7 Things Worth Reading This Week (11/8/24)

Advocates state that while the election results will probably mean a Replican-led FERC, incentives rolled back, and transmission initiatives reversed, local, state and regional efforts to support the clean energy transition will probably go forward.

With Republicans’ major victories in the polls and possible risk to the IRA incentives, solar stocks are suffering. Yesterday solar and clean energy stocks crashed heavily: the Invesco Solar ETF (TAN) fell 11%, First Solar is down 12%, Enphase and SolarEdge are down roughly 19%, Sunrun is down 26% and its competitor Sunnova crashed over 40%. Utility-scale solar tracker manufacturer Nextracker fell about 6.5%, while its competitor Array Technologies dropped nearly 20%.

Solar Builder covers the fact that arrays funded with solar leases or PACE financing do not add value to a home. This is because the lender can repossess them in case of default on the financing terms. The article looks at the role of rising interest rates and how this fact impacts solar sales pitches.

This article talks about how to remedy the fact that the small and mid sized commercial solar market is underdeveloped. It lays out the current benefits/incentives and walks through the current financing opportunities, focusing on how installers can work with SMBs to help them secure financing like PPAs, public financing, or private financing by a dedicated solar financing provider.

Aurora walks through how to debunk whole home electrification myths for installers looking to integrate it into their offerings as another revenue stream. They look at concern about it being too expensive, taking too long, and lack of support to deploy it.

This article looks at the evolving role of ESG for companies – from the state of investment initiatives and how they view sustainability in a way that filters ESG and CSR through the same strategic lens. The article covers communication among leadership and teams, the role of nonprofits, and employee involvement.

Chris Finley, Chief Commercial Officer of TruGrid, speaks with Nico Johnson about how EPCs can manage the complexities of battery storage integration. They look at how software integration helps streamline battery storage projects, common pitfalls developers face in commissioning and how to address them, strategies to reduce supply chain risks in battery storage projects, and why developers should bring EPCs into the planning phase earlier to maximize project success.