This is your SolarWakeup for November 18th, 2016

TeslaCity Is Here. To the tune of 85%, shareholders voted to overwhelmingly to let Tesla buy SolarCity. We will await further details on how the integration and timing around the final acquisition will take place. Solar roof shingles are apparently coming summer of 2017, I will make some calls to the roofing industry to see how they feel about that.
Kerry goes to COP22. Outgoing Secretary of State Kerry is in Morocco speaking at COP22. A mission that was probably planned to be different ended in a message by Kerry. Move slowly and with eyes wide open before dismantling the work this administration has accomplished. The US is now committing to reducing CO2 emissions by 80% by 2050, and I can guarantee that in 2050 we will look back in horror that we had not done more in 2016.
Future of Solar. Yesterday we published a list of 7 people that Trump should consider for Secretary of Energy. Today, Richard Matsui from kWh Analytics warns the industry that solar should be wary. Yes, it is 2016 not 2012, but there are tightening margins and constricting global markets. Cutting costs is key to your business in solar.
Nevada continues. A small and underreported (surprisingly not pitched by both sides) PUC hearing is happening in NV. Net metering is being debated by the commission NV Energy and stakeholders for a small section of the State.
Amazon goes solar baseload power. AWS is doubling (quintupling actually) down on solar for its data centers. EDF is making another great case today that we need to think beyond baseload power because you know, it’s the 21st century and we have data. Think about it, don’t you think that AWS knows exactly how much power they want/need/produce on a minute by minute basis?

Opinion

Have a great day!

Yann