7 Things Worth Reading This Week (11/1/24)

SPW explores the impact of the ITC AD/CVD rulings on imported solar racking. The article originally argued that aluminum extrusions from 14 countries were subject to additional trade costs because Commerce determined that the domestic aluminum extrusion industry couldn’t compete with the cost of these imports but then updated the article to say that the ITC reversed these duties on aluminum extrusion imports.

Utility Dive looks at the possible repercussions of the election. They discuss its impact on bipartisan permitting reform, aspects of the IRA and the Tax Cuts and Jobs Act, and grid efficiency and reform.

Canaray Media looks at the implications of the predictions that transferability will eclipse the traditional path of tax equity in 2025. They define what it means for developers, investors and the broader industry in the near and far future, offer stats (the volume of transactions in this new market will reach $22 billion to $25 billion, up from just $4 billion last year), and more.

Solar Builder explores what roofers and installers can learn from one another and how they can work together. They look at how roofers use one distributor and have them stock items right to the roof, have a broader customer base, and how both parties can work well together in a hybrid market.

This article looks at the relationship between solar on commercial properties and loans when it comes ot managing risk and security. It steps through three scenarios for calculating mortgages, property ownership, leasing the roof/field/parking lot, and leasing of the array through a PPA.

Nextracker talks with Solar Builder about the importance of solar tracker foundations. They discuss why solar tracker foundations are under scrutiny, look at Ojjo foundation design and installation innovations, foundation design impact on terrain-following trackers, reducing grading, environmental considerations, and more. The video is below.

Solar Builder speaks with OneEthos, a fintech affiliate of Climate First Bank, about how they offer solar loans for resi and C&I installers and homeowners. They talk about how they operate, the current solar loan outlook, advantages of their solar financing for homeowners and installers, what they do and don’t finance, the approval process, and more. The video is below.