Unlimited cash is a good definition of where utilities stand today. I have to give that to Warren Buffett. I do however think that if utilities don’t start thinking beyond resi solar and focus on stranded assets and EVs, the era of unlimited cash may end. The regulatory pressure that is on solar is also on utilities as state regulators have a hard time guaranteeing double digit returns to shareholders. Comments like making a profit on renovating offices and taking helicopter rides always make regulators uncomfortable.
- Bloomberg: Buffett’s Cash Overshadows Solar
- Greentech Media: Grid Edge Customer Wish List – Solar, EV Charging and Intelligent Rate Design
- Fast Co Exist: These Lego-Like Batteries Plug In To Store Solar Power At Home
- Deseret News: As Utah coal slumps, solar energy booms
- PV-Tech: One in three off-grid households will use solar products by 2020
- PV-Magazine: Mexico remains the leading distributed solar market in Latin America
- Renewable Energy World: Jewell Pushes US Interior Budget that Stresses Renewable Energy
- Rocky Mountain Institute: Spark – 5 Ways to Sustain the Corporate Renewables Market
Opinion
Have a great day!
Yann