Tag Archives: Daily Rundown

This is your SolarWakeup for December 11th, 2018

Opening Salvo, Permanent ITCs. Senator Schumer is making an opening statement to the Trump administration and it is both interesting and relevant to our work. Schumer may be in the minority but in order to pass any legislation over the next two years, Trump will have to negotiate with Schumer and Pelosi to get it done. Schumer is calling for a massive infrastructure bill with a heavy emphasis on clean energy. One of the specific issues is to make the solar and wind ITCs permanent, which is exactly what I’ve been calling for on SolarWakeup for a decade. More importantly this drives a legislative process where solar tax writers should allow for the ITC to taken against active income, exactly like oil and gas credits. Don’t get excited, this isn’t a bill yet but it means that New York, which is trying to get off the ground with renewables is telling their senior Senator that the ITC is important to them. (Hello from Wall Street)

Looking At Exxon. This is an interesting write up on the solar and wind deal that Exxon executed for their Texan operations. It digs into the ability to get enough renewable on a constrained grid and the competition between gas and coal. 

The Chevy Volt. In many ways, the Chevy Volt was the introduction of electric cars to the masses. I know this because it was my first electric car and I dreaded any day that I was driving more than 38 miles and would have to turn on the small engine. Last week, GM announced it was halting the production of the Volt as it is ending its entry level stance for electric vehicles. Yes, the Volt was the right car at the right time but now it’s time for GM to lean in and produce all electric vehicles and they should start with the Ford Explorer. Not all EVs need to be electric looking, let’s put a big skateboard of batteries under the existing chassis and give people what they want. 

Dominion Must Try Again. Dominion has been told by Virginia regulators that they need to resubmit their IRP after producing a filing that overestimated load and didn’t consider the impacts of State legislation. As you will hear in a podcast recording this week with the NJ BPU President, regulators are no longer rubber stamping the filings by monopolies and making sure that the policies are well implemented.


Opinion

Have a great day!

Yann

 

This is your SolarWakeup for December 10th, 2018

2019. I’ve decided that you’re early Christmas present is a binging of the SolarWakeup Live Jersey City conversations which will drop at some point this week. All 7 conversations will be available on the SolarWakeup Live podcast this week. More importantly, in 2019 I will be mixing my day job and SolarWakeup a bit more by opening the studio for conversations at the Quick Mount offices. I’ve been spending the past 6 months inviting solar leaders to our manufacturing plant and many are coming in the new year. At the same time we plan on recording those conversations on site. This is an exciting combination of both of my passions and look forward to hearing about the good ideas you have to discuss. Come visit me in Walnut Creek, California!

You Are Not Welcome. The US joined Russia, Kuwait, and Saudi Arabia not to join the UN climate report at COP24. This is a statement of the era we are in that is hoping to return to the 20th century as opposed to the reality that is required for the rest of the 21st Century. 

No Clean Air For You. Newly situated EPA administrator, Andrew Wheeler, is doing the important work of lifting environmental regulations for coal plants. This is part of the Trump plan to bring coal back to life but in reality will do absolutely nothing to do such a thing given that the cost to operate coal plants is no longer viable. The EPA should ask this question to the VP’s staff with contacts in Indiana. 

GM Blowback. Trump tweeted last week that GM should lose its EV tax credits for closing the manufacturing plants. Last night, Elon Musk told 60 Minutes that he may be interested in acquiring those plants. Elon also spoke some hard truth to the SEC in this clip. 

PG&E Legislative Forecast. It is almost certain that PG&E will be in Sacramento this year asking for a bailout for the fires in Paradise/Chico which also caused my kids to visit the doctor. The more relevant question is what will the solar industry be asking for when PG&E advances their bailout bill. Our job isn’t to have a feeling for their ask but to put a price on the legislation for the solar industry. I have my price, would be interested to hear what you would ask for. 

Labor In Solar. Minnesota (and other States) solar companies are restricted in growth by their ability to hire qualified labor. It is a great opportunity to open the solar industry to others that are training or can be trained to be helpful to the solar industry. 

Facebook Not Building Community. Another sample of the corporate Facebook focus on their data center energy supply without growing the market where they are investing. More importantly, their employees aren’t increasing their ability to go solar while working at the local building either. 

Huawei Situation. Don’t under appreciate the impact of the Huawei CFO situation as it pertains to the trade negotiations between the US and China. There are very real tariffs on the table that are increasing the cost of your racking, inverter and modules supply. 

Diversify Now. Abby Hopper of SEIA is leaning in on diversity with good reason. While solar is doing a good job on diversity and veteran hiring, it could be doing so much better. More importantly, we are more open to being better than the status quo. I go back to the Vote Solar Equinox event in DC when a very non-diverse room welcomed speakers on the environmental justice topic. As the solar industry diversities it will also grow the market, both are undoubtedly linked. 

Opinion

Have a great day!

Yann

 

This is your SolarWakeup for December 7th, 2018

Have a great weekend, no column today as I hosted a Hannukah party last night and Decoy won out! See you on Monday. 

Make sure to check out the Q&A from Frank about the California solar home mandate and some of the top stories of the day!

Opinion

Have a great day!

Yann

 

This is your SolarWakeup for December 6th, 2018

Home Solar Moves Forward. California has moved the home solar mandate forward as they plan for the implementation. The Building Standards Commission has taken the necessary step to allow the rule to start on January 1, 2020. 

Carbon Free, Not Clean Energy. Looking at the Xcel Energy announcement, my first two thoughts. 100% carbon free doesn’t mean 100% clean energy, Vox should know better to distinguish this. Secondly, what is the plan to execute on this? Is the hope that Xcel will own all of the assets or create an environment for distributed generation to thrive?

Behind the Scenes. Frank goes behind the scenes on the SESA PR and SEIA coming together with a Q&A with PJ Wilson to discuss the news. 

Solar In DC. SEIA is hosting a summit in DC and interviewing members of Congress including Senator Whitehouse (D-RI). Reports from inside the room speak to the support that solar has at the baseline level across demographics and party lines. Many of the quotes do appear to make this a bit of the echo chamber except for the talk that solar should push for the ITC to be expanded to storage. I see this as a potential starting block for the ITC to be extended once again. More on that to come. 

Huawei Breaking News. The news broke late last night that the CFO of Huawei Technologies was detained in Canada, potentially at the request of the US. Reports have it that the US is considering Huawei as a national security risk and could create a sub plot to the tariff talks and newly found truce. This isn’t a solar direct story but has enough potential impact that is a regulatory risk for the solar market participants. 

Opinion

Have a great day!

Yann