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Opinion & analysis

The ‘Rubber-Band Effect’ on renewable energy project margins

On the journey from concept to monetized power plant, renewable/storage projects tend to get tugged toward “zero” margin (from either direction); and the further the rubber band is stretched, the stronger the pull back toward zero.

2

California’s fossil fuel plants failed us, not solar

In order to prevent more of California’s grid emergencies, what’s needed is more solar-charged batteries, not more peaker plants

13

Hawaiian Electric finances – fewer tourists and less revenue challenges regulatory model

Over the course of the quarter, HECO experienced a reduction of 9.2% in kWh sales, HELCO 11.7% and MECO 24.5%, demonstrating the precariousness of Maui being so dependent on the constant influx of electricity-consuming visitors.

The U.S. can be powered 100% by renewable energy. How do we get there?

Long story short, it’s possible for the U.S. to run 100% on renewable energy. How we get there is the long story.

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Energy Jobs: First Solar has 2 CTOs, Tesla loses ultracap boss, CAISO’s new CEO, MJ at NRTC, plus Prologis, Ecoplexus

Executive, career and boardroom moves in solar, storage, cleantech, utilities and energy VC — plus some select job openings.

Residential solar customers don’t want the cheapest system in a $20K investment – they want the best one

Customers are willing to pay a premium for a brand name with a strong warranty.

4

Energy Jobs: Trump nominates Dems to FERC, Dominion CEO is out, plus SunPower, Engie, Invenergy, SMA, Generate

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

Jigar Shah on the solar industry: ‘We embrace innovation because it is in our blood’

“We are being looked at by everyone from prominent political campaigns to elected officials in our towns and counties to provide the economic development needed for the nation’s recovery from Covid.”

What does the overhaul of PURPA mean for solar power?

The long-awaited overhaul of the Public Utility Regulatory Policies Act of 1978 is upon us, bringing with it substantial changes to the policy that has benefited over 30% of today’s solar facilities. What these changes will mean for American solar moving forward remains to be seen.

3

Breaking up the patent monopoly for the benefit of batteries

The patent monopoly is at odds with the global need for battery storage technology and if this norm continues, technology will not be able to be released in time to keep up with current climate goals.

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