This is your SolarWakeup for October 19th, 2015

I am heading to the Utility Solar Summit later today in San Diego where once again the topic of the day will be the ITC. Plenty of subsidy talk in the news today from around the world but I will highlight the Texas story for you to read. I doubt anyone in ERCOT assumes a tax credit exists for solar in 2030 but the operator still sees an enormous growth of solar in the state. I continue to see interesting projects that we would invest in through the step down. The issue about calling the ITC a subsidy is that it assumes no other energy source gets a subsidy. Leaving solar without the ITC would make it the least subsidized energy source in my opinion.

Opinions

Have a great day!

Yann