What does Wall Street think of solar? Just ask any of the banks and they are really looking forward to continued growth in our market. Not just in the US but across the world. Investors see it as an asset class that is definitely investable but all sorts of funds looking for yield. Let’s start a dialogue about solar versus oil (no correlation) and solar versus treasury yield (lots of correlation). We need mainstream to see solar as a finance product and not a fuel.
Yann
News
1 PV-Magazine:
Deutsche Bank predicts growing solar margins in 2015, despite oil price
2 PV-Tech:
IHS remains cautious on PV market demand growth
3 RE World:
Colorado Utility Leads the Way for Community Solar
4 EDF:
2014-A Positive Sign of What’s to come in Clean Energy
5 CleanTechica:
Global Solar Investment Surged An Incredible 175% In 2014
6 The Verge:
A solar solution for 1.2 billion people without electric light
7 Business Journal:
Report-Rooftop solar already cheaper than utility rates in most major cities
8 Washington Post:
The tea party is pushing for solar power in Florida
Opinions:
9 ABC Hawaii:
Will 2015 be brighter for solar in Hawaii?
Have a great day!
Yann
The States continue to drive the existence (or not) of solar markets. California continues to lead the Country in what States could (and should) be doing instead of those listening to the dark money groups and corporate interests that want to deliver dirty fuels and frack their ground. Governor Brown announces the plan to get to 50% renewables while Texas suffers through 6 earthquakes in 4 hours. Texas may have cheaper electricity but which path would you prefer?
Yann
News
1 PV-Magazine:
US Commerce decision welcomed in China, American downstream market to benefit
2 Bloomberg:
Cheap Solar Power Emerges From Mineral Named for Russian Count
3 LA Times:
Gov. Brown's renewable energy plan could boost solar, wind industries
4 PV-Tech:
Solar cements status as low-risk investment in 2014
5 Breaking Energy:
Will Fracking, Climate Change, Solar Reshape US Security?
6 CleanTechnica:
A Refreshing Change In The API Annual Report
7 Motley Fool:
$4.3 Billion, the Cost of Good Solar Market Research
8 Greentech Media:
Bold Cleantech Investing Predictions for 2015
Opinions:
9 RE World:
How to Get Famous in the Solar Industry
Have a great day!
Yann
Hope from the White House. Reduced tariffs that for solar modules this time around which is welcomes news. Also yesterday, the President issued a veto threat on the Keystone XL pipeline. Not on environmental reasons but nonetheless a bold political statement. As Congress looks to wind back EPA and other regulations, it will be interesting to see how solar with its massive job and capital creation will play in the political football arena.
Yann
News
1 Bloomberg:
U.S. Solar Tariff Review Hints at Halved Chinese Cells Rate
2 Washington Post:
White House riles new GOP-led Congress with threat to veto Keystone XL pipeline bill
3 EDF:
Why 2015 is the Year for Clean Energy in the U.S. and China
4 Greentech Media:
PV in Hawaii 2014-The Roller Coaster Ride
5 CleanTechnica:
The Three Biggest Solar Charts of 2014
6 PV-Magazine:
Solar overwhelmingly popular in US, says Harvard scientist
7 Tampa Bay Times:
Republican-led group launches ballot petition to boost solar power in Florida
8 Seeking Alpha:
Residential Solar And The Intensifying Battle Over Net Metering
Opinions:
9 RE World:
Going Solar-From the Millennials to Baby Boomers
Have a great day!
Yann
I love those words: “Intellectual honesty”. You often hear utility executives use this saying during their conversations with politicians, regulators and ratepayers. While I agree that solar needs to police itself with regard to sub standard sales practices, I don’t agree with the fact that solar should turn down the rhetoric with regard to policy. Solar is constantly attacked with arguments from dark money groups that are not being, shall we say, intellectually honest. So let’s be loud about our message that solar is here to stay!
Yann
News
1 AZ Central:
Ariz. regulator chastises rooftop-solar industry
2 Forbes:
2014 Energy Story #1 - Collapsing Oil Prices And The (Non)-Effect On U.S. Power Markets
3 Greentech Media:
Cleantech Venture Capital - Why Are These Investors Smiling?
4 Think Progress:
BREAKING - California Governor Calls For 50 Percent Renewable Power
5 CleanTechnica:
The Seven Most Attractive Nations For Renewable Investments
6 PV-Magazine:
Huge interest in Egyptian renewable energy tender
7 PV-Tech:
Chinese solar firms boosted by reduced 2012 US trade tariffs
8 Seeking Alpha:
The Changing Political Climate's Impact On The Solar Industry
Opinions:
9 RE World:
Six Renewable Energy Trends to Watch in 2015
Have a great day!
Yann
