This is your SolarWakeup for November 19th, 2020

Climate Administration. This seems to be the insider track on how Biden will elevate the issue of climate change. Let’s see the execution and then ask if personnel is policy.

Money Coming In. Another SPAC, this time from legendary investor TJ Rodgers, plus some great venture investments. More to come I’m sure.

Partial Or Total. The electric vehicle policy path tends to be centered around whether EV is part of a portfolio or if there is a push to make it the only option for cars. I’d caution folks to put any auto/EV announcement as a versus Tesla framing, there are millions of cars sold every year and the market will not be winner take all.

A Map For Utilities. We have reached the point where energy transition equals the best financial case for consumers. Doing nothing, including staying in stranded fossil assets, will cost consumers more money and that’s the cost shift argument to watch.

Spotlight On Community Clinic. This 412 kW-DC solar carport installation at Vista Community Clinic (VCC) will provide long term renewable energy for the sustainability-driven healthcare facility. M Bar C Construction, CollectiveSun, and VCC leadership joined together in bringing this system from funding to design to installation. Solar energy produced from the installation will free up facility resources allowing VCC to continue to serve their patients and the surrounding community while setting a powerful example of their commitment to renewable energy. 

Opinion

Best, Yann