This is your SolarWakeup for November 21th, 2014

Let’s go back to the ITC conversation. A panel of tax equity investors at this week’s infocast conference surprisingly (some would say shockingly) said that the ITC move to 10% wouldn’t make it to the bank CEOs desk. They said that they would just have to do more flow to deploy more capital at the same returns. I am sorry but anyone that thinks that solar in the US will maintain the same pipeline with a 10% ITC isn’t thinking through the market constriction properly. My 2 cents…

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Have a great day!

Yann