Have a great weekend. See you all in San Francisco next week and in Chicago the week following.
CUSTOMER Side Of The Meter. This may sound like NH’s Liberty Utility is acting with good faith but let’s be real. Anytime the utility wants to own equipment on your side of the meter, they are taking your ability to control your own energy usage away from you. This is the storage version of net metering, owning storage in rate base is one way to exert more control by the monopoly.
The Toll Trump Tariffs Take. Just the 201 tariffs are taking a massive toll on the industry. More than anything, it’s the uncertainty that it caused in an industry that is already struggling to keep its growth going. Every time someone mentions a company having problems to me, the joke quickly follows “Think they’ll file a 201 case?” The aluminum and steel tariffs are going to be a business planning issue as well. Hopefully the industry associations understand that these issues need to be resolved, quickly. The unknown is potentially worse than the result. So between 201, commodity tariffs, and coal bailouts, how many calls have you made to your representative?
Can CCAs Go National? As we see solar go below 3 cents per kWh, you would think that off takers would be on the prowl for more solar generation but that isn’t the case. A lot of new solar is going to the CCAs in California. Solar finance pros are ignoring (out of necessity) some of the credit issues but big solar means big dollars going into projects.
1970 Called, Wants Energy Policy Back. Take a moment and read this ridiculous article about the politics of energy in Trump world. Wouldn’t it be great if solar is the policy that gets Congress to work in a bipartisan way?
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- SolarWakeup: Liberty Utilities Wants To Own Your Behind-The-Meter Battery System
- Reuters: Billions in U.S. solar projects shelved after Trump panel tariff
- SolarWakeup: sPower and CleanPowerSF Sign Long-Term PPA for 100 MW of Solar
- Bloomberg: Trump’s Love for Coal and Republicans Who Want More Solar
- SolarWakeup: Despite True Believers, EXPERTS Say Trump Nuke Bailout Could Cost $17 Billion Per Year In Overly High Electric Bills
- Greentech Media: China’s Bombshell Solar Policy Shift Could Cut Expected Capacity by 20 Gigawatts
- SF Chronicle: 2 Western senators want to repeal Trump’s solar tariffs
- Utility Dive: New solar industry initiatives could open business-utility collaborations
Opinion
Have a great day!
Yann