Does Storage Salvage States In A Post Net-Metering World? A Q&A With Sunnova

By Frank Andorka, Senior Correspondent Residential installer Sunnova left the Arizona market when it decided the regulatory environment was too unstable for it to function effectively. Now it has decided to return with a solar + storage offering. SolarWakeup wanted to find out what made it change its mind and come back to the Grand Canyon State. SolarWakeup (SWup): What has changed about Arizona that has encouraged Sunnova to come back to the state? Kelsey Smith, Sunnova Director of Public Relations (KS): Two things: The first is that there is more regulatory certainty about how the state plans to value … Read More →

This is your SolarWakeup for August 3rd, 2018

Welcome to August and if you’re European, I hope you enjoy your vacation! Have a great weekend everyone!
Going 100%, Burlington’s RFP. Burlington, VT wants to become a true net-zero city and wants help to do so. The RFP reads like a checklist of legislative goals that are a great guide for other cities at the least and aspirational in the ways that Burlington seeks to achieve its future. Well done.
A PACE Securitization. Congrats to my friends at CleanFund for a $103million securitization of PACE assets that crossed borders and technologies. Most importantly it was rate AAA, which shows the strength that PACE can provide to financings in the C&I space.
Corporate Green Tariffs. Between utility offtake and community, solar/contract for differences in the green tariff. A rate schedule that allows corporations to use their leverage in an economic development process to grow the production of solar generation in the service area. I think that many states that don’t want markets will have to create a quasi QF program for green tariffs.
Public Company Updates. Tesla and SolarEdge filed their quarterly updates yesterday. Tesla short sellers are getting into some pain and SolarEdge continues to show the future of DG solar.
Thoughts On MA? What’s your feedback on the MA legislation that passed this week now that you have had time to review it? Let me know.

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Have a great day!
Yann

Those Crazy Radicals In Burlington, Vermont, Are At It Again

By Frank Andorka, Senior Correspondent It was the first city in the United States to become powered by 100% renewables. Now Burlington, Vermont, and its radical electrical utility are at it again – they have issued a request for proposals to become the first net-zero (NZE) city in the country. If it succeeds, Burlington could blaze a new trail for cities across the country the way it did with it commitment to renewable energy. After all, until Burlington did it, you never heard anyone else talk about such aggressive and lofty goals, did you? You did not. Now 72 other … Read More →

This is your SolarWakeup for August 2nd, 2018

A lightning round recap today on the top news in your solar inbox. Speaking of quick and easy, make sure you check out the junction box with integrated flashing for your residential installs. Available at most distributors across the Country.
Gone With The Wind. An Iowa nuclear power plant is closing in favor of more wind. This comes from one of the largest nuclear power operators, NextEra. Aside is the internal power struggle since CEO Jim Robo is a avid supporter of nuclear power and nuclear engineering. In the Spain wind rush a decade ago, Robo was notorious for his disdain for the money lost by his company in those projects.
Look At This Picture. You saw this article yesterday but when I looked at it again yesterday afternoon the picture caught my eye. It is a stock image of an installation in the Miami area. This is what many homeowners are getting now and it’s a shame. It also shows how much more we have to do to educate the AHJs and getting SEIA and the NRCA to warn consumers about the roofing aspect of solar.
Electrify It All. I can’t wait until the high mileage, route vehicles are electrified. The delivery trucks, transit and school buses, and postal vehicles are on/off or idling all day long. The routes and distances are very precise so the battery sizing is easy to calculate. The other side of mass electrification is how the concentrated charging will cause hotspots and peak power needs that will likely get served by batteries.
More PV Manufacturing. It looks like the Tesla plant in Buffalo is ramping up, good to see this happening. I haven’t seen them in the wild but hope to soon. Maybe some of the Tesla employees can invite me over now that I’m a local to the Bay area.
More FPL, In Florida. Florida solar is growing quickly, this time with more IOU rate based solar to the tune of 300MW from FPL. I think this type of capacity is causing FPL to think bigger than a threat from DG by focusing on EV growth and the upside of rate base for their shareholders.

News

Have a great day!
Yann

Gone With The Wind: Wind Farms Hasten The Closure Of An Iowan Nuclear Plant

By Frank Andorka, Senior Correspondent Another one bites the dust: Another nuclear plant is going offline – this one five years earlier than planned – at least in part thanks to the power of four nearby wind plants, which will partially replace the generating power of the nuclear facility. NextEra’s Energy has decided to close the 615 MW Duane Arnold Energy Center (DAEC) five years prior to its expected decommissioning in part because the energy conglomerate can sell power from its four wind plants more inexpensively and cleanly. The company supplies energy for Alliant Energy, which supplies electricity to customers … Read More →

This is your SolarWakeup for August 1st, 2018

Mediocre Sausage Making. The MA legislature passed a solar bill yesterday and pardon my lack of excitement. While a bill moving key features forward and a path to remove the fixed charges are included, the NEM cap continues to be punted and the opportunity to give consumers more ability to add solar has been lost for now. Nonetheless, there are important legislative wins and some messages to other utilities that hope to structure anti solar rates, for that this is a solar victory. Hats off to the advocates in solar for getting forward movement but the twitter statement from Vote Solar’s Sean Garren summarizes the final bill. “In like a lion, out like a lamb”
Reviewing California’s Solar Mandate. I appreciate the continued partnership with Barry Cinnamon and his wonderful podcast, The Energy Show. In the latest edition, you will hear him discuss the CA solar mandate on new homes. This is an important topic for me in my day job at Quick Mount PV. New homes represent a great opportunity to lower the cost of solar in a new installation while presenting ways to install attractive solar in a way that still holds quality for 30 years. That quality is sometimes missed because the transaction isn’t with the longterm owner so we appreciate the opportunity to educate homebuilders and installers on making sure its a leak free, quality installation.
Educated Consumers Consume Less. Last week during the heat wave in California (I can confirm that it is warm, but not Florida hot) consumers were asked to lower their energy consumption to ensure blackouts wouldn’t happen. That’s the funny thing about consumers, they can be helpful when educated and can be one of the best demand response tools if planned for properly. That’s the other side of renewables integration that folks don’t plan for. Consumers can, especially with new technology, adapt their habits to get what they want which is 100% renewable energy.
Solar Tariffs To Nowhere. Another great data point about the tariffs, this time the steel and aluminum tariffs. The tariffs are causing disruption more than innovation and in some instances result in worse installs for consumers. If aluminum prices rise, installers don’t replace tiles properly, take a look at the header image on the article. The installer did some sort of hack instead of using a proper tile replacement flashing, happy to show them one if they’d like.
Does Your Neighbor Solar? When I put solar on my home, my neighbors had lots of questions about it. How do you arm your customers and how do you respond to neighbors that are interested in solar? Would love to highlight great ideas here.

News

Have a great day!
Yann

The Energy Show: California Requires Solar on all New Homes

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The Energy Show: By Barry Cinnamon California continues to lead the country when it comes to clean and inexpensive energy. Here is an example – In May the California Energy Commission passed a rule that goes into effect on January 1, 2020 that requires solar on all new homes. The rule applies to all new homes, apartments and condos under three stories tall. The rule also includes an option to include an energy storage system (which we believe will become a standard feature with all solar systems). We have received a number of calls and emails from people both in … Read More →

Mediocre Massachusetts Energy Bill Closes Out Legislative Session To The Disappointment Of Nearly Everyone

By Frank Andorka, Senior Correspondent “In like a lion, out like a lamb.” That’s how Massachusetts solar advocate Sean Garren characterized on Twitter the whimper of a clean-energy bill that made its way through the Massachusetts legislature on its final day. The Senate voted 36-0 to pass the legislation, while the House had one dissenting vote, 150-1. Advocates offered intensely mixed reviews of the bill, although it was almost universally praised for eliminating the “fixed charge” Eversource had sought to impose on all new solar users. But net metering caps inexplicably remain in place and the renewable portfolio standard (RPS) … Read More →

Georgia Group Offers Model Solar Zoning Guide To Streamline Project Siting

By Frank Andorka, Senior Correspondent Solar power is expanding its reach throughout the country rapidly – so rapidly, in fact, that some communities are struggling with issues like permitting, siting and other ancillary-but-essential parts of the project process. In some states, that confusion is causing communities to reject solar out of hand as being too complicated to do. A group of researchers out of Emory University in Atlanta, seeing the problems that were arising as its own state moved speedily to a solar future, decided to do something to mitigate the struggles by publishing a sample zoning ordinance for municipalities … Read More →

This is your SolarWakeup for July 31st, 2018

8minute View On Solar. Frank interviews the CEO of 8minutenergy to discuss how one of the most successful developers views the solar market today. The conversation covers all of the topics that you would think about as a solar pro. It doesn’t matter what segment of solar you cover, you are worried about many of the same things.
Free Market Means Solar For Puerto Rico. I had to read the coverage several times but watching the members of Congress ask questions of the DOE Assistant Secretary on the topic of PREPA and energy in Puerto Rico. The questions are politically motivated and the answers are rooted in truth unable to be wrapped in the normal tone of partisanship.
Helping Grow Credit Unions And Community Banks. I had the pleasure of speaking with the team heading up the Clean Energy Federal Credit Union at the COSEIA conference and the mechanics of the credit union may be complicated but the benefits to the solar industry are immense. The interest alignment and the community benefit fit the vision of most credit unions and someone should find a way to make that deal flow access the local capital more efficient.
Flawed View Of Storage. I try not to be biased by the corporate donor ship to some university think tanks because the money should, in theory, be separated by those academics seeking their truth. As I read the view of the California market and the role that batteries will play, I can’t help but think (at almost every paragraph) who skewed the view of the future for the author. Storage is going to play a massive role in California and it will enable much more solar to be built. EVs and distributed generation will also do a great deal of good for the future but there is no doubt that storage is a massive opportunity for a clean energy future.
SunPower Updates On Impact Of Tariffs. After announcing Q2 earnings, SunPower held their call and some interviews to talk about their views of the solar market. Always great insight from the SunPower call as they are active in many geographies and market segments. The company continues to reduce exposure to large scale solar to focus on DG, announcing Fortune 50 portfolios that added SunPower systems. If you ever wonder where SunPower will be focusing, look at their EBITDA breakdown. Residential solar is where you want to be!

News

Have a great day!
Yann