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

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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


Bill Gates has been pushing pretty hard on clean energy R&D. While I don’t think that is where a billionaire willing to spend it should focus, the news from NREL are disturbing to me. What is the cost of the 15 researchers at NREL to the Federal Government? Their reports and information is clearly NPV positive. Just recently, NREL focused on standardizing PPA contracts for solar which could be a driver towards lowering costs. So Bill Gates should think about funding the positions and more at NREL. Money well spent.

Yann

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Have a great day!
Yann


Let's all take a breath. This talk about a global solar meltdown, emerging market collapse is a giant over reaction. SunEdison is leaving the UK not because of any internal problems. It is leaving because the Conservative party in the UK has decided to cater to fossil interests and eliminate all markets for solar. The stock price of solar stocks has come down because Wall Street operates on feeling and not reality. Who knows if the yieldco is the right strategy? But at the end of the day solar projects have cash flow and whether a cash flow comes from mortgages, airplane leases or solar plants, investors will want to own the cash flow stream.

Yann

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Yann


What is the price of a bond? The answer mostly depends on the underlying entity providing the guarantee. Corporates will sit in the 4-5% range. Utilities are significantly lower and Governments often beat that even more. What is the cost of a green bond? A solar bond? Clearly higher, in some cases 50% higher. I have no idea why that is except that the market clearly thinks there is some sort of risk integrated in this. So we need to figure out how to rebrand bonds from green bonds to safer bonds. GM, with a bankruptcy just a few years back, is trading bonds at 6.25% for 30 years. That’s lunacy.

Yann

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Have a great day!
Yann