Debate Night 1. Climate change, with specific mention of solar, made major appearances in the debate part deux. It comes up when the candidates talk about national security, economic growth and corporate misalignment with the american people. The debate also had job retraining from fossil to solar and wind which goes to the core of the argument we’ve been making for some time.
Jay Inslee Impresses. I made this comment on Twitter yesterday as I keep seeing Jay Inslee and David Roberts do a back and forth on climate policy. I am sure that Roberts would be happy to cover other candidate’s climate plans but until the others roll out plan after plan, Inslee will continue to hold the gavel on the issue for many.
So Does Enphase. A few years ago Enphase was basically out for the count, string inverters were too cheap and Enphase couldn’t get the traction it needed. I even had folks pitching me hard for MLPEs in the C&I market to no avail. That lack of traction is no more and ENPH has rebounded to $25 per share with positive earnings per share and $200million of cash in the bank. The biggest headwind for the company is making enough product as wall street analysts try to figure out the highest potential value based on how much the company can build not what it can sell.
Demand For Community Solar. I haven’t seen a community solar press release that says that lack of consumer demand means that a solar farm isn’t going to get built. My hypothetical question to community solar developers is, how many GW of solar gardens would create an oversupply and gardens go unsubscribed?
Residential Podcast Series. A big announcement to all the loyal followers of what is becoming the most influential podcast in solar. I will be doing a deep dive into residential solar in a series that will go out this fall. The conversations will be with the CEOs of installers across the Country, large and small, to figure out what drives the homeowners desire to go solar and how to grow and make these companies profitable. In the meantime, check out the current pods and leave a rating so that we go up in the rankings.
- New York Times: Why Climate Activists Packed the Streets Outside the Democratic Debate
- Vox: The 4 best ideas from Jay Inslee’s new climate justice plan
- Greentech Media: Enphase Shares Soar as Turnaround Gains Steam
- Leader Telegram: Xcel Energy’s three solar gardens are fully subscribed
- PV-Tech: Portugal claims spot in solar history with record-low auction prices
- GreenBiz: Ratings giant Moody’s buys big chunk of California climate-risk data firm
- Axios: China’s carbon emissions may peak as soon as 2021
Opinion
Have a great day!
Yann
The post This is your SolarWakeup for July 31st, 2019 appeared first on SolarWakeup.com.
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