This is your SolarWakeup for March 28th, 2023
TVA ‘Leading’. For the government’s test bed on utility innovation, TVA could be doing so much with solar and storage but instead is choosing to embark on a pilot mission to nowhere with small reactor technologies. Let’s kick it off with collocating storage at every TVA power plant and then work on next decade’s projects.
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Yann
This is your SolarWakeup for March 27th, 2023
Living While Global Change Happens. It takes a step back for all of us to realize how much change is actually happening in real time for our energy infrastructure. I watch as my neighbors habits on commuting to work changes every day, sometimes at the last minute deciding whether to go in or not. We never think, but expect, electricity to be available in either location with no advance notice. Is it uncommon for homes to have two 50A breakers for EV charging? Does the office you go to have fast charging or other means of fueling your car? Now quick, how many EVs are available for purchase today in the US? (It’s 40 made by 12 OEMs). My point is that we’re using more energy than ever before but the way and location we use them has never been more volatile. We have zero tolerance for the lightswitch to not cause the light to turn on, the grid must be 100% reliable or consumers, regulators and politicians take it out on grid operators. (Also, don’t raise the rates) This is monumental change and has a tremendous task ahead, just read the headlines from PJM and ISO-NE over the past month. More resilience is needed in order for things to keep working the way we want, and that’s assuming that the rate of change does not accelerate further. (which it will, thanks to the IRA)
Change Means Opportunity. Goldman Sachs now sees the IRA creating over 1.2Trillion dollars in new investments and that could be assuming current circumstances. I’ll add one very likely scenario for the auto sector. Cars that lose demand, don’t get discontinued when demand goes to zero, they get discontinued when they hit a non-profitable volume. This year will be the last one of America’s muscle cars, the Chevrolet Camaro. While it used to sell 70k plus units per year, last year it did just over 20k. That means 20k would be buyers next year will go elsewhere and the likelihood that a thrill seeking, muscle car driver goes electric is very high, especially with juicy tax credits.
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Yann
This is your SolarWakeup for March 24th, 2023
The Lender You Can Depend On. In a market that is full of uncertainty, you can rely on Dividend Finance to bring you white glove service to help you reach your long-term goals. Apply Here
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Yann
This is your SolarWakeup for March 23rd, 2023
The Carter Solar Legacy. Everyone knows about the Jimmy Carter White House solar install that then was then removed by the next administration. But in many ways it kick started the dialogue that solar is possible, starting with solar thermal. The solar pioneers, as they are called, brought all versions of solar to early adopters as part of that example. It’s incredible how the market has progressed over the past 45 years.
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Yann
This is your SolarWakeup for March 22nd, 2023
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Yann
This is your SolarWakeup for March 21st, 2023
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This is your SolarWakeup for March 20th, 2023
Recycling Means Repowering. For the past decade, recycling processes and startups looked to create traction in a limited market and this post isn’t about recycling it’s about what is causing solar panels to need it. Some 15 years ago, I bid on a project in Central Florida, a PPA with a municipal utility that ended up going to SunEdison for ~14cents per kWh. That project and many like them were built with ~220watt modules and are now on path to be repowered with new modules. More importantly, the entire installed solar base is an opportunity to increase the value to the grid, including adding storage in addition to the repowering. Stay tuned to this market…
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Yann
This is your SolarWakeup for March 17th, 2023
For Real This Time. LAST DAY March Madness Bracket. Games kick off today at noon. There is no cost to enter and you can know as much about NCAA as me to make your picks, i.e. no knowledge required. Login to your ESPN account or click here and find the SolarWakeup group. The winner gets to write this column about the topic of your choice. Feel free to forward this to your colleagues and friends in the industry as well. (If you want proper shout outs while leading, make sure to pick a name that identifies you)
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This is your SolarWakeup for March 16th, 2023
Some SVB Thoughts. For the past week, the ups and downs of the SVB coaster have been in the background of the headlines that stated the obvious, solar/storage/renewables is booming. Here’s what I would say, since this is not the platform to get into the theories on what caused SVB to fail, to those that haven’t yet experienced the ups and downs of the solar market. If you ever try to bring an investor through the door for your project, you’ll find that one firm trashes your ideas while another loves it and funds it. Keep calm, carry on, and find your aligned partner. Next week we’ll talk about the capital finding homes in storage, or those trying to turn storage models into solar models.
For Real This Time. LAST DAY March Madness Bracket. Games kick off today at noon. There is no cost to enter and you can know as much about NCAA as me to make your picks, i.e. no knowledge required. Login to your ESPN account or click here and find the SolarWakeup group. The winner gets to write this column about the topic of your choice. Feel free to forward this to your colleagues and friends in the industry as well. (If you want proper shout outs while leading, make sure to pick a name that identifies you)
The Lender You Can Depend On. In a market that is full of uncertainty, you can rely on Dividend Finance to bring you white glove service to help you reach your long-term goals. Apply Here
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Yann
This is your SolarWakeup for March 15th, 2023
LAST DAY March Madness Bracket. It’s time to get your bracket in for this year’s SolarWakeup March Madness tournament. There is no cost to enter and you can know as much about NCAA as me to make your picks, i.e. no knowledge required. Login to your ESPN account or click here and find the SolarWakeup group. The winner gets to write this column about the topic of your choice. Feel free to forward this to your colleagues and friends in the industry as well. (If you want proper shout outs while leading, make sure to pick a name that identifies you)
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Yann