Wednesday, December 30, 2015

Welcome Simo to OCR!

OCR is very pleased to have Simo Yezrour joining our staff as an Associate until March, 2016.  Simo recently spent 4 months at ASES headquarters in Boulder, CO helping the mother ship.

After visiting SoCal during the 2015 Solar Decathlon in October (where, if you remember, we had record temps and full on beach weather), Simo decided to spend his last two months in the states in the OC helping OCR to better connect with local SoCal solar installers, help grow OCR & ASES membership, contribute his own blog article series and help organize a late Feb, 2016 meet up, which we will have more information on shortly.  We may have neglected to tell him about the 40 deg temps we've been having recently.  Our mistake.

After his time here Simo will return to France to finish his degree in Power Engineering before starting a Masters program in the same course of study.  Simo can be reached via email at syezrour@ases.org.

Sunday, December 6, 2015

Young Women Pioneering STEM: A profile of Eden Full Goh

Written by guest author Simmone Park of Wonder Women Tech

On November 17th 2015, I had the honor of discussing the gender gap and the under-representation of minorities in STEM at CSULB’s Department of Engineering, after screening the documentary CODE: Debugging the Gender Gap.  For those who have never heard of this film, I say run, don’t walk to the nearest screening! In my opinion, Director/Producer Robin Hauser Reynolds and her team did an incredible job of exposing the current realities of women and minorities in STEM fields while offering ways to facilitate change, without “preaching” or making anyone wrong in the process.

Viewing this film affected me deeply, as it exposed how I too had bought into the ideology that I could not pursue a career in STEM, or that certain fields were designated for men.  I too had been excluded by my guidance counselors.  I did not even know that Computer Science was an option. This opened my eyes to the hard and painful truths behind my extreme competitive nature while growing up, striving to be “as good as a son” to my father and looking into my own experience as a young Korean Canadian. Divine synchronicity brought Eden Full Goh to my attention and being a feminist and optimist for humanity, prompted this article, the first of a blog series highlighting and commemorating the fearless, modern-day, trailblazing women in STEM who have acted "in spite of any odds" or expectations.

Eden Full Goh, a young Asian-Canadian inventor, mentor and entrepreneur, has been fearless since a young age. At 10 (in the days and age when a school research project would actually require a trip to the library), a young Full Goh borrowed a book that would change her life forever.  It was a book that taught her how to build a small solar-powered car.  After building that car, she starting off on a journey that would challenge the status quo. Despite growing up in Calgary, a Canadian city entrenched in the Oil and Gas industry, Full Goh staying true to her values, dared to be different and continued exploring practical ways that solar energy could change the world for the better. She developed a non-electrical mechanism to rotate solar panels – called solar panel tracking – for a 11th grade high school science fair project, which received grants, an internships and provided opportunities to work directly with elite professors.  Inspired by this initial success, she decided to continue her research into low-cost solar trackers.

In part because of her solar research, Full Goh was admitted to Princeton.  While at Princeton, she recognized the call of entrepreneurship and that helping to solve the most pressing problems the world is faced with would require her full attention. She opted to leave Princeton and become a member of the prestigious Thiel Fellowship’s inaugural class to focus on her research, which eventually culminated in a low-cost solar tracker called the SunSaluter.  Education, especially from an Ivy League institution, is one of the greatest achievements for traditional Asian parents.  It acts as arsenal to prove their child is the smartest of them all.  I say this because it is important to stress how much courage it took for Full Goh to make this choice, a choice that has since led to many achievements including being named Forbes 30 under 30 (Energy Category) for three years running, a US Chamber of Commerce IP Champion and Ashoka’s Youth Social Entrepreneur of the Year, just to name a few.

Fast forward to today, where SunSaluter is a full-fledged not-for-profit organization with numerous highly acclaimed awards and prizes under its belt, a presence in 16 countries around the world and has already impacted over 8,000 people to date.  Recently, SunSaluter chose to open-source the technology behind the SunSaluter, as Eden and her team recognized that the impact across the developing world would increase exponentially by doing so.

Eden Full Goh is my modern day “Mulan”, unabashedly brilliant and courageous, with the drive, passion and intelligence to transform the future of humanity as we know it utilizing renewable energy.  Her strength and ingenuity allowed her to contest the disappointing fall-out rate of women in STEM and acts as an ambassador of inspiration to young women around the world.

Whether you are a solar energy company, budding philanthropist or VC/angel investor, I encourage you to check out www.sunsaluter.com and lend your support to a company that is fostering economic progress by bringing solar energy to the developing world and providing entrepreneurial opportunities to individuals in these countries at the same time.

~Simmone Park, Wonder Women Tech

Friday, November 13, 2015

SunEdison, Enphase, SolarCity.. what in the world is going on here?!?


For those who like to keep tabs on the larger / publically traded companies in the solar business, you may have noticed some really strange goings on over the last several months.  Investors in the public markets seem to be giving solar companies a real rough ride, and so today we’ll explore some of the reasons why:

SunEdison:

The short of it, SunEdison is worth 6 times LESS than it was just 4 months ago.  Stock closed at $31.66 on July 20, 2015.  Today it closed at $4.93.  What on earth happened?!?

There were a few small problems at SunEdison that have now turned into big BIG problems.  First, their business is too complicated for most investors to understand, and their growth potential is too small for investors to take the time to understand.  Case in point, you can watch this interview with SunEdison CFO Brian Wuebbels where he answers the question of, “Why is your business so complicated” with a long, complicated answer.

And then there’s the problem that SunEdison needed to maintain high valuations in their own stock to keep their financials appearing stable.  They were in effect leveraging the success of their own stock (or stock of their holding companies) to power their future momentum.  This was best described in detail in this Nov 11 article by author Travis Hoium at Fool.com.

Then there is the widely held view that their acquisition of Vivint was WAAAY overpriced, at $2.2 billion, which is now WAAY over the current market value of the entire company, at $1.4 billion.  Talk about a rough few weeks at the office!

Enphase:

Enphase IPO’ed to great fanfare in March of 2012 at a stock price of $7.34/share and market cap north of $300 million.  Today their market cap sits at $84 million.  Even with the announcement that they are moving towards becoming an “energy company”, working to integrate battery storage into their product line, the issue is simply that the solar business is a very tough business for equipment manufacturers.  Their core micro-inverter business has intense competition from the likes of SolarEdge which has an unreal valuation of over $600 million with virtually the same 2014 annual revenue ($325 mil) to Enphase ($343 mil), and everyone and their mother has announced a battery storage product, so don’t expect ENPH to rake in the profits their either.  Partner this with uncertainty over the future of the US solar market post-2016, the small size of the current storage market and you get a company that public investors just are not that hot on.

SolarCity:

Ahh, SolarCity, the largest US solar installer and largest owner of green table cloths at Home Depot.  When you spend $1.50 to attract every $1.00 of new revenue, then you have a problem similar to SolarCity right now.  They are a bit like the Groupon of solar, but at least they know it, announcing recently that they will be slowing the top line growth in order to show better cost control.

Furthermore, the solar lease is simply becoming less popular as costs continue to fall, and the reality of a 20 yr relationship in anything starts to sink in.  The precipitous drop in oil prices (and likelihood to stay there) have no direct relationship to the solar business, but it does have a psychological relationships, reminding people that energy prices are volatile and it is not always true electricity costs go up year over year (as projected in most solar lease sales materials).   In the most recent ASES Solar Today issue, EnergySage reports that 90% of online solar comparative shoppers are opting to purchase their solar system over a 20 yr lease. 

So what companies are actually going to do well over the next several years in solar??  Unfortunately, for most investors, the opportunities lie in small, private companies which have interesting growth, acquisition and exit opportunities in front of them.   These are companies chasing far more strategic business than general market business, so they are smaller but often more profitable (or less un-profitable) and with better value appreciation.

Case in point?  Single axis tracker manufacturer Nextracker, which formally started 21 months ago, was sold to Flextronics earlier this year for $300 million, which will certainly be the exit of the year for the industry.  

~Adam, Managing Director, OC Renewables

Friday, October 16, 2015

I visited California ISO. I saw the future. It was awesome.

Do you know who California ISO is?  Its OK if you don't, but the truth be told, if you live in California then California ISO is a BIG part of your life.. every .. single ... day.

California ISO is the California Independent System Operator, it is a mandated non-profit entity headquartered in Folsom, California with the specific purpose of managing the bulk of the California electricity grid.  This means managing where electricity is being generated, where and how it is routed, what loads are serviced and the overall health of entire system, 24 hours a day, 7 days a week.  It is the brain center of the entire operation.

For anyone who is interested in Energy, especially Renewable energy and how it is affecting the entire grid system, CAISO is a bit of a magical place.  The incredibly bright staff at this facility are not only required to manage the day to day integration of all varieties of generation and loads, but also be a big part of the planning process for the future of the grid.  My esteemed colleague Russ Jones (a thanks to him for setting up the visit) and I had a wonderful tour of CAISO and met with some of their top grid operators on Oct 2, 2015.  Below are a few of most interesting parts of the visit.

What is CAISO and what do they do?

Formally, CAISO is a rate-payer funded, non-profit, public benefit corporation.  Their "boss" is FERC (...I guess everyone really does have a boss...:/) and CAISO has several responsibilities.  CAISO runs the wholesale energy market here in California, which is basically split into two segments 1) the day-ahead market, and 2) the real time market.  In aggregate, the total size of the California energy market is $10.2 - $10.4 billion / year, and the historically highest amount of power on the California grid was July, 2006, at 50,270 MW.  50 GW!  That's a lot of juice!

What is the Day - Ahead Market for energy?

The day-ahead energy energy market sets prices for energy in California for the following day, and it is done through a "bid stack process" by which owners of generating assets quote CAISO what they are going to charge to use their generation for the next day.  CAISO collects all of the bids, looks at their forecast and then sums / stacks the bid generation from lowest cost to highest cost until the entire day-ahead forecast is met, for some $/kWh price of X.  Then, everyone who bid at or below X will receive the business for the following day, which then sets the market price and clears the bids. Everyone who bid > X loses out, and their generation will not work the next day.  The day-ahead bidding ends at 10AM everyday, for generation the following day.

A few other interesting facts, the smallest generation asset on the CAISO system is 10MW.  Basically, you don't exist to them unless you are at least 10MW, which gives a real sense for the scale of the operation.  Also, renewable energy providers in CA above 10 MW often bid a price of $0.00 for their generation, all but guaranteeing purchase of their energy.  Why? Because the wind is going to blow, and the sun is going to shine, there a'int nuttin' to be gained by not using deployed renewable energy assets, so they will take it at any price.  

By far the biggest players in the CAISO process are the utility companies and the IPPs with generating assets in the State, which contract with other asset owners / operators through frameworks such as Power Purchase Agreements.

What is the Energy Imbalance Market / Real Time Market?

CAISO's goal is to be so good at predicting energy needs day-ahead that the real-time market for energy is very very small.  In actuality, the real time market is about 10% the size of the day-ahead, so it still a sizable chunk.

The real time market exists to fill the hole in generation between forecast demand and actual demand, and the price for energy on this market is higher than in the day-ahead, because it is required to be very flexible.  It needs to come on fast, stay on to service real time need, and then go off fast.  Batteries in grid-sized energy projects look to be one of the newest players in this market, with resources that can react quicker than natural gas peaker plants and the like.

Where is CAISO?

CAISO headquarters is in Folsom, CA.  No cameras are allowed inside the facility, but here is a picture of your truly at the front, and a picture of the control room from the CAISO website.  They have a very nice LEED Platinum office building with about 600 employees.




What are the tools of the trade in grid management?

The grid operators at CAISO exist to make sure all users are receiving high quality, stable electricity from the system.  But when you process over 27,000 transactions a day and are managing an infinitely complicated mix of generation and load, there are several tools that operators depend upon for load and generation management.  For example, CAISO has about 1400 MW of demand response, or loads which they can control as they see fit.  They also have the real time energy market, to provide generation in short notice when needed.  They also have more exotic options, such as a pumped hydro storage facility (pumping water up a hill) and a big resistor bank they call "the toaster" to burn off excess energy if needed.  No comment from them on if it actually makes toast.  

As explained, CAISO works hard to keep the frequency of the grid within a narrowly specified range.  Too much generation on the grid pushes the frequency higher.  Too much load will push it down.  CAISO has the ability every 4 seconds to make an adjustment and keep things in control.  Its like they can drop an oar in the water every 4 seconds to finely adjust the speed and direction of one of the world's largest aircraft carriers.  

At a top level, the CAISO website shows real time the generation, load and renewables mix on the grid in California.  It is beautiful.  

What is the current and future impact of renewables on the grid?

In just PV alone, California has about 6,000 MW of solar in the form of utility scale / larger scale solar power plants.  In behind-the-meter rooftop, CAISO estimates another 3,000 MW total.  In aggregate, that is already 20% of the states generating assets!  And the amount installed is only getting bigger.  CAISO estimates another 3,000 MW of behind-the-meter rooftop installed by 2020.

Dealing with this much PV is already proving tricky.  CAISO has doubled down on high tech weather forecasting efforts to help predict the availability of renewables.  But in talking about the future, CAISO is far more excited about "smart inverter" technology to smooth the impact of renewables than other techniques, such as battery energy storage.

PV inverters connected to the grid today are required to comply with "anti-islanding" regulations, which means if connection with the grid drops, then the inverter needs to stop generating and wait for the grid connection to return.  This is primarily for the safety of line workers.  But CAISO would prefer more dynamic inverters that can read the condition of the grid, such as an elevated frequency, and respond accordingly.  Because individual nodes would help in stabilizing the system at many points, this would make it easier for CAISO to complete the overall mission.

I think this is a terrific bit of insight and I would expect leading inverter companies to respond accordingly over the next several years with dynamic frequency response and the like.

When asked about how their strategies for managing large renewable penetration compare to other operators / countries, such as Denmark, staff at CAISO made two great points.  First, the CA grid is much larger and more complex than other grids with deep penetration.  Second, the "quality" of the electricity CAISO is required to deliver is often much more stringent than other countries and grid operators.  The frequency and voltage bands are often much tighter and require much finer control.  Its an altogether different type of beast.

What about battery energy storage?

There are certainly places in the world where large amounts of battery storage makes great economic sense today.  However, CAISO sees grid-connected battery storage as fairly small potatoes for the next 5 - 10 years, with only about ~20MW of experimental systems connected to the grid here in California, and maybe another 100 - 200 MW by 2020.

A recent report from IEEE to the DOE also echoes that other techniques in managing larger renewable penetration may be more cost effective than battery storage for the forseeable future.

So whats the final word?

My big take away from the visit, other than just being totally impressed with the entire operation and every staff member we met, was that CAISO is fully prepared for the challenges of a renewable energy dominated future.  They spend their time planning and strategizing about how and when renewables will dominate the CA grid, not if.  They are actively involved and in many cases leading the discussion on deeper renewable energy penetration, and the CAISO staff is clearly up to the task.

I sleep a lil better at night knowing the precious electricity needed to keep my ice cream frozen is coming from a great group of 24/7 warriors at CAISO's energy castle nestled into the hills of Folsom, CA.

~ Adam, Managing Director, OC Renewables

Thursday, October 8, 2015

Solar Decathlon 2015: Day 1

Fun was had by all today at the official opening of the Solar Decathlon 2015 competition at the Great Park in Irvine, CA.   The air tingled with excitement as US Secretary of Energy Ernest Moniz arrived with a pair of giant scissors to cut the ribbon signaling the beginning of the competition.

The Decathlon is open to the public for free (although $10 for parking, so carpool if you can) from Thursday till Sunday for the next two weeks.  More information is on the DOE website for the event at this link.

There ended up being 14x competing teams, with 6x teams dropping out for various reasons.  The teams that did make to the event have an array of wonderful houses, with few details left out.  They each strive to capture special features of their respective regions, such as the team from Missouri making a Tornado-proof house (an F5 tornado at that!), and the team from New Jersey making a hurricane proof house (i.e. Hurricane Sandy).



Another great feature is the "combination teams", with one team composed of University of Texas at Austin and a German University, and another team representing a partnership of West Virginia University and a University in Rome!  Oh la la!

And, of course, on the side of the home team, please find below the awesome-ly done marketing video for the Team OC Casa Del Sol.



Please do make some time to visit the event or volunteer.  It is on going through the next two weeks, as mentioned.  OCR will keep you up-to-date with developments and also the winners as the judging comes to a close for the competition.

I will also be back as a tour guide from 2-7 next Friday and Saturday!  See you then!

~  Adam, OCR Managing Director


Tuesday, September 29, 2015

Fracking is Fracked: Chesapeake cuts 15% of workforce

Re-posting this CNN piece (if you don't see it you need to disable ad block) on the recent turmoil in the world of oil.  The interview with the last guy is the best, saying the Saudi's "have only made fracking / domestic production of oil stronger."  The news today of massive 15% workforce layoff from Chesapeake Energy, one of the nations largest energy exploration companies, suggests otherwise.

One thing is clear, US oil producers are getting a fierce lesson in the Golden Rule:  HE WHO HAS THE GOLD MAKES THE RULES.  Right now, OPEC has the Gold: 

Monday, September 28, 2015

Utilities looking to expedite their own death / irrelivance

Oh California utilities, whoa is thee.  This past Saturday saw this LA Times article hinting at the recent musings of California utilities on how to best preserve their antiquated business model through proposed changes to net metering and discussion of fixed monthly charges for customers with their own solar power systems.
In summary, utilities are proposing to cut the current net metering rate by 50%, and start charging a fixed per kW installed "tax" on solar customers.  This would be funny if it weren't so sad.  Instead of finding ways to truly change their business model towards what is very clearly going to be a clean energy driven, distributed generation future, they are moving to try and "preserve" their comfort with centralized generation using fossil fuels, under the guise of "solar power adopting customers are not paying their fair share of grid upkeep costs." Whaan Whaan Whaa.

Well, while utilities may have the "power" to do this today, it hardly seems like a good long term solution.  In fact, since they are basically offering to pay over generators of solar energy a fraction of the market value of their electricity, generators will be well suited to look for other means of monetization for excess generation, such as home based / community based energy storage.

Need I remind people that the hottest product announcement of the year was the home battery storage system from Tesla.  Now imagine the interest in such a product when you find out that your utility in basically insentivizing you through fees to integrate your own storage.  How are they incentivizing?

Lets do a little math:

Lets say I have a 5kW system, generating for 6hrs a day, or 30kWh. During the day I push 20kWh back to the grid, where I used to get fair credit (say $0.18/kWh). Now my utility wants to charge me $10 / month and only credit me $0.09/kWh. Well, looks like I'll have an extra $558 / yr incentive towards my own home battery storage system.

Has there ever been an example of an industry so blatantly signing its own death warrant?

While I have a little sentiment for the position utilities are finding themselves in, it is just that.. a little sentiment.  These are big, powerful organizations who have unlimited resources at their disposal to find another way to exist in the new world order.  While we should be seeing movements on par with "Nextflix moving from DVDs in the mail to streaming" level adjustment in utility business plans, we are instead seeing completely non-creative, totally expected moves to try and "tax and fee" their antiquated business plans back into relevance.

Its not going to work.  The sooner we ALL realized that, the sooner we can work on building the RIGHT system of clean, distributed energy for all.

Monday, September 14, 2015

OCR Sneak Peak: Team OC Solar Decathlon House!


I had the distinct privilege of stopping by 2 weeks ago to see the amazing progress on the Team OC "Casa Del Sol" Solar Decathlon house under construction at Irvine Valley College in preparation for the DOE Solar Decathlon which is only 1 short month away!

There are many impressive details of the OC home team effort, but lets start at the top.  As seen in the picture, Team OC is a consortium of four, that's right, four OC colleges (UCI, Chapman, IVC, Saddleback).  When they were selected as an entrant in the 2015 Decathlon, they were given $50,000 to get them started.  They have since raised over $1 million in donations and services beyond the DOE's $50,000.  That in itself for this entirely volunteer team is an amazing accomplishment.



Design of the Casa Del Sol is inspired by the Poppy flower.  Its diurnal and drought resistance characteristics make this California State flower the perfect theme for today's sunlight rich yet water poor California.  Also in the spirit of the Poppy, the team built the house on a reinforced steel foundation which, per CA State permit laws, can be moved and installed anywhere in CA after the competition.  This drastically increases the post-decathlon options for the future of the house.  Check out the pictures of the house as of last week, with walls and floors nearing completion.
                                   
Porch and a good view of the steel foundation
For solar panels / electrical power, the team is going with an array of LG MonoX Neon black trimmed panels.  These are a great high performance panels that will be mounted out of sight on the roof for a nice clean look.  As you may see, one of the panels was damaged in shipping.  Always good to order extra, which this team had the foresight to do.  The panels will work to provide electricity to the home as well as charge their electric car, a Nissan Leaf.



The home's solar thermal system is truly innovative and one-of-a-kind, with the team trying many new novel ideas to win points in the competition.  Beyond using a standard water heater and solar hot water reserve tank (see below),



they have implemented a huge water column tank in which they will hold a thermal gradient with custom temperature sensors (see below).  This is a great tool, basically acting as a big thermal storage bank for various systems running through the house.  The tank provides enough water storage area to really try some novel things, and the tank is mounted with a highly granular temperature measurement set up (the white "caps" on the side of the tank) such that the team can monitor the input / output to the storage system.



For solar hot water heating, the team is using German manufactured Ritter Gruppe solar hot water heating, which uses a small parabolic reflector to guide sunlight to a evacuated solar tube.

 

 Other neat-o tools of the house include a semi-custom sub wetbulb evaporative chiller, which is a technology starting to gain use in commercial building systems.  Basically, it is a very efficient way to cool air and this is one of the first examples of use of this technique on a small scale.


Another "cool" feature of the house, the home will automate the opening and closing of standard Milguard windows as part of the climate control system.  The automation features were not installed yet, but the windows were, as pictured.  This is a great use of a typically human interfaced climate control tool (opening a window) by the home's computer.  Imagine if you're own house knew it was nice enough outside to slide the windows open and turn down your AC.  Brilliant!


The house will also include, although not finished yet, a "man cave of the future" room.  This is something I very much look forward to seeing.  My guides, engineer / Ph.D Dr. Moritz Limpinsel and team marketing lead Ms. Camryn Jun said it would include a 3D printer as well as a few other killer toys.

A huge thanks to Moritz and Camryn for the sneak peak and I am terribly eager to see the finished product in less than a month.  Reflecting on their time as key team members with the effort, both Mortiz and Camryn said they were deeply affected by the work and struck by the passion everyone had for the project.  As a member of the "home team" geography, I hopefully represent all OC / LA Clean Tech enthusiasts in saying, "THANK YOU" for such a strong entry!  And with that we show a final pic of the team HARD AT WORK on getting this great entry to the finish line.


Some additional pictures from my visit are below.  Feel free to browse and click on them for the larger version.  See you at the Decathlon at the Great Park in Irvine starting Oct 8!

Best, Adam Plesniak - Managing Director, OC Renewables

Just so happened solar panels were being installed on the roof the day of my tour!




The Nissan Leaf will park and charge in this area


Some final renderings of the outside and inside of the house (below)





Thursday, September 10, 2015

DOE Solar Decathlon Volunteer sign up NOW OPEN

How would you like a front row, no... BETTER than front row seat to the largest, most popular solar / energy efficiency / green living event in the country?  Well, the DOE Solar Decathlon 2015 is coming up quick and, just like in 2013, it is going to be right in our back yard, the Great Park in Irvine, CA.

Long story short, this world-recognized event runs not only on the tireless efforts of nearly 20x university teams building the best of the best in sustainable living homes, but also on an army of event volunteers, many of whom are from right here in the OC.

Organizers of the event sent out a notice earlier TODAY that volunteering shift slots are NOW OPEN and available for taking after you register to be a volunteer at this link here.  I strongly encourage all that are interested to get over there and register right away, as the "best" volunteer slots are snapped up quickly.

I also suspect that like 2013, organizers will really be eager to sign up volunteers for the event when it is open during the work week (Monday - Friday), so for those who can volunteer at those times, your assistance is greatly appreciated.

As if you would need much of a carrot to be part of this terrific event, volunteers will be bestowed with a tee shirt in a size of your choosing!  Now were talking!

Monday, August 17, 2015

Google Sunroof wants to make solar easier and empower the consumer

In solar news, Google today announced Project Sunroof, aimed at making the process of going solar easier through use of already existing data on rooftop layouts and solar resource.  While some may look at this and say, "Sounds good, but meh..", I think there are several hidden reasons why this could be a very big deal for mass solar energy adoption and the solar energy business.

Lets discuss:

Right now, the novice solar energy candidate consumer is not empowered: 

What I mean by this is that there is no Amazon reviews system for the long term performance of rooftop installed solar projects for residential / non-commercial customers.  If you are interested in going solar, you can go out and get a handful of bids, but other than competition on price and Yelp reviews of the installation company you choose, there is no great way to determine the "value of your roof".  If you work in the solar industry, than you know you can use tools such as SAM, or PVSYST, or the TMY3 databases, but these are not tools generally used by the public.  The customer is not in the driver seat here at a time when the customer is used to being in control.

But, if a company as well known as Google had an easy to use, data-driven tool available to the public for free, then the customer is empowered to know as much as Google does about their roof.  This is a very powerful bit of leverage, if it is done correctly.  Leverage means more competition, lower prices, deeper solar adoption.

Some companies are already trying to use Google data to make money here, so why not just make it free (and make solar cheaper):  

There are a host of new startups that are basically taking Google maps data and building applications on top of them to give the appearance of "automated" or "semi-automated" customer solar system designs.  Firms such as Aurora, HelioScope, EasySolar are attempting to "automate" the design process to save big bucks and make the installer more competitive.  While this is interesting, it seems much more logical that the process just be fully automated by a company with the resources to tackle such a problem, like GOOGLE, and then be done with it.  If the first step in anyone looking to go solar was to type their address into Google and let the app do the work, then lets just jump to that solution today.

Google is Google, and they currently make their money doing other things:  

In my dream scenario, I type my address into Google, type in my power usage, click "Go" and then print off my step by step instructions on going solar.  It tells me where to buy my panels, where to buy my racking, the names of 5 electricians in my area that will connect it for me, and the names of 5x roofing companies willing to do the install.  It helps me to understand my potential, give me the confidence I am not getting bamboozeld!  Oh and it fills out my permit paperwork so I can take it right to city hall for signature.  Please Google... make my dreams come true!  Since Google currently makes money doing other things, I also hope that this process will be free, or close to free, since keeping down costs and widening accessibility is critical to deeper solar adoption.

Solar should be as simple as buying a washing machine:

You can buy a 500W washing machine and plug it in at home without a signature from the government or your power company.  But once the electricity goes the other direction, everyone wants to get involved.  What is this silly-ness?  The world needs to get comfortable with bi-directional electricity, and a company like Google helping to change the status quo can only help speed the process of making the installation of generation as simple as the installation of load.

Here is a YouTube video for Sunroof.  I look forward to keeping tabs on this project and using it for my own house once it comes to Orange County / Los Angeles!

Wednesday, August 5, 2015

ASES Talk: Why Now is the Best Time Ever to be a Solar Entreprenuer

At the Penn State Conference Center last week, a large contingent of passionate solar folk and American Solar Energy Society leaders gathered to visit the annual ASES Solar Conference.  I (Adam) stopped by for a day to talk about ASES, meet the people who make up such a great organization and give a talk titled "Why now is the best time ever to be a solar entrepreneur".  My goal was simply to point out the things I've seen happening in the industry lately that could be helpful to the budding entrepreneur.

The basic crux of the presentation is that now IS the best time for the budding solar entrepreneur, because solar is just recently gaining acceptance as a "real business".  ITC uncertainty aside (for the US market at least), solar is positioned these days for the long haul, to be a major contender in the mix for global growth in demand for electricity.  However at the same time, there are no shortage of problems (hidden opportunities really!) in solar that I feel entrepreneurs are distinctly positioned to capture.

I've posted my presentation in PDF format at the link below.  I'd love for anyone who is interested to review it, leave your own thoughts or give feedback to me on the topic.

Download Why Now is the Best Time Ever to be a Solar Entrepreneur (PDF)

Tuesday, July 21, 2015

Another Electric Car Company, Faraday Future, Launches in Gardena, CA

Last month the OCR blog post was about the re-launch of Fisker with headquarters in Costa Mesa and manufacturing plans for Moreno Valley.  A new month, a new electric car company in the LA area!

Faraday Future, a 2014 founded start up in "stealth mode" until just a few days ago and filled with ex-Tesla talent has opened the kimono a little on their plans to challenge Tesla and other established car makers in the race for the first long range affordable electric car.

Like Fisker, they have set up shop in SoCal (Gardena), likely hoping to draw on the what seems like a constant stream of aerospace layoffs and company relocations (see this Boeing article from Dec, 2014) and also the recent departure of Toyota from nearby Torrance.

Also like Fisker they have a bunch of openings on their careers page.  It is certainly very odd to see two electric car companies announce SoCal headquarters instead of the default Bay Area locale, however it is sometimes easier to attract non-rooted workers to SoCal rather than the Bay because of housing affordability.  This is of course GREAT news for all us here in OC & surrounding area as OC + LA continues the real-time rise as a clean tech power, and the LA basin continues to attract tech talent, investment and employment!

Let's see if threes-a-charm and another electric car company announces LA plans in August!

Sunday, July 19, 2015

The MagniSun from OC Outdoor Solar now avaliable on Indiegogo

 A very cool announcement from OC based company and OC Renewables member Brian Yanity's company OC Outdoor Solar, the launch of their new portable solar charging product called the MagniSun via a live Indiegogo campaign which is embedded in the post below.

This is a very unique product, with the ability to attach magnetically to any fabric surface, such as a beach umbrella or tent.  Rugged, stylish and able to change any USB device... what are you waiting for?!?

Get over to IndieGogo and get it now!

Monday, July 6, 2015

The OC is slowly becoming a solar / clean tech power center, and here's why...

OCR was founded in 2009, but the level of activity around renewable energy and energy efficiency in the OC since then has been fairly modest.  A few solar rooftops here, a few solar rooftops there, but nothing all that grand.  Until recently.  Things have really started to pickup, but I'll let the facts speak for themselves:

2 of the 3 biggest solar events in the US this year are happening in Orange County

The two biggest conference in the US every year are Intersolar and Solar Power International.  On the odd years, there is a 3rd and even larger event, the DOE Solar Decathlon, which can draw up to 100,000 visitors over a two week period with participation from up to 20x university teams from around the world.  Solar Power International comes to Anaheim this September, followed by the Solar Decathlon in Irvine this October.  Talk about a one-two punch for the OC!

Big Companies are setting up shop

We mentioned in June that Fisker Automotive is BACK with headquarters in Costa Mesa, manufacturing plans in Moreno Valley and with a long backlog of jobs it needs to hire for.  Backed by the Chinese firm Wanxiang, this is no longer a scrappy upstart, this is a serious company with a big balance sheet which appears to be planning for the long haul here in the OC.

Furthermore, another growing OC firm has been brought to our attention.  SunStreet Energy Group is a small firm rumored to be growing and staffing aggressively, with headquarters in Irvine, CA.  SunStreet is fully owned and operated by the $10 billion dollar Lennar Homes Corporation, one of the nations largest home builders.  Again, no scrappy upstart here, this is a serious organization with a serious mission to install major amount of solar.

Combine these happenings with the professional organization Clean Tech OC which has been promoting the industry in the OC for years now and you get a healthy atmosphere for clean tech business in the county.

Growing Academic presence

Back in March OCR did a blog post about UCI Professor and water expert Jay Famiglietti and the amount of press attention he was getting from serious news organizations.  But to add further to OC's academic credentials, a team of three OC colleges has formed the Casa Del Sol Solar Decathlon team, one of the 17x competing this year in Irvine.

OC Consumers no longer afraid of "clean tech"

Everyone knows that the OC is not Berkeley.  In the historically conservative county, the OC masses are not exactly expected to replace every car with a Prius, switch out to LEDs and start line drying the laundry.  However when a clean tech product does meet the .. how do you say.. OC style, adoption can be drastic.  Case in point: The Tesla Model S.  Business Insider reported last week of problems with wait lines at the Telsa Supercharger in San Juan Capistrano.  Apparently the demand on the location is out sized due to the number of Model S in the area and some using for daily charging instead of using them for longer trips, which is what Tesla suggests.

While things are clearly "heating up" here in the OC, one can't help but wonder if this is an isolated occurrence, or if clean tech is ramping in cities across the US?  Comments anyone?

Friday, June 19, 2015

You Go Pope!

The Pope wow'ed just about everyone this week with some very stark comments on the responsibility of humanity to be stewards of the planet, and the reality that...and I quote, "The Earth, our home, is beginning to look more and more like an immense pile of filth."  Here is some news coverage of the comments from CNN, and from the Economist if you are interested.

This is very significant for at least three main reasons.  First, the Pope is the official spiritual leader of 1.2 BILLION people.  That means his comments have a direct communication waterfall to an aggregate number of people which basically challenges the population of the largest country in the world.

Second, the deeply religious people of the world tend not to be in the same groups as those already deeply concerned and on the front lines of climate change.  Traditionally, there has not been a lot of overlap in Venn Diagram of the deeply religious and the deeply environmentally conscious.  Put another way, this is a 1.2 billion person audience for which most have not "seen the movie" when it comes to climate change.  These are "fresh minds" when it comes to the conversation and global coordination that will be needed to work against it.  These are new voices to the table... and perhaps upwards of 1 BILLION new voices.

Lastly, even if you are not Catholic, the Pope has historically been a very powerful global voice which was usually to the "right" of the political conversation on a topic.  Well, consider that expectation SERIOUSLY disrupted, at least on the environment / climate change.  The starting shortstop from the away team just sauntered on over and sat at our bench?!? You Go POPE!  Now lets play ball!

Wednesday, June 17, 2015

Fisker Automotive IS BACK, engineering in the OC with Moreno Valley manufacturing plans

Back in Feb, 2014 it looked as if the Orange County, CA presence of well know luxury hybrid car designer and manufacturer Fisker Automotive was all but done.  The distressed assets of the OC headquartered firm were sold to the Chinese firm Wanxiang for $149 million in a bidding war, leaving the future of the firm uncertain despite a renewed interest in luxury electric / hybrid performance vehicles clearly lead by Tesla's Model S.

But it appears things have been happening at Fisker and this week came some big news for the company, Orange County and SoCal in general.  It looks like the OC may have its hybrid car company back?!

As announced in several OC news outlets this week, including this in the OC Register, the company has a new headquarters in Costa Mesa with 200 employees.  A quick check of the careers portion of the Fisker website shows an additional 122 open positions.  It looks like the company is preparing for a major presence again in the heart of Orange County, CA.

In addition, the company announced intentions to open a Moreno Valley, CA manufacturing plant, it what seems to be a not-to-subtle copy of the Engineering in Palo Alto / Manufacturing in Fremont set up of Tesla in NorCal.

A few years ago if you would've predicted anyone would be manufacturing cars in SoCal or NorCal you would have been chased out of town with a 10 foot clown pole!  Now it seems things are lining up to have the two "coolest" + "greenest" car companies on the planet lined up to have engineering and manufacturing in the Golden State.

It will be interesting to see how the Fisker Automotive 2.0 plans develop.  The large, established balance sheet of Wanxiang standing behind the firm does bode well for any plans announced publicly, so this will be one to keep an eye on!

Tuesday, June 9, 2015

PV Module Manufacturers: The working poor of renewable energy

If you don't work in the renewable energy industry, it would be normal to think that the companies making the meat and potatoes of solar, like PV modules, would be raking the cash at the moment.  Renewable energy, especially PV solar in rooftops / commercial industrial and utility, continues to grow at an impressive clip.  This is doubly true given the ITC expiration at the end of 2016, so developers and customers alike are rushing to get their solar projects in the ground to capture the ITC benefits.

But this simply is not the case.  In fact, the world's second largest module seller of 2014, Yingli, announced recently as part of their annual report that their ability to continue operations given their current financials is in serious jeopardy.  They lost over $200 million last year alone, the third straight year of losses for the firm.

For perspective, lets glance at the financials of the world's largest module seller, Trina.  The Q4 2014 net income at Trina on $700 million in revenue was $10 million dollars, a whopping 1.5%.  So basically a run-of-the-mill CD has a better return than owning a solar module company for a lot less work.  So while Trina is "profitable", it is barely profitable and a quick move in the market for modules could very easily destroy the business model and therefore the business.

Solar module companies are what I call the "working poor" of renewable energy.  They all make nearly the same identical product (except First Solar, and to a certain degree SunPower) and then they all race to the bottom on price.  Another way to think of it, they represent the guy who has a high paying job, a fancy car, but also the alimony, child support, home equity loan and all the other financial obligations which leave him virtually living paycheck to paycheck.  His cash flow is, well, less than ideal.

Its all part of the fundamental problem in making and selling products which ultimately generate a commodity, energy, is that the product itself is commoditized.  This has happened in solar modules, it just recently happen in solar electronics (DC optimizers, inverters, ect), and it will happen in energy storage.  For the consumer (and perhaps the planet) this is all good stuff.  It is driving the price of renewable energy down, which widens market opportunities and speeds adoption.  But for the lowly product company, it is tough tough business.

So do me a favor, next time you talk with you friendly neighborhood solar product company employee, give them a big hug, tell them its going to be OK and that the solar installer business is going great and will likely only get better between here at 2050.. so they'll always have a home ... on the roof at least!

Sunday, May 17, 2015

Energy Storage: Reminding Utility Companies the Future may not need them

Unless you live under a rock, the end of April brought a big announcement in the world of cleantech / renewable energy, which was the introduction of the much anticipated Tesla "energy storage" products, most notably the Powerwall aimed at residential users.  The announcement was picked up by the industry press and general press alike, speaking more to the marketing prowess of Tesla than to the actual revolutionary nature of the product.

Of most interest to the pundits was the price, which falls within the range of $250 - $350/kWhr, a pleasant surprise to most who follow the trajectory in lithium ion pricing.  The market leader in stationary energy storage is still lead-acid products, which have long been the workhorse of off-grid applications due to their low price (~$80/kWh) and simple maintenance, although they suffer great weaknesses in weight, depth-of-discharge (DoD) and total number of life cycles.

As with any flashy new product launch, you will eventually ask yourself, "Gee, should I get one of these things?!"  In fact, I had a local SoCal resident reach out to me to ask that very question, about how to best work storage into his home, which already has grid tied solar panels installed.  I asked him if he was getting credit for energy generated but not used from his utility, widely known as Net Metering, and he said yes.  "Well sir," I said, "The good news is you wont need to purchase a fancy Tesla battery, because the grid is already acting as your battery, and its doing a much better job than a in-home battery could ever do."

When your grid-tied solar system generates more energy than it can use in your home micro-grid, then that extra energy goes back into the local grid (meter running backwards), where it is used by your neighbor down the street.  When you have a Net Metering agreement with your utility, that means you are getting credit for that extra energy, which you can then trade for energy back from the grid when the sun is down.  Basically, the grid is acting as your battery, effectively storing you over generation for future use.

But what if you had a naughty utility which decided it wasn't going to give you any credit for your extra energy?  Well, then you would be throwing your extra energy away.  This is the time you may want to buy a battery, store your extra energy and use it when the sun goes down so its not going to waste because of an uncooperative utility company.

But in the case of home batteries, the utility company who does not net meter is taking a huge risk, because a once customer of the utility is now completely self sufficient with their solar + storage set up and no longer has a need for the utility (or a far reduced one).  They've lost a customer, which is a big big deal.

So what is the most likely long term outcome from all this change in a consumers "energy options"?  Option one, the utilities screw up net metering, forcing millions of customer to defect from the grid, which ultimately destroys their entire business.  Option two, the utilities manage to keep net metering and install their own suite of storage + generation to effectively continue the "grid as a battery" model, thereby evolving their business and surviving.  Option three, the utility owns the Tesla-like battery in your house, and you continue to "pay per kWh" much like a lease on a car, thereby evolving their business and surviving.

While the vision of solar panels + battery storage + all electric loads sounds like modern household utopia, it will be interesting to see how this actually plays out.  For now it is likely more of a deterrent against entrenched business practices than anything else.  Utilities can no longer sit around and tell the solar people, "You'll be back!  You need us when the sun goes down!" because solar people will soon have the ability to store sunshine.  The next move is yours Mr. Utility.  Choose wisely!

Thursday, April 2, 2015

No April fools, Gov Brown ramps up water restrictions due to drought

Yesterday was no April Fools, Governor Brown is finally starting to get serious about regulations in the midst of California's dire water situation.  The flurry of press activity yesterday, including this detailed article in the NY Times outlines the now mandatory restrictions against excessive water use in California.  The question now becomes, is this action too little too late?

OCR has long been critical of water policy in CA, with limited / no restrictions on ground water usage and lax enforcement of existing water use policies in a state where 70% of water usage is for landscaping.  Yes, you heard it right, LANDSCAPING!  This older OCR blog post from last year explores this issue deeper.  

For residents of Orange County, you should be on the look out for several things.  First, the local government is going to want to pay you to take out your lawn.  Riverside already has "cash for grass" programs in place, and I would expect this model to go statewide.

Second, I would expect water wasting enforcement to go up.  This means citations for those who refuse to learn how their sprinkler systems work and let them go off in the late morning / early afternoon hours when most of the water then just evaporates (and when local government workers are on the beat).  Ignorance will no longer be bliss in the "how to operate your sprinkler system" department.  

Last, since the main mode of communication to the public about their water usage is their monthly water bill, I would expect the rhetoric about the state's water situation to get ramped up in your monthly mailer.  You may start to see more charts comparing your usage to your neighbors in an attempt to shame you into a more conservative water user.  If that doesn't work, the we may start seeing tiered pricing for water to penalize overuse.  Some cities, like Santa Monica, are already talking about personal water restrictions, as reflected in this recent YouTube video.  Outright price increase will likely be a last resort, as increasing the price of water can have a disproportionate class effect, with the poorer water users suffering disproportionately to the richer water users. 

It will certainly be interesting to see how this situation develops as we get into the dry months, and certainly if the upcoming winter is another dry one.


Tuesday, March 31, 2015

How to talk to a global warming skeptic, Chapter 1

 We've all know one (especially in Orange County).  They are our friends, our family, our coworkers and especially our politicians (we're talking about you Dana).  I'm talking about the climate change skeptic.  Now, I don't fault a skeptic for being skeptical.  I myself am very skeptical of very many things, like CASH-FOR-GOLD, OxiClean or the Forever stamp.

But I've seen far too many renewable energy enthusiasts become far too frustrated with the global warming skeptic and often blow a perfectly good opportunity to have a discussion and really get to the depths of what makes a global warming skeptic skeptical.  So, as a kick off to a multi-chapter post, I'd like to share a few of my own strategies for "how to talk to a global warming skeptic" it a way that does not insult, alienate or enrage anyone involved.

Since this is the first chapter, I want to start with what is by far the easiest conversational technique, which is taking all opportunities to put and end to the term "global warming".  Global warming is indeed one of the most popular phrases to reference what is more correctly known as climate change, and is correct in its composition, that the world climate is trending warmer.

However, it really irks me to hear anyone (skeptic or otherwise) talk about weather, such as the brutal 2014 / 2015 east coast winter and say something to the effect of, "Global warming?? Yeah right!  Look at all this snow!"  It is mistakenly interpreted that the world "warming" means milder winters.  It doesn't.  I know its confusing, but it doesn't.  This Feb 10 article from the Washington Post takes many words to explain as much.  Simply put, the term global warming allows for a "cheap shot" from anyone against the phenomenon of climate change whenever a cold stretch of weather comes through their neighborhood.

A far more apropos term was originally coined by Hunter Lovins is "global weirding".  This is far more descriptive of what is actually happening with the planet's weather.  It is getting weirder.  Much weirder.  This is because the features of the planet used the regulate the climate, namely the ice sheets at the North and South poles, and greenhouse gases in the atmosphere, are changing.

So when your at that cocktail party and here someone explain, "Global warming is crap, my uncle in Boston is still shoveling snow!", find a polite way to talk about "global weirding" instead.  Even the skeptic can agree that the recent weather extremes (on both coasts) have been pretty pretty weird.

Stay tuned for other talking tips!

Sunday, March 29, 2015

UCI Professor & JPL water scientist Jay Famiglietti recently on Bill Maher & 60 Minutes talking about water

From our own OC backyard, UCI professor and JPL's senior water scientist Jay Famiglietti has recently been making the rounds to some of the most influential TV shows out there.  He is specifically talking about an issue we have posted on before, which is California's dire water situation.  As we move from this (very) dry winter back into another summer cycle it will be interesting to see how this issue develops and what measures are taken to keep usage in check...

Overtime with Bill Maher, aired 3/27/2015



60 Minutes, aired 11/16/2014

Friday, March 27, 2015

Utilities ramp up fight against solar. BRING IT ON!

In case you haven't noticed, there has been a significant ramp up recently in new stories with a common theme:  "Utilities are working to limit the growth of solar."  Here are a few excerpts from several news channels along the theme.

On March 25, 2015, former Representative Barry Goldwater Jr. (a republican?!) wrote this piece for the website The Hill in which he calls a spade a spade.  The piece is titled, "Slandering solar is not about protecting taxpayers, but protecting the utility's monopoly status."  He references recent actions in Arizon at SRP and APS to slander and charge customers utilizing solar with additional fees.

On March 27, 2015, the site ecowatch.com released a piece detailing recent activity by the notorious Koch brothers on moving to limit the growth of solar energy in at least four states.  The Koch brothers are also notorious for political spending and many have surmised their solar smear campaign  has deeper roots into the upcoming presidential election cycle.

Last is an interactive piece released today on green tech blog GreenTechMedia.com which asks the question if utilitiy companies should even be allowed to own rate-based (meaning the price of electricity can change) residential solar (meaning the panels on your roof).

At the surface, this all looks pretty scary for those who look towards a solar future.  For years the utilities have dismissed solar as nothing more than an annoying feature for some hobbyists, but with the continued strong growth in the industry and the momentum that federal incentives for solar are likely here to stay, utilities are now starting to sweat.  They know more than anyone that they are not ready for a solar future.  They are waaay to fat, dumb and happy to have to actually compete in business.

Unfortunately for utilities the powers of economics do not appear to be on their side.  If they move to "penalize" solar adopters with fees, whether substantiated or not, they are simply adding value to that most mythical of energy consumer:  The Grid Defector

Here is the conundrum for utilities. They have a massive infrastructure set they have to maintain through revenue from rate payers.  As infrastructure ages and inflation increase, the cost of maintaining such large physical infrastructure will only go up.  It ages, needs to be serviced, replaced, all the while the cost of labor in the US increases.  So, expenses are pretty much always going up, year over year.  Meanwhile, some of their customers have decided to start generating their own power through solar.  This means they are sending less money to the power company and the end of every month.  Therefore, if electricity prices were to stay the same, the amount of revenue headed to the power company is going down.  So, expenses are going up, revenue is going down.  That is not good for business.

So, to counter the rise in expenses and fall in revenue, utilities have to raise the price for electricity.  But, this further increases the value of having solar to manage some of your generation, so even more people are encouraged to go solar.  Revenue continues to fall, prices have to go up, so forth and so on.

Right now solar is very affordable, with solar panels costing about $1/W, inverters about $0.5/W and installation from $1-$2/W.  So, for a 2kW system on a house, you are looking at $4k-6k, of which many companies are willing to finance for the life of the system.  However, there is another part of the solar future which is also getting very affordable, very fast.  This is the storage component.  Many manufacturing companies are racing to develop storage which can work directly with solar to provide a total power solution.  As this gets cheaper, the mythical Grid Defector is more and more empowered to defect and go 100% solar for their needs.  Partner this with increasing fees from a utility company and the Grid Defector only becomes more powerful!

Overall, the battle over residential electricity primarily will likely end in a mix of storage, micro-grids, electric cars but most certainly solar.  What is interesting today is that utilities have many choices in front of them.  If they choose to try and stop the economics of solar, they will undoubtedly lose much like land lines lost to cellphones.  If they wise up and look for ways to include (or even reward) solar adoption while shifting their business plans, they will be rewarded.

The choice is theirs, and it seems to be starting right now.