The lease the loan, it all comes down to a contract of ongoing cash flow. PPAs and power agreements on the commercial and utility scale are the same thing much like how developers always look for the “minority participation” so they can have long term reoccuring revenues. Yieldcos, securitizations and enterprise value also value this income and not so much the structure that allowed an entity to control that revenue. Clearly, residential solar isn’t focused so much on what the structure but that customers don’t pay cash!
Yann
News
1 Solar Love:
Vivint Solar IPO And CEO Interview
2 Mercury News:
SolarCity to offer loans to homeowners, which could juice market
3 PV tech:
Proposed US solar trade tariff changes ‘illegal’
4 RE World:
Electrifying Kenya
6 PV Magazine:
Ontario reduces feed-in tariffs 1-5% for solar PV
7 EDF:
North Carolina is well positioned for EPA’s Clean Power Plan
8 The Desert Sun:
California utilities crafting rooftop solar plans
Opinions:
9 Grist:
Hey, Paul Krugman
Have a great day!
Yann
I’ve been waiting for the moment that solar goes mainstream, maybe a signal of some sort. In Wisconsin that signal has appeared, former Green Bay Packer, Mark Tauscher, a 10 year vet of the team is coming out to support solar. Tauscher is also an owner of a Madison newspaper so his endorsement is local and important. Never underestimate the power of grassroots and in Wisconsin there is little that is more grassroots than the Packers.
Yann
News
1 JS Online:
Mark Tauscher to speak out for solar as utility rate hearings begin
2 Slate:
How do you sell customers on solar energy? Hawk it door-to-door.
4 RE World:
MA Raises Solar Net Metering Cap for Businesses and Municipalities
5 PV Magazine:
Wholesale grid parity for solar possible by 2020s, report finds
6 Energy Collective:
How to Value Distributed Solar Energy
7 CleanTechnica:
The Megawatt Block Program
8 Solar Industry:
Mercom Reports Strong Quarterly Solar Financing Activity
Opinions:
9 AL.com:
Let there be light
Have a great day!
Yann
Can we blame Apple for the bankruptcy of GT Advanced Technologies? Even all of the new solar manufacturing capacity is actually consolidating existing infrastructure in many cases. Especially given the ongoing fight against solar manufacturers by Solarworld, there is little certainty for investors. It seems that Solarworld is now asking to expand the duties even further.
Yann
News
1 PV Magazine:
GT Advanced Technologies files for chapter 11 bankruptcy
2 Breaking Energy:
What Modern Cities Want From Their Utilities. (It Ain’t Pretty.)
3 Think Progress:
Why Solar Power Is Taking Off At Airports Across The Country
4 PV-Tech:
Vivint Solar CEO hints at future expansion plans
5 Seeking Alpha:
10 Reasons Why SolarCity, Vivint Solar, And RGS Energy Are Destined To Fail
6 The Energy Collective:
Calibrating Solar Energy's Growth Potential
7 RE World:
Are UK Renewable Energy Contracts Hurting Consumers?
8 Solar Industry Mag:
Hawaiian Electric's Solar Plans Put New Focus On DG Interconnection
Opinions:
9 Huffingtonpost:
The Transition to Renewable Energy Is Difficult But Feasible
Have a great day!
Yann
Ignored most of the time are the regional op-eds about solar issues. I found the one from WV quite interesting because it shows how ingrained in our minds “fight any change” mentality really is. The problem with coal isn’t regulatory or even President Obama’s fake war on it. It is the fact that much like a consumer is normal to transition to Uber from a dirty taxi that doesn’t take credit cards, consumers are seeking a cleaner and less price volatile product like solar. Utilities are fighting in regulation but that too will change, because change always happens.
Yann
News
1 Reason:
Unlimited Free Solar Power?
2 RE World:
A Deeper Look into Yieldco Structuring
3 Renew Economy:
Citigroup
4 Xconomy:
Downstream Solar” Heats up, Consolidates with Pure Energies Buy
5 Bloomberg:
OneRoof Energy Getting $16.7 Million Financing for Rooftop Solar
6 Forbes:
A Light Bulb Shows How Solar And Wind Beat Coal
7 PV Magazine:
Energy Storage North America
8 Citizen Times:
Solar push a massive hit in North Carolina
Opinions:
9 Register Herald:
Obama's war is not coal's only problem
Have a great day!
Yann
