These are the top 10 most read solar articles by your peers this week!

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The Top 10 is ranked by the number of SolarWakeup.com readers that clicked on the news article during the previous week. It is the poll of the most relevant solar news of the week as judged by your colleagues and competitors.

Have a great day!
Yann


This is your SolarWakeup for June 3rd, 2016

Securitization of solar is the current method for the most profitable spread compression. Spread compression is the ownership version of selling an asset without losing title to the long term revenue stream. The long term revenue stream is post contract period. Now that leases are losing ground to loans, solar companies like SolarCity are getting into it after smaller shops have taken market share from them by going contractor direct with fancy IT solutions. Loans are easy to securitize which generates the cash everyone is looking for to pay for the platforms.

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Yann


This is your SolarWakeup for June 2nd, 2016

The current state of the solar industry can be explained by two numbers. $100/watt and 64GW. Those numbers are relevant because we are at a tipping point in our industry. 40 years ago, modules cost over $100/W and the market globally was 2MW, today modules are sub $0.50/watt and the market is 64GW globally. The tipping point is here because at our levels, margins now matter. Companies need to efficiently build projects, deploy capital and develop projects while keeping growth going. This year, we will shape our industry for the next 10 years. If you happen to be at the Reznick conference tomorrow, make sure to say hello and visit my panel at noon on solar M&A in the US.

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Yann


This is your SolarWakeup for June1st, 2016

Stupidity strikes again, this time in the form of Maryland Governor Larry Hogan. An RPS change from 20% to 25% and a move forward was passed by the legislature but vetoed by him. Public support, job gains, driving economy trumped by politics and rhetoric. Total nonsense in my opinion because Maryland was on the cusp of being a terrific market even in an SREC market that was driving prices down. All of this to prop up his reelection campaign with coal donations in my opinion and hoping for some love from the Koch Brothers at ALEC. If you feel like ranting about ALEC, enjoy this…

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Yann


This is your SolarWakeup for May 31st, 2016

I hope everyone enjoyed their holiday weekend. As we near the end of the 1st half of the year, does anyone have any guesses on the size of the US market for this year? It seems to me that we are no longer aiming for 16GW but something less, even substantially so due to a desire to shift projects forward. The manufacturers are returning from their shows in Shanghai and word has it that the US market will not live up to the hype it created from earlier this year when the ITC was expected to sunset, creating a larger than normal year.

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Have a great day!
Yann


These are the top 10 most read solar articles by your peers this week!

News

 

The Top 10 is ranked by the number of SolarWakeup.com readers that clicked on the news article during the previous week. It is the poll of the most relevant solar news of the week as judged by your colleagues and competitors.

Have a great day!
Yann


This is your SolarWakeup for May 27th, 2016

I thought I would be able to refrain for a bit longer but the Donald gave his first energy speech yesterday. It couldn’t have been worse and it went exactly as expected. The GOP nominee rattled off the biggest hits: more oil drilling on Federal lands, approval of Keystone XL, and ending the ‘stupid’ climate rule. He did mention solar and wind but that it would be supported at the expense of other sources. Capitalists and libertarians should love what we do, compete against the market and provide benefits to the grid’s consumers.

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Yann


This is your SolarWakeup for May 26th, 2016

If there was ever a time to get into solar advocacy, now is the time to make your move. Following Rhone Resch’s resignation at SEIA, Jane Weissman from IREC and Richard Lawrence from NABCEP have also retired from their posts. Thus far only the post at IREC has been filled internally by Larry Sherwood, the current COO. Searches for SEIA and NABCEP are starting to move forward according to sources and I would love to know what your thoughts are on this topic. Next week, we can do a feedback forum on the CEOs of companies that ‘resigned’.

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Yann


This is your SolarWakeup for May 25th, 2016

Newsflash! Net metering is good for consumers. You don’t have to take my word for it, listen to the experts hired by utility commissions and the non-partisan Brookings Institute. Yesterday, another report was put out by SolarCity and NRDC that reiterated the benefit to Nevada consumers. That’s why I started the SolarPledge last year to push for the ITC extension and keeping full net metering in place around the Country. All this talk about rate design and cost shifting is fancy PR talk by EEI and the utilities that feel threatened by solar. Their problem is inaction however, DG solar in NV would have been a minor blip on the radar but NV Energy’s attitude caused MGM to leave and take 5% of its load with it. The other IOUs should be worried about that instead.

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Yann


This is your SolarWakeup for May 24th, 2016

Time for some policy rounds ups. In Nevada, the Governor’s solar task force is meeting on Thursday to review the recommendation about grandfather net metering. Ohio continues the destruction of a solar market with great potential beyond the freeze of the RPS, thanks Kasich! New Hampshire doubled the cap from 50mw to 100mw and the cap is about to be reached; one day people will realize that society wants MORE solar. And North Korea loves itself some off-grid solar, or ungrid solar, since they don’t really have a grid or electronics or freedom. Don’t forget that you can send confidential tips anonymously through the front page of the website, it’s an important part of moving our industry forward.

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Yann