Thank you for the kind notes yesterday, especially those of you somewhat angry with my SolarSunset concept. Much to your dismay, yesterday was April 1st so April Fools to you! On a serious note, I am always intrigued what investors write about solar because they look at our sector with a different point of view. It’s amazing how an article can be written about the “2” leaders in solar is clearly between SCTY and VSLR, my guess is that a new #2 will come in quickly. Lastly, there is another intangible between the two companies. SolarCity has an incredible policy team that fights for fair solar policies and has line of sight on what will be good for their business. Vivint Solar does not participate in policy and just hopes that SolarCity and others are successful, which in my eyes is complete free loading and bad for the industry.
- CleanTechnica: Georgia Legislature Passes Landmark Solar Bill
- Seeking Alpha: The Increasing Competition Between SolarCity And Vivint Solar
- Huffington Post: America’s Top Solar Cities
- Greentech Media: Here’s How US Commercial Solar Can Bounce Back in 201
- Motley Fool: 5 Things You Should Know About Canadian Solar
- PV-Magazine: Leading UK solar developers adjust to new market conditions
- Utility Dive: Three trends that get the grid to 70% renewables by mid-century
- PV-Tech: Solar irradiance map shows East Coast USA PV projects ‘underperformed’ last year
Opinions
Have a great day!
Yann