Welcome to August and if you’re European, I hope you enjoy your vacation! Have a great weekend everyone!
Going 100%, Burlington’s RFP. Burlington, VT wants to become a true net-zero city and wants help to do so. The RFP reads like a checklist of legislative goals that are a great guide for other cities at the least and aspirational in the ways that Burlington seeks to achieve its future. Well done.
A PACE Securitization. Congrats to my friends at CleanFund for a $103million securitization of PACE assets that crossed borders and technologies. Most importantly it was rate AAA, which shows the strength that PACE can provide to financings in the C&I space.
Corporate Green Tariffs. Between utility offtake and community, solar/contract for differences in the green tariff. A rate schedule that allows corporations to use their leverage in an economic development process to grow the production of solar generation in the service area. I think that many states that don’t want markets will have to create a quasi QF program for green tariffs.
Public Company Updates. Tesla and SolarEdge filed their quarterly updates yesterday. Tesla short sellers are getting into some pain and SolarEdge continues to show the future of DG solar.
Thoughts On MA? What’s your feedback on the MA legislation that passed this week now that you have had time to review it? Let me know.
- SolarWakeup: Those Crazy Radicals In Burlington, Vermont, Are At It Again
- American Banker: CleanFund paves way to AAA on commercial PACE securitization
- GreenBiz: Here’s what corporate buyers can expect from green tariffs
- PV-Tech: Enphase Energy looking-up as microinverter IQ 7 platform migration helps business metrics
- Utility Dive: Advocates hail passage of Massachusetts clean energy bill but want to take it further
- Financial Post: TransCanada sheds renewable energy portfolio as pipeline giants seek to cut debt loads
- Quartz: India’s booming solar sector has one major flaw: poor quality
- Greentech Media: The Floor for Ultra-Low Solar Bids? $14 per Megawatt-Hour
Opinion
Have a great day!
Yann