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North America

Morning Brief: Solar ETF soars as Biden leads in polls, Tesla Megapacks in Alberta’s first large-scale battery storage

Also in the brief: juwi Shizen Energy constructs 54-MW-solarpark, Boston Solar teams with Generac, Capital Power, Palladium Energy & Renewable Energy Services sign 160MW of PPAs with Duke Energy.

Mosaic launches new loans with the lowest rates the market has ever seen

The two new options, 0.99% APR for a 20-year loan and 1.99% APR for a 25-year loan, come at a time when installers and homeowners are increasingly cost-conscious, especially considering the impending ITC step-down.

6

Politicians talk a green game, but do they have solar on their home rooftops? 

The Solar Power Challenge website aims to identify the politicians who support solar and have the rooftop panels at home to prove it. The results will not surprise you.

5

Tesla Solar Roof installation time lapse: 40 squares in 4 days by Weddle and Sons Roofing

A solar installer in Kansas does a great job of documenting and displaying the installation process of an attractive integrated Tesla solar roof.

4

Morning Brief: First long-duration energy storage procurement, EDFR and Geenex close on 4.5 GW PV pipeline

Also in the brief: Scatec Solar to buy state-owned hydropower firm SN Power in a $1.17 billion deal, Panasonic Solar and Service Finance Company rolled out a new home energy storage financing program.

1

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?

Corrected — California’s lucrative energy storage incentive gets fiscally misused once again

What is it about California’s SGIP subsidy that brings out the worst in people and corporations? Usually it’s companies gaming the ratepayer-funded incentive, this time it’s installers helping individuals with second homes siphon off funds intended for the disadvantaged.

2

Blackstone enters the electric bus and van race, plus the return of seed-stage solar investing

A weekly round up of investments and exits in solar and energy transition technologies.

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Swinerton was the lead solar EPC contractor in the US last year

IHS Markit: At 10% market share, Swinerton Renewable Energy maintained its position as the preferred EPC contractor in the U.S. First Solar and Cypress Creek intend on exiting the EPC segment, creating opportunities for established local EPCs and the emerging group of international firms eyeing the growing U.S. utility-scale market.

Solar PPA prices in the US rise for the second consecutive quarter — after 18 months of decline

LevelTen Energy’s Q3 2020 PPA Price Index report shows that average utility-scale solar PPA prices rose again in Q3, up to $29.3/MWh. And while the ITC step-down and simple economics are to blame, LevelTen shares that the increases are no cause for alarm.

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