A lot going on today that I want to tell you about. First, ever since the IPO of the SunPower/First Solar yieldco, the metric for solar IPPs has been CAFD (cash available for distribution). Yesterday, SolarCity went the non-GAAP route and released a memo on the topic. Second, look at large corporates to continue to be internally conflicted on solar and then trend to being pro-solar because it is good for business. Berkshire Hathaway is the biggest of them all, an owner of some of the worst utilities and coal transporting railroads it is also becoming one of the largest owners of solar asset owners including community solar.
- Motley Fool: Berkshire Hathaway Leads in Solar – World’s Largest Solar Plant Now Operational
- Forbes: 3 Things To Know About SolarCity’s Financial Health
- Greentech Media: 72% of US Residential Solar Installed in 2014 Was Third-Party Owned
- Cleveland Plain Dealer: Solar power sparks resistance from Ohio utilities
- Vox: 11 maps that explain energy in America
- Renew Economy: US solar giant Sungevity quits Australia, expands in Europe
- Renewable Energy World: Why the Future of the Yieldco Is at Risk
- Utility Dive: NY regulators propose groundbreaking new utility models under landmark REV order
Opinions
Have a great day!
Yann