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 6th, 2015

(Event occurring at utility) An analyst walks into his lawyers office and says: I think we should rethink the way things are done and go after the oil business by giving every solar user an EV charging station. Lawyer (being the executive’s trusted advisor) says that’s not possible and that’s not how things are done.  Let’s all work on getting lawyers and analysts to see things a little bit differently and figure out how to make the new things, the new normal. “Cheap oil does not affect solar growth. But solar growth affects cheap oil”.

News

 

Opinions:

Have a great day!
Yann


This is your SolarWakeup for February 5th, 2015

Crazy fact: less than 5% of global electricity is produced using oil. So can someone please tell me why solar stocks and solar headlines are correlating to oil prices? Makes me hopeful to see the rise of value investors that don’t give up value for values. Instead millennials expect that business is profitable while being beneficial to society. Being sustainable or winning in politics requires capital, and capital seeks out profits otherwise it’s called a charity.

News

 

Opinions:

Have a great day!
Yann


This is your SolarWakeup for February 4th, 2015

Pipeline growth, geographic diversity, new market channels and the richest man in China. Today’s rundown is filled with deal news with companies looking for a way to compete in a more global market so they can flatten out the solar-coaster. The ups and downs within a market will have to continue to be looked at closely. For example, headlines in Germany seem disappointing but you have to look at the fundamentals. Self-consumption in the distributed market in Germany is growing nicely, more utility participants are getting involved which shows the stamp of approval solar is getting.

News

 

Opinions:

Have a great day!
Yann


This is your SolarWakeup for February 3rd, 2015

Not everyone may agree with my position on the ITC extension and the premise of the #solarpledge. But after a slew of e-mails, I see that a lot of you agree and most importantly, the President sees a permanent extension of the ITC as a vital part of investing in the jobs of the 21st century. The ITC isn’t holding back solar development, it is enhancing the quality of solar projects and long term O&M. It is a job support mechanism that pays for itself many times over. It is a revenue center for the Country’s largest banks and law firms, and those industries tend to do well in Congressional negotiations.

News

 

Opinions:

Have a great day!
Yann


This is your SolarWakeup for February 2nd, 2015

Yesterday I mentioned on Twitter how bad it would be if the ITC is not extended, a point that was mocked and challenged. I personally think it will cost many jobs within the industry. According to Greentech Media (without taking into account State incentives) residential markets at the tipping point go from 14 States to 8, a 41% reduction. Utility scale deployment drops by an astonishing 90%. So companies will have to make a choice to lower volume (and cut workforce), lower margins (bad for EBITDA) or focus on fewer markets. I am not alone in this thinking, SEIA is pushing for an extension along with every other major solar association and some of the largest companies in the space. Don’t let “famous” people in solar give you false hope, the solar ITC should stay in place.

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 January 30th, 2015

I absolutely love today’s top story. I am biased because I think startups and entrepreneurship is where innovation happens. Every day I try to find out what the small group of risk takers are doing to solve the problems in my world, often browsing through Angel List to see what’s new. Are you a solar startup? Tell me how you can help fix our problems on a global basis. Thanks to SfunCube for doing what they do and bringing solar to the masses from the very beginning.

News

 

Opinions:

Have a great day!
Yann


This is your SolarWakeup for January 29th, 2015

If my email box is an indication of interesting articles, then you will love this story about Hanergy. First off, the “owner” of the company is the 5th richest in China. But then you dig into the details of revenues, margins and production, it is really a stunning use of financial innovation. I am sure that emails have been flying across the company after FT broke the original story, because they surely did for me.

News

 

Opinions:

Have a great day!
Yann


This is your SolarWakeup for January 28th, 2015

In unfortunate news, SMA is announcing the layoff of about 1,600 coworkers around the globe. Solar is and continues to be a solar-coaster, and transitions are happening. There is optimism looking forward. Subsidy free solar is competing with retail energy around the world, more and more. Being global will be one of the most important ways that companies are able to do well and create profits for owners and shareholders. As EU countries go to self-consumption models, lessons from the US will be a key advantage for teams looking to do solar as a service in those areas.

News

 

Opinions:

Have a great day!
Yann