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    explo

    SolarCoin: Incentivising solar PV energy production through blockchain innovation

    https://www.pv-tech.org/guest-blog/solarcoin-incentivising-solar-pv-energy-production-through-blockchain-innov

     

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    SolarRoof

    Promising article:

    https://www.bloomberg.com/news/articles/2017-06-15/solar-power-will-kill-coal-sooner-than-you-think?cmpid=socialflow-facebook-business&utm_content=business&utm_campaign=socialflow-organic&utm_source=facebook&utm_medium=social

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    sunnypease
    2 hours ago, SolarRoof said:

    Promising article:

    https://www.bloomberg.com/news/articles/2017-06-15/solar-power-will-kill-coal-sooner-than-you-think

    I find it spiritually uplifting to read articles like that.  Thanks for sharing.

    It's amazing how solar has come down in cost.  

    pulling coal out of the ground, collecting it, transporting it, and then burning it and maintaining the equipment to burn it just sounds expensive.  Then again there is a lot of energy locked into those rocks.

    Solar is so much better.  Make it once, install it & pretty much forget about it for 20+ years.

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    explo

    It's been clear for years that the planet will gain from renewables inevitable dominance, but will investors to the same extent? To me the pace of progress this decade is amazing. In 2010 we had come a long way as panel prices dipped as low as $1.50 before rebounding to $1.80 as shortage set in. I then had a dream that continued progress would lead to new massive panel price milestones of $0.50 before the end of this decade and $0.30 before end of the next decade. These milestones would massively expand the geographical grid parity footprint. I can't believe how much ahead of this schedule we are and I believe  that there is still plenty of room for demand response to this colossal change in solar economics. I think we now are again ahead on the panel side and panels might be entitled to some margin expansion as BOS has to compress a little to keep up with the pace panels has shown the last couple of years.

    Edited by explo

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    SolarRoof

    I don't have a subscription, but this headline looks good:

    http://www.rechargenews.com/wind/1288606/us-wind-and-solar-tax-credits-look-secure-under-trump-acore

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    sunnypease

    Scary as hell news.  https://www.nytimes.com/2017/06/26/climate/carbon-in-atmosphere-is-rising-even-as-emissions-stabilize.html

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    SolarRoof

    RUN:

    https://www.streetinsider.com/Corporate+News/Sunrun+(RUN)+Says+it+Doubled+its+Total+Addressable+Market/13052223.html

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    explo

    ASP to remain stable in July

    http://pv.energytrend.com/price/PV_Prices_Will_Remain_Stable_in_July_on_Demand_from_China_and_the_US.html

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    sunnypease

    https://www.pv-tech.org/news/china-could-top-last-years-record-solar-installations-aecea

    China may outdo it's solar installation estimates, according to AECEA.  

    Anyone know what China was estimated to do and how much more this is?   

    The takeaway seems to be that ASPs will be fine past Q2, with Front Runner & poverty alleviation programs.

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    sunnypease

    Another seemingly big piece of news.   Q2 "global corporate funding" was much weaker -- the reason given is Suniva uncertainty.  

    "The money flowing into solar dropped from the first quarter to the second, falling 56% from $3.2 billion to $1.4 billion."  

    Information from a Mercom report

    https://www.pv-magazine.com/2017/07/10/report-global-corporate-funding-of-solar-reached-4-6-billion-in-first-quarter/

     

    Anyone know if this is something to be concerned about??

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