This is your SolarWakeup for May 26th, 2023

Back From NOLA. Congrats to the team from ACP for a successful CleanPower event. 3 days in New Orleans definitely prepare the industry for the week we have to spend in Las Vegas later this year for RE+! The trend was obvious for 2023 and 2024 beyond the IRA, it’s all about asset performance and optimization. Getting projects to work as expected or better is where the focus is, nobody is interested in someone coming in and trying to cut corners to get deals done. Big thanks to the friends that I got to spend time with over the past few days, those that are learning about storage with me and particularly those that are trying to learn about storage software from me, I appreciate your patience!

A Crazy Thought. I’ll put a crazy prediction out there, adding storage to existing solar farms is going to be big new trend in development and offtakers should work with their PPA generators to add that addendum to the contract.

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Opinion

Best, Yann