NEM 3.0 Driving New Grid Reality. As consumer financing products shift back towards the lease, you see platforms gaining new strengths. Sunnova announced a loan guarantee yesterday and Sunrun is going big in Texas with their CEO hosting partners at the AT&T Stadium. How do smaller or independent companies compete in a lease dominating market? Especially a market with more technologies coming into the package, you need a platform that enables the mid to long tail to go toe to toe with the large companies. SunPower may raise $450million but 450 smaller companies are going to do more than $2million a piece. With NEM 3.0 adding the basic necessity of storage, how will those thousands of smart and grid capable homes play in the nascent VPP market, especially when aggregated outside of the large platforms? Watch for the innovation, I sure am.
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The Investment Ecosystem. It was my first solar conference that I heard a VC talk about investing in solar companies looking for a 10x return. This was 2007 and the VC was Abe Yokell, and I thought he must have misspoke because how could you turn 10million into 100million in solar (in 2007). Now it’s 2023 and the fund is Congruent Ventures which closed on fund III with $300million of fresh capital for existing investments. The top of the funnel matters for innovation, and the ability to create 10x returns exists. Look at Nextracker, which was acquired for an astounding $330million in 2015, but is now worth over 5billion.
The Details On Bulk Power Security. UL releases new standards, many companies expanding ISO to include security, and SEIA is co-hosting an important discussion on Secure Renewables. On June 7th, you can get smart on the topic in DC by joining me and many others at the conference, check out securerenewables.com to find out more. It’s not just the modules and power conversion but the importance of controls, software and monitoring that needs to meet the moment for the role the solar and storage industries want to play in the energy transition.
A CRA To Push Back On. Stay in the know on all things regarding the CRA, which could create a reversal of Biden’s two year delay of the Auxin case. Over 400 companies signed on to a letter to ask Congress to focus on the future while a House Committee moved the CRA forward.
The Lender You Can Depend On. In a market that is full of uncertainty, you can rely on Dividend Finance to bring you white glove service to help you reach your long-term goals. Apply Here
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The Lender You Can Depend On. In a market that is full of uncertainty, you can rely on Dividend Finance to bring you white glove service to help you reach your long-term goals. Apply Here
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The Lender You Can Depend On. In a market that is full of uncertainty, you can rely on Dividend Finance to bring you white glove service to help you reach your long-term goals. Apply Here
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Yann