Commercial & Industrial PV

SunPower raises guidance after solid Q3 driven by energy storage, new homes and new ways of selling solar

It took a pandemic, but the residential solar and storage industry has finally figured out how to lower customer acquisition costs. SunPower is seeing residential storage attach rates greater than 20% in California.

Morning Brief: Solar FlexRack goes Northeast, Aggreko delivers grid stability, Namasté Solar and Solaris win up to 10 MW of PV at CSU

Also in the brief: The Trump administration is burying dozens of studies detailing the promise of renewable energy, plus battery stewardship and recycling

It’s cheaper to build new solar than it is to operate coal plants

New analysis released by Lazard compares the levelized cost of energy for various generation technologies on a $/MWh basis and shows that renewables, specifically utility-scale solar and wind, are the economic frontrunners.

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Solar racking companies are getting acquired in a consolidating market: Who’s next?

The solar racking market has quiet revenues of billions of dollars and continues to consolidate — driven by equity firms such as Esdec and Tenex. The market segment has become a small hotbed of M&A. Who’s next?

Morning Brief: Dominion Energy issues an RFP for 80MW of new solar, Generac acquires Enbala

Also in the brief: Solar installer Sigora Solar acquired California-based Aztec Solar, first-of-a-kind utility plan could transform Southeast grid

Floating solar nearing price parity with land-based solar, Duke and Cargill take first dive into sector

Four years ago, there were just two floating solar arrays in the U.S. — by the end of this year, there will be over 20.

Morning Brief: Solar going to the dogs, How clean energy can prepare for the next attack

Also in the brief: L3Harris Technologies and Lightsource bp are bringing a 135-MWac solar farm to Ellis County, Texas, California Governor Gavin Newsome considering the Salton Sea for lithium exploration.

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Energy Jobs: New CEO at sonnen, plus 8minute Solar, SolarEdge, Scale Microgrid, Safari Energy, Panasonic and Mercatus

Executive, career and boardroom moves in solar, storage, cleantech, utilities and energy VC.

Analyzing the 2% DC voltage drop rule

The good people at Mayfield Renewables take us deep into the technical weeds as they question a rule-of-thumb: Is the 2% DC voltage drop rule accurate for real-world conductor sizing or has technological progress in solar made the rule irrelevant?

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What is distributed generation’s real worth for the grid?

A thought experiment by Severin Borenstein suggests how much rooftop solar could reduce transmission and distribution costs.

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