Will Wade Tue, December 14, 2021, 11:55 AM·2 min read
1 / 2 Solar Shares Tumble After California Proposes Incentive Cuts In this article:
RUN -15.98%
(Bloomberg) -- U.S. solar stocks led by Sunrun Inc. tumbled after California proposed new rules for rooftop power systems that threaten to slow installations.
Most Read from Bloomberg
Zero Taxes, Golf and Beach Houses Create a Crypto Island Paradise
Can Indoor Farms Reach Skyscraper Height?
China Is Building the World’s Largest National Park System
Boris Johnson’s Furious MPs Worry That His Next Misstep Could Be Fatal
Sunrun, the nation’s biggest solar rooftop installer, plunged as much as 18% in New York trading on Tuesday, its biggest intraday drop since March 2020. Sunnnova Energy International Inc. fell up to 14% and SunPower Corp. slid as much as 10% the day after California regulators proposed sharply lowering subsidies and adding new fees for home solar users.
Residential solar customers would get lower credit for their excess electricity sent to the grid based on the value of the energy costs avoided by utilities, according to a proposed decision issued Monday by the California Public Utilities Commission. In addition, rooftop solar users would have to pay a new grid-connection fee that would average $40 a month.
Subsidies have been a key driver for the residential solar market, and reducing them may force some consumers to reevaluate whether installing panels would make economic sense.
This proposed decision -- if final -- “could wipe out a chunk of the segment of consumers that are buying solar primarily for savings,” Philip Shen, an analyst at Roth Capital Partners, wrote in a research note. It could also “meaningfully cut” installation volumes.
Sunrun and SunPower, both based in California, blasted the recommended changes, saying they would cost tens of thousands of jobs, undercut state climate goals and make the power grid less reliable.
The proposal “represents California politics at its worst and loses sight of what constituents want -- innovation, control, and fast solutions -- in favor of propping up failed and stodgy incumbents,” Sunrun’s co-Executive Chairman Edward Fenster said Tuesday in a statement.
Fenster said Sunrun believes the proposed grid-connection fees violate the 43-year-old Public Utility Regulatory Policies Act, a federal law designed to encourage renewable resources and promote competition for electric generation.
California’s proposal, which may change before it’s finalized, comes as high prices and supply-chain kinks already threaten the U.S. solar market. Total installations next year may fall 15% from 2021, according to a Tuesday report from the Solar Energy Industries Association and Wood Mackenzie Ltd.
(Adds company comment starting in fifth paragraph.)
【 在 awaydream (昆仑天下) 的大作中提到: 】 : Solar Shares Tumble After California Proposes Incentive Cuts : : : https://finance.yahoo.com/news/solar-shares-tumble-california-proposes- : 153453214.html : : : Will Wade : Tue, December 14, 2021, 11:55 AM·2 min read : : : 1 / 2 : Solar Shares Tumble After California Proposes Incentive Cuts : In this article: : : RUN : -15.98% : : (Bloomberg) -- U.S. solar stocks led by Sunrun Inc. tumbled after California : proposed new rules for rooftop power systems that threaten to slow : installations. : : Most Read from Bloomberg : : Zero Taxes, Golf and Beach Houses Create a Crypto Island Paradise : : Can Indoor Farms Reach Skyscraper Height? : : China Is Building the World’s Largest National Park System : : Boris Johnson’s Furious MPs Worry That His Next Misstep Could Be Fatal : : Sunrun, the nation’s biggest solar rooftop installer, plunged as much as 18 : % in New York trading on Tuesday, its biggest intraday drop since March 2020 : . Sunnnova Energy International Inc. fell up to 14% and SunPower Corp. slid : as much as 10% the day after California regulators proposed sharply lowering : subsidies and adding new fees for home solar users. : : Residential solar customers would get lower credit for their excess : electricity sent to the grid based on the value of the energy costs avoided : by utilities, according to a proposed decision issued Monday by the : California Public Utilities Commission. In addition, rooftop solar users : would have to pay a new grid-connection fee that would average $40 a month. : : Subsidies have been a key driver for the residential solar market, and : reducing them may force some consumers to reevaluate whether installing : panels would make economic sense. : : This proposed decision -- if final -- “could wipe out a chunk of the : segment of consumers that are buying solar primarily for savings,” Philip : Shen, an analyst at Roth Capital Partners, wrote in a research note. It : could also “meaningfully cut” installation volumes. : : Sunrun and SunPower, both based in California, blasted the recommended : changes, saying they would cost tens of thousands of jobs, undercut state : climate goals and make the power grid less reliable. : : The proposal “represents California politics at its worst and loses sight : of what constituents want -- innovation, control, and fast solutions -- in : favor of propping up failed and stodgy incumbents,” Sunrun’s co- Executive : Chairman Edward Fenster said Tuesday in a statement. : : Fenster said Sunrun believes the proposed grid-connection fees violate the : 43-year-old Public Utility Regulatory Policies Act, a federal law designed : to encourage renewable resources and promote competition for electric : generation. : : California’s proposal, which may change before it’s finalized, comes as : high prices and supply-chain kinks already threaten the U.S. solar market. : Total installations next year may fall 15% from 2021, according to a Tuesday : report from the Solar Energy Industries Association and Wood Mackenzie Ltd. : : (Adds company comment starting in fifth paragraph.) : : Most Read from Bloomberg Businessweek
都制裁新疆制造了。中国便宜太阳能板也买不到了 加州好日无边，绿色家园无价! 【 在 awaydream (昆仑天下) 的大作中提到: 】 : Solar Shares Tumble After California Proposes Incentive Cuts : https://finance.yahoo.com/news/solar-shares-tumble-california-proposes- : 153453214.html : Will Wade : Tue, December 14, 2021, 11:55 AM·2 min read : 1 / 2 : Solar Shares Tumble After California Proposes Incentive Cuts : In this article: : RUN : -15.98% : ...................
【 在 awaydream (昆仑天下) 的大作中提到: 】 : Solar Shares Tumble After California Proposes Incentive Cuts : : : https://finance.yahoo.com/news/solar-shares-tumble-california-proposes- : 153453214.html : : : Will Wade : Tue, December 14, 2021, 11:55 AM·2 min read : : : 1 / 2 : Solar Shares Tumble After California Proposes Incentive Cuts : In this article: : : RUN : -15.98% : : (Bloomberg) -- U.S. solar stocks led by Sunrun Inc. tumbled after California : proposed new rules for rooftop power systems that threaten to slow : installations. : : Most Read from Bloomberg : : Zero Taxes, Golf and Beach Houses Create a Crypto Island Paradise : : Can Indoor Farms Reach Skyscraper Height? : : China Is Building the World’s Largest National Park System : : Boris Johnson’s Furious MPs Worry That His Next Misstep Could Be Fatal : : Sunrun, the nation’s biggest solar rooftop installer, plunged as much as 18 : % in New York trading on Tuesday, its biggest intraday drop since March 2020 : . Sunnnova Energy International Inc. fell up to 14% and SunPower Corp. slid : as much as 10% the day after California regulators proposed sharply lowering : subsidies and adding new fees for home solar users. : : Residential solar customers would get lower credit for their excess : electricity sent to the grid based on the value of the energy costs avoided : by utilities, according to a proposed decision issued Monday by the : California Public Utilities Commission. In addition, rooftop solar users : would have to pay a new grid-connection fee that would average $40 a month. : : Subsidies have been a key driver for the residential solar market, and : reducing them may force some consumers to reevaluate whether installing : panels would make economic sense. : : This proposed decision -- if final -- “could wipe out a chunk of the : segment of consumers that are buying solar primarily for savings,” Philip : Shen, an analyst at Roth Capital Partners, wrote in a research note. It : could also “meaningfully cut” installation volumes. : : Sunrun and SunPower, both based in California, blasted the recommended : changes, saying they would cost tens of thousands of jobs, undercut state : climate goals and make the power grid less reliable. : : The proposal “represents California politics at its worst and loses sight : of what constituents want -- innovation, control, and fast solutions -- in : favor of propping up failed and stodgy incumbents,” Sunrun’s co- Executive : Chairman Edward Fenster said Tuesday in a statement. : : Fenster said Sunrun believes the proposed grid-connection fees violate the : 43-year-old Public Utility Regulatory Policies Act, a federal law designed : to encourage renewable resources and promote competition for electric : generation. : : California’s proposal, which may change before it’s finalized, comes as : high prices and supply-chain kinks already threaten the U.S. solar market. : Total installations next year may fall 15% from 2021, according to a Tuesday : report from the Solar Energy Industries Association and Wood Mackenzie Ltd. : : (Adds company comment starting in fifth paragraph.) : : Most Read from Bloomberg Businessweek
Solar Shares Tumble After California Proposes Incentive Cuts
https://finance.yahoo.com/news/solar-shares-tumble-california-proposes-
153453214.html
Will Wade
Tue, December 14, 2021, 11:55 AM·2 min read
1 / 2
Solar Shares Tumble After California Proposes Incentive Cuts
In this article:
RUN
-15.98%
(Bloomberg) -- U.S. solar stocks led by Sunrun Inc. tumbled after California proposed new rules for rooftop power systems that threaten to slow
installations.
Most Read from Bloomberg
Zero Taxes, Golf and Beach Houses Create a Crypto Island Paradise
Can Indoor Farms Reach Skyscraper Height?
China Is Building the World’s Largest National Park System
Boris Johnson’s Furious MPs Worry That His Next Misstep Could Be Fatal
Sunrun, the nation’s biggest solar rooftop installer, plunged as much as 18% in New York trading on Tuesday, its biggest intraday drop since March 2020. Sunnnova Energy International Inc. fell up to 14% and SunPower Corp. slid as much as 10% the day after California regulators proposed sharply lowering subsidies and adding new fees for home solar users.
Residential solar customers would get lower credit for their excess
electricity sent to the grid based on the value of the energy costs avoided by utilities, according to a proposed decision issued Monday by the
California Public Utilities Commission. In addition, rooftop solar users
would have to pay a new grid-connection fee that would average $40 a month.
Subsidies have been a key driver for the residential solar market, and
reducing them may force some consumers to reevaluate whether installing
panels would make economic sense.
This proposed decision -- if final -- “could wipe out a chunk of the
segment of consumers that are buying solar primarily for savings,” Philip
Shen, an analyst at Roth Capital Partners, wrote in a research note. It
could also “meaningfully cut” installation volumes.
Sunrun and SunPower, both based in California, blasted the recommended
changes, saying they would cost tens of thousands of jobs, undercut state
climate goals and make the power grid less reliable.
The proposal “represents California politics at its worst and loses sight
of what constituents want -- innovation, control, and fast solutions -- in
favor of propping up failed and stodgy incumbents,” Sunrun’s co-Executive Chairman Edward Fenster said Tuesday in a statement.
Fenster said Sunrun believes the proposed grid-connection fees violate the
43-year-old Public Utility Regulatory Policies Act, a federal law designed
to encourage renewable resources and promote competition for electric
generation.
California’s proposal, which may change before it’s finalized, comes as
high prices and supply-chain kinks already threaten the U.S. solar market.
Total installations next year may fall 15% from 2021, according to a Tuesday report from the Solar Energy Industries Association and Wood Mackenzie Ltd.
(Adds company comment starting in fifth paragraph.)
Most Read from Bloomberg Businessweek
恭喜版上的天天拿着自己屋顶太阳能板show off 的NIuheliang大牛，
每个月要给解放区政府定时上供了。
恭喜大牛，贺喜大牛！
要小心政府变脸，比戏子还快。
纽约这边政府帮无家可归的租房，付上三个月房租，再也不付，法庭关掉不让房东赶，房东变成接盘侠。
veli good， 早就该治治纽约那些炒房子的华人房东。
不是他们不择手段炒房，房子根本不是今天这个价格，
很多人也不用租房。
【 在 HATETCPC (A J) 的大作中提到: 】
: 要小心政府变脸，比戏子还快。
: 纽约这边政府帮无家可归的租房，付上三个月房租，再也不付，法庭关掉不让房东赶，
: 房东变成接盘侠。
崩了崩了，enph暴跌，tan暴跌。
早崩早好，晚崩晚好，越快越好
加州是最该搞太阳能的地方，才下了几天雨政府就脑子进水了。
【 在 awaydream (昆仑天下) 的大作中提到: 】
: Solar Shares Tumble After California Proposes Incentive Cuts
:
:
: https://finance.yahoo.com/news/solar-shares-tumble-california-proposes-
: 153453214.html
:
:
: Will Wade
: Tue, December 14, 2021, 11:55 AM·2 min read
:
:
: 1 / 2
: Solar Shares Tumble After California Proposes Incentive Cuts
: In this article:
:
: RUN
: -15.98%
:
: (Bloomberg) -- U.S. solar stocks led by Sunrun Inc. tumbled after
California
: proposed new rules for rooftop power systems that threaten to slow
: installations.
:
: Most Read from Bloomberg
:
: Zero Taxes, Golf and Beach Houses Create a Crypto Island Paradise
:
: Can Indoor Farms Reach Skyscraper Height?
:
: China Is Building the World’s Largest National Park System
:
: Boris Johnson’s Furious MPs Worry That His Next Misstep Could Be Fatal
:
: Sunrun, the nation’s biggest solar rooftop installer, plunged as much as 18
: % in New York trading on Tuesday, its biggest intraday drop since March
2020
: . Sunnnova Energy International Inc. fell up to 14% and SunPower Corp.
slid
: as much as 10% the day after California regulators proposed sharply
lowering
: subsidies and adding new fees for home solar users.
:
: Residential solar customers would get lower credit for their excess
: electricity sent to the grid based on the value of the energy costs
avoided
: by utilities, according to a proposed decision issued Monday by the
: California Public Utilities Commission. In addition, rooftop solar users
: would have to pay a new grid-connection fee that would average $40 a month.
:
: Subsidies have been a key driver for the residential solar market, and
: reducing them may force some consumers to reevaluate whether installing
: panels would make economic sense.
:
: This proposed decision -- if final -- “could wipe out a chunk of the
: segment of consumers that are buying solar primarily for savings,” Philip
: Shen, an analyst at Roth Capital Partners, wrote in a research note. It
: could also “meaningfully cut” installation volumes.
:
: Sunrun and SunPower, both based in California, blasted the recommended
: changes, saying they would cost tens of thousands of jobs, undercut state : climate goals and make the power grid less reliable.
:
: The proposal “represents California politics at its worst and loses sight
: of what constituents want -- innovation, control, and fast solutions -- in
: favor of propping up failed and stodgy incumbents,” Sunrun’s co-
Executive
: Chairman Edward Fenster said Tuesday in a statement.
:
: Fenster said Sunrun believes the proposed grid-connection fees violate the
: 43-year-old Public Utility Regulatory Policies Act, a federal law designed
: to encourage renewable resources and promote competition for electric
: generation.
:
: California’s proposal, which may change before it’s finalized, comes as : high prices and supply-chain kinks already threaten the U.S. solar market.
: Total installations next year may fall 15% from 2021, according to a
Tuesday
: report from the Solar Energy Industries Association and Wood Mackenzie
Ltd.
:
: (Adds company comment starting in fifth paragraph.)
:
: Most Read from Bloomberg Businessweek
华人才几间房
黑石 zillow 还有其他的几个hedge funds 屯了美国~20%的single family house
【 在 awaydream (昆仑天下) 的大作中提到: 】
: veli good， 早就该治治纽约那些炒房子的华人房东。
: 不是他们不择手段炒房，房子根本不是今天这个价格，
: 很多人也不用租房。
都制裁新疆制造了。中国便宜太阳能板也买不到了
加州好日无边，绿色家园无价!
【 在 awaydream (昆仑天下) 的大作中提到: 】
: Solar Shares Tumble After California Proposes Incentive Cuts
: https://finance.yahoo.com/news/solar-shares-tumble-california-proposes-
: 153453214.html
: Will Wade
: Tue, December 14, 2021, 11:55 AM·2 min read
: 1 / 2
: Solar Shares Tumble After California Proposes Incentive Cuts
: In this article:
: RUN
: -15.98%
: ...................
纽约这些政府的人还真聪明，其它shithole的政府应该学着点
【 在 HATETCPC (A J) 的大作中提到: 】
: 要小心政府变脸，比戏子还快。
: 纽约这边政府帮无家可归的租房，付上三个月房租，再也不付，法庭关掉不让房东赶，
: 房东变成接盘侠。
我看美国的国债还是不够多， 有那么多闲钱补贴电动车，补贴太阳能，
还是钱太多。没钱了，就老老实实不补贴了。
真正的劫富济贫啊，干得好
【 在 manchester9 (2020GodWatching) 的大作中提到: 】
: 纽约这些政府的人还真聪明，其它shithole的政府应该学着点
其实是全民买单。你们这些看客在为纽约不付房租的房客付房租而不自知。
现在纽约政府又向联邦申请巨额房租补助。一个州用到全国很大比例的房租补助，其实最后还是全民买单。这些看客还在叫好，不知道自己也出血了
各州没用完的房租补助都要 reshuffe, 多余的全分给不够花的州，联邦再贴点，都靠
印钱，全民买单。
暂时全民买单没关系，先把炒房的房东弄死再说，
弄死了，就不用再买单了。
【 在 HATETCPC (A J) 的大作中提到: 】
: 各州没用完的房租补助都要 reshuffe, 多余的全分给不够花的州，联邦再贴点，都靠
: 印钱，全民买单。
如果 leverage 太厉害可能会死。
不过中国人都很谨慎，不喜欢贷款太多。
NYC 现在房价快回到疫情前了。
【 在 awaydream (昆仑天下) 的大作中提到: 】
: 暂时全民买单没关系，先把炒房的房东弄死再说，
: 弄死了，就不用再买单了。
弄一弄就会老实很多，有钱不多养几个孩子，好好教育，
就想着上杠杆，炒房子，逼得别人也养不起孩子。
这是一种病，这样的人得治，这样的社会也得治。
中国大城市炒房子炒得，快把人都炒光了，
马上就要崩盘。
国内炒房子的，很快要排着队跳楼了，都是活该。
【 在 HATETCPC (A J) 的大作中提到: 】
: 如果 leverage 太厉害可能会死。
: 不过中国人都很谨慎，不喜欢贷款太多。
: NYC 现在房价快回到疫情前了。
NYC 几天前刚签的新法案，政府给低收入 housing voucher 付 100% market rate 房
租，以前是支付80%, 很多人付不出这 20%, 现在改成100% 政府付，用以保障低收入家庭的住房
别全信媒体的，前两天还说加州财政收入盈余太多要想办法减税。
纽约华人房东一波波的集会抗议政府不让赶人。
从来没有见过华人集会这么积极过。好事不积极，
坏事不积极，啥都不积极，就他妈的疫情撵房客
最积极。
来一波经济危机，这些华人房东就是第一波被干死的
的当年的犹太人，不信，你们等着看。其他华人，跟着
一起遭殃。
【 在 HATETCPC (A J) 的大作中提到: 】
: NYC 几天前刚签的新法案，政府给低收入 housing voucher 付 100% market rate 房
: 租，以前是支付80%, 很多人付不出这 20%, 现在改成100% 政府付，用以保障低收入家
: 庭的住房
要是疫情再来几波，再耗几年，把那些炒家房东全耗死，
也算替天行道了。
炒房是有风险，现在到了一部分贼要挨揍的时候了，各位自己对号入座。
股版的炒房子的房东不少， 当然比起最大炒家各国政府比起来，不算什么，
只能算助纣为虐而已，不算首恶。
这个事情肯定会有个了断的，不可能一直印下去，也不可能一直炒房炒下去。
中国过得炒房子的，很多已经在天台上排队了，很快就有人要跳楼了。
其他国家的，应该也快了。各国生育率跌成这个样子，韩国妇女生育已经
跌破0.8. 炒房的不跳楼，政府官员就得跳楼，老百姓就得跳楼。
事情闹大了，你觉得这仨谁会先走一步呢？
我看纽约的华人房东就快要先走一步了，恭喜各位房东大富豪，你们很快可以进入
下一个轮回了。
NYC的房价跌了？不会吧？
【 在 HATETCPC (A J) 的大作中提到: 】
: 如果 leverage 太厉害可能会死。
: 不过中国人都很谨慎，不喜欢贷款太多。
: NYC 现在房价快回到疫情前了。
恭喜牛河两老师，为我们政府多做贡献。
左叉人渣最会各种祸害正常人类
【 在 HATETCPC (A J) 的大作中提到: 】
: 要小心政府变脸，比戏子还快。
: 纽约这边政府帮无家可归的租房，付上三个月房租，再也不付，法庭关掉不让房东赶，
: 房东变成接盘侠。
This proposal was a meaningful attack from the right and utility companies.
Some Chinese who hold money from the communist party have wishes for the
America to lose ALL FRONTS including the clean energy war.
They ALL want to demolish the clean energy of the USA.
【 在 nfnmd (我爱总复习) 的大作中提到: 】
: 加州是最该搞太阳能的地方，才下了几天雨政府就脑子进水了。
: California
: 18
: 2020
: slid
: lowering
: avoided
: Executive
: Tuesday
: Ltd.
就一个PROPOSAL就乐成这个样了,右臂们还有加州独立的PROPOSAL,
还有加州分裂成三个州的PROPOSAL,还有弹劾州长的BILL,直接被毙了,
这个也有人信
需要自己加电池
不与电网交流
【 在 awaydream (昆仑天下) 的大作中提到: 】
: Solar Shares Tumble After California Proposes Incentive Cuts
:
:
: https://finance.yahoo.com/news/solar-shares-tumble-california-proposes-
: 153453214.html
:
:
: Will Wade
: Tue, December 14, 2021, 11:55 AM·2 min read
:
:
: 1 / 2
: Solar Shares Tumble After California Proposes Incentive Cuts
: In this article:
:
: RUN
: -15.98%
:
: (Bloomberg) -- U.S. solar stocks led by Sunrun Inc. tumbled after
California
: proposed new rules for rooftop power systems that threaten to slow
: installations.
:
: Most Read from Bloomberg
:
: Zero Taxes, Golf and Beach Houses Create a Crypto Island Paradise
:
: Can Indoor Farms Reach Skyscraper Height?
:
: China Is Building the World’s Largest National Park System
:
: Boris Johnson’s Furious MPs Worry That His Next Misstep Could Be Fatal
:
: Sunrun, the nation’s biggest solar rooftop installer, plunged as much as 18
: % in New York trading on Tuesday, its biggest intraday drop since March
2020
: . Sunnnova Energy International Inc. fell up to 14% and SunPower Corp.
slid
: as much as 10% the day after California regulators proposed sharply
lowering
: subsidies and adding new fees for home solar users.
:
: Residential solar customers would get lower credit for their excess
: electricity sent to the grid based on the value of the energy costs
avoided
: by utilities, according to a proposed decision issued Monday by the
: California Public Utilities Commission. In addition, rooftop solar users
: would have to pay a new grid-connection fee that would average $40 a month.
:
: Subsidies have been a key driver for the residential solar market, and
: reducing them may force some consumers to reevaluate whether installing
: panels would make economic sense.
:
: This proposed decision -- if final -- “could wipe out a chunk of the
: segment of consumers that are buying solar primarily for savings,” Philip
: Shen, an analyst at Roth Capital Partners, wrote in a research note. It
: could also “meaningfully cut” installation volumes.
:
: Sunrun and SunPower, both based in California, blasted the recommended
: changes, saying they would cost tens of thousands of jobs, undercut state : climate goals and make the power grid less reliable.
:
: The proposal “represents California politics at its worst and loses sight
: of what constituents want -- innovation, control, and fast solutions -- in
: favor of propping up failed and stodgy incumbents,” Sunrun’s co-
Executive
: Chairman Edward Fenster said Tuesday in a statement.
:
: Fenster said Sunrun believes the proposed grid-connection fees violate the
: 43-year-old Public Utility Regulatory Policies Act, a federal law designed
: to encourage renewable resources and promote competition for electric
: generation.
:
: California’s proposal, which may change before it’s finalized, comes as : high prices and supply-chain kinks already threaten the U.S. solar market.
: Total installations next year may fall 15% from 2021, according to a
Tuesday
: report from the Solar Energy Industries Association and Wood Mackenzie
Ltd.
:
: (Adds company comment starting in fifth paragraph.)
:
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