Community Solar Providers In Orange and Rockland Territory

See the Buyer's Guide to New York Community Solar for details on how New York community solar works and lists for other utility territories. Updated 9/8/2020 VENDOR NAME PRICING STRUCTURE ADDITIONAL DETAILS SPECIAL OFFERS IPP Solar Integration LLC 10% discount subscription model - Clearway Community Solar 10% discount subscription model Cancellation free if replacement found or with 90 day notice, otherwise $200 termination fee Community Power Partners 10% discount subscription model no cancellation fee with 90 days notice, no credit checks and no payment information required Nexamp Inc. 10% discount subscription model No cancellation fees and long-term contracts Oya Solar Inc. 10% discount subscription model Contract for specified period needs to be signed Astral Power 10% discount subscription model  No cancellation fee....
SunPower Equinox using IBC panels

Sunpower’s Tariff Exemption: When You Win, You Lose

SunPower gets an exemption for its interdigitated back contact (IBC) solar cells – did it win the battle and lose the war? by Paula Mints If SunPower (SPWR) was playing a game of chicken with the Trump Administration to give it an edge towards the goal of getting an exemption, it a) won its gamble and can now focus on manufacturing p-type monocrystalline cells and modules to compliment imports of its n-type IBC cells and modules, b) won its gamble and now must keep its word and invest in resuscitating the long-in-the-tooth SolarWorld US manufacturing facility, or, c) won its gamble...
solarwindow

SolarWindow: A Unique But Risky Opportunity

by Debra Fiakas, CFA SolarWindow (WNDW:  OTC/QB) raised $25 million this week to build a manufacturing plant for its electricity-generating glass.   Three investors subscribed to 16.7 million shares of common stock.  The company is getting $19.8 million in new capital in addition to conversion of $3.6 million in debt to common stock. The SolarWindow is unlike any other energy producing innovation.  Rather than relying some sort of dedicated production plant or facility, the SolarWindow is a part of the electricity user’s own facility.  Ultra-thin layers of liquid coatings are sprayed onto a glass surface, forming a network or array of miniature solar cells. This is a type of photovoltaic technology that uses...
ReneSola SOL logo

ReneSola Finds Shareholders Hard To Please

Solar project developer ReneSola Ltd. (SOL:  NYSE) reported financial results this week for the quarter ending June 2018.  Revenue topped $27.8 million in the quarter well below the year ago period when a faster pace of development activity generated $44.8 million in sales.  The negative year-over-year comparison was anticipated following the sale of ReneSola’s solar cell manufacturing operations in September 2017.  Now the company is making its way with solar project development, engineering services and electricity sales from its owned solar power facilities. Management had guided for sales in a range of $25 to $30 million in the June 2018 quarter.  The good news was that ReneSola...

Should I Sell My Mutual Fund To Go Solar?

by Tom Konrad Ph.D., CFA An enthusiastic solar volunteer recently asked me: “What can I invest in to prepare for the next financial crisis?” The situation made the question deeply ironic. The woman asking me was trying to help people invest in solar systems through Solarize, a nonprofit, community-sponsored group buying and discount program. Our town of Marbletown, New York and the neighboring towns of Rochester and Olive have just launched Solarize Rondout Valley, a campaign open to residential and commercial building owners in Ulster County. Solarize campaigns are designed to make it easier and cheaper...

Right About Tesla, Wrong About Yingli

Doug Young  Bottom line: Beijing should promote cutting-edge companies like Tesla that can help advance its new energy agenda, while abandoning ones like Yingli that use old technology to make cheap copycat products. Two green energy stories were in the headlines last week, spotlighting China’s drive to become a global leader in the new technology and also the right and wrong ways to achieve that aim. An item involving US electric vehicle (EV) powerhouse Tesla (Nasdaq: TSLA) represented the right approach, with reports that the company might near a deal with Beijing to build a manufacturing plant in China....

Four Green Money Managers’ Top Stock Picks

Green money managers' stock picks after the Japanese nuclear crisis. Even as the nuclear disaster in Japan unfolds, it's clear that the world's energy industry will be forever changed. Russian reactors were never considered safe, but a Japanese to have a nuclear meltdown is an entirely different story. Market Reaction Since Monday, nuclear stocks and ETFs have been plummeting. As of Wednesday night, The Market Vectors Uranium + Nuclear Energy ETF (NYSE:NLR), the iShares S&P Global Nuclear Energy Index (NASD:NUCL), PowerShares Global Nuclear Energy Portfolio ETF (NYSE:PKN), and the Global X Uranium ETF (NYSE:URA) are down...

The New US Solar Trade Dispute

by Paula Mints In 2012 SolarWorld, facing significant price and margin pressure from cells/modules imported from China, filed trade petitions in Europe and the US under section 337 of the 1930 Trade Act. As a refresher on the Trade Act of 1930; this was the infamous Smoot-Hawley Act which began as a protection for farmers but after much debate fed by many special interests it was eventually attached to a wide variety of imports (~900). Other countries retaliated with their own tariffs. The US trade deficit ballooned. Smoot-Hawley did not push the world into the Great Depression...

Channel Problems Keep BIPV Out of the Money

Dana Blankenhorn Building Integrated Photovoltaic (BIPV)  is often in the news. There's a romance to it. Instead of having ugly solar panels on your house, your whole house could be an integrated solar system. It could use all the heat and light hitting it, from any angle, look like any other house, and pay for itself. Pythagoras Solar, an Israeli start-up, says its solar windows, cells sandwiched in glass, can both lower heating and cooling costs while they generate electricity, paying for themselves in 3-4 years. Pythagoras is private, but most publicly-traded BIPV plays are penny stocks, like...
p-series

Sunpower Optimistic, But Needs Cash

This recent post explored the unusual mating call of a solar panel manufacturer, SunPower Corporation (SPWR:  Nasdaq).  The Company is looking for a partner to bankroll the upgrade of a manufacturing facility in Hillsboro, Oregon acquired in October 2018, in a tie up with one of its rivals, SolarWorld America.  SunPower now has one less competitor and more room to flex its production muscles.  However, capital is still important. The Company suffered a net loss of $811.1 million or $5.76 per share on $1.73 billion in total sales.  Profit margins were negative straight down. Investors could accept the loss without too much worry if the pace of...

The US Solar Module Capacity Bandwagon

by Paula Mints South Korea's Hanwha Q Cells (HQCL) jumped on the US solar module capacity building bandwagon by announcing that it planned to add 1.6-GWp of module assembly in the US with the goal of taking advantage of the 2.5-GWp of cells that can be imported without the tariff. Comment: The US has about 1-GWp of module assembly for which cells must be imported. Jinko is expected to add 600-MWp of module assembly capacity in Florida. SunPower (SPWR) is expected to add capacity in Oregon if and when (when or if) the SolarWorld US acquisition is approved. Meanwhile new module assembly is...

Residential Solar in the Ontario microFIT Project: Three Families’ Experiences

Michael Smele Solar Home with sunflower photo via Bigstock The Ontario microFIT program was launched in 2009 as part of Ontario’s provincial government’s efforts to increase the production of renewable energy. The program provides participants with the opportunity to develop a “micro” renewable electricity generation project on their privately owned property that uses solar photovoltaic (PV), wind, waterpower, or bioenergy (biogas, biomass, landfill gas). I have asked three families who navigated the process of microFIT solar installations to share their experience by answering some questions. ...

Solar Stocks As the Best Play On The Cleantech Revolution? (Part I)

I just got around to reading a new report by Merrill Lynch (link at the end of this article) identifying cleantech as "The Sixth Revolution" (the other five being: Industrial Revolution; Age of Steam & Railways; Age of Steel, Electricity and Heavy Engineering; Age of Oil, the Automobile and Mass Production; and Age of Info and Telecommunications). Periodically, sell-side firms will release free cleantech/alt energy reports, which lay out their macro theses but stop short of providing stock picks to non-clients. I don't generally pay these reports too much attention as I find they rarely - if ever...

A New Competitive Landscape for Solar PV Racking

by Joseph McCabe, PE I've been attending the Intersolar conference in San Francisco for ten years since it was just Semicon, and noticed many of the most interesting trends don’t show up in the headlines.   This year, I noticed that the exhibit halls were packed with metal (racking) peddlers, far more than in previous years. Solar headlines concentrate on the modules, even though there seems to be less and less differentiation in the module market, with everyone competing for a lower and lower average selling price (ASP). As a friend and PV industry expert told me,...

Community Solar Providers In Rochester Gas and Electric Territory

See the Buyer's Guide to New York Community Solar for details on how New York community solar works and lists for other utility territories. Updated 9/9/2020. VENDOR LINK PRICING STRUCTURE ADDITIONAL COMMENTS SPECIAL OFFERS Ampion 10% discount subscription model Free cancellation at any time, excess credit is banked Astral Power 10% discount subscription model No cancellation fee. Bill needed in customer’s name $100 check and $100 donation to  Foodlink Community Power Partners 10% discount subscription model no cancellation fee with 90 days notice, no credit checks and no payment information required Renovus Solar Purchase Model with small annual maintenance fee. Discount subscription models also offered. Panel custom-built to suit need, credits forwarded to electricity bill Use code "AltEnergyStocks"...

Solar PV Inverter Market Shakeout Continues With ABB and Power-One Deal

James Montgomery A pair of analyst reports issued last week came to roughly the same conclusion about the market for solar PV inverters: It's getting crowded and complicated, with top incumbents facing challenges in maintaining near-term growth in an increasingly fragmented market. Those PV inverter stalwarts will need to pursue more restructuring and mergers & acquisitions to stay atop the shifting and broadening customer base, addressing everything from tough-to-crack markets (e.g. China, Japan) and embracing newer technologies such as module-level power conversion, i.e. microinverters, say IMS Research and GTM Research. This consolidation has already started to play...
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