Another View's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/267034/comments http://seekingalpha.com/article/175616-rooftop-solar-generation-ready-for-prime-time?source=feed#comment-783723 783723

On Nov 29 02:45 PM Jigar Shah wrote:

> Great article. As the Founder of SunEdison, I have been paying $1MM
> a year nationwide (regulatory affairs budget) to remove the barriers
> to this vision. We are clearly farther along in California than in
> other states.
>
> Some thoughts:
> 1) Net Metering is a big problem. We actually don't need 2-way electricity
> movement -- what we need is a guarantee that utilities can't change
> tariffs for customers that install solar and thereby change the economics
> of their investment
> 2) We have to deal with a "run on the bank". Today the utilities
> in PG&E and SCE will go out of business over the next 10 years
> until we move them to becoming a platform for self generation and
> they get paid to provide this platform. Today every person that switches
> to solar, is one more person not paying for the fixed costs of the
> platform which means that electricity gets more expensive for those
> that are left on the grid, which means solar gets more cost effective
> and so on. This will eventually leave the utilities in an awful financial
> position
> 3) We need to streamline self-generation. Many communities make it
> such a pain in a** to switch to solar that some good rooftops go
> un-harvested. We have to figure out a common sense way of harmonizing
> these rules in a way that does not unfairly burden anyone but still
> promotes self-generation
> 4) This trend really is being led by low cost crystalline, thin-film
> has very little to do with self-generation -- even at prices below
> $1/Wdc. Crystalline systems above 280kWdc can be installed for $2.50/Wdc
> by 2011. Once this occurs solar PV will not have to get any cheaper.
> In fact solar PV will have to get more expensive as sales and marketing
> costs increase
> 5) The tax laws that were passed in the 80's around passive/active
> loss rules have to changed to allow "doctors/lawyers" to invest in
> solar PV. Starting in 2010 project finance will be the #1 gap to
> growth in the Solar PV markets and the banks/insurance companies
> can't keep up.
>
> Transmission delays will be the #1 reason self-generation wins. It
> will be led by solar. It all comes down to "respect" for the solution
> from policy makers.]]> Mon, 30 Nov 2009 22:05:34 -0500

On Nov 29 02:45 PM Jigar Shah wrote:

> Great article. As the Founder of SunEdison, I have been paying $1MM
> a year nationwide (regulatory affairs budget) to remove the barriers
> to this vision. We are clearly farther along in California than in
> other states.
>
> Some thoughts:
> 1) Net Metering is a big problem. We actually don't need 2-way electricity
> movement -- what we need is a guarantee that utilities can't change
> tariffs for customers that install solar and thereby change the economics
> of their investment
> 2) We have to deal with a "run on the bank". Today the utilities
> in PG&E and SCE will go out of business over the next 10 years
> until we move them to becoming a platform for self generation and
> they get paid to provide this platform. Today every person that switches
> to solar, is one more person not paying for the fixed costs of the
> platform which means that electricity gets more expensive for those
> that are left on the grid, which means solar gets more cost effective
> and so on. This will eventually leave the utilities in an awful financial
> position
> 3) We need to streamline self-generation. Many communities make it
> such a pain in a** to switch to solar that some good rooftops go
> un-harvested. We have to figure out a common sense way of harmonizing
> these rules in a way that does not unfairly burden anyone but still
> promotes self-generation
> 4) This trend really is being led by low cost crystalline, thin-film
> has very little to do with self-generation -- even at prices below
> $1/Wdc. Crystalline systems above 280kWdc can be installed for $2.50/Wdc
> by 2011. Once this occurs solar PV will not have to get any cheaper.
> In fact solar PV will have to get more expensive as sales and marketing
> costs increase
> 5) The tax laws that were passed in the 80's around passive/active
> loss rules have to changed to allow "doctors/lawyers" to invest in
> solar PV. Starting in 2010 project finance will be the #1 gap to
> growth in the Solar PV markets and the banks/insurance companies
> can't keep up.
>
> Transmission delays will be the #1 reason self-generation wins. It
> will be led by solar. It all comes down to "respect" for the solution
> from policy makers.]]> http://seekingalpha.com/article/153060-how-to-catch-the-corporate-bond-etf-wave?source=feed#comment-611953 611953 Sun, 02 Aug 2009 16:00:02 -0400 http://seekingalpha.com/article/139543-what-is-the-value-in-a-non-equity-portfolio?source=feed#comment-517985 517985 Tue, 26 May 2009 11:47:45 -0400 http://seekingalpha.com/article/138462-four-dividend-stocks-to-avoid?source=feed#comment-512865 512865 Thu, 21 May 2009 10:58:16 -0400 http://seekingalpha.com/article/132952-should-you-invest-for-a-2nd-half-surge-across-the-asset-classes?source=feed#comment-477215 477215 Sat, 25 Apr 2009 15:51:07 -0400 http://seekingalpha.com/article/130454-autozone-and-genuine-parts-auto-stocks-enjoying-the-recession?source=feed#comment-459784 459784 Sat, 11 Apr 2009 09:40:30 -0400 http://seekingalpha.com/article/128607-evaluating-biggest-and-smallest-stocks-per-sector?source=feed#comment-446711 446711 Tue, 31 Mar 2009 13:15:08 -0400 http://seekingalpha.com/article/126093-how-about-a-quickie-income-portfolio?source=feed#comment-427284 427284 Mon, 16 Mar 2009 07:38:45 -0400 http://seekingalpha.com/article/118413-top-dividend-yields-of-the-dow-jones-industrial-average?source=feed#comment-375547 375547 Wed, 04 Feb 2009 11:27:11 -0500 http://seekingalpha.com/article/115139-restructurings-and-bailouts?source=feed#comment-360104 360104 Mon, 19 Jan 2009 14:42:47 -0500 http://seekingalpha.com/article/112426-general-electric-not-quite-a-value-trap-more-like-a-value-pit?source=feed#comment-342754 342754 Wed, 31 Dec 2008 13:55:46 -0500 http://seekingalpha.com/article/110444-cramer-s-mad-money-it-s-all-rigged-12-11-08?source=feed#comment-327412 327412 Fri, 12 Dec 2008 11:16:35 -0500 http://seekingalpha.com/article/99916-what-s-the-best-risk-reward-etf-investment?source=feed#comment-282736 282736 Wed, 15 Oct 2008 08:10:17 -0400 http://seekingalpha.com/article/97089-protect-main-st-first-but-give-away-as-little-as-possible-to-wall-st?source=feed#comment-263233 263233 Wed, 24 Sep 2008 07:14:46 -0400 http://seekingalpha.com/article/96583-treasury-s-plan-is-breathtakingly-awful?source=feed#comment-261173 261173 www.hussmanfunds.com/w...

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