CALSSA Board Votes. If you are a member of CALSSA, please vote for me for the board. It’s one set of votes per member company so make sure my name makes it to your designated contact. If you are not a member, you should be!
Solar Boom. It is no surprise that the blackouts has caused customers across the Country to look for solar and storage solutions. Installers are telling me every day that their business is through the roof. Blackouts are the symptom of monopoly control and solar takes some of that power back for the consumer.
Storage Boom. The combination of big and small storage demand is driving the investment case up for manufacturers. Expect cells to sell for well below $100/kWh regularly in just a few years. Cheap storage is the ballgame folks!
DG Boom. One of the best pivots in solar over the past few years is how Sunpower has refocused its business on distributed generation. I think this is a positive driver for the entire market and while DG only represents a fraction of the US market, it is the biggest driver of public and political sentiment. DG is also the value chain where every participant makes money, from module maker to consumer, everyone is adding money to the bank account and growing organically.
The Win-Win. There is always a whisper in the background that DG or utility scale needs to win out. This is a circular argument because one does not grow without the other. Honestly, we would do great things if we spent a day lobbying for the main request of the other segment. We need to act on behalf of solar, not a segment of solar. A utility that lives with performance based ratemaking is going to make consumers happy and buy a ton of solar from utility scale solar farms.
Have a great weekend!
- ABC: Solar companies see surge in demand for battery storage with PG&E power shutoffs
- PV-Magazine: Bulking up – Storage heads for center stage
- Greentech Media: SunPower Grows Distributed Solar Pipeline, Preps for 2020 Storage Rollout
- Reuters: Cheaper solar power gains ground in southeast Asia
- Axios: Keystone Pipeline leaks 383,000 gallons of oil in North Dakota
- Renew Economy: Renewable energy target now overshot by nearly 1GW, says regulator
- Utility Dive: How utilities wield bad science to stunt clean energy
- Bloomberg: World’s Biggest Solar Plant Starts in Abu Dhabi, JinkoSolar Says
Opinion
Best, Yann
The post This is your SolarWakeup for November 1st, 2019 appeared first on SolarWakeup.com.
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