Duke announces a $500million rate base solar investment. It appears that that is comprised of 178MW of self owned and another 150MW of PPAs with project owners. This seems like a decent compromise for solar developers and building owners and an overall win for solar. The key is that most of these projects will be central solar farms, where utilities are comfortable with ownership whereas that line gets blurrier when the solar capacity is distributed.
Yann
News
1 Gigaom:
Duke Energy goes big on solar in North Carolina, plans to drop $500M
2 PV Magazine:
Massachusetts utility-scale PV sector in danger
3 PV Tech:
PV systems surpassing expected performance - Fraunhofer ISE
4 CalSEIA:
Flatter Rate Design Threatens Solar
5 RenewEconomy:
Rooftop solar future boosted as Labor pledges support
6 SolarLove:
Over 15,000 Businesses In Australia Have Installed Solar Power
7 Tech Republic:
State of the solar industry
8 Mother Jones:
There's a Place in the World That Is Fighting Poverty with Solar
Opinions:
9 Nasdaq:
Why Chinese Solar Companies Are Falling Behind
Have a great day!
Yann
Let's step up the content. Could be on my end or could be that we are about to enter the 4th quarter but it has been increasingly difficult to fill the rundown. I see that the headlines aren't drawing you in either, as you are clicking on fewer than average. So in that light, tell me what you want to hear more of. More global news? More EV? More storage? Let me know!
Yann
News
1 Think Progress:
Push To Impose Extra Fees On Solar Draws Outrage In WI
2 NY Times:
Sun and Wind Alter Global Landscape, Leaving Utilities Behind
3 Grist:
This green Tea Party star is fighting for solar
4 Motley Fool:
Solar-Powered Products May Soon Be Hitting Stores Near You
5 PV Magazine:
Xcel Energy opens tender for 200 MW of projects in Texas
6 CleanTechnica:
Solar Farms Popular With UK Farmers
7 Renew Economy:
EVs could double grid storage capacity – at zero cost
8 AZ Central:
Solar power an issue for commission candidates
Opinions:
9 RE World:
Trapped in the Down Elevator? A New Perspective on Net Metering
Have a great day!
Yann
These are the top 10 most read solar articles by your peers this week!
News
1 SolarWakeup:
Wall Street and Main Street Voted. Clean Energy Won.
2 Solar Power World:
How Will The Expiration Of The ITC Affect Solar Construction?
3 University Herald:
University of California System Makes Largest Solar Purchase in US
4 Seeking Alpha:
Residential Solar Is Growing Up
5 San Diego U-T:
Solar incentives reward west-facing panels
6 RE World:
A Deep Dive into the Value of Solar and the Future of Solar Energy
7 RenewEconomy:
Solar parity with wholesale market
8 Delaware Online:
Motech's Newark solar facility has closed, official says
9 Forbes:
Solar Continues Trumping Fossil Fuel Pricing, With More Innovations To Come
10 Energy Collective:
Energy Facts
The Top 10 is ranked by the number of SolarWakeup.com readers that clicked on the news article during the previous week. It is the poll of the most relevant solar news of the week as judged by your colleagues and competitors.
Have a great day!
Yann
I was passed an investment analyst’s note about the pending Vivint Solar IPO. It was mostly positive but pointed out (in comparing to SolarCity) that Vivint Solar did not engage in government affairs. Interestingly, the S-1 filing mentions on multiple occasion the regulatory and policy risk faced by the solar company but did not discuss the fact that Vivint Solar currently did not actively pursue public policy. Only interesting for now as I do not think retail and institutional investors see the correlation but certainly VSLR’s competitors have actively engaged in policy.
Yann
News
1 Forbes :
Solar Continues Trumping Fossil Fuel Pricing, With More Innovations
3 Breaking Energy:
Morgan Stanley Bullish On Storage
4 PV Solar Report:
The Minimum Bill
6 Think Progress:
The U.S. Added More New Capacity For Solar Than For Natural Gas In The First Half Of 2014
7 CleanTechnica:
China Top-And-Tailing Crystalline Silicon Solar PV Chain
8 Forbes:
Intelligent Generation
Opinions:
9 Energy Collective:
Be Prepared - For a LOT More Solar by 2025
Have a great day!
Yann
