Tag Archives: Daily Rundown

This is your SolarWakeup for November 29th, 2018

Quick rundown today as it’s been a long week after the holidays and everyone wants their racking and mounting before the holidays. Don’t forget to check out all the fun stuff Quick Mount has to offer for your stockings this holiday season. 

More On SRA. Frank speaks with the Solar Rights Alliance’s Executive Director, Dave Rosenfeld. Check it out. 

The Future Of The CA Grid. Sunrun’s Chief Policy Officer, Anne Hoskins, a former utility regulator posts a really smart op-ed about the role distributed solar plays in the future where fires are bigger and badder. 

Big EV Infra Money. ChargePoint raises $240million and has now surpassed half a billion in funding. Some of the smartest names in solar are now at the competitor EvGo, some new interesting ones coming soon I think. I like watching this infrastructure race taking off. 

Solar Powered Oil. Orsted has done a 12 year deal with Exxon. This is likely through an energy forward contract of some sort and shows that shorter term contracts in tradable markets is the way to get deals done. Exxon is using solar to increase profits on oil, the irony. 

Slowing Militaries Resiliency. The military using solar, wind, energy storage and microgrids to make its facilities safer and less expensive to run is a good thing. Stopping that momentum is a bad thing. 

I’m All In On 180kWh Beast. This week at the LA Auto Show, a formerly stealthy company, Rivian, rolled out its 180kWh pickup and SUV trucks. I’m not saying I miss my F-250 but I’m all in on big electric trucks and the load they add to the grid that can be met with giant solar farms.

Opinion

Have a great day!

Yann

 

This is your SolarWakeup for November 28th, 2018

NRA For Solar. Yesterday was giving Tuesday and one of the groups I’d like to point out to you is the Solar Rights Alliance. The intention of the group is to focus on activating solar homeowners much like the NRA does. In the initial roll out, the hypothesis worked. The Solar Rights Alliance was able to activate and engage solar homeowners to make calls and send emails to legislators. SRA is looking for more financial backing but it is also looking for access to grow the homeowner base, make sure to get acquainted and reach out to them to learn more. 

Where Solar Installs. Part of the issue with the above exercise is the lack of data of homeowners that went solar. One startup is putting this data to work and help solar companies get more granular. I’ve personally used and paid for the data that comes from Ohm Analytics because I think that a solar community of like minded homeowners is one of the most valuable assets in solar. 

Based On Alternative Facts. In yesterday’s White House Press Briefing, Sarah Sanders said that the National Climate Assessments wasn’t based on facts. See for yourself in the clip below. 

SEIA Backs Storage ITC. Frank talks to Abby Hopper, CEO of SEIA, about SEIA’s letter asking for energy storage to be added as an eligible technology for the ITC. 

PG&E Did What? A lawsuit has been filed by PG&E customers and a new report filed with the CPUC shows that PG&E was indeed worried that winds would require that the grid be shut down but decided it didn’t need for it to happen. This is going to work out in the legal system and undoubtedly find its way into the legislative process next summer once again. 

Opinion

Have a great day!

Yann

 

This is your SolarWakeup for November 27th, 2018

FERC Nominee Showdown. Look for more under the radar news about the nominee to join FERC after Bernard McNamee was videotaped saying “renewable energy screws up the grid” amongst other anti renewable rhetoric. This is up to the republican leadership in the Senate but given some Senators support for wind and solar energy, this could spell some trouble for the nomination. Look for solar supporter, Senator Thom Tillis (R-NC), to potentially step into the sunshine given his 2020 re-election date. 

Good For Me, Not For You. Some markets have great amount of solar especially within rate based approvals but lack the uptick of distributed generation. The likely reason is that the market policies work against consumer choice that stop consumers from being able o put solar on their roof. Frank takes you through the story out of Georgia. 

Get Some Energy (Storage). The utilities have taken over the cap tables across the energy storage space and many European utilities have been more active than some US utilities. The most notable energy storage company in the market for acquisition is FlexGen which we covered a few weeks ago and who has been active providing storage solutions to IPPs like Vistra Energy. 

Trump Refuting Trump. Mainstream political reporter from the Washington Post goes line by line of the most famous Trump speeches and refutes them with the National Climate Assessment. Worth a read. 

Who Gets Hurt. Whether it was the 9th ward in New Orleans during Katrina, firefighters on Long Island during Sandy or folks living in Paradise during the Camp Fire, those that are harmed by the effects of climate change are everyday Americans; often lower and middle income. The cost benefit for many Americans is largely obvious, given that the people that can most take advantage of the opportunities of the clean energy future also benefit from less dramatic climate events. Like some people say, the worst that can happen is a great new economic opportunity is created. 

Where To Next? Where should SolarWakeup Live! go to next? What market is opening up and you want to learn more about?

Opinion

Have a great day!

Yann

 

This is your SolarWakeup for November 26th, 2018

What You Missed. While you were recovering from your turkey coma, the Trump administration dumped volume II of the National Climate Assessment on black Friday. In the hopes that no-one would see it, it caused quite the weekend on Twitter. On Thursday I was wondering why Trump was busy tweeting twice about the climate change hoax and how cold it was on Thanksgiving. Obviously this was in anticipation of the release the following day. Today is a day to talk about climate change, the reality being that solar is so bipartisan that neither side wants to make it an issue to debate in an election and until solar makes politicians pay for voting against solar, climate change is the issue that will lead us. I’m not saying this is the best path for solar but it is the political reality. 

The Friday Dump. In 1990, Congress passed a law requiring the executive branch to release a climate change assessment every 4 years, volume II of which was released in the proverbial Friday trash. You can read the full report here. The report comes a month after the dire warnings of the IPCC and is no less dire in the wording and impact to the economy. If America and the world don’t start acting on climate change the world will be a different place and any legislator that ignores it will likely be thrown out of office over time (how much time is the question). 

The Takeaways. Vox gives you the three biggest takeaways in of the 1,500+ page report below. Moreover, the New York Times gave two columns on the front page on the issue. 

Right’s Reaction. Climate change made the top issues on the Sunday shows. Senator Mike Lee and conservative talking head, Danielle Pletka, knocked down the report with “I’m not a scientist” and doing something about climate change would be “harmful to the economy.” You no longer need to be a scientist, you can simply believe the Trump administration’s report and their warnings about the impacts of climate change. On the other hand dealing with climate change not only isn’t harmful to the economy, it is helpful as the report says that failing to deal with climate change is a 10% drag on the US GDP. 

Left’s Reaction. The loudest voice online, in my timeline, was Senator Amy Klobuchar of Minnesota. Senator Klobuchar was on the Sunday shows and lightly dodged the questions about running for President, it’s not a no but no decision is made. Klobuchar rightfully highlighted the impacts to the midwest and how climate change will hurt farmers across America. Politicizing the impacts is the right step forward for politicians that find issues that they care about and their opponents do not. 

From The Author. There are many authors but I urge you to read the Katharine Hayoe’s twitter feed on the topic. She is well versed as a climate scientist and speaks clearly about the issue ahead and what your takeaway should be. If you’re not planning on reading the National Climate Change Assessment, read this tweet story. 

Political Next Steps. As I mentioned above, climate change is the political reality for everything within solving climate change. Solar should politicize 100% RPS across the Country and talk about clean energy job creation. But when it comes to the political reality, don’t expect solar to be the wedge issue that makes politicians do pro-solar on both sides and ignoring this fact would be political negligence by our trade associations, (i.e. no more solar awards to republicans for now). Don’t take this is as a negative however, the report also broke down the demographics of who is most concerned about climate change. Hispanic Catholics, who have been historically hard to rally for the left, are most concerned about climate change. More than anything, climate change now created a wedge issue for a key political demographic.

Opinion

Have a great day!

Yann