Tag Archives: Daily Rundown

This is your SolarWakeup for November 17th, 2023

California Going Backwards. For some reason, California is undoing decades of leadership in solar with policies undermining the ability to build more solar. While the State boasts some of the highest electricity rates, which will continue to support some solar market, it does not allow for many of the largest energy users to host and benefit from solar energy. Landing in any major California airport still shows acres and acres of empty rooftops.

Trackers Creating Jobs. I am very proud to see Nevados’s growth in the tracker space. This is a company I’ve been personally close to for many years and it’s amazing to see the demand for this incredible and much needed all terrain tracking solution allow for new job growth in the form of a steel partnership. With the Nevados tracker you can build solar farms without grading and disturbing the natural landscape of your leased land, lowering costs and reducing impacts to the natural habitat. It also works to lower labor costs with more traditional utility scale solar farms. Definitely consider them in your plans when you’re selecting vendors.

Managing Installer Cash Flow. Interest rates are the highest in 22 years, increasing solar financing costs and softening consumer demand for loan products. Businesses are feeling the pain of strained cash flows, labor costs and profitability pressures. Palmetto, a B2B technology company accelerating the adoption of clean energy, has announced a new partnership offering for solar installers to help stabilize cash flows and grow faster in today’s market. Built on top of Palmetto’s Clean Energy Operating Platform, this is a comprehensive suite of tools and services enabling installers to streamline operations, optimize performance, and increase profitability. Visit https://www.palmetto.com/finance or contact capital@palmetto.com for more.

Opinion

Best, Yann

This is your SolarWakeup for November 16th, 2023

Missed Offshore Wind Opportunity. UK did what the US has thus far failed to do and that’s to renegotiate the PPAs for offshore wind developments that are now unbuildable. Thanks to inflation, supply chain issues and interest rates rising, the offtake agreements are just not bankable and the only way the generation can find its way onto the grid is with an adjustment. If the PPAs go back to bid, guess what will come back? Higher rates, but instead of now, the projects will get further time delays, so why not just get it done.

Managing Installer Cash Flow. Interest rates are the highest in 22 years, increasing solar financing costs and softening consumer demand for loan products. Businesses are feeling the pain of strained cash flows, labor costs and profitability pressures. Palmetto, a B2B technology company accelerating the adoption of clean energy, has announced a new partnership offering for solar installers to help stabilize cash flows and grow faster in today’s market. Built on top of Palmetto’s Clean Energy Operating Platform, this is a comprehensive suite of tools and services enabling installers to streamline operations, optimize performance, and increase profitability. Visit https://www.palmetto.com/finance or contact capital@palmetto.com for more.

Opinion

Best, Yann

This is your SolarWakeup for November 14th, 2023

Managing Installer Cash Flow. Interest rates are the highest in 22 years, increasing solar financing costs and softening consumer demand for loan products. Businesses are feeling the pain of strained cash flows, labor costs and profitability pressures. Palmetto, a B2B technology company accelerating the adoption of clean energy, has announced a new partnership offering for solar installers to help stabilize cash flows and grow faster in today’s market. Built on top of Palmetto’s Clean Energy Operating Platform, this is a comprehensive suite of tools and services enabling installers to streamline operations, optimize performance, and increase profitability. Visit https://www.palmetto.com/finance or contact capital@palmetto.com for more.

Opinion

Best, Yann

This is your SolarWakeup for November 13th, 2023

Update The Grid, For Free. America is a great system, if you want something fixed or built, just promote it as an opportunity to make money, send the right price signal and private capital will arrive to the scene. The top article argues my point.

Nuclear Hurting Itself. A lot is made about the system being anti-nuclear but ultimately it’s up to the nuclear ecosystem to be able to build projects on budget and they repeatedly struggle with that. Look at offshore wind, massive supply chain disruptions and the fastest increase of cost of capital in decades and regulators won’t reopen negotiations but Vogtle Nuclear got a decade of increased and early cost recovery.

Batteries Are Already Saving The Grid. More and more studies are coming out about the Texas winter storm and how batteries played a role (those that were operational at least, not all storage systems are created equal). But that is also true as operators are thinking about retirements and variability from wind and solar. Storage’s role has a tune of multi-trillion dollar opportunity.

Managing Installer Cash Flow. Interest rates are the highest in 22 years, increasing solar financing costs and softening consumer demand for loan products. Businesses feel the pain of strained cash flows, labor costs and profitability pressures. Palmetto, a B2B technology company accelerating the adoption of clean energy, has announced a new partnership offering for solar installers to help stabilize cash flows and grow faster in today’s market. Built on top of Palmetto’s Clean Energy Operating Platform, this is a comprehensive suite of tools and services enabling installers to streamline operations, optimize performance, and increase profitability. Visit https://www.palmetto.com/finance or contact capital@palmetto.com for more.

Opinion

Best, Yann