This is your SolarWakeup for March 8th, 2017

Limited commentary this week as I am traveling in Europe.

2017, The Year of IPPs. Getting access to infrastructure assets is spurring an acquisition spree. Add to the list Standard Solar being acquired by Gaz Metro which follows Nexamp and Grosolar being acquired in similar deals. This one is particularly interesting because Standard Solar has been tremendously influential at SEIA, even if under the radar. More on that soon.

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Brookfield gets Terraformed. Brookfield is taking over Terraform Power and Terraform Global. We’ve been expecting this but now the massive infrastructure investor is taking over. I’d love to be a fly on the wall during the discussions about change of sponsor.

Vive La France. I’m sitting here in Paris so I may as well write about this. I pitched solar to munis in France a decade ago during their tiered, roof integrated feed in tariff days. Only problem was that EDF, the national power company, was also regulating the interconnections. Suffice it to say that France has been lagging in their national deployment numbers for solar. As solar costs have come down and access to cool water for nuclear power plants has become costlier, France is changing the tone.

Opinion

Have a great day!

Yann