These are the top 10 most read solar articles by your peers this week!
News
1 Wall Street Journal:
Rooftop Solar Means Competition
2 Forbes:
Flextronics - A Quiet Giant In Solar
3 Vox:
Solar power is still growing rapidly — but it's about to hit a speed bump
4 Grist:
Massachusetts has a bunch of new roadside solar panels. Too bad they’re so ugly
5 Boston Globe:
A bright future for roadside solar farms
6 Renew Economy:
Why solar PV is unstoppable – and renewable targets will cost little
7 New York Times:
Green Energy for the Poor
8 Nasdaq:
2020 Could Mark The Tipping Point For U.S. Solar
9 CleanTechnica:
The Federal Solar Tax Credit Extension - Can We Win if We Lose?
10 PV-Magazine:
Sunrun shows growth in first quarterly results as a public company
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
Solar profits are a funny metric. Yesterday, Sunrun had its first earnings release post IPO and along with every other solar company, the street will hype about their losses and how it cannot be sustained. On the other hand, the company will be judged by how many MW it added to its balance sheet. So here’s the catch, how is a solar company supposed to add assets to its balance sheet and not pay for them? If the company doesn’t use equity to invest in the assets, they aren’t their assets and will sit on someone else’s balance sheet. I am oversimplifying the complexity of solar project finance but you catch my drift. Stop judging solar companies on EPS, instead look at their assets and the retained earnings those add to the company.
Yann
News
1 PV-Magazine:
Sunrun shows growth in first quarterly results as a public company
2 Renew Economy:
Australia tipped to have 50GW of solar capacity by 2040
3 Renewable Energy World:
The Future of the Internet of Things in Renewable Energy
4 CleanTechnica:
California’s First Commercial Solar Desalination Plant Offering Shares Through DPO
5 Las Vegas Sun:
Solar industry pressures Sandoval, while thanking PUC
6 Nasdaq:
2020 Could Mark The Tipping Point For U.S. Solar
7 KWCH:
Westar Energy to make solar energy available to all customers
8 Fox:
Gov. Baker pressing lawmakers to take action on solar, hydro power bills by end of year
Opinions:
9 Think Progress:
Renewable Energy Progress Eclipsing Capitol Hill
Have a great day!
Yann
A speedbump is perhaps the right description or perhaps its more like those spikes that I see at the rental car places. The US solar market is growing tremendously and next year will only get bigger before the dreaded ITC cliff. Your help is still needed, in a full court press to your Senators. If you want to see what can happen to a solar industry for lack of regulatory support, look across the pond to the UK where overnight the distributed rooftop market was essentially canceled. See you at SPI next week!
Yann
News
1 Vox:
Solar power is still growing rapidly — but it's about to hit a speed bump
2 Think Progress:
The Next Generation Of Solar Panels May Be Inspired By Ancient Japanese Papercraft
3 Energy Collective:
Congress - Extend the Investment Tax Credit for Advanced Energy Technologies
4 Clean Technica:
The Federal Solar Tax Credit Extension - Can We Win if We Lose?
5 PV-Magazine:
Mexico to award longer PPAs under energy auctions, specific scheme for renewables
6 Solar Power Portal:
EU ProSun requests extension of trade duties as old battlelines redrawn
7 Bloomberg:
U.S. Solar Power on Track for Record 2015 as Utilities Lead Way
8 New York Times:
Green Energy for the Poor
Opinions:
9 The Guardian:
Solar industry is being slashed and burned by the Tories
Have a great day!
Yann
I get excited about big deals in solar. Not only about the big projects that make global companies grow, like in Brazil last week, but the corporate deals that make investors wonder why they didn’t invest a bit more like DBL Investors. DBL, as you may know, were early in Tesla, SolarCity and also in NEXTracker. NEXTracker was acquired by manufacturer, Flextronics, this week for a whopping $330million. As the US market adds 1,400MW in Q2 of 2014 and surpasses 20GW of capacity, the market is huge and ready to make investors a ton of money.
Yann
News
1 Forbes:
Flextronics - A Quiet Giant In Solar
2 Mass Live:
Massachusetts on target to exceed solar energy goals, amid debate over solar incentives
3 Bloomberg:
Yingli Cuts Outlook, Sees Charge as Solar Panel Sales Drop
4 Reuters:
Disagreements over scope and ownership delay Saudi solar projects
5 Grist:
Massachusetts has a bunch of new roadside solar panels. Too bad they’re so ugly
6 Breaking Energy:
Top 6 Things You Didn’t Know About Solar Energy
7 PV-Magazine:
UK energy secretary defends solar FIT cuts
8 El Paso Times:
El Paso Electric wants to increase charges for solar homes
Opinions:
9 Utility Dive:
Solar face-off taking shape in Michigan as new bill would expand net metering
Have a great day!
Yann
