by Julian Spector
August 13, 2020

It's been a strange earnings season, all about the extent to which companies avoided the kind of losses they could have sustained from a shut-down economy.

The distributed solar sector, at least the large national players, largely weathered the turbulence without falling apart. Despite the coronavirus disruption, and possibly because of it, the solar companies pushed further into pairing batteries with home solar. Now the value proposition includes keeping the lights and AC on while you’re stuck at home during quarantine.

The ecosystem of...