Intersolar Day 1. Anything you think I should see at Intersolar? As I tour San Diego, ERCOT enters its second day of conservation and looks to operate itself through a challenge. Meanwhile we have soaring demand for more electricity from the energy transition and economic growth. These challenges present opportunities and conferences offer a glimpse on the companies seeking to rise to the occasion. Tax Markets Working. At the Voltility event a few months ago the talk on tax credit transfer market was quite optimistic and the data seems to confirm that. This means a solid market for capital structures that seek … Read More →

See You In San Diego. If you find yourself at Intersolar this week, come by the FlexGen booth and say hello. NEM 3.0 Disaster. The situation in California is dire, layoffs are impacting most businesses and demand is off a possible 40%. Some installers are saying that the cost of the install is more doubling with the addition of storage but without additional revenue streams, the payback is nearly 10 years. In reality, CAISO needs the aggregated demand provided by residential storage to maintain long term stability but the revenue streams are not matching that need. The pleas from the industry don’t … Read More →

Let’s Catch Up. Welcome to 2024, I hope you all enjoyed your break, doing whatever kept you busy. For the many new subscribers, welcome to SolarWakeup. For returning subscribers, thank you and please forward this newsletter to someone that may enjoy our daily chats. I’ll be at Intersolar North America next week if you are there to say hello! Lastly, please engage with our sponsors that help keep this community thriving and consider joining the ranks. We are the oldest and largest newsletter in the solar industry and now’s a great time to reach your target audience by sponsoring SolarWakeup. Mild … Read More →

The Lender You Can Depend On. In a market that is full of uncertainty, you can rely on Dividend Finance to bring you white glove service to help you reach your long-term goals. Apply Here Utility Dive: Solar industry group expects some IRS guidance by Feb. 13 on renewable energy tax credits, with more later Time: The Untapped Solar Power Potential of Big Box Stores Bloomberg: Why We Shouldn’t Confuse Peak Oil With the Price of Bananas Axios: The coldest air in the Northern Hemisphere will freeze New England this weekend Reuters: Big Oil mega-deals would put investors on the spot Solar Builder: What to see at Intersolar North America 2023 PV-Tech: Top 10 PV … Read More →