Be Heard On SolarWakeup Live. Now that I am fully installed in the hub of solar, the SolarWakeup Live studio is also in operation. After a short summer break, come back to check out the podcasts from this platform which cover that most interesting people in solar doing the most important work. Being on SolarWakeup Live means sitting on the orange chair and introducing your point of view on the most influential newsletter in solar. If you have a story to tell and want to join me in person, send your pitch the next time you are in the Bay Area.
SB700 Heads To Governor Brown. The Senate has approved SB700 in concurrence and it has made its way to Governor Brown. Further info on the Assembly vote, it passed 57-18 in a giant bipartisan victory. Lastly, the delay in the bill vote I mentioned yesterday was due to a floor speech being left behind and needed to be brought to the Assemblymember.
Lion Point Offers To Take CSIQ Private. Lion Point was part of the Suniva process when they tried to get into the debt stack during the original bankruptcy. The reason was likely due to the investment that Lion Point had in Canadian Solar. Now Lion Point sees the potential for more upside with Canadian Solar as a private company and has offered to take it private for $250million. That’s what some folks would consider, funding secured.
More Debt For Cheaper Cost. The team at kWh Analytics has been doing nice work over the past 5 years to get to this point. The work has been to figure out what makes better solar installations and creates less risk for capital providers. Once that information has been credibly gathered, asset owners can engage with kWh to put an insurance product on their debt placement and significantly increase the amount of debt that it can put on the project cash flows. In the latest round, kWh insured cash flows for a portfolio of 50MW in Oregon. I also had to pleasure to hosting the kWh team at the Quick Mount manufacturing facility for a tour last week, this type of connection making is the reason I moved to San Francisco so we could all be a lot closer together.
- SolarWakeup: Canadian Solar Gets Offer For Privatization From Lions Point
- Utility Dive: Oregon projects incorporate solar output insurance in financing
- Arizona Central: Arizona Supreme Court – Voters will decide renewable-energy rules in November
- GreenBiz: Facebook gets specific about its 100 percent renewables target
- SolarWakeup: The Energy Show – Recycling Solar Panels with Sam Vanderhoof
- Reuters: China’s solar subsidy cuts erode the impact of Trump tariffs
- PV-Tech: CIP starts building 300MW of solar projects in Utah and Texas
- PV-Magazine: Solar industry rejects UK government plan to end FIT, export tariff schemes
Opinion
Have a great day!
Yann