This is your SolarWakeup for July 1st, 2019

More trades and signings in the NBA yesterday than on the second day of the Infodcast conference, welcome to the short week starting Q2. 

The Asia Play. Another major Wall Street infra fund is making a play for Asian solar assets. These deals are complex with currency and regulatory risk which drives up the yield. They are also much cheaper to build and operate which could generate much nicer cash flows. 

A Debate On Debates. With only 15 minutes of climate discussion during 4 hours of debates, the DNC is getting pushback on not having a climate debate. Now the board will vote on the issue during a meeting in August. 

Big Solar. One plant in the UAE with a single phase capacity of over 1GW has been commissioned. 

More RPS. Maine is on the board, with a carbon reduction and renewable portfolio increase. 80% by 2030 and 100% by 2050, quite the goal in my opinion. 

IPOs? Should Cleantech companies go for an IPO? If the company has a cash flowing business and can show the upside on future investments, then yes. If the company is investing in sustainable assets then probably not. There is nothing wrong with being a private company that creates risk adjusted yield for long term investors without feeling the need to go public. Going public when you shouldn’t be, that’s bad for everyone. 

• Renewable Energy World: BlackRock unit aims to boost Asian renewables to $5 billion
• Think Progress: Climate got a combined 15 minutes in two debates. Advocates say it’s not enough.
• Engadget: UAE debuts the world’s largest individual solar power project
• PV-Tech: Maine governor signs bills to push state toward 100% RPS by 2050
• Vox: Is climate change an “existential threat” — or just a catastrophic one?
• Greentech Media: Morgan Stanley – Few Clean Energy IPOs on the Horizon
• Utility Dive: Florida mandates 10-year storm protection plans for utilities, sparking cost concerns
• Bloomberg: Clearway Energy to Test Using Blockchain for Trading Renewable Energy Credits

Opinion

• Mother Jones: Where Is Bernie Sanders’ Climate Plan?

Have a great day!

Yann

The post This is your SolarWakeup for July 1st, 2019 appeared first on SolarWakeup.com.

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