Brazil is having a second big event this week after a presidential election. Tomorrow Brazil hosts its first solar only auction and is expected to add more than 500mw of capacity. It will be intriguing to see at what price the solar energy is successful at achieving. At the end of the day it means another major market that becomes a little bit more familiar with solar in this case a country with over 200 million residents. Best of luck to the bidders and congrats to Brazil on an exciting day.

Yann

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Yann


China is moving in on Russian solar while at the same time Sunedison’s Terraform is going shopping. Not part of the rundown but in separate news sources, TERP financed and acquired new projects from other funds. The entry to solar in used to be “We want to own and hold” but holding solar assets has become so competitive that owning may have become the new solar commodity.

Yann

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Yann


Love it or hate it, the SolarCity story is a great example of American business success. Great idea, lots of barriers, hurdles and pain helped by visionaries and forward thinking investors. Fast forward less than 10 years and the ideas have burgeoned into the residential solar industry we have today with multiple Billion dollar companies. I didn’t see it then but I am happy that residential solar entrepreneurs are getting the publicity now.

Yann

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Yann


Since I didn’t make it to the main stage during SPI, today’s news catch me a bit off guard. The trade fight continues and from the press side of things it does not appear positive which is a shame. Seeing additional news out of EU make this smell a bit fishy and coordinated but maybe I am reading into this a bit too much or maybe not. Why this keeps happening is beyond me…why anyone wants to keep solar from getting installed is just plain silly.

Yann

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Yann