Chinese Module Companies Boost Production Despite Reduced Domestic Capacity

By Frank Andorka, Senior Correspondent When China suddenly decided to slash its domestic solar industry by cutting off its expansion of new plants and cutting back on subsidies to end-users, some in the industry thought it might be a boon to the U.S. solar industry. After all, those modules that were in the process of being produced had to go somewhere if they weren’t going to be used domestically, and the U.S. market – especially in light of the 30% tariffs – seemed a logical place for those modules to go. [wds id=”3″] And indeed, you’ve seen some of that. … Read More →

Time Running Out On Massachusetts Solar Legislation, So Act Now

By Frank Andorka, Senior Correspondent With five days left in the legislative session, Massachusetts is running out of time to solidify and expand its burgeoning solar industry, and activists in the state are ramping up the pressure in an attempt to try to get something done before the end of the month. Yesterday, in an effort supported by advocacy group Vote Solar and others, city leaders from across the state joined forces to send a letter to the legislature urging them to pass the clean energy legislation currently pending before it, which is designed to accomplish three things: eliminiate the … Read More →

This is your SolarWakeup for July 26th, 2018

Bloom Goes Public. Count me in as positively surprised. Bloom Energy has gone public and left room for the shares to go up 63% during their first day. With ~300MW of capacity deployed, Bloom is largely viewed as the potential for distributed energy for corporates that make up their customer list. 16 years of operation before going public was not the plan but many people thought this day would never come, so congrats to the Bloom team.
Value Of DG (Again). This is a topic that is frightening, what happens if hackers take over a grid or power plants and cause a long term power outage. Utility execs will tell you that cybersecurity is one of their biggest worries and we continue to hear about the threat, Homeland Security officials started raising red flags a decade ago. We talk about the cost shift that IOUs claim about solar but this is a value to the grid that solar folks rarely get traction on or get credit for creating. If you want to read some of the best reasons to buy your solar neighbor a beer, make sure to read Vote Solar’s Adam Browning’s Twitter feed. 
Solar In Florida. Solar in Florida is going to grow at a rapid pace. Last year alone it doubled and this year it could double again before an exponential increase next year. I understand the Florida consumer and have heard my (former) neighbors talk about how badly they want solar. Moreover, you don’t have to ask any homeowners how much energy they use because with air conditioning you’ll never offset 100% of their usage. On the other hand, solar contractors that hope to go into the State will have to learn quickly that permitting and inspections are for real in Florida. You won’t get around installing subpar products without making sure that you are installing to the hurricane codes. In summary, don’t think you can give Floridians a cheap version of solar, you will have to plan on doing it the right way the first time.
Inside Look In SC Politics. This was the David vs. Goliath story that sounded like Goliath had exclusive access to special powers. South Carolina had all of the insider trading of an IOU exerting the power they have over the State legislators. I don’t know how much longer that power can exist before the largely republican legislators can no longer stand behind a monopoly when a free market is a better solution.
State Policies In MA and NJ. Keep your eyes and ears on the ongoing policies in MA and NJ. In MA, the solar industry is looking to increase the net metering cap once again and NJ is hoping to expand the market into the low income markets. Make sure to get a script and call list from your local solar advocates.

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Have a great day!
Yann

In Other ‘Water Is Wet’ News, Stronger RPS’s Encourage Investment In Renewable Energy, Study Says

By Frank Andorka, Senior Correspondent There are days when you read about academic studies and wonder out loud, “Did we really have to study THAT?” As I read the excellent story on KSL’s (NBC, Channel 5, Salt Lake City) website about a study concerning renewable portfolio standards (RPS), I had just that sort of revelation. It seems that our intrepid researchers have discovered that states with stricter RPS’s encourage great investment in renewable energy. In other news, water is still wet and the Pope is still Catholic. [wds id=”3″] I’m not diminishing the work by KSL reporter Amy Joi O’Donoghue, … Read More →

Russian Hackers: The Reason We Need A More Distributed Electrical Grid (Duh.)

By Frank Andorka, Senior Correspondent Because I need another thing to keep me up at night…. The Department of Homeland Security this week revealed that Russian hackers attacked our electrical grid last year and could have created electricity blackouts throughout the United States, thanks to our overreliance on a centralized grid. You’d think we’d have taken the hint by now. [wds id=”3″] But no. In Washington, the geniuses at the Department of Energy are still trying to figure out how to bailout economically untenable coal and nuclear plants. Cool. Newsweek reporter Jason Murdock has the terrifying details: Hackers working for … Read More →

This is your SolarWakeup for July 25th, 2018

Duke Aims At Full Monopoly. Just after taking a victory lap for no longer allowing homeowners the ability to put solar on their homes, Duke Energy in South Carolina is giving homeowners that can’t install solar on their homes the ability to join their community solar projects. In this episode of up is down, Duke hopes that solar doesn’t work for people becomes a message that gets homeowners to stop trying to put solar on their homes. Folks in South Carolina, especially solar workers, should be on the phone all day long to their local news outlets and tell the real story, your jobs are on the line. The broader question about public opinion is something that was prompted by BNEF’s Jenny Chase’s tweet. I agree that we do our work but rarely talk about climate change in our work. A
What Michigan Could Have Been. Michigan was the manufacturing leader for solar and the ecosystem of raw materials about 10 years ago. Since then, it has essentially reversed on most of the policies and now is focused on destroying net metering and replace it with something that is nowhere near net metering. Quite the opposite this new policy would result in residential and distributed solar to essentially stop. Politicians should feel a political reality for this kind of policy and those running races should use the issue to make that decision be a bad one politically.
EV Benefits Everyone In Kansas City. KCP&L is making an interesting point about electric vehicles that have a funny similarity to the solar argument. I don’t disagree with KCP&L when they say that they should be able to rate base electric vehicle charging stations because it is a good thing for everyone including the utility shareholders by growing demand. The part that I find intriguing is that solar doesn’t get the same benefit when they argue about net metering and the benefit to all, instead arguing the cost-shift which isn’t real.  
Get Active And Win More. I am bringing this back up for discussion since it is relevant with this data point. Every single solar company should be doing legislative outreach at every level, including the local City and County level. In Riverside County, the utility didn’t want to increase net metering caps even when the County passed a ordinance to do so. Now a local company is helping the company put some pressure to enable the market to grow again which all started with local outreach. Job well done in this case. Are you doing any local outreach that I can highlight?
SEIA Feedback. Nice to see the outreach from many of you about the changes made in SEIA’s C-suite. The general consensus I agree with, why now and what happened. The trade cases and tariffs didn’t happen last week and it seems like an odd time to make the moves but we have to hope that the board has a strategy in mind to meet the strategic vision. As the changes at FERC enable a potential bailout for nuclear and coal plants, maybe the concept is to drive some victory for solar so that more distributed generation can be built at the same time to help the grid stability that FERC could be looking for. I look forward to seeing what’s next for Tom Kimbis and really hope that it is in solar, his voice and advocacy has been great for a long time and hope this continues.

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Have a great day!
Yann

Isn’t That Convenient? Duke Energy Launches Community Solar After Net Metering Cap Hit

By Frank Andorka, Senior Correspondent Last week during Intersolar North America, Duke Carolinas announced it had hit its 2% net metering cap in South Carolina for residential solar installations, meaning anyone that installs after August 1 will be compensated under less generous net metering rules. And low and behold, a week later, Duke Energy opens its first community solar farm in the state. Fancy that. [wds id=”3″] I’m sure you can see my two minds fighting with themselves over here. On the one hand, I’m all about community solar. As someone whose house is not optimally oriented to have solar … Read More →

Michigan Advocates Decry Utility’s Net Metering Successor

By Frank Andorka, Senior Correspondent DTE Energy has a love-hate relationship with renewable energy. On the one hand, they’ve pledged to be coal-free by 2040, at least in part through investments in wind and solar. On the other hand, they’ve suggested a replacement for retail net metering that has solar advocates screaming “Foul!” from the rooftops. [wds id=”3″] Midwest Energy News reports that DTE Energy has suggested a new reimbursement scheme that would compensate its solar customers at the lower – often significantly lower – wholesale rate of power. In addition, they have discussed imposing fixed fees on solar customers … Read More →

This is your SolarWakeup for July 24th, 2018

SEIA Makes Big Changes. And they’re not good. I woke up to the news yesterday that SEIA had told longtime executive Tom Kimbis that they are moving forward without him. Tom, if you recall, was the interim president at SEIA when Rhone Resch resigned about 2 years ago. He did such a great job during his tenure that I thought he had earned the credentials to keep the job. In recent months, I was worried that Tom would move on from SEIA and had told people that I hope this wouldn’t happen. So imagine my shock (and it takes a lot) when I heard SEIA had laid him off as well as Christopher Mansour. The changes, according to Abby Hopper, are to better align resources with the strategic vision of SEIA. I’ll have more thoughts about this move soon, hoping to sleep on it a bit. For SEIA’s side of the news, make sure to read our coverage. More to come.
Get My Kids An EV Bus. A couple of points I’d like to make here. First, when I spoke to Proterra’s CEO, Ryan Propple, a few months ago, I never considered the inefficiency of buses idling all day why waiting, stopping and sitting in traffic. I also failed to think through the pollution that kids across America are subjected to while riding the Blue Bird. So it is no surprise to me that electric buses make sense everywhere in America. The second point, I am impressed by the idea that ‘friend of the pod’ Jigar Shah and his team had to do a sale-leaseback with BYD to provide electric buses to jurisdictions the entry into an ’offtake’ agreement. Only one major downfall here, I can’t name a single Chinese mode of transportation that I ride. Not my car, not my plane nor my bicycle. When it comes to moving people from point A to point B, Americans don’t ride Made in China. So I’d like to see Proterra electrify Blue Birds across America in a similar transaction. Many reasons why school buses are a great place to start.
Ballot Fights Continue. In Arizona, the ballot initiative to ask voters about expanding the RPS is being challenged. The challenge isn’t in the form of data or arguments on the issue but instead to attack the ballot initiative by claiming that 75% of the signatures are invalid. This is the stuff that bothers me about the legislative process. Argue the issue, not the process, because we all know that a higher RPS is good for the residents of Arizona but the incumbent utilities just can’t handle so much goodness. The Mr. Burns in them won’t allow it.
Take This To Another Branch. While I admit to have been cheering on the lawsuits against oil companies about their disregard for climate change, specifically their knowledge of it decades ago, an NY judge has politely asked the petitioners to take this to the legislature. Maybe it would have been nice to get to more discovery in the judicial process, the judge is right that the legislature should do its job.
Big Storage Sector. Much has been made around battery prices declining over the next few years but the parts and pieces that make energy storage a system are getting attention. The power conversion, both ac-coupled and dc-coupled, is getting manufacturers to design and build some of those system. This is a nice look inside the future of storage from the system level.

News

Have a great day!
Yann

SEIA Shakeup Ousts Former Interim CEO Tom Kimbis, Long-Time Lobbyist Christopher Mansour

By Frank Andorka, Senior Correspondent The Solar Energy Industries Association (SEIA) Friday ousted long-time executives Tom Kimbis and Christopher Mansour in a shakeup executives say has nothing to do with the financial soundness of the organization. Abigail Ross Hopper, SEIA’s president and CEO, said revisions to its overall strategic vision required a realignment of resources and rendered Kimbis and Mansour expendable. [wds id=”3″] Hopper said SEIA would replace Mansour, who had served as SEIA’s vice president of federal affairs since 2013. She did not say if it would replace Kimbis, who had served as the organization’s interim president and CEO … Read More →