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.

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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 →

APS-Backed Lawsuit Challenges 75% Of The Signatures For Arizona RPS Initiative

By Frank Andorka, Senior Correspondent Wow….The fight over the Arizona renewable portfolio standard (RPS) just got ugly. Arizonans for Affordable Energy, a political action committee backed by Arizona Public Service (APS) – the state’s largest utility – has alleged in a lawsuit that 75% of the signatures gathered to put a ballot initiative to raise the Arizona RPS are fraudulent. The action comes as a competing proposal to raise the Arizona RPS, put forth by the Arizona Corporation Commission (ACC) (which oversees APS), moves its way through the process. [wds id=”3″] To review: The Arizona RPS ballot initiative is backed … Read More →

This is your SolarWakeup for July 23rd, 2018

$10 Billion Question. “If someone said, ‘Here’s $10 billion to invest in renewables,’ we wouldn’t know how to do it,” Dudley said. That’s a recent statement from the CEO of BP, Robert Dudley. As crazy as this sounds, he’s not wrong. He doesn’t have the cheapest capital and even if he did, it takes a lot of work to properly invest that kind of money into renewables. Just ask any solar developer what they would consider a good year, even if they disregard the hurdle rate of their private equity capital. Even if an oil company came to the US with an energy trading desk willing to take merchant exposure to solar projects, deploying $10 billion or even $1 billion would difficult to do year over year. That’s the scale problem in our industry that is often distributed and fragmented.
Going 100% Solar. What is it going to take to connect large corporate users with solar generation at the solar sites? That’s the question that could be the key in opening up markets like Texas, Pennsylvania or Virginia. Finding off takers is too expensive for individual developers in low energy value markets so if there is a demand created at the corporate level, solar developers will be able to focus on the work they already know.
Subsidies, Bailouts And The ITC. There is no doubt that all energy sources are still getting multiples of the incentives and non-monetary benefits compared to solar. While the big newspapers wonder how incumbent power and utility companies ready themselves for solar’s growth, I wonder how our industry should look forward the next time they want a subsidy, export change or bailout. At the State level, solar does this week (see Illinois and NJ) but what happens at the Federal level now?
Net Metering Fights. Curious to see a utility ‘pondering’ solar growth in a State that has 500% growth when it goes from 10 systems to 50. The opportunity utilities to be different is so great but the mentality of what worked 20 years ago is deeply ingrained into the utility boardroom. Now expect more fights in low solar penetration States like Arkansas, Michigan, etc and the industry needs to step up.
I’m Hiring. If you or someone you know are looking for an inside or outside sales position for a great company in Quick Mount PV, send me an email. We are doing great things including manufacturing right here in Walnut Creek in the Bay Area.
Resi Highlights Continue. As we enter the first residential solar advisory council survey, I will continue to post images of your installs. Just send your with your logo and location and yours can be highlighted as well.

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Have a great day!
Yann

Coal, Nuke Bailout Could Reach $34 Billion, New Study Says

By Frank Andorka, Senior Correspondent So apparently the bailout of nuclear and coal plants is still a thing that is under consideration, so I have to keep writing about it. This time, there’s a new study out that says the new bailout is going to cost $34 billion – that’s B-illion, with a “b” – to implement. When there are more competitive solutions like solar and wind on the open market. Are we tired of all the winning yet? [wds id=”3″] The Houston Chronicle reported today on the study, which was prepared for pro-solar advocacy group Advanced Energy Economy by … Read More →

Washington D.C. Could Move To 100% Clean Energy By 2032

By Frank Andorka, Senior Correspondent Washington D.C. is a city full of symbols. Monuments to leaders of the past abound, and as the seat of our national government it carries great symbolic power for the rest of the country. Which is why the fact that it’s considering a resolution to move to a 100% renewable energy future as soon as 2032 could provide tangible gravity to the cause and encourage other cities to follow its lead, according to various local and national reports. [wds id=”3″] Tony Clifford, chief development officer for Standard Solar, a D.C.-area national solar company, is thrilled … Read More →

This is your SolarWakeup for July 20th, 2018

Go Solar, Save Money. Now that the 5 tech companies make up 50% of the value in the S&P, you have to ask yourself what it takes for the remaining 495 companies to jump on the bandwagon. I know the idea is that those 5 companies make so much money that solar is a nice to have, but I assure you that on a portfolio basis that it is going to make them money. Retail energy companies have been an interest of mine for many years, that’s why I like to continue to highlight CleanChoice Energy. They come up all the time in my work and our customers overlap because they want solar on their house if they can and use renewable energy for everything else. Moreover, corporates want to have solar but it can’t be complicated which is a specialty of the solar industry. I’m interested to see how CleanChoice continues to innovate and how their competitors follow suit. Thus far the copycats have been scarce.
Use Credit To Drive Scale. It was just over a year ago that I had the opportunity to sit with the amazing solar ambassador, Bill Walton, at the PAC 12 Sustainability Summit. Together we spoke about the meaning and opportunity solar presented to the universities. My message was, as it is today, that entities with large usage and good credit can work backwards. Identify the sites (or even think offsite) and outline the energy price that works for the entity, then go big. It is hard to find an entity that has its data together, anywhere in America, that couldn’t save money with solar if they contracted for a large enough portfolio. As Vote Solar’s Thad Culley wisely said yesterday on Twitter (I’m paraphrasing), solar already makes financial sense, this is a question of morality!
Great Logic, Wrong Implementation. Utilities helping customers buy electric cars is the right idea, helps the ecosystem and increases demand, but it is the wrong policy and use of funds for utilities. Consumers already want electric cars but their fear is not knowing where to charge the cars. This isn’t range anxiety, this is fear of the unknown and fear of the logistics required. How do I add a charger to my house? Who installs it? What do I install and where do I buy it? Where else can I charge? Those are the questions that go into the mind of someone that wants an EV but can’t get the answers. Utilities should have a hotline to answer that and if consumers want an EV, utilities should provide and install the charger in their home while at the same time drastically increasing the number of charging stations. Remove the fear and consumers will buy their own EVs.
Fix The AD/CVD. The impact on the silicon manufacturers is one of the worst parts of the overall solar trade war. These were amazing infrastructure investments made by companies in parts of the Country where solar still struggles to get off the ground. Instead of net metering being attacked in Michigan, silicon could be made there and sent around the world, the same is true for Tennessee. Removing the AD/CVD and replacing it with a domestic aid package funded by import fees is exactly the way we need to go. US made silicon would then travel the world once again.
Showing Off Resi Solar. Are you installing awesome systems across America? Let’s show off some pictures on this platform. Send me a picture with your logo and location (city and state) on the image and I’ll post it on the newsletter. Every homeowner is a solar advocate and let’s help them show off their investment in the future!

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Have a great day!
Yann

CleanChoice Wants To Accelerate Trend Of Businesses Seeking 100% Clean Energy

By Frank Andorka, Senior Correspondent As more businesses decide to pursue 100% clean energy goals, they often need people to help them get there. CleanChoice Energy has launched a new service in several states designed to do just that. The announcement comes on the heels of solar’s own national association, the Solar Energy Industries Association, signing an agreement with WGL Energy Services to offset its employees’ travel with 373 solar renewable energy credits (SRECs) from two solar projects in Virginia and Maryland, respectively. The move is an effort for the association to practice what it preaches to become carbon neutral. … Read More →

Arizona County Saves $220,000 Over Three Years Buying Electricity From Private Solar Arrays

By Frank Andorka, Senior Correspondent Privately owned solar arrays in Pima County, New Mexico, have saved the county $220,000 since 2015, according to a report by Arizona Public Media’s Zachary Ziegler. The irony is that the savings could even be higher than reported, but three of the arrays haven’t provided savings yet because of some issues with a rebate program from Tucson Electric Power, facilities management Director Lisa Josker told Ziegler. [wds id=”3″] The news comes as the county considers entering into 15 more deals to purchase electricity at lower rates from privately owned solar arrays than the rates they … Read More →