Specialist
Former CFO (Interim), SVP, Head, Finance & Treasurer at Sunnova Energy Corp
Agenda
- Solar tax credits
- Manufacturing efficiencies
- Solar financing trends
- Installers and dealers' market influences
- M&A impacts on residential solar
Questions
1.
How has the US residential solar market begun to evolve and change throughout 2020?
2.
Do you think residential solar is disruptive to the utility industry?
3.
How are you assessing M&A in 2020? What is the significance of Sunrun acquiring Vivint? Was it a good move for Sunrun and where does that ultimately position it in the market?
4.
What do you think about SunPower’s decision to spin off Maxeon? What was the likely rationale behind the decision and subsequent partnership with Enphase?
5.
Would you characterise Sunrun’s partnership with Enphase as groundbreaking? Why would it choose Enphase over SolarEdge?
6.
Do you think all the M&A activities in residential solar raises the bargaining power of residential solar with the solar equipment manufacturers?
7.
Do you think the developments in the solar market are signalling an acknowledgement of tough times ahead for solar panel manufacturers? What might be a strategy to preserve margins?
8.
Would you say Tesla Energy, or SolarCity, has positioned itself better than most in the residential segment with its unique approach?
9.
Is Tesla’s Powerwall an advantage that can be exploited in the long term?
10.
How might the expiration of the solar tax credits be factored into actions taken by the solar producers in 2020? How are they preparing for the possibility of this expiration?
11.
How are you assessing the import tariffs on solar panels? Should the US producers be concerned about this?
12.
At what point do you anticipate market penetration in the US residential solar market to stall?
13.
The solar industry has had significant lay-offs in 2020. Do you think this will hinder growth for US solar, at least in the short term?
14.
How is the relationship between installers or dealers and the manufacturers potentially changing?
15.
Which of the players seems best-positioned to take the biggest market share of residential solar in the next couple of years?
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