This is your SolarWakeup for January 3rd, 2020

The Mandates. I don’t like the word mandate but that is what the new home solar legislation in California is. The reality of the policy is that solar installed during new home construction is exponentially more cost effective than a one-off retrofit at a later date. Look for this policy to go farther in 2020 and beyond. The market will drive this as well once home builders realize that this generates instant value for the home buyer.

Where Is EVs Trade Org? EVs are coming fast and consumers want them but the market isn’t ready for changes. The OEMs don’t appear to be coordinating a policy path in DC and in the States, the closest I’ve seen comes from the charging companies. The opposition to EVs will come from labor, mechanics, and oil majors amongst others. There are trillions of dollars in play that will shift industries. This comes before the adaptation of self-driving cars which will decimate insurance premiums in due time.

Community Solar In 2020. Community solar programs are a huge success and are oversubscribed anywhere they are enacted. It also bridge the best of all of solar where distributed installers match homeowners with large scale developers and tech companies. This should be a big year for the market. 

• Vox: California now requires solar panels on all new homes. That’s not necessarily a good thing.
• Axios: Electric vehicles face an uncertain policy landscape in 2020
• PV-Tech: New Jersey approves 45 community solar projects
• Greentech Media: 5 Tangible Advances for Long-Duration Energy Storage in 2019
• Grist: How do fossil fuel companies have so much power?
• Utility Dive: JEA rejects multibillion-dollar buyout offers from Duke, NextEra and 7 others
• Bloomberg: Chinese Solar Company to Spend $947 Million Building Two Plants
• PV-Magazine: Why don’t early-stage VCs invest in solar any more?

Opinion

• GreenBiz: 7 companies making their mark with commercial microgrids

Best, Yann

 

 

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