This is your SolarWakeup for July 22nd, 2021

Infra Games. Senator Portman went on CNBC yesterday to actually sell the infrastructure bill, the bipartisan version. Everything that is happening right now is a shellgame of DC disfunction but on Monday (per Portman), the bill will move forward in the Senate. Another comment by Portman caught my attention, he seemed to indicate that the reconciliation bill was a done deal as well, “they [democrats] were always going to do a reconciliation bill” was the sentiment of his statement.

A New Platform. Carlyle Group is out with a new infrastructure platform, led by two former sPower/AES executives. The platform is going to market with an acquisition of development pipeline from Tenaska in partnership with Birch Infrastructure. Late last year, Carlyle also invested in Amp Energy.

Get Paid To Spend. The biggest reason that the utility model is outdated and broken is that it doesn’t align the consumer with the monopoly. Whether it’s a delayed and over budget nuclear plant or the desire to rebuilt the wires infrastructure, shareholders don’t view this as an investment into good business, spending money is a guarantee of profits regardless of how well the job is done or whether it’s done at all as long as the investment goes into the rate base.

Financing EV Charging. Learn how to effectively model, finance and sell solar EV charging projects using SCF’s free software, the SCF Suite. On July 28th, at 10am PST, Sustainable Capital Finance (SCF) will host the next webinar in its 2021 webinar series, providing an in-depth breakdown of SCF’s new EV charging finance solution, how to use the SCF Suite to price projects and sell more EVC finance projects to C&I and non-profit customers. This webinar is recommended for solar developers and installers interested in increasing their range of offerings to include electric vehicle charging solutions, as well as combined solar+storage+EVC offerings. Click here to register for this exciting, free webinar.

Opinion

Best, Yann