Good Everything Forever. The solar industry lost its most unapologetic supporter yesterday and I lost a good friend. Some of you knew that through SolarWakeup, I had one of the most unlikely friendships with Bill Walton. From the very first time we met at SPI a decade ago, spending two hours in the press room where he diligently asked every question about solar he could think of, to the random words of encouragement he would send at random times. Few things brightened my day as much as those hellos at 7:01am and if the newsletter wasn’t published, Bill was the first and often only person to make sure everything was okay. I say this to give you my time with Bill and how was the most amazing human and everyone that met him has a similar experience with him. Bill reminded people of a time of joy, whether it was remembering watching a game with their dad or seeing him at a Grateful Dead concert, Bill was always full of life. We’re going to miss you Bill! Good Everything Forever…enjoy the party with Jerry.
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SolarWakeup Tax Credit Transfers? Should SolarWakeup get into the tax credit transfer craze? I feel like we could crowdfund some deals here.
Storage Analytics 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.
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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.
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Yann