This is your SolarWakeup for August 14th, 2023

Time To Collaborate. Service and commodity businesses serving the residential solar market are both profitable and having a moment of struggle as NEM 3.0 reset and high interest rates slow new consumer adoption. I’ve seen the residential solar market from many angles and have spoken personally to more than a 1,000 of owners of various sizes. Tinkering with the Buyer’s Group concept a few years ago and running QuickMountPV, I realize that bringing installers together make a lot of sense for stability and profitability of the installer. It would take 50+ installers to commit to group purchasing but the lowest hanging fruit of racking and financing could shave 25+ cents per watt off the total cost.

Opinion

Best, Yann