Let’s talk about headlines that release information that you didn’t even realize existed. Public companies have to release information to shareholders that affect the business. Sometimes PR professionals (some are very very skilled at this, trust me) bury the story in the lead and you don’t even realize it. The ITC extension for example had some serious effects on our sector because many companies never expected it to happen, surely not much more than commence construction. I was much more bullish but the corporate world wrote that off. Once the ITC was extended, companies had to reassess their 1 year plan and revise to a 7 year plan. This caused shifts that have effects, read the headlines more closely and I will point some out for you.
- Investor’s Business Daily: First Solar Q1 Torched On ITC Extension; SunPower, Sunrun Burned
- EDF: The True Cost of Electricity – What we’re not paying for through our utility bills
- PV-Tech: A graduate’s view of the Solar Ready Vets training schools
- Utility Dive: Beyond pilots – Duke Energy looks to install storage in regulated market
- PV-Magazine: Maine legislators push to override veto of controversial solar policy
- CleanTechnica: Exploring How Cities Can Switch To A Low-Carbon Energy Grid
- Tucson.com: Measure would mean higher rates for Arizona solar customers
- TechCrunch: Solar startup M-KOPA leapfrogs Africa’s electricity grid
Opinion
Have a great day!
Yann