This is your SolarWakeup for February 7th, 2020

Carbon Free Markets. SEIA backs calls to add carbon pricing to the NY wholesale power market. Would like to see a model that shows what that means for solar.

The Corona Impact. I need your input. Tell me how coronavirus supply chain is affecting you, are you being told of delays in supply? Are you stocking modules or inverters?

Payback, Monument Style. Next time a democrat is in the White House, I expect political payback to come in the form of solar farming the biggest lake in a Senator’s State.

MLPE Domination. Clear to me that two things are happening in distributed solar. Bankability matters and investors care about more than the module. Solaredge and Enphase are in a horse race but also have created a duopoly.

Annual Letters. More solar companies should write an annual letter with real thoughts, market opinions and predictions. 

• PV-Magazine: SEIA backs carbon pricing for New York wholesale power
• Bloomberg: China Solar Group Flags Raw Material, Labor Shortages on Virus
• Axios: Interior Dept. to allow mining, drilling in Utah’s national monuments
• PV-Tech: SolarEdge secures major European C&I inverter deal
• Greentech Media: A Solar CEO’s 2020 Forecast – Local Developers Continue to Shine
• Rocky Mountain Institute: Britain’s Ban on Gasoline and Diesel Cars Is a Game Changer for EVs
• Utility Dive: To tackle climate change, it’s all hands on deck in Virginia

Opinion

• GreenBiz: 6 lessons on zero-carbon energy systems from countries leading the way

Best, Yann

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