Tiny Windows. This was the first Presidential debate that had a planned segment on climate change and it did not disappoint. Trump continued to look at climate change as a building code issue, which provides the segue to say that building codes are one of the most powerful, yet under appreciated policies affecting climate change and solar. On the other hand, Biden talked about methane, batteries and transition in the most progressive way we’ve seen out of a candidate. You can read the entire debate transcript here.
Batteries In The Basement. In several interviews, town halls and debates, Biden has brought up the need for both a smart grid and solar plus storage. He’s been talking like many of us when we explain the needs for our market to a family member. The baseline for all of the policies I would expect in a Biden administration is the goal of 100% net zero by 2035 (though 2025 would be fine) in electricity generation. How to achieve this 15 year transition will be the makeup of many trade groups’ 100 day policy papers you will see the day after the election.
Solar Is (Isn’t) A Pipe Dream. “Solar. I love solar, but solar doesn’t quite have it yet…So, it’s all a pipe dream,” Those are the words at the debate by Trump before also saying that solar can’t power America’s factories. Tell that to the developers, investors, manufacturers, EPCs, lawyers and union workers that have installed solar that sit on rooftops or solar farms across the Country. This is not due to a lack of effort by SEIA, solar companies and republican senators that have met with Trump and his senior advisors over the past 4 years to educate the administration about solar. So here we are after 4 years, solar isn’t ready for prime-time coming from the leader of the free world. So here’s a headline from last week, after IEA said solar is the cheapest source of electricity in the world.
The Oil And Gas Isn’t (Is) A Pipe Dream. The hottest part of the debate was when Biden said, slipped, or was misunderstood (depending on how you stand on the politics) that he was looking to end oil and transition them to renewable energy. Couple of notes on this topic. 1. Oil and renewable energy don’t directly intersect. Oil is losing market share to electricity, competing with utilities but not any particular type of generation. 2. Biden’s campaign was saying that he meant he wanted to end oil’s federal subsidies to which I say, don’t get rid of them but add solar to them instead. Particularly carrybacks for tax credits and ability to offset active income tax liabilities. 3. This is what the Biden administration really should be saying, Biden didn’t say or propose anything that the CEO of BP and other oil majors aren’t already saying themselves. They are already transitioning the business because the market has spoken, something republicans should understand.
Must Listen Conversation. Biden talked with hosts of Pod Save America after the debate in this interview. The interview leads with climate change and goes from 4:17 to 13:15. The 11:30 mark talks about smart grids and solar plus storage gets the nod at 11:50.
The 2021 Foundation. 2021 is the year that will highlight either an amazing decade for solar that passed or set the foundation for a decade of domination. Regardless it will break records and SolarWakeup has always had one of the most aggressive forecasts that also had the benefit of being the most accurate. 2021 will bring a residential market of over 3.6GW, over 20% growth over 2020. A lot of that backlog is already in the books and consumers’ appetite for solar power is bigger than ever before. A Biden victory will set the foundation for many more years at this scale and higher but will also take away the ITC cliff driving more capacity at the end of the year. If Trump wins again, it will depend on how the House and Senate play out whether there is an ITC deal but we can expect more tariffs and less focus on renewable energy which makes solar policy advocates focus on States instead.
The Buyer’s Group Grows. We’re into our second month at the Buyer’s Group and we’ve added another top supplier to the product portfolio. REC modules are now available at an amazing pre-negotiated rate for buyer’s group members. Both Alpha and N-Peak products are on the list. You can get some price discovery for REC or other products on our members page.
- Reuters: Democrats in U.S. drilling states push back against Biden oil remarks
- Grist: Make America Green Again
- Utility Dive: As conflict rises over utility DER ownership, a Duke Florida program could offer a way forward
- Axios: Over 300,000 Californians affected by PG&E blackouts
- Greentech Media: So, What Exactly Are Virtual Power Plants?
- Politico: French government blocks U.S. LNG deal as too dirty
Opinion
Best, Yann
The post This is your SolarWakeup for October 26th, 2020 appeared first on SolarWakeup.com.
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