CANCER and CLIMATE CHANGE
http://www.nytimes.com/2016/01/17/opinion/sunday/cancer-and-climate-change.html?_r=0
http://www.nytimes.com/2016/01/17/opinion/sunday/cancer-and-climate-change.html?_r=0
-
Want to remove ads? Register an account and login to see fewer ads, and become a Supporting Member to remove almost all ads.
- Status
jhm
Well-Known Member
"A society grows great when old men plant trees whose shade they know they shall never sit in."
Mr. Sellers, I wish you well Sir. You have my respect.
jhm
Well-Known Member
PV Magazine Mobil: US solar system prices fell 17% in 2015, finds GTM
Update on solar prices. Solar prices are declining for all segments except residential. Residential remains at $3.50/W. My take is that residential competes with residential utility rates which have not come down. Soft costs, especially marketing and sales costs could be reduced if there were competitive pressures to do so. Case in point, SolarCity has reduced it's installation cost substantially, but it is not lowering its retail prices.
Update on solar prices. Solar prices are declining for all segments except residential. Residential remains at $3.50/W. My take is that residential competes with residential utility rates which have not come down. Soft costs, especially marketing and sales costs could be reduced if there were competitive pressures to do so. Case in point, SolarCity has reduced it's installation cost substantially, but it is not lowering its retail prices.
$100 million in 2017 bonds available, with $90 million being purchased by SpaceX: SolarCity - Prospectus Filed Pursuant to Rule 424
From the latest 10K -
"In March 2015, Space Exploration Technologies Corporation, or SpaceX, purchased $90.0 million in aggregate principal amount of 2.00% Solar Bonds due in March 2016."
So essentially the new SpaceX purchase looks to be a mere re-financing operation (at a higher rate of 4.4% from 2%).
TheTalkingMule
Distributed Energy Enthusiast
I'm on the fence with this Maine legislation, seems to me it's all about labels. What's the difference between "net metering" and a feed in tariff that equals retail?
The thing I'm concerned about these days is making sure an individual homeowner's right to power their house comes first. What happens when these utils scramble to add tons of utility solar and we end up with an excess? Where's the legislated requirement to absorb a homeowner's excess rooftop production?
Does the grid exist to serve the people or the other way around?
The thing I'm concerned about these days is making sure an individual homeowner's right to power their house comes first. What happens when these utils scramble to add tons of utility solar and we end up with an excess? Where's the legislated requirement to absorb a homeowner's excess rooftop production?
Does the grid exist to serve the people or the other way around?
Tedkidd
Member
The best anti-terrorism strategy we can adopt is distributed generation and the electrification of transportation. It is time for western democracies to divest in Saudi Aramco.
Saudi Arabia taking control of America's largest oil refinery
Saudi Arabia taking control of America's largest oil refinery
doggusfluffy
Closed
TheTalkingMule
Distributed Energy Enthusiast
jhm
Well-Known Member
What do you see as the problem with SunPower trying to serve multiple segments? Or are you thinking of something else?
TheTalkingMule
Distributed Energy Enthusiast
If you're going to be "full service", you need to provide the services. What's the point of signing a PPA with someone when the install is done by an unknown entity and any needs you have down the line will be handled by the same unknown entity or some other if the original goes out of business?
To me, the value proposition of SCTY is that you get top products and top service from a known entity who will be around forever. If I'm going with a stranger, why would I pay the premium price of a PPA? I would just finance the purchase outright.
jhm
Well-Known Member
I like SolarCity's vertical integration, but it seems that other players have to figure out where they can add value and where they are better off partnering. For example, Sunrun mostly partners with other installers so it can focus more on marketing, sales and financing. SunPower is firstly a panel maker, so I see this as an attempt to assure that their products remain relevant to the rooftop market. They can't simply rely on small installers to select their product. They need to round out the total package to compete with SolarCity.
doggusfluffy
Closed
I also like the additional sales and marketing efforts...which will lead to SolarCity getting some calls for competing bids so it should float all boats for rooftop solar. SunPower's decision also flies in the face of the dead end business model line of reasoning in which all the wealthy solar customers have been cherry picked and all that's left is a sub-prime leasing market. I think SolarCity will compare favorably.
jhm
Well-Known Member
Sandoval aide: Nevada’s clean energy reputation is damaged | NevadaAppeal.com
It sounds like political pressure is starting to set a new agenda in Nevada. Perhaps the meeting with Musk at the Gigafactory may be bearing some fruit as well. Governor's staff is starting to frame this as an economic imperative. Yes, it is.
It sounds like political pressure is starting to set a new agenda in Nevada. Perhaps the meeting with Musk at the Gigafactory may be bearing some fruit as well. Governor's staff is starting to frame this as an economic imperative. Yes, it is.
jhm
Well-Known Member
- Status
Similar threads
