On the road again this week, covering the asset management market in San Francisco for the next few days. With so many gigawatts and hundreds of billions of dollars deployed, I wonder how all of this gets managed and maintained. So here I am, stay tuned for some content and I’d love to hear how you solve this.
The Day Is Here. Trump is doing away with the Clean Power Plan. CPP is going to start to unwind which means the EPA will go through some sort of rulemaking process. Flawed data is included in the talking point and its bad for America but we knew this was coming. The early goals of the plan had been met but that wasn’t the point. Now there are some mixed signals to the market and I have a positive outlook. I don’t see how investors that are asked to structure capital for power plants ignore the future carbon regulations that have a big likelihood of coming back. Let the private sector save us from this horrible deregulation.
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Vegas Baby. There are quite a few bills being filed in Nevada, we knew they were coming because Assemblyman Brooks told EnergyWakeup a few episodes ago. The Governor has been quiet but the next few weeks will be telling to see if the bills go through committee. If they are not held up and make it to the opposite chamber or meet for reconciliation, I would be hopeful that the backroom deal with the Governor has been made. NV Energy has made some proposals and their posture may be part of what the Governor is thinking.
Make sure you listen to the latest episode of EnergyWakeup. Wall Street has plenty of ways to invest in solar, so what does analysts say about our industry.
Pleasing the buyer. The Dallas area must be a hotbed for solar because Oncor is asking for solar fees to cover the ‘infrastructure costs.’ We all know that Texas does not yet have a vibrant distributed generation market and this has little to do with actual policy. Oncor’s parent is going through bankruptcy and Oncor is selling itself to NextEra. Maybe that is more telling about why the attacks on solar are happening.
- Bloomberg: Trump to Issue Far-Reaching Reversal of Obama Climate Push
- Las Vegas Review Journal: Rooftop solar could put money in pockets of Nevada customers
- Utility Dive: With NextEra takeover looming, Oncor proposes $317M rate hike, solar fees
- Vox: Nuclear power is dying. Can radical innovation save it?
- PV-Magazine: Alaska doubles solar capacity in 2016
- Greentech Media: Solar Will Dominate Globally. Let’s Make Sure the US Industry Profits From It
- Bloomberg: Brookfield Finds Solar ‘Entry Point’ After SunEdison’s Collapse
- USA Today: Tesla to take orders for solar roof tiles
Opinion
Have a great day!
Yann