Today is the start of GTM’s Solar Summit. Part of the conference will include looking at the data in each State but before the data comes out let me give you some thoughts. Generally, the first quarter seemed quite soft. The public companies back me up on this and I have seen it as well in my daily work. I don’t find any systemic issues or blame SunEdison for this. The first quarter is often soft and competition is more fierce than it has been in the past. We will also see quite a divergence in State markets. New York is trying hard to create a market while Illinois is being smothered by their utility. Politics and monopolies are a unique match because one created the other and now cannot get out of the parasitic relationship. Welcome to Scottsdale!
- New York Times: New York Plans to Make Fighting Climate Change Good Business
- Utility Dive: ComEd jumps on the demand charge train with new Illinois proposal
- CleanTechnica: California Utility-Scale Solar Energy Surpasses Wind Energy For 1st Time
- Renewable Energy World: Benefits of Clean, Distributed Energy – Why Time, Location, and Compensation Matter
- Greentech Media: Breaking – Oil Giant Total to Acquire Battery Maker Saft for $1.1 Billion
- PV-Tech: Unease over Chinese solar imports to India
- GreenBiz: The blooming promise of green bonds
- Bloomberg: Riding the ‘Solarcoaster’ as Shares Plunge Even More Than Coal
Opinion
Have a great day!
Yann