The Public Equity SPACs. I have spoken to several SPAC executives over the past few weeks that are actively looking for investments in the clean tech space. There have been several announcements recently in the broader market but none that close to home yet but I don’t expect that to last for long. With great success in the Array Technologies IPO, the way solar has performed in the public markets, and an energy transition well on its way, the only thing missing is finding companies large enough to fit the mold.
The Private Equity Investments. Imitation is the best form of flattery and investments are like the heat seeking missiles of imitation. Exits are that target, so whether you look at the Blackstone liquidity event from Vivint Solar, Oaktree’s with Array, or Tiger’s with Sunrun amongst many others, capital is seeking new ways to get equity participation in our space. All of that is positive but solar still has an early stage issue, getting investments big enough to get to the dreaded “check size” that PE firms always highlight. That is the metric to watch in 2021, how much startup momentum gets funded in the solar and storage industries.
A Look At Home Monitoring. Sense is a Boston based startup that measures home energy consumption that has raised $47million. The reality is that the market hasn’t quite adopted this or any other energy monitoring technology in a big way. While it would make sense for home owners to have both sides of the energy equation on their phone, you have to wonder how to do this so that more solar installers adopt the concept.
Why Bury Reports? Grist alongside an investigate reporting outlet says that the Department of Energy has been withholding the publication of over a dozen reports that show renewable energy in positive light.
A Sustainable Pallet. Wood pallets are a costly and wasteful part of solar logistics, they tend to be one directional, fragile and inefficient. So let’s highlight the PVPallet, a reusable pallet that appears to also improve the ability for modules to withstand the rigors of logistics and warehousing, particularly with partial pallets. Going forward, my hope is to highlight some startups to get them attention from you all and maybe even drive growth and capital their way.
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. You can also reach out to Libby Koenig from our team at libby@solarwakeup.com
- PV-Magazine: Will clean energy SPACs survive current Wall Street bubble?
- Solar Builder: Sense rolls out Flex sensors to track home energy hogs on dedicated circuits
- Grist: ‘It just goes into a black hole’
- Solar Power World: PVpallet releases adjustable, reusable plastic solar module shipping pallets
- Axios: Private equity shifts its attention to renewable energy
- Greentech Media: Trump Administration’s Attempt to Revoke Exclusion for Bifacial Solar Modules Hits Another Roadblock
- Utility Dive: Election 2020 – Climate policy faces a tough road through Congress regardless of electoral outcomes
- PV-Tech: PV reliability lessons from 100,000 systems
Opinion
Best, Yann
The post This is your SolarWakeup for October 26th, 2020 appeared first on SolarWakeup.com.
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