This is your SolarWakeup for February 22nd, 2023

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Yann


This is your SolarWakeup for February 21st, 2023

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Yann


This is your SolarWakeup for February 20th, 2023

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Yann


This is your SolarWakeup for February 19th, 2023

Across The Pond. Happy Monday from across the pond as I’m visiting London for the Energy Storage Summit on behalf of FlexGen as we launch our energy storage data and performance analytics platform for every storage project built. How do you know how your storage project is going when the data is just sitting there?

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Yann


This is your SolarWakeup for February 16th, 2023

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Yann


This is your SolarWakeup for February 15th, 2023

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Yann


This is your SolarWakeup for February 13th, 2023

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Yann


This is your SolarWakeup for February 12th, 2023

The Downside Of Politics. There are facts related to our infrastructure that we all know. Energy consumption is rising, the grid is aging, power plants are retiring, renewables are the cheapest form and largest new addition, and the energy transition is the greatest economic opportunity of this generation. My point is that no matter what, we’re going to need solar panels, wind turbines and batteries to keep the lights on for Americans. The question is whether the politics and related shortsightedness of elections let us build a domestic supply chain the serve this opportunity. What I’m getting at is that the tax reform act of circa 2018 has extenders that need to be paid for next year so the agenda is to spread rumors about the IRA. The problem is that the IRA is both working and popular, especially where the factories are being built.

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Yann


This is your SolarWakeup for February 9th, 2023

Too Successful? The IRA is driving so many investments in the local infrastructure that estimates on the tax benefits that will be used were too low. To call them a cost however is quite flawed as they represent a percentage of the capital investments made for infrastructure and desired behavior by private industry. If we wanted to track costs, then the government could have said, we’ll be spending a billion dollars on this or that but instead they built a market using tax incentives. Not for nothing, that’s also how we built the US oil and gas markets (now the largest around the globe) and how we funded fire departments or incentivize charitable giving. Let’s stop calling tax credits a cost, it’s called success.

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Yann


This is your SolarWakeup for February 8th, 2023

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Yann