This is your SolarWakeup for September 3rd, 2019

Keep Calm and Solar On. Every one of my non-solar friends has asked me about the Walmart/Tesla lawsuit. Without resolving the issue, Walmart made solar seem risky for everyday Americans. The funny part of it is that Walmart and Amazon (who chimed in as well) are both signing new solar deals after the fires. The corporates are learning from the issue and continuing on and it would be great if they said something to that effect publicly. 

The Partisan Divide. For some reason, climate change continues to be a divided issue in America. When asked if climate change is a major risk to the US, only one in four republicans said yes while three in four democrats respond affirmative. In all, it reaches 57% which is hardly a majority issue but in the politics of 50 plus 1, it may be enough. 

Stationary Disasters. If you spent any time living in Florida you know that every three hours you get your National Hurricane Center update. Spend a decade living in Max Mayfield’s cone of uncertainty and you start looking for key metrics during the latest advisory. One is the pressure of the system, under 900mb is really bad, and the other is the movement. Most storms say something like WNW at 8mph as the storm seeks warmer waters. Hurricane Dorian got as low as 910mb before making landfall in the Bahamas and has been pounding the islands for almost 24 hours. Last night the storm continued to be stationary which is unheard of, especially at those wind speeds. This is undoubtedly related to climate change and no amount of ice on those waters will help. 

A Coal Blueprint. Instead of doing the IRP dance around the Country, I hope that a think tank provides a reliable, accepted study on coal plant retirements. Running these plants to the end of their useful lives is entirely not useful nor in the best financial interest of consumers. And now, the end is near and so coal faces the final curtain…

Opinion

 

Have a great day!

Yann

This is your SolarWakeup for August 29th, 2019

The Munis Battle Solar. No surprise that utilities in Florida are preparing a plan to go after solar. The surprise is that the attack is coming from the munis from the muni group FMPA. FMPA was one of the first Florida entities to push for solar plants to get done under their all requirements project and helped several members do innovative things. Fighting solar actually ignore their history of supporting solar. The key is to watch FMEA, the group that moves policies around the State bureaucracies. One reason to not be shocked is that Jacksonville Electric (JEA) has been a big loser when it comes to creating solar opportunities for homeowners, very anti-competitive by them!

Tesla Podcast. A Vanity Fair article about Tesla/Elon Musk is getting the podcast treatment by Axios’ Dan Primack. At the risk of being called a defender or hater, it’s always one, I will let you listen and make up your own mind. 

More PURPA, More SEIA. Without being on the board or in the room at SEIA, I know from those in the know that PURPA is one of the hottest topics in the room. With FERC commissioners doing coal roundtables, it’s hopeful that SEIA is trying to get the group to push for the equity that PURPA calls for by the regulators. 

Harris Gets Climate Plan Ready. Senator Harris is readying her plan on climate with a major distinction. While the Senator was an earlier co-sponsor fo the Green New Deal resolution, she also did work fighting fossil fuel companies in California as AG. This shows that Harris may be differentiation herself from the other plans by highlighting the executive and legal avenues to actually create change through non-legislative avenues. 

Opinion

 

Have a great day!

Yann

This is your SolarWakeup for August 28th, 2019

Opinion

 

Have a great day!

Yann

This is your SolarWakeup for August 27th, 2019

Long Duration Dollars. The former head of energy storage at Tesla, Mateo Jaramillo, leads an energy startup focused on long-duration energy storage to create ‘caseload’ renewables. Form Energy nabbed a new $40million in venture funding in their series B to bring that technology closer to market. Investors include Capricorn, Breakthrough Energy Ventures and Macquarie. Joining the board is clean energy pro, Michael Skelly. 

G7 No Show. Yesterday the G7 met to discuss climate change and one chair was notably (embarrassingly) empty. If you guessed that Trump was absent as the group talked about clean energy and a burning Amazon, you would be correct. I get that there is a political separation from the issue, but are we so far removed from this that our Country can’t represent its point of view on the topic at a global leadership event?

Yang Gang Goes Green. Andrew Yang has released his climate plan that is somewhere in the top 5 when measured by total cost, yes this is a rating right now. It is in 3rd place and exceeds Governor Inslee’s plan in terms of federal investment. This is directly related to the activism by voters and the leadership of the Inslee campaign. 

Getting Paid. In case you were wondering or worried, solar power plants are getting paid for generation by PG&E. In a public release, Topaz Solar Farm announced that it had received monies for July’s generation in August. I would like to know if the amount due just prior to the bankruptcy is still held up in the process or if it has been released by the administrator.

Opinion

Have a great day!

Yann