Thanks Vote Solar. It was a great evening with the team from Vote Solar in DC. Thank you for your leadership and the amazing speeches. I am more motivated and ready to act on behalf of the industry. Thank you to the sponsors and attendees for participating!
Making Money. Morgan Stanley says that it will take $50 Trillion of investment to solve climate change. Sounds like a great opportunity to make money for everyone in the value chain including the investors that put up the money. Remember, the entire US grid and power infrastructure was built with significant profits for the ecosystem.
Situational Awareness. Leaving the Paris Climate Accords isn’t going to be helpful to create the regulatory environment to deploy that kind of capital. If you want trillions to be invested then regulatory risk has to be low or limited, or the cost of capital goes up to the point where deployment slows or stops.
One Opportunity. The home is still incredibly dumb for energy consumption, solar produces when it does, the laundry goes when it does and there is limited dashboarding of consumption by the homeowner. What gets measured gets done is something I say all the time, we need to start showing energy consumption on an iPad to the homeowner.
To Make The Bet. National Grid Ventures is making more capital bets on companies in the space. Some things to note over the past year you’ve seen the 3 leading racking companies acquired to form the largest distributed racking company in the world and three of the major software tools for residential solar have raised capital: Solargraf, Energy Toolbase and Aurora Solar.
And Action For You. California regulators say the State needs another 4GW, are you going to help? I wish there was a statewide effort to put solar panels on the warehouses in the State.
Without Selling. Tesla did 43MW in Q3 this year, down 50% YoY but up from Q2 and without a salesforce. Too early to tell if this is an uptick and restart of the system or something else.
- Bloomberg: Morgan Stanley Says These Firms Will Profit From Climate Change
- Axios: Trump’s looming move to leave the Paris climate agreement
- Vox: Using electricity at different times of day could save us billions of dollars
- Greentech Media: National Grid’s Venture Capital Arm Closes 3 More Investments
- Utility Dive: California urges energy providers procure additional 4 GW to avoid potential shortages starting in 2021
- PV-Tech: Tesla’s solar installs bounce back in Q3 with no sales force
- PV-Magazine: BREAKING – First Solar is officially the Western Hemisphere’s largest solar manufacturer
Opinion
Best, Yann
The post This is your SolarWakeup for October 24th, 2019 appeared first on SolarWakeup.com.
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