This is your SolarWakeup for April 13th, 2018

We Want Solar. We’ve gotta stop being surprised when we see polls that show Americans wanting more solar. This isn’t just an environmental decision, it’s also one of control of cost and of self-reliance. A poll would likely show Americans preferring to disconnect from the grid but that’s a different topic. In a Q&A with Dan Rather last night, the first question came about science and climate change which makes me wonder where we fall short in spreading our message. A few years ago, a leading solar advocate told me that it doesn’t matter how much money solar has in its coffers, it would never win based on spending or campaign donations. Solar wins because of the people on the Capitol steps and marches in front of the PUC. I can’t help but think that all of these conversations we’ve had over the past few weeks about money vs values, that this advice is as true as ever and these polls are proof of that. Open the tent, it doesn’t have to be gold plated.

Solar Moves To EV Charging. GM is signing a deal with EVgo to get more fast charging done. EVgo is an interesting story with notable solar ties. EVgo was acquired from NRG, post David Crane, by Reuben Munger’s investment firm, Vision Ridge. Since then, in recent months, solar veterans Cathy Zoi (DOE, Silver Lake, SunEdison) and Julie Blunden (SunPower, SunEdison, CalCEF) have joined the company.

Do You DER? It seems that a gathering workshop on the FERC 841 order has attracted quite the attendees. Were you there? What was your takeaway?

Vehicle To Grid. Using your EV battery for distributed resources seems like a strange way to use an expensive battery in your car, causes all sorts of issues to the lease transaction and makes non-energy professionals have to trust a new market. Some companies are road testing this technology and I can see how this could work in the future. My guess is it happens in some fashion at some point.

MidWest Solar, Illinois. The Land of Obama is finally going solar (and other RE/EE). I am extremely bullish on early stage development in that region and see opportunities for all segments of this market. The politics could play well, as well as politics in Springfield could look at least. We will be announcing our dates and agenda for the Illinois event shortly, stay tuned.

Opinion

Have a great day!

Yann