Happy Monday! What news is driving your business this week? As always, you can be in touch with me and the SolarWakeup team by writing us at yann@solarwakeup.com or reaching out on Twitter @yannbrandt or @solarwakeup.
Touching Base On Coronavirus. The virus is now geographically everywhere including most States in the US. Testing is slow to get started so expect that number to jump significantly once the broader reach of testing has occurred. The question is how this will affect everyday life until it is contained, major conferences are already being canceled and companies are talking about remote work for all. The solar industry should prepare for some disruptions as well given that many modules have origins in Asia where factories may be slow to get up and running.
Pennsylvania Solar Development. Development is all about getting the timing right and showing the path to investors for a project that has land rights, interconnection and revenue stream. If the economics work out and risk is properly mitigated, the project can move forward. Pennsylvania is the Texas of the Northeast. Land is plentiful and regulations are more lax to get a project approved for land use. Most importantly, you can install solar about 25% cheaper than New Jersey and still access the PJM market. Stay tuned for more action in PA.
The Nuclear Myth and Challenge. Supporters of nuclear energy tout the carbon free nature and the 24/7 ability to produce electricity. This isn’t wrong but the problem with nuclear is more fundamental. Can someone build a nuclear plant that can be built without priceless subsidies like insurance and waste mitigation and be built on time and on budget without the need for early cost recovery. Put those pieces in place and maybe there is something to talk about.
No More Subsidies. Solar has an internal talking point that rarely makes the headlines, maybe one of the many reporters will come out and steal it from here. All energy sources should lose access to subsidies, all of them. Tax incentives, land use, rate base, fuel cost guarantees, mineral rights, exploration and right of ways to start. Get rid of that and the market will be free to let consumers choose!
- Axios: NASA images show China pollution clears as coronavirus shuts factories
- Greentech Media: NASA images show China pollution clears as coronavirus shuts factories
- Vox: An expert’s case for nuclear power
- Utility Dive: Spending more on renewables ‘inappropriate,’ as technology is already viable – DOE Secretary
- Grist: Elizabeth Warren’s new climate plan can go the distance, even if her campaign can’t
- PV-Magazine: Energy storage projects reach ‘investment-grade’ with esVolta’s $140 million debt facility
- PV-Tech: Trina embraces ‘new era’ of solar with launch of 500Wp Duomax series
Opinion
Best, Yann
The post This is your SolarWakeup for March 2nd, 2020 appeared first on SolarWakeup.com.
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