Rooftop Solar

“Look, I don't necessarily think there's a sizable storage standalone business, at least relative to the size and scope of what we're looking at today in, you know, solar and storage and solar only, right? Like, that's Like, obviously, it's there. It's just as …”

“India is rolling out, you know, one of prime minister's pet project is this rooftop solar. And you know, the way this is designed You know, the goal is to get to 10,000 installations a day. You know, and they have, he's handpicked people to do that, and I know…”

“So if you take Australia, for example, where one in three homes have rooftop solar, I think that's about 20 gigawatts of solar, so a very similar solar install capacity to somewhere like Texas”

“In the early days of rooftop solar, some of those companies, SolarCity being an example, you know, dabbled in like, oh, maybe we should do an energy efficiency retrofit at the same time that we do rooftop solar. They all backed away from that, because it ended…”

“Nearly 1.8 million rooftop solar installations, a 10 X increase in batteries to more than five gigawatts, and one in four cars sold in the state are now electric.”

“So I think it's a big mistake to disincentivize rooftop solar at this time and believe that we can both do that and do things like central procurement, make sure we actually build offshore wind, which is, as you know, is going to take seven to 10 years anyway…”

“There's more solar capacity on rooftops in Hawaii than in utility scale projects.”

“And the study finds that, no, actually, New England's grid is, at least in the next couple of years, is actually in really good shape. And a big reason that it's in really good shape is that New Englanders have put so much solar on their rooftops that it is ef…”

“For years, rooftop solar was overlooked as a reliability solution in New England. But in a very sudden reversal, the grid operator says it's critical to keeping the lights on across the region.”

“And then suddenly you have this finding that rooftop solar can shave enough demand to shut down the region's third biggest fossil power plant.”

“We've got a little over 70,000 rooftops in LA that are currently solar powered.”

“So the European Union is proposing to More or less automatically allow rooftop solar nearly anywhere with a permitting time of a month.”

“I think New York City is a good counter example to the sort of vision of the clean energy future that's all small scale, and every, every home just puts it on the roof because, you know, you have too many people living in very tall buildings that don't have th…”

“Sure, so actually a recent report just came out and found that there are over 42,000 rooftop solar systems have been installed across the island as of January, twenty-twenty-two, and so the number is by now probably thousands higher, and that's just for system…”

“I think, you know, rooftop solar companies do this amazing feat, which is sell someone a 20, 25 year power plant on their roof. But it really should be the entry point to whole home electrification, all those little products stacking up value and management fo…”

“One of the things that we've seen go into place in places like Hawaii and Australia, where this is also an issue, is that you'll start to see limitations on how much solar can go in, whether that's limiting new installs or limiting the size of the install. You…”

“So the actual amortized cost over the lifetime of that solar installation works out to something on the order of 15 cents a kilowatt hour. Whereas if you do it on an industrial scale, it works out to about three cents a kilowatt hour.”

“Hawaii has a lot of rooftop solar today, and in fact, so much rooftop solar that they, the state put in place these policies to kind of discourage anyone from exporting more to the grid.”

“There's lots of sound research showing that when one person does something, like buy an electric vehicle or install rooftop solar, it drastically increases the chances that their friends and neighbors do the same thing.”