Tag Archives: Daily Rundown

This is your SolarWakeup for July 27th

We’re Back! Heading into the Summer finale, SolarWakeup is back to full-time scheduling, which means 3-4 episodes a week to bring you the meaningful news of the day that affects executives in the solar industry. Please share this with your colleagues who may not be staying up to date. I have some exciting updates for you this week on some new launches within the platform. It’s always great to hear from you, if you have news, tips or ideas of interesting things in solar, you can hit reply to these emails and get right into my inbox. 

A Podcast with Yours Truly. I joined Scaling Clean to record an episode of their podcast with host Melissa Baldwin. You can find the episode here. Do you have a podcast? Let me know and I can help spread the word. 

BP Closing An Era. It looks like BP is selling its solar unit, which has been long rumored within their teams. In a world of capital deployment, BP’s solar platform is well positioned to build the infrastructure needed to power the grid with solar and storage and this should bring some new stability to the teams that are doing this work. BP has a long history in the solar industry and seems to keep finding its way in and out of the sector. 

Opinion

Best, Yann

This is your SolarWakeup for July 23rd

Opinion

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This is your SolarWakeup for July 20th

Opinion

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This is your SolarWakeup for July 13th

The Slaughter Precedent. I made some of my viewpoints known about the impacts of the Slaughter decision a few weeks back but now you have the view of a particular expert, the former FERC chair that also happens to work in the solar industry. Worth a read. 

Inverter Supply Chain. What happens if Chinese inverters get banned? What happens to how interconnection pipeline gets reviewed if unbuilt systems are being studied with banned inverters, do they go back into a study? Do you need to supply a new engineering report? What happens if an inverter on a site needs replacement, do you use what you have in inventory or do you need to use new options? Policy wise there is an interesting thing happening. It’s actually good policy in my opinion, but it’s also a lobbied position, likely by a newcomer that’s private equity backed and wants to sell and doesn’t have the ability to supply the gap in the market. The largest non-Chinese supplier doesn’t appear to really be involved in this and the second and third level ramifications haven’t fully been better in my opinion. My biggest concern is what happens if there is a different rule set up by each utility and RTO and even worse would be if some areas issue ‘rip and replace’ requirements, which would completely backlog the supply chain. Lots of thoughts, not a lot of answers at this point but worthy of your consideration. 

Opinion

Best, Yann