Sunday, July 19, 2009

Duke Energy Model: It Makes Too Much Sense

We just got back from an RFP Conference with Southern California Edison, followed by the InterSolar trade show. Aside from keeping us busy, the two events were thought-provoking.

At the SCE RFP Conference, I learned a lot about the limitations that current transmission capacity has on expanding solar and wind power. SCE intends to purchase 250MW of renewable energy from private sources under PPA arrangements. one of the major criteria in awarding contracts will be interconnectivity. Much of their power grid is pretty close to being maximized. At the Intersolar show, we saw many, many German, Spain and China companies who are highly motivated to break into the U.S. solar market. One exhibitor had taped a handwritten sign that said "Solar Panels $1.50/Wp." Although the name of the exhibitor did not sound like that of a solar company, it was an example of how competitive things are getting for the "have nots" in the industry.

All of this got me to thinking about the pilot rooftop program that Duke Energy announced several weeks ago, where they plan to rent rooftops of their customers and install PV solar modules, thereby creating a distributive solar energy capability. There are other utilities around the country who have announced similar programs. It makes a lot of sense. And while they're at it, why not take advantage of potential new entrants into the U.S. market, thereby keeping the cost down?

There are very good companies, such as CEEG and Best Solar, offering top quality solar panels, offering insured warranties, who would make compelling bids to get their panels on the Duke Energy or other utility rooftops. And there are companies like WholeSolar, who could facilitate these types of deals and help to select qualified installers at the best prices to do the installations.


Bookmark and Share



It makes too much sense. This will clearly be one of the paths to solar energy ubiquity.

No comments: