Retirements And Growth. Last week, independent of each other, we got a report using underlying FERC data that shows nearly double the expected growth in the next five years. This is growth higher than we expected just last year. This is not inconsistent with what we’re hearing in ERCOT, data centers, electrification of the home/business and transportation. At the same time, NERC’s Long-Term Reliability Assessment (LTRA) is highlighting what NRECA calls a “grim picture” of the reliability for consumers. NREC highlights 83GW of planned retirements and 9 states that had capacity shortfalls causing rolling blackouts. They are placing MISO into a high risk for shortfalls [during normal peak] category with pretty much the rest of the Country in an elevated risk category. This is going to create some short term action that doesn’t make much sense for long term reliability or consumers but it’s clear what is needed. Maybe short term actions need to be taken, like California’s rush to add batteries, but also a view on long term policies that match where capital investment is going, i.e. energy transition and consumer pushing behavior.
Managing Installer Cash Flow. Interest rates are the highest in 22 years, increasing solar financing costs and softening consumer demand for loan products. Businesses are feeling the pain of strained cash flows, labor costs and profitability pressures. Palmetto, a B2B technology company accelerating the adoption of clean energy, has announced a new partnership offering for solar installers to help stabilize cash flows and grow faster in today’s market. Built on top of Palmetto’s Clean Energy Operating Platform, this is a comprehensive suite of tools and services enabling installers to streamline operations, optimize performance, and increase profitability. Visit https://www.palmetto.com/finance or contact capital@palmetto.com for more.
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Quick Question. Read today’s top article and ask yourself this, what happens if the load forecast is right?
Managing Installer Cash Flow. Interest rates are the highest in 22 years, increasing solar financing costs and softening consumer demand for loan products. Businesses are feeling the pain of strained cash flows, labor costs and profitability pressures. Palmetto, a B2B technology company accelerating the adoption of clean energy, has announced a new partnership offering for solar installers to help stabilize cash flows and grow faster in today’s market. Built on top of Palmetto’s Clean Energy Operating Platform, this is a comprehensive suite of tools and services enabling installers to streamline operations, optimize performance, and increase profitability. Visit https://www.palmetto.com/finance or contact capital@palmetto.com for more.
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Managing Installer Cash Flow. Interest rates are the highest in 22 years, increasing solar financing costs and softening consumer demand for loan products. Businesses are feeling the pain of strained cash flows, labor costs and profitability pressures. Palmetto, a B2B technology company accelerating the adoption of clean energy, has announced a new partnership offering for solar installers to help stabilize cash flows and grow faster in today’s market. Built on top of Palmetto’s Clean Energy Operating Platform, this is a comprehensive suite of tools and services enabling installers to streamline operations, optimize performance, and increase profitability. Visit https://www.palmetto.com/
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A COP Deal, Means To Me. COPs have this sensation to me of being so global and meaning to solve such a big issue with a deal that I can’t wrap my mind around what a deal actually looks like and how I feel about it happening or not happening. From Kyoto to Copenhagen and Paris, it’s meant to drive the world towards a cleaner and more viable planet but did the deal itself do more than manifest a goal? Is it the ‘what gets measured’ portion of the saying? And before I ask you, who decides that the goal this year is to create a deal to phase out fossil fuels and how does that narrative get out there. Because if anything is spectacular is the media discipline of that message, it came out of nowhere and had every major opponent of it scrambling to counterpunch. So how do you think of a COP deal? If at all…
Managing Installer Cash Flow. Interest rates are the highest in 22 years, increasing solar financing costs and softening consumer demand for loan products. Businesses are feeling the pain of strained cash flows, labor costs and profitability pressures. Palmetto, a B2B technology company accelerating the adoption of clean energy, has announced a new partnership offering for solar installers to help stabilize cash flows and grow faster in today’s market. Built on top of Palmetto’s Clean Energy Operating Platform, this is a comprehensive suite of tools and services enabling installers to streamline operations, optimize performance, and increase profitability. Visit https://www.palmetto.com/finance or contact capital@palmetto.com for more.
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