Tag Archives: Daily Rundown

This is your SolarWakeup for September 5th, 2023

Investing In Ecosystems. American politics mandates that you have to accomplish big things in your first two years if you can, because the election cycle eats you up in the second half of your first term and you likely lost Congressional seats in the mid-terms. Biden had the Chips Act, Bipartisan Infrastructure and Inflation Reduction Act find his signature in that first half and the administration has been busy since then. The interesting part of that is not the politics for the point I want to make today, it’s how the administration is working on all angles of the trillions of private dollars that will follow these markets. Invest in the infrastructure that enables roads, charging, and wires that will allow electrification to be resilient. Fund training for construction, factories and maintenance of a new portfolio of assets. Expand the markets that will demand the production of everything: cars, batteries, renewable energy and more. For example, most people love their EVs but some will complain about charging infrastructure that could limit their recommendation. Some want more solar, but the interconnection queue is clogged from outdated wires. All of this is wonky and early but in order to see trillions in economic growth trickle through the system, it has to get done.

Opinion

Best, Yann

This is your SolarWakeup for September 1st, 2023

Opinion

Best, Yann

This is your SolarWakeup for August 31st, 2023

It’s Open, All The Time. Last week, FlexGen officially opened its 24.7 remote operations center servicing energy storage asset owners for monitoring, reporting and performance analytics of those sites. This world class facility was purpose built for energy storage operations and one of the most exciting projects in my career. This comes in line with new product launches as the technology teams have shown innovation in ways that we weren’t expecting for years to come. Storage is driving grid reliance on the asset class faster than expected, meaning operators are having to keep up with new specifications and regulations, demanding more from batteries and the operating systems that keep them running. At the same time, revenues from batteries create a particularly important relationship between asset owners and the operations center. Over the past few months, I’ve learned that many systems are not actively monitored, reliably monitored and little to no analytics is performed on the data, and those systems deserve more.

Opinion

Best, Yann

This is your SolarWakeup for August 30th, 2023

Project Sunroof Monetizes. Google announced that it will be offering an API for rooftop solar data which has the projection of creating $100million in annual revenues in year 1. The data is said to include access to 350million properties and introduce the overlay of 30 days of air quality history. Will this be a must have feature in proposal tools or will resi solar look at this as an unnecessary addition to the data set?

Opinion

Best, Yann