Presented by Aten Solar. Your single source in adding value to your supply chain and procurement. Aten Solar is your go-to source for the best closeout pricing on new and surplus modules for your project needs.
Sununu Sticks To Talking Points. A new metering bill in New Hampshire passed the legislature and has been vetoed by the Governor. Sununu gave his best to argue cost shift as the main reason but we know where most of this comes from. One of the useful arguments in other States has come right from the customers, instead of solar professionals. This could be a useful tactic to show that solar means more textbooks for kids paid for with the energy savings.
Hmmm, GM Goes All In On EVs? General Motors proposed a change to the emissions targets to the Trump administration. Instead of focusing on higher efficiency vehicles, GM wants a zero emissions target which puts 7 million EVs on the road by 2030. This appears to be a positive shift towards EVs but also slows the ICE fuel standards by focusing the plan on EVs. The target of 7million by 2030 is rather small in my opinion and it would be best to let the market drive the adoption of EVs instead of the standard.
Solar Makes News, Not Headlines. We had the Musk versus Buffett stories when Nevada was debating net metering and now we have Adelson versus Buffett. The story centers around the energy choice ballot initiative which Adelson wants to see passed. Casinos, which Adelson owns, want to buy their own energy including really cheap desert solar and storage instead of having to buy electricity from NV Energy which Buffett owns. Consumer choice is the argument here. I doubt Buffett is very much involved in the argument except for the push to his CEOs to generate more free cash flow but he’s on the wrong side on this one.
Future of CCAs. By 2030, I expect that most consumers have retail energy choice and an IOU providing wire services. This is the natural progression from the IOU system we have today and surely looks like CCAs are the way to handle that in areas that IOUs have franchise agreements. At some point the market will likely have to make this a bit clearer but in the meantime, California is a test case for what happens when there is mass adoption of CCAs.
Catch Up NY Times. Sunrun versus Tesla/SolarCity, centered around Tesla leaving the top spot is a year too old of a story but just in time for the NYT I guess. Just last week I wrote about the surprising data from the Tesla earnings call and how they appear to make a run at the top spot now instead of coming in shy of Sunrun. Still good for solar to make it to the national pages of the NYT.
One Week Out. Join us next Tuesday in Jersey City for SolarWakeup Live! including a great happy hour right after the event.
- SolarWakeup: New Hampshire Net Metering Veto Could Crush Rooftop Industry
- CNBC: General Motors pushes for National Zero Emissions Program
- Politico: Billionaire Brawl – Warren Buffett vs. Sheldon Adelson in Nevada
- Greentech Media: San Diego Moves Ahead With 100% Clean Energy Community Choice Program
- New York Times: Sunrun Gives Tesla a Fight in the Home Solar Business
- Utility Dive: Minnesota, New York lead on shared renewables, California, Connecticut fall short
- Philadelphia Inquirer: Trump administration awards Philly $1.25M solar workforce grant
Opinion
Have a great day!
Yann