Securitization of solar is the current method for the most profitable spread compression. Spread compression is the ownership version of selling an asset without losing title to the long term revenue stream. The long term revenue stream is post contract period. Now that leases are losing ground to loans, solar companies like SolarCity are getting into it after smaller shops have taken market share from them by going contractor direct with fancy IT solutions. Loans are easy to securitize which generates the cash everyone is looking for to pay for the platforms.
- Greentech Media: SolarCity Relaunches Residential PV Loan With Simpler, Shorter-Term Plan
- PV-Tech: Concerns mount over China’s weak solar demand leading to overcapacity
- Think Progress: The New York Assembly Just Passed The Nation’s Most Ambitious Climate Bill
- EDF: New York Takes a Major Step toward Rethinking Utility Economics
- GreenBiz: The future of energy in 4 charts
- Vox: The western US grid is fragmented. Stitching it together is a no-brainer.
- Solar Industry: Community Solar + Demand Response – Three Steps For Utilities To Consider
- Utility Dive: The corporate green team – Utilities partner to meet renewables demand from large U.S. firms
Opinion
Have a great day!
Yann