I think we need to start pretending that there are two solar industries. One for Elon Musk and one for the rest of us. Of course I am kidding. I say this because most of us are driving each of our companies to focusing on a single segment of the value chain while Musk is seeking to bring Tesla/SolarCity to complete vertical integration. From modules to installation crews but now the inverter as well. In a solar only analysis, this seems strange because why build something that others do a great job of building for us at great prices. Instead, Tesla sees itself has a wireless grid company and the inverter is an important brain center for this. So while Tesla builds a solar inverter, do you think this is the right path?
- Fortune: Why Tesla Plans to Make Its Own Solar Gear
- PV-Tech: First Solar restructuring EPC and O&M operations with sale of skytron energy
- PV-Magazine: SunEdison tries to back out of paying interest on TerraForm notes
- CleanTechnica: RWE To Take Renewables Division Public, Deliver Strong Results For 2016
- SF Gate: Nevada court rejects rooftop solar power rate ballot measure
- Energy Collective: The NY REV – Utility Engagement with Low-Income Communities
- Renew Economy: More wind and solar? Not a problem, says market operator
- New York Times: Everyone Despises SolarCity Deal, Except Tesla Shareholders
Opinion
Have a great day!
Yann