Tickets. We are almost halfway sold out for SolarWakeup Live! on March 26th in Boston. Get your now before they are gone, like a freight train. www.solarwakeuplive.com
Manufacturing Partnership. New reporting by Reuters is out that SunPower is looking for a manufacturing partner (I hear Flex has a new awesome CEO, according to Dan Shugar Linkedin post) that would acquire parts of the manufacturing operations in Hillsboro Oregon and make modules through a JV. This shows that SunPower is continuing the track to be focused on the market share and margins created in the residential market.
The Fight Over Storage. We will talk about this a lot over the next few months and years. Incumbent market utilities will do everything they can to limit the market access for energy storage assets including among other things the requirement for storage to be able to operate for 10 straight hours. The challenges will also attempt to require certain charging parameters for the assets in order to limit the revenue that those assets can generate.
PG&E Strike Team. Maybe Newsom has a member of his staff reading SolarWakeup, maybe we just had similar ideas. Governor Newsom is creating a ‘Strike Team’ to convene a plan regarding the PG&E situation. More on this to come!
- Reuters: SunPower seeking partner for its solar panel making business
- Utility Dive: Tesla, others question storage hourly requirements, charges in Order 841 compliance plans
- Bloomberg: California Governor Forms ‘Strike Team’ to Advise on PG&E
- Greentech Media: Enel’s Clean Energy Strategy Pays Off With Increase in Earnings
- The State: Poor people might subsidize the middle class under new solar legislation, critics say
- Courier-Journal: Bill ‘effectively killing the solar industry in Kentucky’ zips through Senate
- PV-Tech: Sunrun’s home solar-plus-storage to provide 20MW capacity in New England
- Energy News Network: Community skeptical as power company takes over solar-plus-storage project
- PBS: Illinois Defies National Trend by Adding 1,300 Solar Jobs in 2018
Opinion
Have a great day!
Yann