(Event occurring at utility) An analyst walks into his lawyers office and says: I think we should rethink the way things are done and go after the oil business by giving every solar user an EV charging station. Lawyer (being the executive’s trusted advisor) says that’s not possible and that’s not how things are done. Let’s all work on getting lawyers and analysts to see things a little bit differently and figure out how to make the new things, the new normal. “Cheap oil does not affect solar growth. But solar growth affects cheap oil”.
Yann
News
1 Vote Solar:
EVs and PV - A Cleantech Peanut Butter Cup
2 Breaking Energy:
Utility Business Not As Usual
3 CleanTechnica:
Citigroup Report - 240 GW Global Battery Storage Market By 2030
4 Utility Dive:
Why community solar is exploding in Minnesota
5 Energy Collective:
Solar Business - A Renovators Dream?
6 PV-Tech:
USA needs ITC, if it’s going to back PV
7 RE World:
Big, Expensive Power Plants Undermine a Clean Energy Future
8 Greentech Media:
5 Questions to Ask When Deciding Between a Commercial Solar Loan and a PPA
Opinions:
9 Grist:
Score one for ALEC - West Virginia is first state to repeal a renewable energy standard
Have a great day!
Yann
Crazy fact: less than 5% of global electricity is produced using oil. So can someone please tell me why solar stocks and solar headlines are correlating to oil prices? Makes me hopeful to see the rise of value investors that don’t give up value for values. Instead millennials expect that business is profitable while being beneficial to society. Being sustainable or winning in politics requires capital, and capital seeks out profits otherwise it’s called a charity.
Yann
News
1 Huffington Post:
New Generation of Investors, New Generation of Issues
2 Grist:
Here’s how to make sure renewables keep getting cheaper
3 Greentech Media:
An Illustrated Guide to the State of America’s Clean Energy Sector
4 RE World:
The Solar Customer’s Hero’s Journey
5 PV-Magazine:
UK improves attractiveness of community solar investment
6 Business Journal:
Hawaii solar energy companies diversify in the face of Hawaiian Electric Co. gridlock
7 Utility Dive:
New PG&E program offers customers 100% solar option
8 Washington Post:
Report-Wind and solar energy have tripled since 2008
Opinions:
9 AZ Central:
SRP solar critic hits the roof
Have a great day!
Yann
Pipeline growth, geographic diversity, new market channels and the richest man in China. Today’s rundown is filled with deal news with companies looking for a way to compete in a more global market so they can flatten out the solar-coaster. The ups and downs within a market will have to continue to be looked at closely. For example, headlines in Germany seem disappointing but you have to look at the fundamentals. Self-consumption in the distributed market in Germany is growing nicely, more utility participants are getting involved which shows the stamp of approval solar is getting.
Yann
News
1 Greentech Media:
Canadian Solar Finally Acquires Recurrent Energy for $265 Million in Cash
2 Hartford Courant:
NRG Home Solar Buys Northeast Operations Of Verengo Solar
3 Bloomberg:
Sharp’s Energy Business Posts Loss Amid Declining Solar Sales
4 RE World:
How Community Solar Is Finally Addressing Clean Energy’s Equity Problem
5 Fortune:
Alibaba's Jack Ma dethroned as China's richest person by solar magnate
6 Energy Collective:
How to Regulate the Electricity Distribution Utility of the Future
7 PV-Magazine:
Germany added 1.89 GW of PV in 2014, stats show
8 Solar Industry:
Could This Be Solar's Breakout Year In Texas?
Opinions:
9 Dallas Morning News:
In Texas suburbia, solar not always welcome
Have a great day!
Yann
Not everyone may agree with my position on the ITC extension and the premise of the #solarpledge. But after a slew of e-mails, I see that a lot of you agree and most importantly, the President sees a permanent extension of the ITC as a vital part of investing in the jobs of the 21st century. The ITC isn’t holding back solar development, it is enhancing the quality of solar projects and long term O&M. It is a job support mechanism that pays for itself many times over. It is a revenue center for the Country’s largest banks and law firms, and those industries tend to do well in Congressional negotiations.
Yann
News
1 PV-Tech:
Obama proposes permanent extension of solar’s ITC
2 Huffington Post:
The DC Disconnect on Climate Change
3 PV-Magazine:
U.S. Department of Energy re-affirms commitment to solar with $59m endowment
4 Greentech Media:
Can Microinverters Stabilize Hawaii’s Shaky Grid?
5 Solar Industry:
Managing The Ups And Downs Of Solar Tariffs Requires Agile Thinking And Deep Pockets
6 Giga Om:
Apple to build $2B solar-powered “command center” data center at Arizona factory site
7 Utility Dive:
HECO, NextEra file merger application, launch distributed energy tracking program
8 Treehugger:
The U.S. saw a 1,200% increase in 1MW+ solar plants between 2008-2013!
Opinions:
9 AZ Central:
SRP loves renewable energy? Well, not quite
Have a great day!
Yann
