This is your SolarWakeup for August 3rd, 2023

Bureaucracy For The Sake Of. It’s a positive sign that FERC and the White House are looking to accelerate the work around net metering and permitting. It still leaves the lack of focus by the ISOs to not only accelerate their work, i.e. it takes 6 years for a cluster to go through in CAISO and PJM is PJM. ISOs are also delayed in a more progressive price signals that will enable more sustainable construction of the pipeline.

Opinion

Best, Yann