Get The House In Order. As we near the 8 week mark of the shelter in place orders and a new normal, it is understandable for people to expect others to adapt like everyone has. In this case I am talking about building departments and utilities, particularly PG&E. The solar industry has been patient and working with all involved to make solar installations safe. Meanwhile, PG&E was slammed in court yesterday regarding their operations around tree trimming and wire safety. The future of PG&E should be like a highway operator. The roads need to be safe and run smoothly with local exits and high speed left lanes. When it comes to toll operations, the company needs to prioritize the speed of access to the generators that match the goals set forth by the State. The State should incentivize the company to do this well and everyone wins.
Safe Solar Sales And Installs. Being allowed to get back to work is phase I of the return that centers around building out the backlog. Phase II is the pivot many are figuring out right now. One of those things is how to generate more leads like building out digital content and driving folks to your lead generation forms. Managing this lead flow all the way through project installation without ever seeing the customer means a change to your installation company’s operating system. Next week I am hosting a live webinar with Open Solar’s Andrew Birch to ask him about his experience. In 2008, in an SPI beer garden Birchy and Danny Kennedy showed me this crazy idea on the first Apple iPad where you could type your address on a map and they would send back a layout. That was v1 of digital solar sales. You can register for the webinar here, it is limited to 100 people.
Time Of Opportunity. Buying solar assets is an art that matches sellers somewhere between desperation and greed and buyers with cash burning a hole in their pockets feeling they would miss out on yet another deal. Someone once told me (okay, it was more than once) that developers always hold assets beyond peak value and now buyers are pouncing on opportunities across the market.
It’s Valuable, Not Cheap. Headlines are making the circuit today with the cheapest solar in history. Like most reviews of solar policy across the world, solar is routinely undervalued and underpriced. That’s why many storage developers are getting away from contracted cash flows and working more like generation IPPs.
The RTOs. New Jersey had threatened earlier and now Maryland is saying they may leave PJM over the MOPR overstep by FERC. The FERC chair is urging patience and caution but maybe he should take these threats more seriously. Showdown to continue…
- SolarWakeup Live: An Online Discussion About Digital Solar Sales And Operations
- Los Angeles Times: Fires are coming. But PG&E and some cities are holding up battery backups
- Reuters: Iberdrola bets on cash pile, investments to defy coronavirus
- Axios: Solar and wind are now cheapest power source for most of the world
- Utility Dive: Maryland taking a ‘serious look’ at exiting PJM capacity market through FRR, says PSC Chair
- PV-Magazine: Soros Fund Management, Siemens make a big bet on EV charging
- PV-Tech: What to expect from the PVEL ‘2020 PV Module Reliability Scorecard’
- Renew Economy: AEMO lays out “action plan” to manage 75 pct wind and solar by 2025
Opinion
Best, Yann
The post This is your SolarWakeup for April 30th, 2020 appeared first on SolarWakeup.com.
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