Renewable Energy
Winners and Losers from Trump’s Tariff on Imported Solar Panels
By
Roger S. Conrad on
Feb. 2, 2018
President Trump instituted a 30 percent tariff on some imported solar panels, a decision that could slow the rollout in the US and squeeze out marginal competitors that lack electric utilities' scale and strong balance sheets.
The More Things Change, the More Some Utilities Profit
By
Roger S. Conrad on
Oct. 14, 2016
Critics who dismiss utilities as dinosaurs doomed for extinction aren’t paying attention to the forward-looking moves made by Edison International and some of its peers.
SolarCity and Tesla Motors: Steer Clear of These Kissing Cousins
By
Roger S. Conrad on
Jul. 21, 2016
The proposed combination of SolarCity and Tesla Motors amounts to little more than a bailout of the fatally flawed renewable-energy company.
The Sun is Setting on SolarCity Corp, But Renewable Energy is for Real
By
Roger S. Conrad on
Feb. 22, 2016
SolarCity Corp continues to lose more money with each incremental sale. Meanwhile, electric utilities can leverage their low cost of capital, existing customer relationships and ability to recover capital expenditures in rate base to spur adoption of renewable energy.
Solar Power: Not a Death Knell for Utilities
By
Roger S. Conrad on
Nov. 10, 2015
After the first day of presentations and meetings at the Edison Electric Conference's 50th Annual Financial Conference, one theme stands out: increasing adoption of solar power doesn't sound the death knell for regulated electric utilities. In fact, this would-be disruptor creates a huge growth opportunity for incumbent power producers.
Key Takeaways on Renewable Energy from the EIA’s Annual Conference
By
Roger S. Conrad on
Jun. 21, 2015
Here are some of our key takeaways on utilities and renewable energy from the Energy Information Administration's annual conference.
The Truth about Renewable Energy
By
Roger S. Conrad on
May. 5, 2015
In the US, renewable-energy developers continue to reap the rewards of favorable policies at the state and federal level. However, concerns about rising electricity costs and general opposition to government subsidies raise questions about whether this support will continue.
SolarCity Corp: Sun-Dazed Investors Get Burned
By
Roger S. Conrad on
Mar. 9, 2015
SolarCity Corp has become the face of solar power in the US. But a charismatic CEO and disruptive business model aren't enough to paper over the company's dismal financial results.
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