The New SunPower. By all accounts from management, SunPower and Maxeon will be two separate companies this quarter. That means that the new SunPower will no longer have the burden of manufacturing and focus on being a large installation business. You can read all the details in their slides but a note on a data point that was spoken on the call, which is why you should always read the transcripts. In July, SunPower reached a new milestone of 1,000 appointments and exceeded that number every week since then. That means that demand for solar, at least from SunPower’s perspective, is stronger than ever.
Owning The Infra. ChargePoint expanded its series H with another $127million in the bank. This is going to fuel the companies efforts on expansion and allow it to grow policy and marketing efforts. If this seems like a lot of money, think about how much money went into building a gas station on 50% of America’s corners.
1980 Oil Revisited. Oil production is down to May 1980 levels, a historic reminder that Trump probably doesn’t want to compare to. Unlike 1980, when Reagan took the solar thermal off the White House, the PV on the White House still stands that President Obama installed. Here’s where the ChargePoint story and oil production intersects. Electrification of cars means that oil and electricity is competing for the first time in a big way so it makes sense that Chevron is investing in ChargePoint and BP says its going to invest $5billion per year in renewables.
First Real Auto OEM Deal. Daimler getting in deep with CATL is a bigger headline than most realize. CATL is widely touted by battery experts as several generations ahead of the lithium batteries you tend to think of today. While Tesla has built what I would consider an almost perfect car, scientists look down on the battery architecture in the car and if Daimler executes on the collaboration it could be real competition. That being said, every car will be electric so it’s a bigger pie for everyone.
Come On Illinois. Illinois has the opportunity to keep the traction in clean energy moving forward. Especially in an era where utilities in the State are getting caught breaking the rules, we need to move beyond politics to get this passed.
Costco For Solar. Did you know that the largest buyer of toilet paper in America is Costco? You most likely did and that’s why so many of us pay to be part of the club. That was the inspiration behind SolarWakeup Buyer’s Group, go here for more info.
- PV-Magazine: SunPower survived shutdowns for a strong Q2
- Greentech Media: SolarEdge, Enphase Hit by Sharp Slowdown in Solar Installations During Pandemic’s Depths
- Crunchbase: ChargePoint Adds $127M To Series H To Grow Electric Charging Fleet
- Utility Dive: bp targets $5B annual renewables spending, 50 GW by 2030
- Axios: U.S. oil production saw biggest decline since 1980 in May
- Reuters: Daimler deepens battery alliance with CATL to include R&D
- Renew Economy: Rooftop solar’s stunning surge to new records, as Australia installs reach 2.5 million
- New Republic: Utility Companies’ Deadly Addiction to Profit
Opinion
Best, Yann
The post This is your SolarWakeup for August 6th, 2020 appeared first on SolarWakeup.com.
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