This is your SolarWakeup for January 30th, 2023
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This is your SolarWakeup for January 27th, 2023
Happy Friday. Wrapping up the week that started 2023 with an interesting, and timely, blog post from Bill Gates about the grid and transmission. With trillions of dollars looking to deploy into the transition, we need to get the interconnection and pricing signals done right. Have a great weekend and send me your top news and ideas for next week!
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This is your SolarWakeup for January 26th, 2023
Expansion, Contraction. You can read 5 different headlines and they all follow a certain theme. Consumers and businesses are using electricity more than they were before. That usage is consistent in volume but inconsistent on location, i.e. you’re working from home some days. Some of the energy you are using today is no longer liquid but electric, i.e. you now drive an electric car or ride an e-bike. More electricity is coming from wind and solar than ever (and growing). All of this results in a grid that needs to expand in some places at some times, and contract in some places at some times. Our grids today are basically in need of slinkies at every point of interconnection to allow for the flexibility that we all expect as consumers.
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This is your SolarWakeup for January 25th, 2023
InsureTech. Innovation in insurance isn’t seen often but my friends at kWh Analytics have done it again, launching a property insurance product. Congrats to Jason and team for the launch, definitely check that out.
Energy Transition For Fleets. EV Charging delivered is what it says on the side of the truck that carries a movile EV charger to those that need it. First, it does wonders for those that still feel range anxiety and second, have you ever seen an Amazon delivery truck at a gas station? Most fleets either fuel at a central repository or (get this) the fuel truck comes to them so that they don’t have to waste time doing that. With electrification clearly underway, mobile EV charging is on the way. Proving once again that my definition of the energy transition is correct, we’re swapping from molecules to electrons.
Cool Concept. Centrica is using legacy power infrastructure to replace it with 21st century technology. Development needs land, use permits and interconnection to get a project launched. Guess what every power plant in the US already has…
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Yann
This is your SolarWakeup for January 24th, 2023
OpenSolar Fundraise. Fresh on the back of a big year for the folks at OpenSolar, the company recently closed a series B $15m funding round. As you may recall form our prior interview with the CEO birchy, the company provides NREL validated, high quality sales and design software to installers. They rolled out new design automation and advanced new features in 2022 and have grown to over 10% of the US resi design market by their calculations. Now you can begin to see the vision for low cost digital sales in the US in residential solar.
New Fund, Longtime Investor. Congrats to Alokh Sindher on his jump to lead an infrastructure fund with Fifth Wall. Alokh has been a staple at DESRI for more than a decade which has been a behemoth in the market for most of that time.
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This is your SolarWakeup for January 23rd, 2023
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This is your SolarWakeup for January 20th, 2023
De-De-SPAC. Shell is buying EV charging network company Volta which went public a couple years ago only to lose 90% of its value since then. It’s an unfortunate reality for the companies that found hope and capital in a frothy SPAC environment. That doesn’t mean that the companies are bad or don’t have the ability to succeed, it means that they still need time and breathing room to becomes sustainable endeavors that can withstand the pressure of being public and reporting quarterly. Will more public companies, that went public via SPAC, get acquired? It’s very likely.
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This is your SolarWakeup for January 19th, 2023
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This is your SolarWakeup for January 18th, 2023
Nextracker Goes Public. This isn’t a surprise to readers of SolarWakeup, I called this shot almost two years ago when the mad rush for tracker IPOs was hitting the market. With the S-1 we have some additional information including the 3.1billion dollar valuation that TPG invested in last year. Having written thousands of columns over the past 10 years, it’s nice to have my predictions on the record especially when they’re right. You can see the full filing on the first link and I send my congratulations to my friends Shug and Howard Wenger leading another solar success story. This also marks a victory for TPG’s Rise Fund who should see at least a 2x on their investment depending on valuation but analysts expect at least $6.5billion based on comparable public peers.
Batteries At Gas Plants. Yesterday, FlexGen announced that we will be providing our services to Middle River Power as they build 4 stand alone batteries at existing natural gas plants. These batteries will add to MRP’s capabilities in CAISO using the FlexGen operating system that ensures the batteries turn on and stay on. The interesting aspect of this is about where these batteries will go and where they’ll go on a global market basis. Basically every point of connection on the grid will have or could use some version of energy storage. Power plants, substations, homes and businesses are points in the grid that need some elasticity. The key is to have durable batteries matched with the digital controls and operating system that make it work the way you want and that’s what FlexGen does.
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This is your SolarWakeup for January 17th, 2023
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