A new CFO added to a top tier group of executives, best in class policy team and most importantly business success with happy customers. WSJ contemplates the possible Sunrun IPO which we all expected to be coming up but it may be here. I couldn't be happier for all the folks at the team that I know and have worked with. It also means that the trifecta of large residential finance providers would be public giving investors choice. I hope the article is right, but let's watch it play out.
Yann
News
1 The Wall Street Journal:
Solar-Energy Company Sunrun Preparing for Potential IPO
2 NY Times:
Outlook for Solar Gets a Bit Brighter
3 DW:
Will the solar eclipse leave Germany in the dark?
4 AFR:
Being governed by fools is not funny
5 PV-Magazine:
Energy storage, PV-hybrid systems offer huge potential for off-grid mining sector
6 CleanTechnica:
Technology That Makes The Solar Impulse 2 Fly
7 Renew Economy:
Greenmail - Abbott tables ‘final offer’ on renewable target
8 Breaking Energy:
A New Front Opens Up In The Arizona Solar Battle
Opinions:
9 Utility Dive:
Are rooftop solar installers fleecing customers? The industry responds
Have a great day!
Yann
Your last chance to take my advice and support Vote Solar by going or donating for the Equinox party on Thursday in San Francisco. Do your part! https://equinox2015.splashthat.com/
News
1 PV-Magazine:
Congress debates distributed solar ahead of new legislation
2 Utility Dive:
IHS - 9% of solar PV systems will have attached storage in 2018
3 Greentech Lead:
Italy to shut down above 100kW solar plants on Mar 20
4 PV-Tech:
Major fire hits JinkoSolar’s wafer production plant in Jianxi Province
5 CleanTechnica:
Dow Is Latest US Business To Throw Natural Gas Under The Bus
6 Solar Power Portal:
Commercial solar survey identifies familiar problems for the industry
7 RE World:
Trade Wars Push China Solar Offshore
8 Washington Post:
California could power itself three to five times over with solar
Opinions:
9 Gizmodo:
Our Cities Could Become High-Density Solar Power Plants
Have a great day!
Yann
Another amazing day in solar with yet another sign that our industry is mainstream. Germany utility giant, RWE, has take a minority equity position in Conergy (a great company with epic growth in my biased opinion). A significant departure from what other commercial solar/utility transactions has looked like in the past where most if not all where majority/acquisitions. But the important takeaway is that solar is part of the energy sector and here to stay, making it mainstream across the world from Asia to Europe and the Americas.
Yann
News
1 Reuters:
RWE takes minority stake in Conergy
2 Solar Love:
Solar Panels Can Cause Neighborhood Arguments
3 NY Times:
SolarCity, a Vocal Critic of the Utility Industry, Joins It
4 Hartford Courant:
Northeast Solar Groups Unite For Policy Push
5 PV-Magazine:
EU to raise minimum import price for Chinese solar modules
6 PV-Tech:
Dubai utility DEWA launches solar PV and net metering scheme
7 CleanTechnica:
West Virgina Governor Signs Restrictive Net Metering Bill
8 Utility Dive:
Southern CEO - Advanced storage could remake utility industry
Opinions:
9 RE World:
Truth - Rooftop Solar Capacity Benefits All Ratepayers
Have a great day!
Yann
Every day you hear my view point on the issues, which seems a bit boring. As you saw in the past 2 weekends, I want to give a summary and opinion about the top stories to everyone on the list (which is becoming quite large!). Let’s crowdsource the opinion about the stories this week, reply to this email with a opinion/summary about your favorite article today (<100words). You can make the Top 10 email if you do. Separately, nobody has sent me a receipt showing 5 tickets or $1,000 donated to Vote Solar for Equinox (this Friday), someone pony up and you get this paragraph for a day. Don’t be cheap, Vote Solar needs it more than you!
Opinions
News
1 AZ Capitol Times:
APS expected to seek 400% solar fee increase
2 PV-Magazine:
Virginia lawmakers embrace solar
3 LA Times:
Readers React - Turn roofs and parking lots into clean-energy power plants
4 Charlotte Observer:
N.C. solar is bright, but for how long?
5 Greentech Media:
Solar PV Pricing Continues to Fall During a Record-Breaking 2014
6 Grist:
Big Oil’s business model is broken
7 Utility Dive:
Maine PUC study values solar at 33 cents/KWh, more than double the price of utility power
8 AZ Central:
Critics question SRP's solar-energy payments
Opinions:
9 RE World:
Bringing the Utility and Solar Markets Together — Peacefully
Have a great day!
Yann
