This is your SolarWakeup for July 19th, 2022

Why Climate Remains Partisan Policy. It’s not lost on me that climate is a bipartisan polling topic but remains deeply partisan when it comes to passing in Congress. The conservative or libertarian argument for energy policy is clearly obvious while also being a great tool to offset inflation. Energy inflation topped 40% in the latest release and when it comes to solar, the fuel cost remains consistently free for the life of the asset, passing that cost through to consumers is good for everyone. Ultimately there are two things I see as the most pressing for Congress on solar and storage policies, first is a robust and permanent tax credit structure. Second is consistent and predictable supply chain systems that eliminate volatility as much as possible. Biden could do something about the latter, using some version of emergency proclamation that grants the executive branch legitimate powers to act. It’ll be up to Congress to act on the tax credit.

Opinion

Best, Yann