This is your SolarWakeup for September 29th, 2014

As we enter the final stretch before SPI, it is apparent to me and others that solar is very global and very flat. (sorry for those that aren’t Thomas Friedman fans) We are brought together by technology into a large but tight community of solar professionals but it is the similar financial product by market segment that makes us flat. Each geography has its gold rush, most of the time focused on a segment like utility scale or residential. In the US those gold rushes have turned into markets, sustainable ones. What is left in the US? Small and medium commercial rooftops, that is where the next gold rush will be, who will be there first?

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Yann


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 September 26th, 2014

I believe in the circle of solar policy. Essentially it starts with utilities saying no to anything. Then after some battles it ends with solar growing and becoming more prevalent in a market. The utility execs then go back to the core, which is to get rid of net metering. You see this happening in MN and Austin with the VOST debate. Sounds pretty but it's a removal of net metering. NEM ensures that the generator owns the hedge provided by solar and provides consumers a choice in energy source. Don't be fooled by fancy new policies.

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Yann


This is your SolarWakeup for September 25th, 2014

You have to give credit to Elon Musk. Right after getting massive economic development help for the Tesla gigafactory, New York is going to pony up for the SolarCity manufacturing plant in Buffalo. After the news of the package went public yesterday, it is interesting to see that the plant has already broken ground.

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Yann


This is your SolarWakeup for September 24th, 2014

Solarworld is at it again. When the company isn’t busy trying to ruin solar with its trade wars, Solarworld has decided to go on a PR revisionist tour. While most manufacturers learned from past issues and saw great promise to get into projects downstream; Solarworld is busy warning about its earnings and selling product at little to no profit to grow volume. CEO Frank Asbeck may have a bronze lion on his desk but when it comes to being the king of solar, Asbeck and Solarworld are fooling nobody with their flawed sense of reality.

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Yann


This is your SolarWakeup for September 22th, 2014

I’ve long thought that if the energy industry doesn’t adapt to the coming age of distributed energy, that grid defection would become a necessity for solar and others. Apparently the threat of grid defection has now overcome the “threat to growth” as Edison Electric Institute puts it. Why? Just this week, the Executive Vice President of EEI came up with a different talking point about solar. No longer is the group against cost shifting, just “unreasonable cost shifting”. There must be more to it and why the change in tune.

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Yann


This is your SolarWakeup for September 22th, 2014

Yesterday brought together upwards of 300,000 climate warriors to the streets of NYC. Some reports had the number closer to 600,000 marching for climate. The People’s Climate March included people of all walks of life and all ages. For most of us in solar, the environmental piece most always gets brushed aside but I wonder if that is about to change. Will homeowners and businesses make a climate decision to go solar? What do you think, let me know!

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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 September 19th, 2014

We published the Vivint IPO numbers you need to know a few weeks ago. Today we have the number you WANT to know about the Vivint Solar IPO. With 129MW of solar through the first half of 2014, the IPO is trying to value VSLR at 1.9 BILLION dollars. That’s a whopping $14.70/watt of contracted solar. Of course that doesn’t take into account growth and upside, but you get the point. Blackstone also retains 75% of the company once public!

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Yann


This is your SolarWakeup for September 18th, 2014

I asked, and you answered. While I appreciate the thoughts of concern about the hit rates, SolarWakeup continues to grow nicely but I think we are all ready to see a more global view on solar news. It also goes with what you told me in your feedback that an international view could help you locally and that is our goal, to make you more efficient.

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Have a great day!
Yann