Will Google Own The Sun?

Via MSNBC, an article on Google’s $75M investment to finance and own solar systems on 3,000 homes.  As the report notes:

“…Coming soon to a home near you: Solar panels owned by Google. That’s right, the software giant announced Tuesday that it’s investing $75 million to get more homeowners hooked up to the sun for their electricity.

Over the years, Google has invested $850 million in renewable energy, including $280 million in a solar financing project last June, but this is the first time it will actually own the hardware — from the photovoltaic cells on rooftops to the power inverters in basements and garages.

“They own 100 percent of the asset,” says Nat Kreamer, chief executive officer of Clean Power Finance, a company based in San Francisco and Google’s partner in the new venture.

But don’t expect Google logos on rooftops across America. “There’s no Google branding on the panels,” says Whitney Phaneuf, a spokesperson for Clean Power Finance. “Google doesn’t want to be a utility.”

What Google will do is provide the financing so 3,000 homes can get hooked up, at no out-of pocket cost, to a system that typically runs between $30,000 and $40,000. Local installers will do the work, and then homeowners will pay a fixed, monthly rate for their electricity. All maintenance is covered by the rate.

“We’re really helping homeowners refinance their electricity bills,” says Phaneuf.

Since the contracts are typically for 20 years, Google gets a steady flow of revenue via Clean Power Finance, as well as the benefit of federal and state renewable energy subsidies.

“Cash sales (of solar panels) have been good, but once you add financing, sales can go through the roof,” said Rick Needham, Google’s director of green business operations. “It’s an opportunity to significantly expand the market.”

“We think it makes a lot of sense to use solar photovoltaic (PV) technology — rooftop solar panels — to generate electricity right where you need it at home,” Needham added in a blogpost Tuesday. “It greens our energy mix by using existing roof space while avoiding transmission constraints, and it can be cheaper than drawing electricity from the traditional grid.”

Google didn’t disclose what kind of return on investment it expects, but Clean Power Finance says others who have provided similar financing have made money.

“Absolutely, it’s an investment targeted at making money,” says Kreamer.

Investors get “a hassle-free way to manage their investment” since Clean Power Finance and installers do the leg work, he adds.

Moreover, the risk is low since solar customers tend to have good credit and pay their electricity bills. That makes for a “higher than expected return” compared to say what one would get by buying a bond from a utility, which has to deal with customers with bad credit.

Kreamer acknowledges that solar doesn’t make economic sense in every home, hence the project’s launch in just three sunny markets to start: California, Colorado and Arizona.

But, he adds, “one third of all Americans are in markets where they can save money” by going solar. “If you’re in one of those markets you can save 10 percent or more without putting any money down.”



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About This Blog And Its Author
As potential uses for building and parking lot roofspace continue to grow, unique opportunities to understand and profit from this trend will emerge. Roof Options is committed to tracking the evolving uses of roof estate – spanning solar power, rainwater harvesting, wind power, gardens & farms, “cooling” sites, advertising, apiculture, and telecom transmission platforms – to help unlock the nascent, complex, and expanding roofspace asset class.

Educated at Yale University (Bachelor of Arts - History) and Harvard (Master in Public Policy - International Development), Monty Simus has held a lifelong interest in environmental and conservation issues, primarily as they relate to freshwater scarcity, renewable energy, and national park policy. Working from a water-scarce base in Las Vegas with his wife and son, he is the founder of Water Politics, an organization dedicated to the identification and analysis of geopolitical water issues arising from the world’s growing and vast water deficits, and is also a co-founder of SmartMarkets, an eco-preneurial venture that applies web 2.0 technology and online social networking innovations to motivate energy & water conservation. He previously worked for an independent power producer in Central Asia; co-authored an article appearing in the Summer 2010 issue of the Tulane Environmental Law Journal, titled: “The Water Ethic: The Inexorable Birth Of A Certain Alienable Right”; and authored an article appearing in the inaugural issue of Johns Hopkins University's Global Water Magazine in July 2010 titled: “H2Own: The Water Ethic and an Equitable Market for the Exchange of Individual Water Efficiency Credits.”