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More batteries, less solar: California's solar turmoil in charts

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More batteries, less solar: California's solar turmoil in charts


California slashed the value of rooftop solar for customers of its three biggest utilities last year — and installations of residential solar systems in the state have fallen to near-three-year lows since then. 

But drawing firm conclusions about how the controversial shift in net-metering policy will shape California’s rooftop solar market over the long term — and affect the state’s grid-decarbonization and energy-equity goals — is a lot more complicated than it looks. 

Just ask Galen Barbose, staff scientist at the Department of Energy’s Lawrence Berkeley National Laboratory. Last week, he released a report compiling the latest data on California’s residential rooftop solar market, including the data point showing a marked drop in installations in the first three months of 2024

Barbose also scrutinized battery-storage attachment rates, the distribution of solar adopters by geography and income, third-party ownership, system sizing, pricing, and installer market share. The goal was to reveal initial empirical insights into how the market has evolved over the past year, confirming some expectations while also revealing several striking surprises,” he wrote in the report. 

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But we have to be careful about not overreaching from the data over this past year,” Barbose stressed in an interview with Canary Media — because this was a strange last year.” 

A year of twists and turns for California rooftop solar

There was a huge rush to apply for and secure interconnections of rooftop solar systems to the grid in the runup to April 2023, when the legacy net-metering (NEM) tariff was officially replaced by the net-billing tariff” (NBT) that the California Public Utilities Commission imposed on customers of Pacific Gas & Electric, Southern California Edison, and San Diego Gas & Electric. 

That caused installations to spike to record levels throughout the spring and summer of 2023, as all of the projects approved under the old tariff got underway. Installations under the legacy tariff continued even through the first quarter of 2024, according to LBNL data. 

Backers of the CPUC’s decision to reduce compensation for rooftop solar argue that California’s solar market remains robust — just not as overheated as during the historical jump in installations last year. 

[T]he much more generous compensation for systems installed before April 15 drove a gold rush during the first three and a half months of 2023,” Severin Borenstein, head of the Energy Institute at the University of California, Berkeley’s Haas School of Business and a foe of the state’s previous net-metering regime, wrote in a blog post last month. Many of those early-2023 buyers would most likely have been later-2023 buyers were it not for the rush to install before April 15 and lock in NEM 2.0 rules.” 

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But there’s also evidence that the far less lucrative economics of the net-billing tariff have severely crimped ongoing prospects for California rooftop solar installers. The rate of installations under the new net-billing tariff have lagged historical rooftop solar installation rates, averaging about 8,000 per month over the first quarter of 2024. That’s a lower rate of rooftop solar installation than in any month under net metering going back to May 2020, according to LBNL’s data. 

In November, the California Solar and Storage Association (CALSSA) reported that monthly solar sales — a more forward-looking data point than installations — fell by 77 to 85 percent between May and September of last year compared to the same months in 2022

The trade group also warned that solar installers expected to have to lay off nearly 17,000 workers, or about 22 percent of the state’s rooftop solar workforce — a level of job losses reminiscent of the Great Depression,” according to Bernadette Del Chiaro, CALSSA’s executive director. 

LBNL’s report includes forward-looking data that backs up CALSSA’s dire forecasts. One such metric is quote activity” — requests for price quotes from customers interested in installing solar. 

Quote requests from online solar marketplace EnergySage spiked before April 2023, then fell to about 60 percent of historical levels from 2019 to 2021. While the EnergySage marketplace may not perfectly represent the California market overall, the fact that quote activity has not meaningfully picked back up is perhaps the clearest signal yet of a substantial and sustained market contraction,” Barbose wrote in his report. 

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LBNL also highlighted data that appears to support a key concern of CALSSA — that the new net-billing regime is harming smaller solar installers. According to the report, only half of the roughly 2,500 companies that installed at least one solar system in the past 12 months have completed a system under the new tariff structure. 



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Big-box chains are funding a California ballot measure to crack down on retail theft, setting up clash with progressive lawmakers

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Big-box chains are funding a California ballot measure to crack down on retail theft, setting up clash with progressive lawmakers


With retail theft increasing, California Democratic leadership is clashing with a coalition of law enforcement and business groups in a fierce political fight over how to crack down on the problem. State lawmakers are trying to preserve progressive policies and stay away from putting more people behind bars.

The two most likely paths under consideration this year are a ballot initiative to create harsher penalties for repeat offenders, and a legislative package aimed at making it easier to go after professional crime rings.

Leaders behind the two efforts have accused one another of misleading voters and being unwilling to work toward a compromise.

How did we get here?

Both sides agree on the need to crack down, especially on large-scale thefts in which groups of people brazenly rush into stores and take goods in plain sight.

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At the center of the escalating political fight is Proposition 47, a progressive ballot measure passed by voters in 2014 that reduced certain theft and drug possession offenses from felonies to misdemeanors — in part to mitigate overcrowding in jails and prisons. That includes nonviolent property crimes such as thefts under $950.

It has made it harder to arrest and punish people who shoplift, law enforcement said. Researchers told lawmakers there’s no evidence linking the proposition to increased violent crime rates.

How are the two solutions different?

A coalition of district attorneys and businesses, mostly funded by big box retailers, is pushing for an initiative to bring harsh penalties for shoplifting and drug offenses. It would make theft of any amount a felony if the person already has two theft convictions.

Possession of fentanyl would also become a felony, and those with multiple drug charges would be ordered to get treatment.

The ballot measure would still need to be certified by the Secretary of State before it could be placed on the ballot later this month.

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California’s Democratic leadership, backed by Gov. Gavin Newsom, wants to keep the tough-on-crime measure off the November ballot. They worry the ballot measure’s proposal would disproportionately criminalize low-income people and those with substance use issues rather than target ringleaders who hire large groups of people to steal goods for them to resell online.

Instead, lawmakers are fast-tracking a legislative package of 14 bills that would go after organized online reseller schemes and auto thieves, and provide funding for drug addiction counselors. These proposals could become laws as early as this month.

Do the efforts conflict?

If voters approve the tough-on-crime ballot initiative, Democratic leaders plan to void most measures in their own legislative package, citing potential conflicts.

Lawmakers were short on details about how the two paths conflict earlier this week. Later, they said they fear if both efforts succeed, law enforcement would be able to stack penalties and send more people to jails, leading to mass incarceration and overcrowded jails.

About a third of the measures in the package pose possible legal conflicts with the proposals in the ballot initiative, according to lawmakers.

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The ballot initiative campaign accused lawmakers of holding the proposals hostage to break up the coalition. Local district attorneys who backed the ballot campaign said both efforts could work together, with the ballot measure overriding the legislative package in case of legal conflicts.

What happens next?

Backers of the ballot initiative said they’re still open to working with Democratic leadership but will only consider any solutions that involve rolling back Proposition 47.

“We still stand ready to sit down with anybody in leadership to talk about the measure, but I don’t want to compromise,” Greg Totten, a retired district attorney and a leader of the ballot initiative campaign, said during a news conference this week.

Newsom and Democratic leaders have until June 27 to negotiate to get the initiative off the ballot. Meanwhile, lawmakers have plans to deliver the legislative package to Newsom’s desk by next week for signing, despite growing concerns from moderate Democrats.

“When you look at the package that we put together, it’s very comprehensive and it addresses a number of details in the existing framework of the law,” Assemblymember Rick Zbur, author of a retail theft bill, told reporters. “It was never intended to be something that was stacked on to a ballot measure that removed the underpinnings of the basic law that we were trying to reform.”

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R&B Singer Angela Bofill Dead at 70 in California

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R&B Singer Angela Bofill Dead at 70 in California


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Teamsters, Basic Crafts Zero In On California’s Film & TV Tax Credit In First Week Of Negotiations With Studios; More Talks Set For Next Week

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Teamsters, Basic Crafts Zero In On California’s Film & TV Tax Credit In First Week Of Negotiations With Studios; More Talks Set For Next Week


The Hollywood Basic Crafts have officially wrapped the first week of negotiations on a new three-year agreement with the studios.

In a memo to members, the unions — which include Teamsters Local 399, IBEW Local 40, LiUNA! Local 724, OPCMIA Local 755 and UA Local 78 — said more talks with the Alliance of Motion Picture and Television Producers are set for next week as they continue to chip away at a deal.

Teamsters Local 399 chief negotiator Lindsay Dougherty said in a statement that the unions are “committed to a continued partnership with these employers to increase the work here in California, but increasing work here in the state will not be done by making any concessions on behalf of our members throughout these negotiations.”

“Our proposals shared this week reflect the marching orders from our members and center around the long due respect and parity our members are owed for their skill, expertise and contribution to this industry,” the statement said.

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As is typical, bargaining in the first week included opening statements and the exchange of initial proposals. However, the unions also said they’ve opened discussions on increasing and expanding tax incentives for film and television in California.

While it’s not a decision for the AMPTP to make with respect to the new contracts, it is an interesting point to bring up in negotiations, because it highlights the below-the-line crews’ desire to bring production back to the state and, more specifically, the Los Angeles area. Productions have increasingly out of California over the past decade and, more recently, have opted to shoot entirely internationally for even more cost-saving measures.

Dougherty spoke about the unions’ desire to increase those tax incentives in California during a recent interview with Deadline, explaining that “we’re not only having to be competitive with other states, but we have to be competitive worldwide. That’s just a different game.”

“It’s Hollywood. It’s the epicenter of motion picture making. Why wouldn’t you want to reward the people that not only work day in, day out, but generations of workers at this point?” she told Deadline.

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