This is your SolarWakeup for June 15th, 2020

Drives And Podcasts. I have made it across the Country. If you were to do the drive as well, I recommend finding a different route than I-10 for 2,500 miles. I did see one big solar farm and a nuclear power plant but that ends the highlights. Thanks for the many listening recommendations and some of you asked for a list of those which I’ll put together on a list for you.

Market Updates. The next Roth conference call to cover the updates in the market will take place on June 18th at 10am EST. You can RSVP for that call here.

May Survey. Did you fill out your response for May You can see the full results of previous surveys here

2020. No doubt that this year, at the start of the solar decade, is an expert level solar coaster. With another cliff of ITC at the end of the year, the pandemic is throwing major chaos into the gears that keep the market wheels moving. While the fundamentals are strong again, the solar industry is likely going to have major issues inside the policy shops. SPI is the single biggest funding source for SEIA and even if it isn’t canceled, it will be much smaller than anticipated and put a hole in the budget for this year and next. Much more discussion on this topic and how to make sure solar is well positioned going into the election and budget season.

Save Solar. FERC is still planning on reviewing the awful petition by NERA to dismantle net metering. You can sign up to send your letter in support of solar here.

Presented by Adani Green Energy. Adani is a fully integrated renewables company, from solar cell and module manufacturing to ownership and operation. The company has a top global operating and contracted pipeline of over 14 GW. Adani is the recipient of the largest solar award ever of 8 GW, which includes a single site project of 2 GW – tied for the world’s largest. No one knows mega-scale projects like Adani.


 Opinion

Best, Yann