This is your SolarWakeup for August 15th, 2016

Who doesn’t love some inside baseball and behind the scenes. The top story tonight is by the NY Times about the image being put out by NRG. As an IPP, NRG has many faces including one of polluter but you can see the CEO looking to shift that image into a solar direction. Interestingly, this is what got David Crane fired which is a big part of the story as well. The deep nature of the article showing the internal movements makes me wonder how this article got started. The main point of contention I have is that the demise of EVgo and Resi are blamed on timing, which I don’t think is entirely accurate. The other article is also interesting because I have been wondering if someone would cover it. The last 10 minutes or so of the SolarCity earnings call show some internal thoughts by the management about net metering. I draw no conclusions but it is worth listening to.

Opinion

Have a great day!

Yann