This is your SolarWakeup for August 24th, 2018

Have a great weekend! See you next week.
Round And Round For Coal. It’s been 6 years writing this column and the story of training coal workers to go solar has lasted about the same time. Unfortunately for them, Trump became President and promised to bring back coal. Now as we all know, coal’s future is non-existent. Just ask any utility CEO or even coal CEO, the future of coal was decided when utilities across the Country replaced their power generation with natural gas. If everyone accepted this as truth, then we could turn out focus on finding new jobs, including solar jobs, for folks in the coal economy. It is not their fault that this happened but they also need to be part of the change by telling their leaders that ‘bring back coal’ should be replaced by ‘give us solar jobs.’
Tip A Hat For Policy. Coming from the private sector, the author of this post is the Manager of Climate Change and Renewable Energy for WWF. The headline is true and each of you know it to be as well. Policy is the root of our work, it enables the rules that allow your customers to benefit from solar. That is why we need to continue to discuss the possibility of having every solar worker spend an hour per month educating or lobbying politicians about the work we are doing.
Big Solar Market Market Share. There are data points that catch my eye and seeing 5 solar module companies moving 20GW in the first half of the year was one of them. Funny enough, I would be guessing if you asked me who they were given that the US is a bit over 25% annualized in that total. Solar is a big market, let’s take some joy in that.

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Yann


Why Can’t We Train Coal Miners For Future SOLAR Jobs?

coal miners

By Frank Andorka, Senior Correspondent On the campaign trail in 2016, then-candidate Donald J. Trump spent a lot of time trying to win the votes of coal miners by lying to them. He frequently told them he would end the mythical “War on Coal” and somehow magically bring back coal jobs. Well, here it is in 2018, and now-President Donald J. Trump is still talking about saving coal jobs, even as coal miners watch their coworkers lose jobs to automation and, yes, a reduced need for coal. A lie, no matter how often it is repeated, is still a lie. … Read More


GRID Alternatives To Pilot Centralized Clean Transportation Program

GRID Alternatives

By Frank Andorka, Senior Correspondent Most experts agree that electrification of transportation is one of the keys to decarbonizing the grid. And for those who can afford to do so, that means purchasing an electric vehicle and installing a charging station at their home. But what about those who aren’t able to make that investment or don’t have access to it easily, like low-income communities and some communities of color? Well, the California Air Resources Board is partnering with clean-energy pioneer GRID Alternatives to try to solve that problem. The clean transportation project, dubbed the One-Stop-Shop Pilot, is expected to … Read More


The Energy Show: Real World Solar Economics with Tom Beach

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The Energy Show: By Barry Cinnamon Great solar policy is just as important as great solar technology. Obviously we need the technologies for these products — but we also need the policies so that solar products can be cost-effectively installed. And I’m not just talking about incentives…policies related to net metering, interconnection and permitting are just as important. Getting good solar policy requires effective political lobbying. I hate to let you down, but these great energy policies did not magically spring from the brains of inspired politicians When I look back at the successes our industry has had over the … Read More


This is your SolarWakeup for August 23rd, 2018

Have a great day!

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Have a great day!
Yann


New York Joins Powering Past Coal Alliance To Protest EPA Policies

bailout

By Frank Andorka, Senior Correspondent New York Governor Andrew Cuomo, long an outspoken champion of solar and other renewable energies, took one look at the Environmental Protection Agency’s new plan to reduce greenhouse gas emissions and screamed, “Get my Press Spokesman on the phone right now!” And just like that, Cuomo announced that New York had joined the Powering Past Coal Alliance, a group of 17 nations and Washington D.C. that are committed to eliminating coal from their electricity-generation and putting a moratorium on new coal plants that don’t have carbon-capture technology on them. New York is the first U.S. … Read More


A Tale Of Two Business Models: Could European Utilities Offer Path Forward For U.S. Counterparts?

utilities

By Frank Andorka, Senior Correspondent Two separate pieces today by Bloomberg New Energy Finance illustrate the ever-increasing gap between how utilities in Europe and the United States view distributed generation. In Europe, research suggests that utilities have come to the realization that distributed generation like solar and wind are becoming what electricity consumers want and, if they expect to thrive into the future, are what utilities will have to provide. In the United States, on the other hand, utilities continue to invest in centralized distribution and can’t figure out why those investments aren’t allowing them to make the money they … Read More


Community Solar Spread Slowed By Outrageous Contract Terms

community solar

By Frank Andorka, Senior Correspondent Community solar is a hot topic right now in the industry. It’s potential to expand solar’s reach to non-traditional solar customers – renters and people whose homes are not suited to individual solar arrays – is enormous, and as more states become solar friendly, community solar is one of the most frequent focuses of policymakers as they try to navigate a new solar world (see Illinois, for example). And according to a new report from Ellen Emma Foehringer Merchant of Greentech Media, the way of doing business for community solar providers is finally changing to … Read More


This is your SolarWakeup for August 22nd, 2018

Solar Inverter Wars. Frank goes inside some of the behind the scenes that are causing a long-awaited product release by Huawei to be delayed. Huawei has largely avoided the public image place on ZTE by Trump but it hasn’t been able to avoid the impacts caused by tariffs. Other residential inverter companies have had to adjust their supply chain as well but the release of the Huawei line has been talked about for years at this point. It would be interesting to have transparency on the other business moves that have had to adjust due to tariffs of various nature.
Screw Solar, Go Clean Coal. Yesterday was quite the news day and dropping to the bottom of the media’s list was the fact that the administration proposed a coal policy that would kill 1,400 people. This isn’t a study by a think tank or advocacy group, this comes straight from the EPA. That’s not 1,400 total, that 1,400 per year by 2030. Over a 10 year period that’s 14,000 Americans dying for no good reason whatsoever. If we can’t make the case against this, we’re less prepared to fight than anticipated.
A Clean Energy Vision. GTM’s Julia Pyper has a great interview out with Senator Heinrich about his vision for 100% renewable energy. I won’t steal the thunder but I do want to point out that when Senator Wyden, also a democrat, was at the US ITC arguing for tariffs on behalf of SolarWorld, Senator Heinrich spoke right after to argue solar’s case. He gets the vision of our industry and I applaud him for seeking out the industry media to make his case for a vision we agree with.
Going Inside Tesla. I have a newfound respect for folks that operate manufacturing plants and I love to get an inside look at how others are doing it. Obviously, Elon is a particular level of special, love him or hate him, (I’m a fan) and you have to respect that ability to roll out products that wow the consumer. I’m sure this will drive the typical love/hate emails that usually accompany Tesla comments from me, but put it aside and enjoy this interview. It’s pretty cool.

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Yann


Ancillary Tariffs Could Screw Up Huawei Product Launch

Huawei

By Frank Andorka, Senior Correspondent The law of unintended consequences keeps traipsing through the solar industry. As broader tariffs begin to kick in on products ranging from solar modules to electronics equipment, the real-world consequences are beginning to interfere with product launches like Huawei’s launch of a low-cost residential solar inverter. Huawei had been predicting its inverter would knock $100 to $200 off the typical price of a residential inverter, allowing it to compete with more well-known inverter companies. Instead, a 25% tariff on Chinese electronic equipment is going to completely wipe out that advantage and is already interfering in … Read More