Renewables Will Be An Engine – Now Let’s Do This Right
When we started Sol in 2008 most people questioned whether the renewable energy industry would ever be cost competitive, or scale, or be financeable. Solar was unrealistic, cute, or at best, quixotic. Time has been the great arbiter. Solar is now the single...
A Compelling (and Complex) Opportunity: Creating Value as a Solar Developer in 2020
When we started Sol Systems around a dinner table in 2008, PV modules cost $3/watt – and that was a recent breakthrough. Those same modules now cost 30-40 cents/watt and they are significantly more efficient. As we noted last year, solar energy technology continues...
A Solar CEO’s 2019 Forecast: More Complexity, New Investors and Continued Growth
Each year we share our thoughts on the evolution and promise of the solar industry. The last 12 months included the introduction of import tariffs from a president who reiterated his doubts about manmade climate change while championing coal....
The Sun Still Rises: Why Solar Succeeds in 2018 & Beyond
Despite the Trump Administration’s recent decision to levy a 30% tariff on the solar industry, we see tremendous opportunity ahead for the industry. In the next year this industry will develop, construct, and finance $25-30 billion in solar assets. It will build...