This is your SolarWakeup for December 10th, 2018

2019. I’ve decided that you’re early Christmas present is a binging of the SolarWakeup Live Jersey City conversations which will drop at some point this week. All 7 conversations will be available on the SolarWakeup Live podcast this week. More importantly, in 2019 I will be mixing my day job and SolarWakeup a bit more by opening the studio for conversations at the Quick Mount offices. I’ve been spending the past 6 months inviting solar leaders to our manufacturing plant and many are coming in the new year. At the same time we plan on recording those conversations on site. This is an exciting combination of both of my passions and look forward to hearing about the good ideas you have to discuss. Come visit me in Walnut Creek, California!

You Are Not Welcome. The US joined Russia, Kuwait, and Saudi Arabia not to join the UN climate report at COP24. This is a statement of the era we are in that is hoping to return to the 20th century as opposed to the reality that is required for the rest of the 21st Century. 

No Clean Air For You. Newly situated EPA administrator, Andrew Wheeler, is doing the important work of lifting environmental regulations for coal plants. This is part of the Trump plan to bring coal back to life but in reality will do absolutely nothing to do such a thing given that the cost to operate coal plants is no longer viable. The EPA should ask this question to the VP’s staff with contacts in Indiana. 

GM Blowback. Trump tweeted last week that GM should lose its EV tax credits for closing the manufacturing plants. Last night, Elon Musk told 60 Minutes that he may be interested in acquiring those plants. Elon also spoke some hard truth to the SEC in this clip. 

PG&E Legislative Forecast. It is almost certain that PG&E will be in Sacramento this year asking for a bailout for the fires in Paradise/Chico which also caused my kids to visit the doctor. The more relevant question is what will the solar industry be asking for when PG&E advances their bailout bill. Our job isn’t to have a feeling for their ask but to put a price on the legislation for the solar industry. I have my price, would be interested to hear what you would ask for. 

Labor In Solar. Minnesota (and other States) solar companies are restricted in growth by their ability to hire qualified labor. It is a great opportunity to open the solar industry to others that are training or can be trained to be helpful to the solar industry. 

Facebook Not Building Community. Another sample of the corporate Facebook focus on their data center energy supply without growing the market where they are investing. More importantly, their employees aren’t increasing their ability to go solar while working at the local building either. 

Huawei Situation. Don’t under appreciate the impact of the Huawei CFO situation as it pertains to the trade negotiations between the US and China. There are very real tariffs on the table that are increasing the cost of your racking, inverter and modules supply. 

Diversify Now. Abby Hopper of SEIA is leaning in on diversity with good reason. While solar is doing a good job on diversity and veteran hiring, it could be doing so much better. More importantly, we are more open to being better than the status quo. I go back to the Vote Solar Equinox event in DC when a very non-diverse room welcomed speakers on the environmental justice topic. As the solar industry diversities it will also grow the market, both are undoubtedly linked. 

Opinion

Have a great day!

Yann