The clock ticks: ITC turns Section 201 over to President Trump
With the receipt of the final report by the ITC, the Trump Administration now has 60 days to take action on the Section 201 case. The probability of restrictive tariffs is high.
Changing tides: Utilities and solar
An increasing number of U.S. utilities are embracing the low and predictable costs of utility-scale solar. But conflicts remain over distributed generation, and the real question is who will own the solar that is being built.
Tennessee coalition wants the Tennessee Valley Authority to get with the solar program
Diverse interests in the Volunteer State have formed an umbrella group to compel the TVA to adopt policies and programs to allow more solar installations
Mercatus: SolarWorld, Suniva tariff requests will cause 214 basis point IRR fall
The software company warns that strong trade action will cause the global ranking for profitability of U.S. utility-scale solar projects to fall and for investors to flee to other markets.
Record quarter for SolarEdge: 22% growth in Q3
Revenue for the power electronics company rises 22% sequentially in third quarter to reach $167 million, with more than 676 MW of inverters shipped
EIA predicts utility-scale solar market contraction in 2018
The agency projects a 4 GW-AC large-scale solar market in 2018, as EIA begins to backtrack on its recent improvements in solar data
NV Energy seeks approval for $31-$34/MWh solar PPAs
The Nevada utility is seeking regulatory approval for three solar PPAs totaling 100 MW-AC, which have the lowest prices seen by pv magazine staff in the United States to date.
Sunrun within striking distance of Tesla’s solar market share
Sunrun installed only 17% less solar than Tesla/SolarCity during Q3, as the only of the big three residential solar companies that is still growing
Vivint Solar installations flat during Q3 (w/ charts)
In line with the sluggishness of the residential solar sector Vivint’s volume deployed remains substantially lower than a year ago, as its business model shifts.
Proposed coal and nuclear bailout roundly condemned in FERC comments
In the second round of comments an incredibly diverse group of actors are stating that DOE’s attempts to subsidize “fuel secure” generation is simply a bad idea. And possibly illegal, too.
