This is your SolarWakeup for August 14th, 2017

Coming Up On 5 Years. In about 3 weeks, I will have published this newsletter for 5 years. Starting with an initial list of less than 50, there are now almost 5,000 of you that read the newsletter or website on a daily basis. More importantly I get to have amazing conversations with many of your every day. It has made me a better solar executive and consultant and for that I am thankful. Next week, I will be sending you a survey to learn what more this platform can do for our relationship. What do you think SolarWakeup should do next or what information do you want to see?

Solar Goes Bipartisan. SEIA did good work and got 69 members of Congress to write a letter against the trade case. 16 Senators from both sides of the aisle led by Tillis (R-NC) and Heinrich (D-NM). On the House side, the name that stands out to me is Mark Sanford (R-SC). Sanford is known for his conservative credentials and carries real weight in the GOP on the budget policy front. VP Pence’s Chief of Staff thought Sanford was a strong contender for VP in 2008 when he was Governor of SC. Let’s get some more members to sign on, if you have a relationship, use it now.

SolarWorld In Name Only. CEO, Frank Asbeck, with the help of the Qataris is buying the SolarWorld assets. Unknown from the reporting if that includes the SolarWorld USA entity or just the manufacturing assets that will be put into a new holding company. This makes me wonder what and how this impacts that original tariff money and this new 201 petition. Either way, this makes SolarWorld modules essentially unbankable in my opinion.

Opinion

 

Have a great day!

Yann