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 March 4th, 2016

Unlimited cash is a good definition of where utilities stand today. I have to give that to Warren Buffett. I do however think that if utilities don't start thinking beyond resi solar and focus on stranded assets and EVs, the era of unlimited cash may end. The regulatory pressure that is on solar is also on utilities as state regulators have a hard time guaranteeing double digit returns to shareholders. Comments like making a profit on renovating offices and taking helicopter rides always make regulators uncomfortable.

News

 

Opinions:

Have a great day!
Yann


This is your SolarWakeup for March 3rd, 2016

Money and people drive politics. We know that solar doesn’t spend a lot of money so we always have to rely on our people and the people that support us. The good thing is that our supporters are plentiful and carry no party labels because the industries that try to kill solar are stacked with money. My friend goes over the top hits of attacks against solar in today’s top story. Don’t be fooled, we win some battles because of our continued focus on bringing the people to the discussion.

News

 

Opinions:

Have a great day!
Yann


This is your SolarWakeup for March 2nd, 2016

All those headlines about the Buffett vs Musk feud? They appear to have been correct. Musk called Buffett to go over the fiasco in NV. On CNBC, Buffett confirmed the call and went way over the line in my opinion. He needs to get the facts straight about what subsidy net metering is in NV. Moreover, the real subsidy is the guaranteed return that NV Energy gets from the consumers. Buffett is a true capitalist and is using his pedestal as the oracle to spew crap about our industry. I hope that Clinton and Podesta have something to say about this.

News

 

Opinions:

Have a great day!
Yann


This is your SolarWakeup for March 1st, 2016

I really want to know if David Crane is happy, confused or upset. NRG Energy announces a whopping loss of over $19 per share or $6billion net loss. That’s a crushing blow to Crane’s portfolio of stock. My guess is that the following announcement may be even more confusing or upsetting. NRG Energy will be reintegrating NRG Renew into the company. NRG solar has large scale and distributed generation exposure. If going green was the plan, why was Crane fired; that’s the question I’d like an answer to now.

News

 

Opinions:

Have a great day!
Yann


This is your SolarWakeup for February 29th, 2016

Over the weekend, Berkshire Hathaway’s Chairman, Warren Buffett, released his annual letter to shareholders. Berkshire Hathaway Energy (BHE) is quite diversified in terms of utilities but it is solar and wind that is making the dent on both sides of the argument. The group now owns 7% of US wind and 6% of US solar capacity but at the same time calls it Federally-subsidized with tax credits. This goes to the argument that Buffett enjoys renewables as long as its utility owned aligning him with the likes of EEI. Read the important page of the letter here.

News

 

Opinions:

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 February 26th, 2016

Big news is that a judge cleared the way for the Vivint acquisition by Sunedison to proceed. If you recall, this was challenged by Hedge Fund Manager David Tepper. The Vivint shareholders led by majority shareholder Blackstone quickly approved the deal causing Sunedison stock to rise on the news. The next step is the drop down of those project assets into Terraform which may or may not be easier than it sounds or originally intended. The solarcoaster continues for the companies as the public markets create more pressure.

News

 

Opinions:

Have a great day!
Yann


This is your SolarWakeup for February 25th, 2016

I’ve been waiting for today for some time. Ever since David Crane was announced as having a column about power on greenbiz.com, I have been waiting for the column. 50 shades of Brown is a nice pop culture reference to the impact of fossil fuels on the environment. With NRG in mind, what can the new CEO do if ‘going green’ is not an option. "So if green is out at NRG, then the color of its new strategy will fall somewhere within the range of 50 shades of brown.” As a big producer of greenhouse gases, I am saddened by this reality and hope that David is right in the shade of brown the company picks going forward.

News

 

Opinions:

Have a great day!
Yann


This is your SolarWakeup for February 24th, 2016

NREL is out with a new report on the expected benefit from the ITC extension. It is no surprise that at least 20GW of additional solar will be built by 2022 which would not have happened without the ITC. Without data on my end, I think that number may be quite light considering where the report saw LCOE for solar in 2020 ($50/Mwh). Research has a difficult time understanding the pressures of competitive markets at times and solar is quite competitive these days.

News

 

Opinions:

Have a great day!
Yann