading 2016 US Presidential Candidates on Renewable Energy Policies
8 CleanTechnica:
100% Renewable Energy
Opinions:
9 EDF:
Why Isn’t Texas Saving Energy and Water through Solar Floatovoltaics?
Have a great day!
Yann
I really want to know if David Crane is happy, confused or upset. NRG Energy announces a whopping loss of over $19 per share or $6billion net loss. That’s a crushing blow to Crane’s portfolio of stock. My guess is that the following announcement may be even more confusing or upsetting. NRG Energy will be reintegrating NRG Renew into the company. NRG solar has large scale and distributed generation exposure. If going green was the plan, why was Crane fired; that’s the question I’d like an answer to now.
Opinion
News
1 Nasdaq:
NRG Energy Posts Hefty Loss, Reintegrates NRG Renew - Cuts Annual Dividend
2 Bloomberg:
Tepper Seeks Fast-Track Trial in $1.9 Billion Solar Fight
3 Greenbiz:
Companies are getting creative about clean energy
4 Rocky Mountain Institute:
Top 10 Reasons Why Solar PV Has Reached Escape Velocity
5 Utility Dive:
Montana-Dakota Utilities drops demand charge push after deal with solar advocates
6 PV-Tech:
Parent company owes Hanergy Thin Film over US$630 million
7 Greentech Media:
Report - Consumers’ Growing Appetite for Solar, Storage and Bundled Home Energy Services
8 CleanTechnica:
MENA Region To See 4 GW Solar Power Tenders This Year
Opinions:
9 Vox:
Why America abandoned nuclear power (and what we can learn from South Korea)
Have a great day!
Yann
