This is your SolarWakeup for May 20th, 2024

Energy Access Capitalism. If your house lost access to the grid, would the price go down? If your house access to the grid was capped at a certain load, usage or time of use, would the value go down? With all real estate, that’s now one of the issues to contend with. If you own a distribution centre, and can’t get the grid access for EV charging, the rent will be lower.

More Domestic Insights. Commerce released more information about the domestic content guidelines but more is coming with experts telling Roth MKM that it could take into 2025 for all of the rules to get finalized.

Some Tariffs With A Side of Solar Panels. Outside of the US you can buy solar panels for under 10 cents per watt. In the US, it’s more than double and will likely be triple. I’m all for domestic manufacturing but given that the local factories are just robots (which are mostly made in China) then what are we really getting in value on the tariffs? One things I’d like to see is actually doing something with the tariff dollars to help the industry instead of just raising the price of domestic modules.

Resi Loan Deal. Carlyle has invested in Sungage financial. Congrats to both parties, that deal made me smile to read.

I’m Hosting A Webinar. Many of you are deep in building a battery portfolio or doing diligence to do so. Controls and the software platform give you the insights to keep the battery on, detect any issues that you may have and analyze how to increase performance. You can catch that webinar and register here.

Opinion

Best, Yann