The CPUC has come out with new proposed residential rate structures according to the bill that saved solar in California, AB 327. The plan calls for no fixed charges because customers hate them but works to shrink the tiers of users down to 2 which are separated by 20%, both of which would be in the >$0.20/kWh by 2019. The initial takeaway is that large users would save less on their high tier reduction but in general, solar adoption would grow massively. Between onsite and community solar, you get much closer to 100% solar adoption in the residential segment.

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Yann


In the most surprising and amazing story of the year (which I figured as a headline bait) is the news of solar making an impact on the people of North Korea. Even Kim Jong Un can't stop solar! When solar makes it to the balconies of Pyongyang, you know that solar has become the most democratized energy source around the world. So let's have a moment to thank solar for producing energy and providing freedom for those with less of it than us. When you hear the argument against solar, remember that taking your solar power is like taking your freedom!!!

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It’s earth day, so let’s talk about solar and it’s relationship to the climate change discussion. Most of us aren’t scientists, so let’s assume we listen to them and believe that our energy usage affects the earth. What is becoming interesting to me is the fact that solar is a vital part of the climate discussion and of the plans to combat the effects of climate change. Whether we talk about EPA regulations or carbon trading, just a few years ago, solar was not really in the mix due to cost. With solar at very low prices today, there is no reason why the two don’t become a very closely linked partnership. Happy Earth Day!

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The commercial solar nut cracking is discussed by Cory Honeyman’s 5 numbers that will shape the future. Interestingly, many of his other points stand in the way of commercial in some way, whether it is ITC, net metering values, etc. Why doesn’t commercial solar work? Lack of scale for transaction, one-off documentation, landlord/tenant split incentive, no way of doing underwriting efficiently, and mostly because small and medium private companies have no credit. Crack that nut, and you may become the next solar billionaire…

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