FERC Gets Nominees. Trump nominated two commissioners to FERC yesterday, both of which had clean tech Twitter giddy, including a thought bubble that he may be lobbying for votes in the clean energy industry. Allison Clements comes from the Energy Foundation and NRDC, serving as the Director the Sustainable FERC Project at the time. Mark Christie is on the Virginia SCC currently and will allow the Virginia Governor to nominate a new commissioner to fill the seat. Christie is described as a by the book lawyer and has years of experience in regulatory oversight.
Ponies At The Petting Zoo. Some utility dockets are dry and otherwise uninteresting to the solar market. And if it seems that sometimes there isn’t anything in it for our industry, you would be right. That doesn’t mean that turning that docket around gets pro-solar overnight but solar advocates have gotten really good at the incremental gain, a step forward. Duke was proposing a grid plan that had the opposition of our advocates and now will amend their plan to include climate change as a factor. A step forward and we get to see the ponies.
A Clean Grid. Speaking of a clean grid, UK grid operators are forecasting negative emissions in 13 years. National Grid is the utility that is active on both sides of the Atlantic and could be a quick leader in the US with their lessons learned in the UK. Over the next decade it shouldn’t be hard for us to decarbonize the grid, I follow this strange bot on Twitter that tweets out EIA data on an hourly basis and coal is almost always the top generating source. Coal still represents 15x solar in terms of generation and it is the low hanging fruit when it comes to fighting pollution. It’ll take everyone to get this work done.
Two Points. Two points that I’d like readers to consider on having solar as a major part of the solution. First, utilities that are monopolies should no longer be allowed to lobby. Regulatory capture is too real and merging that with a lack of competition in a non-free market has shown to be a disaster. Either they are monopolies or they play politics, not both. Second, regulators need to figure out how to bring more solar to C&I rooftops. The large warehouses don’t match energy load to potential capacity but represent a distributed location for GW of capacity that needs to be leveraged.
Innovating Trade Groups. COVID has made trade groups get creative on reaching out to members and the industry. With a natural bias, CALSSA has been raising the bar including hosting informative web-based content every week since the shutdowns began. This week that includes content on inverters that is useful to installers across the Country. You get to hear from all major inverter companies with expert moderation. At $50, this is a steal for the content you get. Register Here.
Oil Money Will Get Sunny. Solar investments are often merged inside portfolios that also invest in other fuel sources. Bankruptcies, headwinds and oil major losses mean that those portfolios need to diversify and realign their investments. Don’t be surprised if you start seeing oil and gas related funds interested in solar, just look at the solar stocks. Solar was expected to suffer a deep and long pullback but appears to have had a few week drop and will come out with a growth year in 2020. Solar is a safer investment, aligns with the future politics and has the best return on investment in the energy space.
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- The Hill: Trump makes two FERC nominations, potentially rebalancing commission
- Energy News Network: In North Carolina, clean energy groups reach truce on Duke Energy grid plan
- PV-Magazine: Renewables have outpaced nuclear and coal to start 2020
- Greentech Media: UK’s Power Sector in Negative Emissions by 2033, Grid Operator Says
- PV-Tech: sPower wraps up financing for firm’s largest solar project to date
- Utility Dive: FirstEnergy CEO counters alleged company role in $61M bribery scheme during Q2 earnings call
- Bloomberg: RBC Signs Solar-Power Agreement in a First for a Canadian Bank
- Axios: Rough earnings reports loom for Big Oil companies
Opinion
Best, Yann
The post This is your SolarWakeup for July 28th, 2020 appeared first on SolarWakeup.com.
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