The takeaway from the last 10 months in the solar industry should be that the long-term picture is bright, but there’ll be a lot of bumps along the way. Right now, the bumps will be in utility-scale solar and changing trends in the residential solar market. But by 2019 the market will be back to growth across the board.
Investors will want to stick to solar companies with solid balance sheets and technology differentiation. Long term, those are the companies that are going to win, even if it takes a few more years to sort out the industry’s winners and losers.
Read more "Solar Energy Faces a Rocky Road Ahead"
The most important sentence on energy in the Democratic National Committee (DNC) platform document is the one it took out: this version of the platform no longer supports an “all-of-the-above” energy strategy.
Coal is out. Nuclear energy and hydropower aren’t even mentioned once in the platform. This version seeks to pick winners and losers in the energy space and remake the energy mix the way the DNC platform committee sees fit, regardless of what the market wants.
You know why that’s a bad idea? Because just about every time the government tries to pick winners and losers in the energy space, the government gets it wrong—like really, really wrong.
Read more "DNC Energy Platform Long on Commands, Short on Hope"