This is your SolarWakeup for July 7th, 2022

The Grid Gets Managed By. In my work I have gotten to see and read about all different ways that electric regulators go about managing the grid infrastructure. France is going back to pre-monopoly days of making it the State’s business to run the grid. Meanwhile deregulated markets are seeing the most innovation coming in from energy storage with investor owned utilities really picking up the resilience focus as well. One of the hardest aspects of the planning work comes from the other end of the wire, demand response and distributed resources. When the grid was built there was very little focus or opportunity for shaping demand, only generation could be shaped against the potential demand. One thing is for sure, both ends of the wire will get focus from regulators and no one way of managing a grid will be used everywhere.

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Yann


This is your SolarWakeup for July 6th, 2022

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Yann


This is your SolarWakeup for July 5th, 2022

Happy 4thI spent the weekend in DC and there is a balance of functionality in a dysfunctional town. During a holiday weekend, you get to see how well DC prepares for the influx of tourists that want to see the festivities. That’s the thing with creating a functional system, you prepare a process that puts you in position to succeed. The struggle that’s filling the economy today is the unknown unknowns, things that are not prepared for. It would be great to have a solar and storage market that can get a decade of certainty without fights and unknowns.

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Yann


This is your SolarWakeup for July 1st, 2022

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Yann


This is your SolarWakeup for June 30th, 2022

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Yann


This is your SolarWakeup for June 29th, 2022

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Yann


This is your SolarWakeup for June 28th, 2022

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Yann


This is your SolarWakeup for June 27th, 2022

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Yann


This is your SolarWakeup for June 24th, 2022

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This is your SolarWakeup for June 23rd, 2022

Direct Pay Out? Reports from DC are that Joe Manchin is pushing direct pay provisions out of the possible energy bill that would see the ITC extended and a storage ITC implemented amongst other things. This may be an unpopular opinion amongst readers but I believe that a real tax credit creates a better industry, market and long term upside for solar. The reason is that tax equity investors, for the most part, cause assets to be more credibly financed and professionally operated once installed. A direct pay provision would eliminate many of the hurdles and barriers of project finance. Some will say it costs too much, is too complicated, the lawyers take all the money, and I hear you on that; but there is a value to making projects have to stand up to scrutiny and vetting by institutional investors. Either way, a step forward with an extension is a step in the right direction.

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Yann