SunPower CEO on Trends in Solar

SunPower CEO Tom Werner

SunPower CEO Tom Werner was interviewed today on Bloomberg. Some takeaways:

  • Oil prices are low but in reality they have nothing to do with price of electricity;
  • Good and bad yieldcos and MLPs are grouped together but over time quality players will separate from the rest;
  • ITC, COP 21, and favorable regulatory environment in places such as California point toward a bright future for the industry as decarbonization advances; and
  • Creditworthy rooftop solar customers and high-quality equipment result in a low risk premium and will be attractive when packaged as asset-backed securities.
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