This is your SolarWakeup for November 7th, 2018

Thank you all for showing up at SolarWakeup Live! in Jersey City. It was an amazing crowd of 180 top solar executives and first round of feedback says that the conversations with the speakers had great content. The excitement of the day and the yet to be digested election results means that the column will be back on Thursday.

Presented by PV ProsPV Pros provides nationwide technical services for investors and asset managers. We manage your technical needs while you focus on the financial aspects of development, acquisition, and ownership. Our team of professionals offer technical due diligence, inspections and testing, subject matter experts for disputes, preventative maintenance, repairs, and monitoring across the United States.

Have a great day!

Yann

 

This is your SolarWakeup for November 5th, 2018

Greetings from 37,000 feet. I am on my way to New Jersey for SolarWakeup Live! in Jersey City. Big thanks to the sponsors and the attendees that have registered. I look forward to a week of meetings in New York following the biggest Wakeup event to date. 

Presented By Conti Solar. Conti Solar, a national EPC, O&M, and energy storage company. Our attention to detail, flawless execution and collaborative culture has enabled us to successfully develop and install over 500 MW of solar projects since our early initiatives in 2004. We leverage established partnerships with solar developers, IPPs, utilities, off-takers, suppliers and landowners to streamline project development, design, construction and operations; drive down project costs and create value across all project stakeholders. Majority-owned by Ares EIF with a minority position retained by the Conti Group, Conti Solar is well positioned with a diversified network of industry experts and the financial resources to be a trusted, long-term partner. Learn more at www.contisolar.com.

Incentives Not Taxes. Over time, the headlines go away and reality sets in. Shortly have the solar 201 tariff was implemented, a few factories were announced. Factories that would open in the US and caused the public to show support for the assessment. However, as the year has gone by, more tariffs on Chinese imports have been implemented and the overall support for doing manufacturing appears to have left the solar game. 

Build A Community, Part 2. A month ago Facebook announced a solar farm for their data center in New Mexico, this month the data center is in Alabama and so is the solar farm. Alabama doesn’t have policies that enable Facebook users to go solar with limited or no access to net metering and high fees by some utilities. 

Is Florida Really? Just south of the Alabama border is Florida, a State that is very similar politically. The headlines last week spoke clearly about the market growth which was largely talking about the recent utility owned solar farms that were approved. So in short, Florida is growing massively and has a ton of upside. Most importantly, Florida has strong building departments that will fight against some of the dodgy solar engineering that happens across the Country. You can’t just build things in Florida that look pretty but don’t meet the building code. 

Election Week, Climate Change Edition. This week I hope everyone heads to the polls. A lot of the issues on the ballot are centered around what is happening in States. Regardless of your political persuasion, solar is still not a defining issue on the ballot for politicians which means you still have the ability to choose elected officials that are very much different on the issue. One will support net metering, one will not. One will fight for solar interconnection streamlining, one will not. 

Standing Up In Congress. Over the past 2 years, as climate change becomes a more important topic politically, members of Congress have joined the climate change caucus. The caucus sounds good but it has failed to adequately provide political cover mostly because climate change issue hasn’t come to the forefront yet. Don’t be surprised if that changes soon though. 

Opinion

Have a great day!

Yann

 

This is your SolarWakeup for November 2nd, 2018

Have a wonderful Friday. Monday’s SolarWakeup will be coming to you from the air as I fly to New Jersey for the 5th SolarWakeup Live! event. Most of the previous interviews are available online at solarwakeup.com. Join us on Tuesday in Jersey City and make sure you vote!

Making Resi Storage Pencil. Sunnova announced yesterday the addition of their solar plus storage offering to the Texas market. This continues the market trend of giving consumers a choice to have storage with CleanChoice making an offer for storage in the Maryland market. What is driving the consumer’s demand for storage given that storage still needs to drive price down? 

Can California Grow More? California is 50% of the US market and it will have to work hard to keep that number steady, not because California is declining but because other States are growing nicely. That being said, companies are investing big in the growth here. In this case, Vivint Solar, is announcing a 20 year fixed price offering to consumers which locks in a rate for electricity and could cause consumers to jump into the deal. Will be interested to see how it does. 

Coal? PJM CEO spoke about the coal bailout needs yesterday as covered by Utility Dive. The bailout, he says is unnecessary, would choose generation mix by fuel choice instead of pricing the service that is most desired. With GTM reporting that more than 30GW of coal is ready to be retired in the next few years, it is imperative that the policies are future proof. I.e. if the goal is to have backup power from offshore wind and solar energy, than price the value of keeping electrons standing by instead of marking a price to how much coal is sitting in the backyard. 

NIMBY Partners. The Department of Interior approved a massive three square mile project near Joshua Tree and now solar is fighting against the Sierra Club. Understanding the fight is straightforward, this is about wildlife preservation and habitat conservation while the solar development is about adding more renewable energy to the grid. I don’t want to argue the right and wrong about the complaint by Sierra Club but this is a valuable time to point out to donors that Sierra Club and solar industry advocacy groups are different. Sierra Club can’t go to donors and tout their desire to expand solar (taking tens of millions of funds that donors think go to solar advocacy) when those donors really should be looking at solar focused advocacy. I’m not knocking environmental groups and the mission, which I support. I am pointing out that fundraising for solar is made harder by the grab for the dollars that want to support solar. 

Opinion

Have a great day!

Yann

 

This is your SolarWakeup for November 1st, 2018

Presented by PV ProsPV Pros provides nationwide technical services for investors and asset managers. We manage your technical needs while you focus on the financial aspects of development, acquisition, and ownership. Our team of professionals offer technical due diligence, inspections and testing, subject matter experts for disputes, preventative maintenance, repairs, and monitoring across the United States.

Happy Halloween. Like solar, it is clear that snickers and twix are the candy of choice for kids. Anyone that passes out something else loves fossil fuels. Regardless, a long evening of trick or treating means that there is no column today. More to come tomorrow. In the meantime, please support the gracious sponsors of SolarWakeup Live! by learning more about them on the links by clicking on their logos. 

Opinion

Have a great day!

Yann