This is your SolarWakeup for June 4th, 2019

PURPA Solar Shakeup. There has been a shakeup at the PURPA development leader, Cypress Creek Renewables. It’s been one of the unlikeliest stories in solar (PURPA in general has) taking advantage of a decades old law never meant to spur gigawatts of solar development. I look forward to getting to know the new team at Cypress Creek and seeing what is in store for them going forward. 

Commercialization Is Not Bankable. There is a flaw with how non solar media treats the opinions of people from inside the industry. From experts that say that Sunedison can buy solar assets at negative IRRs (because their stock increases for more than the acquisition price) or that tax credits can spur commercialization. Solar financing pros will tell you that tax equity investors hate risk above all. Decarbonization will happen through the mass deployment of commercialized products that have been commercialized through risk adjusted equity investments. 

Veto Solar Rules, Not Support. The governor of New Hampshire is shutting down growth of solar in NH once again. The goal is for the veto proof margin to hold in the override this year. 

Late To The Game, Again. Solar fees just in time to stop the start of the solar market in New York? Any fee added to the solar customers would stop the market right as it gets off the ground and hurt the positive intentions of the fee. 

New Reliability Study. PVEL is out with its 2019 Module Reliability Study. For more on this topic, listen to my interview with PVEL CEO Jenya Meydbray. 

Aggregation Note. As GTM adds a login to their news site, which is still free, I wanted to share some thoughts on the fact that most sites now have either a paywall or a login. The login is meant to track your reading and appeal to advertisers, which I know is not something everyone likes. On the other hand, content creators have to get paid somehow. I will continue to post content from various sources, as long as they are okay with it, even if there is a paywall. You may find a story interesting enough to subscribe and if not then at least you know that the story exists. 

Opinion

Have a great day!

Yann