Thanks to American Airlines and Texas weather for stranding me in wonderful San Antonio. So let's talk about solar in Texas. Besides the mega deals here and in Austin where solar is breaking cost records. With the open marketplace in ERCOT, what's ahead for consumers that get to choose their energy supply. Will more unilateral deals happen or partnerships with energy retailers? How about a Chile style merchant power plant? In the meantime I will be doing my best to get back to Florida.

Yann

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Yann


New York is a very big State and it uses a lot of energy. Its energy system is also very complicated, congested yet rural at the same time. There are some pending power plant reauthorizations that could significantly reshape the energy landscape in New York. One thing that is already working is the NY Green Bank. A brainchild of Richard Kauffman and led by Alfred Griffin, the NY Green Bank announced three separate transactions today. A warehouse facility, a credit security supplementing private capital and a construction revolver. Good for NY and a growing solar market.

Yann

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Yann


Maybe it's time to have a PUC soap opera. The amount of drama that encircles the solar proceedings at the different filings around the country. The Arizona commission had some temporary positive news around the fees APS is looking for but the better story comes from Hawaii. Just days before the PUC (out of the blue) changed and eliminated the rules for net metering, one of the commissioners applied to put more solar on their home. The rules changed for everyone that didn't already have or apply for the install. The second is the key note here, I wonder if the commissioner's timing was pure coincidence?

Yann

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Yann


There are several future markets in solar. You naturally think of new geographies (just look at Chile) but I am more focused on financial innovation. You can’t help but smile at the President pitching a bunch of kids about science on the White House lawn. The unknown unknowns are the reason people pursue science. So applying the same research logic to solar, I like to ask why certain markets aren’t developing, what or who is the roadblock? As community solar continues to grow in demand and popularity, I am also interested to learn about how to make solar more of an energy participant. I will be speaking about the C&I segment as it relates to Utility Scale solar tomorrow in San Diego.

Yann

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Yann