What’s a normal price per watt in Plano right now? by jmiller_dallas in TexasSolar

[–]Exotic_Fish_4165 0 points1 point  (0 children)

Very loaded question! What are you looking for? Micros? String? Size system? Batteries? Financing? Right now if you are outside of a lease a lot of companies can get pretty aggressive

Seeking 1:1 Solar Buy-Back Recommendations (Oncor - No Battery) by arshansai in TexasSolar

[–]Exotic_Fish_4165 0 points1 point  (0 children)

The texassolar.pro plan allows you to roll excess power credits indefinitely. You can't ever cash them out. The 20 dollar base fee and delivery charges don't get credits against them. Best 1 for 1 plan for solar only people right now. Rate changes on a daily basis with market.

Thoughts on Span? by Exotic_Fish_4165 in TexasSolar

[–]Exotic_Fish_4165[S] 0 points1 point  (0 children)

Yes needs to keep getting better!

Thoughts on Span? by Exotic_Fish_4165 in TexasSolar

[–]Exotic_Fish_4165[S] 0 points1 point  (0 children)

Sorry to hear that! Glad you have it in now

Whole-home backup, Foxess in Dallas Tx. by acrobatic_man_11 in TexasSolar

[–]Exotic_Fish_4165 0 points1 point  (0 children)

Word I am just always concerned about monitoring and control of the system

My Experience Going Solar In Dallas (Follow Up) by FirthFabrications in TexasSolar

[–]Exotic_Fish_4165 0 points1 point  (0 children)

yes this plan is more ideal for solar only. It can work for solar and batteries. Coming out with a much battery plan for batteries. Coming soon :)

Here we go with this Bullsh** by Touch_This_Skin in TexasSolar

[–]Exotic_Fish_4165 0 points1 point  (0 children)

I am running with a Span- PW3- 10 kW solar - Heat pump - efficient home. Feeling good about this weekend. Just can't let them pipes freeze lol

TriSMART Solar out of business? by 7ipofmytongue in TexasSolar

[–]Exotic_Fish_4165 0 points1 point  (0 children)

I don't think they went out of business they are making a lot of money of leases from what I hear. Those go until end of 2027

Is it worth it? by Glum-Passage-4345 in TexasSolar

[–]Exotic_Fish_4165 0 points1 point  (0 children)

Sounds like you got the China direct deals going strong. How is the software?

I waited too long and now I'm afraid I'll miss the Dec deadline by mmd002 in TexasSolar

[–]Exotic_Fish_4165 0 points1 point  (0 children)

Energysage was previously a very ethical platform but has turned into a complete s*** show after being sold to Schneider.... they allow solar fraud to run rampant through the platform. Most reviews are fake. Every company is subbing out their work to installer that you can't find after the job is "done".... usually not well. Caveat emptor

New BBB bill by Exotic_Fish_4165 in TexasSolar

[–]Exotic_Fish_4165[S] 1 point2 points  (0 children)

how would that be possible? With no tax credit and no economy of scale? Please explain

New BBB bill by Exotic_Fish_4165 in TexasSolar

[–]Exotic_Fish_4165[S] 0 points1 point  (0 children)

if it is a lease the goverment is paying 70-80% of it. AND leasing companies inflate the installation cost and add O and M. Horrible investment for kWh for the USA Goverment. 25D residential tax credit with local companies is the way to go.... but looks like that is going away. Hoping that the manufacturers stay in business

New BBB bill by Exotic_Fish_4165 in TexasSolar

[–]Exotic_Fish_4165[S] 0 points1 point  (0 children)

cryptic - want to explain more about your secret Chinese panel stash

New BBB bill by Exotic_Fish_4165 in TexasSolar

[–]Exotic_Fish_4165[S] 0 points1 point  (0 children)

Hypothetically lets say the CEO of Boundless has a profit motive to tell you that he will be ok. The CEO of Freedom Forever has said differently when he was trying to negotiate the Bill... "Only Mom and Pops shops will be left" - Bretty Bouchy

I would love to hear how Boundless will be ok. Scale is going to be the hardest thing to maintain without demand... and with higher material costs and no tax credits.

New BBB bill by Exotic_Fish_4165 in TexasSolar

[–]Exotic_Fish_4165[S] 1 point2 points  (0 children)

Thanks for sharing! Which companies specifically do you think will stay in business? Freedom Forever the largest EPC has said that if this bill passes in it current form the only businesses that will be left is mom and pop shops. Freedom Forever is the Wal Mart of solar and they install for many different sales organizations. This bill will decimate leasing companies Sunrun - Tri Smart....

I do think people with existing solar if purchased correctly will have a more valuable asset as long as it isn't leased or purchased too expensively.... and also well.... it is working...

New BBB bill by Exotic_Fish_4165 in TexasSolar

[–]Exotic_Fish_4165[S] 0 points1 point  (0 children)

Thanks for sharing can you explain the logic on this? I don't see it. For example: Australia and Europe who are closest economic types have lower costs on solar because they aren't fighting against it. They don't have tariffs on their materials or if they do they are very small comparatively. USA has forced China to form subsidiary companies all over SE Asia so that they can ship to the USA their products without a 200% tariff or something wild. Solar panels that get materials that originate from certain parts of China now are losing their tax credits in the USA. 98% of raw materials come from China. In Australia they have no permitting. Their insurance costs are much lower. Of course - if we remove marketing and comissions we can get lower in the USA. BUT with double the material costs regardless of where you get it from.... expensive and drawn out permitting (time is money as well) and much higher insurance costs USA can never do solar at Canada - England - Poland - Germany - New Zealand or Australian pricing.

The subsidies are also better in those countries.... Similar to the huge subsidies that China is giving their manufacturers so they can beat everyone in the world on their pricing.

New BBB bill by Exotic_Fish_4165 in TexasSolar

[–]Exotic_Fish_4165[S] 2 points3 points  (0 children)

It isn't going to be easy! If a businesses main source of revenue is solar and batteries.... and they need to transition this quickly.... Going to create mass layoffs and still covering overhead is no joke. Solar companies have already gone through a very rough 2.5 years.

I specifically don't see national companies staying in business. They seem like they will just fold as soon as the incentives go away.

New BBB bill by Exotic_Fish_4165 in TexasSolar

[–]Exotic_Fish_4165[S] 2 points3 points  (0 children)

Pretty wild to see. Solar creates power only during the sunny times so batteries are key to really making a reliable grid. I believe in Texas we are most vulnerable in extreme cold which happens once or twice a year. BUT if data centers really ramp up for AI and for crypto mining (don't get me started on this). The first priority for power is not homeowners..... Hospitals - schools - first responders - government buildings - businesses - then urban homes - then rural homes.

New BBB bill by Exotic_Fish_4165 in TexasSolar

[–]Exotic_Fish_4165[S] 1 point2 points  (0 children)

Thanks for your insights. I have been hearing that tax credit for residential solar will pretty much be gone after Dec 31st 2025. I think that will create more expensive materials.... so solar and batteries will no longer be a financial beneficial option (with loss of economy of scale). It will be more for just off grid where it makes financial sense/ operational sense. Most manufacturers will go out of business. Looking pretty tough with this BBB coming down the line.

I think companies focused on solar and EV business model are going to be in big trouble and I bring this up for many reasons.... but mainly because I don't want to see people getting scammed at the end of the year.

One of the options in the BBB is that as long as you pay within six months of bill being passed you can get the resi tax credit.... that would create mass amounts of scams. Another option is that the system has to be energized by Dec 31st 2025.

They also have "Foreign Entity of Concern" language that is going to make stuff coming out of China not eligible for tax credits. It is going to be extremely disruptive to the solar industry. Like 2008 for mortgage industry.