This is your SolarWakeup for March 8th, 2023

Phoenix Infocast. I’m coming back! I’ll be in Phoenix on Monday and Tuesday for the Infocast Solar + Wind conference. Would love to see many of you again, if you’re going reach out and say hello. Especially if you’re looking for some support on your energy storage projects!

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Yann


This is your SolarWakeup for March 7th, 2023

50Billion. With 32GW installed last year spanning from utility scale to residential, I would presume we’re close to the $50billion mark especially with project finance giving a 2 for 1 in the construction to perm markets. Add on the storage growth, we’ll cross the $100billion market size soon and keep growing. It’s not just for fun either, we’ve talked about how the market is based on load growth and more energy needs across the board. This has to come from reliable and cheap sources like solar which made up 53% of the new capacity last year.
Premium? What’s your view on domestic versus not? Can you justify and get your investors, board and shareholders comfortable with committing to domestic supply chain or is it economics above all? Would love your thoughts on this.
Phoenix Infocast. I’m coming back! I’ll be in Phoenix on Monday and Tuesday for the Infocast Solar + Wind conference. Would love to see many of you again, if you’re going reach out and say hello. 

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Have a great day!
Yann


This is your SolarWakeup for March 6th, 2023

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Yann


This is your SolarWakeup for March 5th, 2023

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Yann


This is your SolarWakeup for March 4th, 2023

Some Stats For You. Electricity demand in 2022 was up 0.5% and grids are estimating a growth rate of 2-5% over the next ten years. But did you know that data centers will use 6% of energy demand in two years? Did you know that your ChatGPT query uses 9 times more energy than your google search? The CCA in Silicon Valley estimates it’s load to double by 2035. All of this will put enormous pressure on planners to figure out a way to say yes to growth opportunities because no Governor wants to hear that a data center didn’t come to their State because no connection was available.

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Yann


This is your SolarWakeup for March 1st, 2023

Happy Friday! Question for you, would you drive a Chinese car? Would your siblings, parents or kids?

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Yann


This is your SolarWakeup for February 29th, 2023

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Yann


This is your SolarWakeup for February 28th, 2023

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Yann


This is your SolarWakeup for February 27th, 2023

Let’s Do Some Quick Hits. Thank you to Standard Solar for the incredibly kind words about this newsletter. I know it shocks some of you when you find out that this isn’t my full time job but enough of you have been here long enough to know that I have a day job that is both fun and time consuming. 

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Yann


This is your SolarWakeup for February 26th, 2023

Strong Auction In ISONE. The northeast has a strong need for updates in its infrastructure, shown by the latest capacity auction that highlights what it will take to get more capex into the system. I’ve seen developers go through the planning and interconnection process given my colleagues support of them with PSCAD and PSSE planning endeavors which are not small achievements. This deployment of capital will ultimately mean more resilient and reliable energy for the consumers as well the ability to grow the economy with energy access for new facilities.

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Yann