Changing Rules, Change Markets. Whenever rules change, so must markets oftentimes with a valley before heading back to a peak. Resi solar had bright days with low interest rates and stable regulatory rules that were upended by incumbents looking to change the consumer dynamic. Now the industry will regroup, adjust to different capital markets and system designs that ultimately will make the homeowners more likely to benefit for more of their energy bill, but it will take time. Which companies enable installers to be successful will also be up to change, the lease is coming back but so are the technical capabilities of the proposal tool and ultimately the banding together of installers will be reality.

The Lender You Can Depend On. In a market that is full of uncertainty, you can rely on Dividend Finance to bring you white glove service to help you reach your long-term goals. Apply Here

• Utility Dive: Rep. Casten, ex-FERC chairs eye DERs, more power sector competition to achieve net zero goals
• PV-Magazine: Shoals Technologies and Brookfield Renewable launch EV charging-as-a-service
• Vox: How to fix clean energy’s storage problem
• Solar Power World: Final AD/CVD decision on Southeast Asian solar cells and panels pushed to August
• Axios: Where air pollution is improving — and where it’s worsening
• PV-Tech: Sunnova aims to double adjusted EBITDA in 2023, posts 146% Q1 revenue increase
• Energy Storage News: Clean energy groups slam Republicans’ attempt to repeal Inflation Reduction Act

Opinion

• Reuters: Column: Poland’s pushback on EU climate goals no surprise, but a worry

Best, Yann

The Lender You Can Depend On. In a market that is full of uncertainty, you can rely on Dividend Finance to bring you white glove service to help you reach your long-term goals. Apply Here

• Bloomberg: Power Grids Start to Sizzle as Heat Waves Portend Blazing Summer
• Wall Street Journal: Rooftop Solar – Ain’t No Sunshine
• PV-Magazine: Enphase posts lower Q1 23 earnings, comments on NEM 3.0 market adaptation
• Utility Dive: ‘Billions of dollars sitting on the sidelines’ – NextEra executives cite big plans for renewables, hydrogen
• Axios: Climate pledge mobilizes $120M to focus on environmental justice
• Reuters: Netherlands to spend $31 billion in drive to meet 2030 climate goals
• PV-Tech: Nevados supplies trackers requiring limited grading to Energix Renewable’s projects in Virginia
• Energy Storage News: US commercial and industrial battery storage moves from Xcel, Generac, Urban Electric Power
• Canary Media: How the rooftop solar industry is adapting to California’s new rulebook

Opinion

• New York Times: New Rules for Power Plants Could Give Carbon Capture a Boost. Here’s How.

Best, Yann

Spread The Message. This is an important time in messaging the importance of the IRA to our industry. If the IRA changes your outlook for the next decade, make sure that you’re telling your story to the media in your area. If you’re building out an expansion, hiring new team members or investing into local infrastructure, highlight that with a press release or just reaching out to local reporters. Your local politicians, no matter what party, see the benefit of the legislation but they need to feel it in their community as well.

The Lender You Can Depend On. In a market that is full of uncertainty, you can rely on Dividend Finance to bring you white glove service to help you reach your long-term goals. Apply Here

• Bloomberg: Red States to Reap the Biggest Rewards From Biden’s Climate Package
• Utility Dive: US energy storage needs national standards and regulations to thrive amid clean energy transition – GAO
• Solar Power World: New law ensures stable bill credits for Colorado community solar customers
• Axios: Major VCs link arms in new climate push
• Reuters: Enel says Oklahoma is top candidate for its US solar panel factory
• Energy Storage News: US BESS developer Spearmint Energy sceptical of ‘black box’ optimisation
• PV-Magazine: New York large-scale solar set to surge 8500%

Opinion

• Canary Media: Google’s latest climate plan? Skip grid backlog, mimic community solar

Best, Yann

White House, Solar Champions. With the CRA looking like it will pass, industry advocates have been fighting hard to get the ultimate vote of confidence against more solar tariffs. That vote is rare and hard to get, given that this President has not had to veto much in his tenure at 1600 Penn. President Biden threatened to veto if the CRA, which would bring tariffs back in play, makes it to his desk. Thank your local solar advocate and make sure to pay your association dues.

The Lender You Can Depend On. In a market that is full of uncertainty, you can rely on Dividend Finance to bring you white glove service to help you reach your long-term goals. Apply Here

• Bloomberg: Biden Threatens to Veto Bill to Lift Moratorium on Solar Tariffs
• PV-Magazine: Tracking the sun on uneven terrain
• Energy Storage News: Europe reached 4.5GW of battery storage installed in 2022; could hit 95GW by 2050
• Utility Dive: State regulators urge PJM to speed interconnection for new generation in face of power plant retirements
• Axios: Chile brings lithium under majority state ownership
• PV-Tech: EDPR and Google sign deal for 650MWp of distributed US solar
• New York Times: Governors Island to Be Site of $700 Million Climate Campus
• Canary Media: Span snags $96M to become a ​‘Swiss Army knife’ for electric homes

Opinion

• Reuters: Moving NY to clean energy is top 2023 challenge – NY Power Authority head

Best, Yann