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Daytime Solar Power Glut in California, Rooftop Sales Plunge 90 Percent

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Daytime Solar Power Glut in California, Rooftop Sales Plunge 90 Percent


Demand for rooftop solar systems dries up in California after subsidies drop. 100 contractors go out of business. Fancy that.

California Home-Solar Boom Collapses

The Wall Street Journal reports The Home-Solar Boom Gets a ‘Gut Punch’

The amount of solar power U.S. homeowners install could shrink 13% this year, as forecast by the trade group Solar Energy Industries Association and consulting firm Wood Mackenzie. More than a hundred solar contractors have already gone out of business during the past year as demand dried up, according to data tracked by Solar Insure, a company that monitors residential solar installations and helps fix problems.

The state has installed so many panels that it has a glut of solar power during the day. Last year, California implemented new rules that cut the amount of compensation most rooftop solar owners get for the electricity they send to the grid by 75% or more to manage the oversupply and soaring costs for upgrading the grid. 

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“It was like getting a gut punch,” says Carlos Beccar, marketing director of Fresno-based Energy Concepts, a solar installer that had to lay off more than half its 75 employees after sales plummeted as much as 90% following the new rules.

California’s solar growth is outpacing the ability of its grid to handle it. The state already supplies more than a third of its power with renewables, and it plans to raise that ratio to 60% by 2030. But because the state’s grid can’t absorb all the solar power generated during the day, it ends up throwing increasing amounts of it away or curtailing it.

Quote of the Day

When David Phippen, a third-generation almond grower in central California, first installed solar panels in 2009 to help power equipment on his farm, he recalls thinking it was “the best thing since canned beer.”

Under the old solar-compensation rules, the economics worked out. But now that those payments will be slashed, adding more solar no longer makes sense, says Phippen—even though he has more equipment and bigger electricity needs.

“We’re done with our green march,” he says.

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Rooftop Solar Synopsis

California created a boom by offering homeowners a chance to sell energy back to the grid at unsustainable rates.

This year utility companies then slashed what they pay to customers by 75 percent or more.

The payback time for these systems no longer makes any sense. More accurately, if you have to subsidize something, it is not economically feasible in the first place; it just looks like it.

The boom then imploded.

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Electricity Rates

Chart courtesy of EnergyBot.

It’s going to be interesting to see what California does at night and what electricity costs when the state achieves its 60 percent solar power goal.

It’s possible that electricity prices rise so much that residents will be forced to put in their own systems and buy an expensive battery storage system on top of it to escape the PG&E power costs.

How the Inflation Reduction Act Failed to Reduced Electricity Costs in Pictures

Let’s check in on the not exactly impressive energy and inflation results of Biden’s Inflation Reduction Act (IRA).

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Data from the BLS, chart by Mish

In case you missed it, please consider How the Inflation Reduction Act Failed to Reduced Electricity Costs in Pictures

Biden’s energy policy has been an inflationary disaster. And make no mistake, the IRA was nothing but energy policy, more precisely, climate policy.

Biden Promotes Climate Change at the Expense of More Global Poverty

Internationally, please note Biden Promotes Climate Change at the Expense of More Global Poverty

The mad rush to deal with climate change, even if it works (it won’t), has a nasty tradeoff (more global poverty).

And returning to la-la land, please note California Restaurants Cut Jobs as Fast-Food Wages Set to Rise

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California’s race for governor and other key primaries remain unsettled as vote count continues

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California’s race for governor and other key primaries remain unsettled as vote count continues


California’s crowded, protracted gubernatorial primary is going to take a little more time to settle.

The race remained too early to call Wednesday morning with 50% of the expected vote counted, according to NBC News’ Decision Desk. Three main candidates — former Fox News host Steve Hilton, a Republican, and two Democrats, former Health and Human Services Secretary Xavier Becerra and billionaire activist Tom Steyer — are competing for two spots in the general election, with the candidate in fourth place, Republican Riverside County Sheriff Chad Bianco, running well behind.

Hilton had 27% support in the all-party primary with about half of votes still left to count, while Becerra had 26% and Steyer had 20%. Bianco was the only other candidate in double digits, at 11%.

In California, all candidates run on the same primary ballot in the primary and the top two vote-getters, regardless of party, move on to the general election.

It’s difficult to say when it will be clear which two candidates advance to the November general election, however, due to the state’s protracted vote counting.

And with millions of ballots left to count, other key races in California remain uncalled as well, including the second runoff spot to face Los Angeles Mayor Karen Bass one on one in November, several House races that could help determine the majority next year, and more.

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In the governor’s race, all three candidates rallied supporters around the state as the evening drew on.

“We’re not there yet, but it’s looking good,” Hilton told allies. “It looks very much as if Californians really will have the chance to vote for change in November and take our state in a new direction, a fresh start for our state, which is long overdue.”

But while Hilton was narrowly in first place when he spoke, Democratic candidates were capturing the majority of the votes.

Becerra looked back at his own “underdog story,” from his immigrant relatives to his bid for governor, which took some time to catch fire.

“Almost immediately, he’s counted out, an afterthought, overlooked by many, outspent by a ton, even called along the way to drop out and save us the trouble,” Becerra recounted to his supporters. “Well, guess what? The underdog stayed in the fight. Like my parents, I never gave up.”

Steyer struck a hopeful note in his election night speech despite a deficit in the vote count.

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“It might take some time to figure out where this is going, we’re going to wait till every ballot is counted, we’re going to give democracy a time to work, and we know we finished really strong,” Steyer said.

Major battleground districts

GOP Rep. David Valadao’s district has been one of Democrats’ top targets for years, but two Democrats are locked in a close race for the second spot in the November general election against the incumbent.

School board member Randy Villegas, who won support from national progressives, has a slight lead over state legislator Jasmeet Bains, 30% to 26%, with less than half of the expected vote tallied in the 22nd District. Valadao is comfortably in first place.

And in Northern California’s 6th District, Rep. Kevin Kiley — who was elected as a Republican and switched to become an independent this election cycle, as he runs in another newly redrawn district — is bunched up in a tight race that includes Democrat Richard Pan, a former state legislator, and Republican Michael Stansfield. Currently, Stansfield is running ahead of Pan; they spent much of Tuesday night and Wednesday morning trading the lead, which could have significant general election implications.

Meanwhile, outside California, Democrats think they might be able to challenge for one of Montana’s red-tinted congressional districts this fall, after Rep. Ryan Zinke decided to retire. But less than 2 percentage points separate Democrats Sam Forstag and Ryan Busse with more than 85% of the expected vote tallied in their primary in Montana’s 1st District.

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Read more about Tuesday’s House primaries here.

A safe seat battle to watch

Plenty of other House districts in California — and a few elsewhere — still have unsettled primaries, but one attracted particular attention due to how nasty the campaign got.

In Southern California, where two Republican incumbents are facing off in one district due to redistricting, Rep. Ken Calvert has advanced to the general election, but Rep. Young Kim is still battling for the second spot. She leads Democrat Esther Kim-Varet in the race for second, 22% to 16%, with about half of the vote in.

Who will face Bass in Los Angeles?

While Bass is projected to advance to a November runoff in Los Angeles, it’s not yet clear whether she’ll face Republican Spencer Pratt or Democrat Nithya Raman.

Bass has about 37% of the vote to 29% for Pratt and 21% for Raman so far, with approximately half of the expected vote tallied.

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Speaking to supporters on election night, Raman, a member of the Los Angeles City Council, said that “tonight may not give us a final answer on this race.”

“Many thousands of votes will be counted in the days ahead, and we may not get an answer we like, but regardless of what happens next, nobody, nobody can take away what all of us have built together,” she continued.

Pratt, meanwhile, was looking ahead to a potential matchup with Bass when he spoke to reporters.

“Now I have five months to get deep into every community that hasn’t heard my message to make them safe,” said Pratt, a former reality TV star. “So I’m actually very excited, because I felt very rushed. It’s a big city, and I was not able to talk to as many people as I look forward to talking to.”

Bass also projected optimism, telling her backers, “We got a lot more to go, but so far it’s looking good.”

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Midterm primaries 2026 live: results and reaction after six states including California and Iowa cast ballots

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Midterm primaries 2026 live: results and reaction after six states including California and Iowa cast ballots


Lucy Campbell

Millions of voters across the country are heading to the polls today in crucial primaries in a slew of key gubernatorial, Senate and House races.

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Here’s a quick rundown of what we’re watching:

California
Voters are casting ballots on who should lead the nation’s most populous state (and the world’s fourth largest economy), where there is no clear leader among candidates vying to advance in the race to succeed term-limited Democratic governor Gavin Newsom. The race for Los Angeles mayor is also on the ballot, along with a series of high-stakes US House contests in the state’s newly redrawn congressional districts – which are set to play an outsized and potentially decisive role in the battle for power in Washington in November’s midterm elections. My colleague Lauren Gambino has more:

Iowa
Per my colleague Chris Stein, with Trump’s approval ratings deep underwater, gas prices high and historical political trends favoring the party out of power, Democrats this year are considering a comeback in Iowa, putting the state at the center of their campaigns to win back control of both the US House and the Senate. That effort for a “once-in-a-generation” breakthrough in the GOP-dominated state is being led by pro-hunting Democrat Rob Sand, who is running for governor. Chris wrote about him below. Democrats also believe they have a shot at winning three of the state’s US House seats and a competitive chance at securing a US Senate seat, where the GOP frontrunner recently called Trump’s war on Iran a “political liability”.

New Jersey
One of this year’s most closely watched House midterms will take place in the battleground district currently represented by now-infamous Republican Tom Kean Jr, who has drawn public scrutiny and concern after missing more than 100 House votes due to an undisclosed illness. Voters are deciding which Democrat will run against him in November – and the seat is a must-win for the party. The frontrunner, veteran army trauma surgeon and political newcomer Adam Hamawy, has secured endorsements from the likes of Bernie Sanders, Alexandria Ocasio-Cortez and Ilhan Omar. My colleague Joseph Gedeon has more:

New Mexico
Contests in the state include primaries for congressional seats, a US Senate seat and a long list of statewide offices, but the governor’s race is the main event. Deb Haaland, who was Joe Biden’s interior secretary, is running for the Democratic nomination, which could put her on a historic path for Native American leaders.

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Montana
In Montana, a five-way Democratic fight is under way for the retiring Republican senator’s seat. Independent Seth Bodnar, former president of the University of Montana, is outraising them all at the moment but they’re refusing to step aside, Politico reports this morning.

South Dakota
The race is on for state governor, Sioux Falls mayor, a US Senate and House seat, a Republican primary for local lawmakers. The incumbent GOP governor Larry Rhoden faces three primary challengers in his first run for a full term. He stepped up into the role from the lieutenant governorship when the former governor, the since-ousted Kristi Noem, left to lead the Department of Homeland Security.

The Associated Press contributed reporting

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Key events

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Joseph Gedeon

On the day Donald Trump endorsed him as a tireless advocate for New Jersey’s seventh district, the representative Tom Kean Jr was, as he has been since early March, nowhere to be found.

Kean, a New Jersey Republican, was last seen when he cast a House floor vote on 5 March, and he is running unopposed in Tuesday’s Republican primary. The Democratic race in his district, meanwhile, has attracted multiple candidates and ample fundraising.

In late April, his office said he was dealing with a “personal medical issue” and would be back “very soon”. He told the New Jersey Globe last month he expected to return within “the next couple of weeks”. In the meantime, Kean’s social media accounts have continued posting regularly, with staff attending ribbon-cuttings and graduation ceremonies on his behalf.

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California Democratic gubernatorial candidate criticized over meeting with trans athlete | Fox News Video

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California Democratic gubernatorial candidate criticized over meeting with trans athlete | Fox News Video


Roxanne Hoge and Stella Escobedo delve into the latest Berkeley IGS poll, revealing the frontrunners in California’s heated gubernatorial race. The discussion extends to the Los Angeles mayoral race, where candidates Karen Bass and Spencer Pratt are locked in a tight contest. Panelists weigh in on candidate endorsements and the broader political landscape ahead of the upcoming elections.



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