Tag Archives: photovoltaic technology

Energy Storage: A Potential Disruptive Force in Residential Solar

By Anonymous Early in the semester the class discussed the rapidly growing residential solar industry in relation to the case Verengo Solar Plus! The case noted that the U.S. had a total of 1,370 MW of installed residential solar capacity in 2010, representing an increase of 615 MW since 2009. This growth has been driven […]

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Why Verengo Margins May Never Be Positive – The Bear Story

By Scott Randy Bishop, Ken Button and the Verengo team have done an excellent job capturing value from the massive growth in residential solar adoption. Recognizing a favorable regulatory / renewable credit environment in CA, executing flawlessly and patiently on the home improvement acquisition of Jemstar to leverage their internal sales expertise and pioneering a […]

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The Future of Solar Cell Manufacturing: Consolidation Towards Efficiency

By: Anonymous As we have seen with 1366 Technologies, efficiency in solar cell manufacturing is providing cheaper equipment costs and beginning energy jobs back to the United States, which may be crucially important in a largely “jobless” recovery to the Great Recession. In the solar supply chain, the author of this post will argue, the […]

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Verengo Revisited — 3 Years After Our Case

By Ben B. The Verengo case – written in 2011 – that we discussed on the second day of class portended the growth of solar in the US. In fact, case sources significantly underestimated solar’s growth: 2011 estimates for installed PV capacity in 2014 was 4.5 gigawatts, while the Solar Energy Industry Association (SEIA) is […]

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When Your Roof Doubles as a Power Plant: How Distributed Solar Power Will Change Electricity

By Jim Eskew Investors are beginning to notice certain trends in the market for solar power – namely that consumers aren’t buying solar panels; they’re buying POWER from panels installed on their rooftop. This movement is part of a phenomenon known as distributed generation, whereby energy is produced locally and usually in smaller increments than […]

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In response to “The Subsidized March to Grid Parity for Solar Electricity”

Sept 30, 2013 (this is a response to https://innovbusenergyenviro.wordpress.com/2013/09/24/the-subsidized-march-to-grid-parity-for-solar-electricity/ entered here as a stand-alone to allow for graphics) By M.L. As any lawyer will point out, there is room for different definitions for many words unless words are clearly defined. “Parity” is one of those hotly contested concepts. Assuming we’re all talking about the retail […]

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The Subsidized March to Grid Parity for Solar Electricity

By Anonymous As we discussed in the case on 1366 Technologies, the $50 billion global solar market is stunningly large given the relatively high costs of solar electricity compared to that of alternative sources. The market’s growth has been largely dependent on precocious government policies to curb dependence on fossil fuels and to promote domestic […]

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