Markets

Is the U.S. solar market slipping towards merchant?

As contract lengths shorten, U.S. solar developers and investors are relying more and more on sales of power in the spot market as the future.

The Sunshine State finally delivers on its name

WoodMac has upped its forecast for 2019 with Florida and Texas starting to deliver on their potential, as the U.S. solar market returns to its growth path.

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The Pope, big oil and bankers are talking carbon taxes

Pope Francis held a closed door meeting at the Academy of Sciences with the CEOs of oil firms and investment firms to address climate change, with a group committing to support an “economically meaningful” carbon price.

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Florida Supreme Court rules in favor of utility solar development

Judges have unanimously ruled that Florida Power and Light is allowed to rate base $863 million for eight solar projects built in 2017 and 2018, as in 2016 state regulators had already approved it.

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Fate of Washington polysilicon plant hinges on Trump, Jinping meeting

REC Silicon has delayed full shutdown of its Moses Lake polysilicon operation until mid July as President Trump and his Chinese counterpart are scheduled to hold talks in Osaka in two weeks’ time.

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Roth: Bifacial tariff exemption to drive down U.S. module prices

The investment banking firm expects an increase of bifacial imports from Southeast Asia, and says that this could drop U.S. average selling prices below 40 cents per watt.

Bifacial beats Trump’s tariffs

Federal trade authorities have ruled that bifacial solar modules are no longer subject to the Section 201 ruling, which currently apply a 25% tariff to most solar modules imported to the United States.

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Net metering analysis: When utilities attack, go big

Aurora Solar ran 45 million simulations to determine the effects on ROI for owners of residential solar due to specific changes in net metering policies and billing structures, and offers market-specific design guidance to maximize said ROI.

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Sunnova plans IPO, 200,000 call on Washington for climate debate: pvMB 6/12/19

Hello and, as with every other Wednesday, welcome to your Hump Day MB! Today we’ll be looking at Walmart and US Solar’s 36 project deal, POWERHOME solar expanding to Missouri, an Economy-wide analysis of decarbonization of the Pacific Northwest and much more. Let’s dive in!

PREPA supercharges solar and storage in new long-term plan

Puerto Rico’s utility has revised its long-term plan to account for the island territory’s new 100% renewable electricity mandate. However, many details look the same – including a lack of interest in utilizing distributed generation to meet reliability needs.

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