Tag: market stats

Solar+Storage, Troubling Petition and Weak Q1

Article RoundupIndustry Issues

Article roundup for June/July 2017…

Is California’s Weak Q1 a Sign of Residential Solar’s Future?

By Austin Perea for GTM

Perea offers a summary and analysis of the most recent U.S. Solar Market Insight report. He states, “national residential PV installations fell both year-over-year (17 percent) and quarter-over-quarter (11 percent) for the first time since GTM Research began tracking the market on a quarterly basis in 2010.” California’s troubles seem to be one of the biggest reasons for this downturn, troubles caused by a combination of weather and policy related issues as well as market saturation, customer fatigue and low cost customer acquisition challenges. Perea predicts a slow rebound, both in California and nationally, but points to the fact that, given the relative size of the size of the CA market, the state will have a significant impact on how things look nationally.

Elevate the Constraint: Advance your strategic projects by setting priorities correctly across your organization.

By Boaz Soifer for Baywa r.e.

Soifer asserts that companies get stuck in the same pattern when looking to update their strategic plan: they get the teams together, do SWOT analysis, a value stream map, customer journey analysis, strategic objectives definition and multi-year roadmapping. And then nothing really changes. He says things don’t change because each team or department is working independently to advance its strategic priority for the company, resulting in a failure to elevate the strategic priority of the key team, the one experiencing the company’s main constraint. He says a company needs to identify this main constraint (major area where things are not working and having the most negative impact), define what the constrained team needs to achieve its objectives, and have all other teams prioritize this team’s strategic objectives over all others. For example, if the team with the most important constraint is Project Management then “team leaders need to…look at the cross-team processes that can be created or improved to increase Project Management success.” Keep reading

Problems, Forecasts and Whether or Not To Follow Elon Musk

Article RoundupIndustry Issues
Article roundup for April/May 2017!

Tax Uncertainty Disrupting Solar Deals

By Brian Eckhouse

This article calls attention to serious problems posed for solar finance by the possibility of  lower corporate tax rates under the Trump administration. Eckhouse talks about how uncertainty about corporate tax rates – as in whether they will dip below 20 or 25 percent – may jeopardize developer/investor deals. He quotes an energy finance analyst: “I’ve heard of a number of sponsors who’ve had to end deal negotiations this year because the terms would have pushed the project under water. They all blame stipulations added by fears of tax reform.”

Two Part GTM Solar Summit Keynote:

‘We Are at a Pivotal Moment in Solar Going Mainstream’
‘We Could Install 3,000 GW of Solar Power by 2035’

By Eric Wesoff

GTM senior VP Shayle Kann’s keynote speech for the recent GTM Solar Summit highlights both challenging developments and good news for the solar industry. Kann talks about the problems due to recent oversupply for upstream companies and a downturn around growth in the residential market. But he also predicts that the market is on the way to becoming mainstream in the US. He talks about significant growth globally and domestically and a diversified and comparatively affordable market. Kann also points to significant upcoming challenges for the major solar states in the next 10 to 20 years around overgeneration and depressed pricing. He argues that expanded grids and flexibility are two keys ways to ramp back up from what he calls this “duck curve.” Kann finishes with the argument that overcoming these kinds of barriers will be worth it as the global market could grow to the installation of 3,000n GW by 2035.

Residential Solar Market Turmoil Intensifies As California Declines 41 Percent in First Quarter

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Maintain Growth, Get Revenge & Worry Less

Article RoundupIndustry Issues

Here are some interesting articles I’ve come across so far for Feb/Mar 2017:

Can Residential Installers Make a Profit From Solar Price at $2.50 per Watt?

By Eric Wesoff (for gtm)

Wesoff walks through some highlights from a recent numbers crunching presentation done by Barry Cinnamon at the IEEE PV chapter in Palo Alto, CA. Cinnamon is always worth listening to, given his long experience in the industry and uncanny ability to deliver relevant insights to small and mid sized residential installers. Here he talks about strength in small markets, the future of maintenance and hardware and customer acquisition in the long tail.

Interesting quote: “I think what’s going to happen with the customer acquisition costs is that they’re going to start coming down, not because we found a better way to find customers, not because of technology and web funnel sites and direct mail. It’s going to change because the business model in the solar industry is going to evolve more toward local installers who, by necessity and inherently, have lower customer acquisition costs.”

Scaling and Streamlining Solar Business Growth

By: Chris Anderson, Amanda Bybee, James Hasselbeck, T.J. Kanczuzewski (for SolarPro)

SolarPro asked four executives at four separate solar companies to discuss strategies for efficiency and profitability. While Anderson of Borrego Solar acknowledges the difficulties of reduced incentives, he credits management and operational level improvements like value stream mapping, A3 problem-solving and increased validation and standardization as the secret to the company’s continued growth. Bybee of Namaste Solar attributes strong growth over the past three years to strategies around labor, procurement and financing as well as an employee owned company structure. Kanczuzewski of Inovateus Solar credits their success to an emphasis on core values, inclusive cross-disciplinary teamwork and clarification and improvements in their project proposal process.

Interesting quote from Hasselbeck of ReVision Energy: “The final, and perhaps most critical, piece of our company initiatives for efficient streamlined growth is identifying and leveraging key performance metrics.”

Small, Distributed Solar Companies Are Retaking the Industry. Here’s Why

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