Storage Day. Lots of storage news today, an RFP from Bay Area CCAs, large IPPs getting involved and a review of the blackouts from NPR. How much cheaper does residential storage need to get before it becomes an automatic addition? Is there a tariff arbitrage range where the time of use pays for it?
A Muni Plan. Municipalities are talking about taking over PG&E which seems like the go to argument from those frustrated with the utility. I am not sure that this is the best path, SMUD isn’t very solar friendly, Jacksonville is selling theirs and munis are typically higher cost without better products. This could work but I would suspect that it’s solving the wrong issue. A different type of oversight and the right management with the proper incentive structure seems more rational to me. This is a complex problem with a complex solution.
A Settlement. Tesla and Walmart have settled the fire lawsuit. Not many details but Tesla appears to be bringing in a third party to inspect the facilities and likely make the fixes. Which one of you has been contracted?
Solar Focus. Make sure to attend MDV-SEIA’s Solar Focus Conference on Nov 20-21. Get your tickets here.
- Utility Dive: Bay area energy agencies launch storage solicitation amid PG&E power shutoffs
- Bloomberg: Walmart and Tesla Settle Lawsuit Over Rooftop Solar Fires
- New York Times: California Mayors Back Plan to Make PG&E a Cooperative
- Axios: How climate change concerns could affect Saudi Aramco’s IPO
- NPR: What Power Outages Mean For Solar’s Potential
- Greentech Media: EDF’s Energy Storage Ambitions Come Out of Hibernation
- Solar Power World: The solar industry needs more diversity, and NABCEP has a plan
Opinion
Best, Yann