Tag Archives: Daily Rundown

This is your SolarWakeup for August 16th, 2018

What It Takes, To Win. I had the incredible pleasure of spending the day with more than 200 solar professionals and the world class leaders from CALSSA in Sacramento yesterday. The annual ‘Solar In The Capitol’ lobby day allows groups of 6 to meet with legislators, including the members that represent the companies and individuals. Legislators thanked us for coming and helping them as they push for solar policy, the in person lobbying is irreplaceable and there should have been a thousand of us. I can’t thank Bernadette Del Chiaro and her team enough. There would be no solar industry in California without them and CALSSA and now I had the pleasure to see their work up close and personal. If you are not a member, join by clicking here.

Taking The Case To WTO. In a move that surprises nobody, China is taking the US to the WTO to review the tariffs imposed during the 201 case. It is important to note at this point that Suniva is no longer operational and SolarWorld USA is under contract to be acquired by SunPower. Don’t expect much to happen but its a process.

Free Markets. Subisidies. Sitting with republicans to talk about solar often starts with a comment about subsidies and that the free market should choose the technologies. That is complete and utter bullshit and now Rick Perry breaks down why the free markets in energy are really not free markets. Quite the contrary, energy markets are advantaged to the incumbent monopolies against competition and new technologies.

Storage Is Inevitable. In our lobby day, we spoke up for SB 700, the CA bill that would extend the SGIP program for 5 years. After the PG&E announcement to build over 1.5GWh of storage and the solar industry’s move to include storage in more systems, the future of energy storage is unstoppable.

Opinion

Have a great day!

Yann

 

This is your SolarWakeup for August 15th, 2018

SEIA’s Hopper Makes Hires. Abby Hopper, CEO of SEIA, is adding two senior hires to the team. A VP of business development will join based in the Bay Area and Jon Smirnow will join as well. Smirnow is a name you’ll recognize given that he has been an executive at SEIA before and he was active during the 201 trade case. The new executives will be joined by a VP of federal affairs that has yet to be hired.

Local Policies, Local Outreach. Policy and solar advocates have been taking the solar to the local level. The Million Solar Strong Campaign took to Long Island City with State and local elected officials to grow solar in New York and add solar to 100,000 low income households by 2023. While this was specific to New York, you could be doing this right in your backyard. As an example, 200 solar pros including 12 from the Quick Mount PV team will be heading to Sacramento to lobby for solar policies including SB 700 and SB 100. Why do we send 12 employees to lobby for solar? First, we actually shut one of our manufacturing lines down for the day so that solar pros from all aspects of our business can be heard from. Second, if we don’t stand up for our jobs and market, then who will?

Utility Choice Creates New Formulas. The first iteration of customers leaving investor owned utilities was municipalities leaving to form munis. Then it was the start of the CCAs (community choice aggregators) and energy choice initiatives like in Nevada. The issue at hand is always what happens when a customer leaves and who pays for the infrastructure that was built to serve the customer.

Yea, But What If? Bloomberg has an interesting post that shows that installed cost of solar for public companies is declining in spite of the Trump tariffs. The message is that look how great the market is working. Let me be really clear, the market would be growing faster and more broadly if the tariffs didn’t exist including the AD/CVD charges. What if, that’s the question we need to show data for.

Congrats To Conergy Team. A quick word to the team of Conergy pros remaining in Asia. I spent a great two years with many of them and now they are joining Macquarie as their solar development and EPC platform. The Conergy team is top notch, based out of Singapore, and this is well deserved corporate development.

Opinion

Have a great day!

Yann

 

This is your SolarWakeup for August 14th, 2018

Why CA Is 50% Of Solar Market. Good policy doesn’t happen by accident, it comes from effective policy representation. Tomorrow the solar industry is heading to Sacramento to push for the next year of policy including SB 100, the 100% RPS for California. I know your time and money is valuable but CALSSA has a PAC to help drive money into the political process. Please consider making a contribution.

Learning Lessons. Without knowing the details, you would expect NV Energy to stay as far away from the distributed solar policy as possible. After what happened a few years ago, it appears that NV Energy will continue to think in very short time spans about only itself. That’s why the headline about Sierra Club and NRDC joining NV Energy against energy choice seemed so wrong on the face of it.

Another Trillion To Go. Solar and wind have reached 1 terawatt in cumulative capacity which means that more than a trillion dollars have been invested. For most of those projects that means an interconnection, land rights and off-taker agreement are making that capital some of the most secure investment portfolios in the world. Let’s do it again, this time in less than a decade! 

Opinion

Have a great day!

Yann

 

This is your SolarWakeup for August 13th, 2018

Oklahoma Is Prime For Free Markets. The news out of Oklahoma is that the AG (not Scott Pruitt anymore) says that providers of third party solar contracts are not to be classified as utilities. The reality is that it’s Oklahoma and that the AG opinion may change as required by the politics. But, there is little that I want to see more than the State of Pruitt and Inhofe to have to wrestle with cheap solar and wind especially cheap solar and wind with cheap batteries.

A Step Backward. The politics of fossil fuels is really the politics of the incumbent markets. When we electrified the nation the deal was that monopolies were carved out and private capital was guaranteed a profit. The incumbency is the struggle here, not just the fuel source. The DNC wrestled with the wrong problem, which was not enough money, instead of wrestling with the issue of taking that money from the fossil companies solar subsidiaries. How great would it be to have a $10million donation from an oil company coming from solar company X?

SB100 And CA Lobby Day. California needs to show the nation and the world that the future is 100% renewable energy. Amongst other things, the California solar industry is coming to Sacramento this Wednesday to lobby for the local industry with CALSSA. If you are in solar it means you are likely doing business in California. Couple ways that you can help. First, come to Sacramento this Wednesday. If you’re not local and can’t make it then take the $1k that it would have cost you in time and travel and send a check. I’ll take that from you and deliver it to the CALSSA PAC that helps advance our market here. We talk about how we cannot compete on money but I’m not asking you for $10k, just $1k that you spend every time you travel for a meeting. Hit reply and I’ll give you the details. Let’s get at least $12k together today as a SolarWakeup team.

A Better Way To Splice. We all use rail to mount our modules but while most rail is created equal, there is a way to use rail to save money on labor. With the Quick Mount PV QRail you get an internal splice that requires not hardware that needs to be screwed in and the clamps won’t fall out when placed in the channel. Check out this quick video to see the difference!

Opinion

Have a great day!

Yann