This is your SolarWakeup for March 25th

Insurance Innovation Rewarded. Congratulations to the team at kWh Analytics, especially Jason Kaminsky and Richard Matsui who couch surfed their way to building an incredible business. A 14 year overnight success as they say, as kWh gets acquired by Beazley. 

Digital Interconnection. Regulators tend to see trends a bit in the rearview mirror but using storage as an interconnection aide is an obvious one that the industry has been talking about and hoping that the market operators adopt at bigger scale. That being said, they also need to be looking ahead (and asset owners should self regulate) if they think that batteries can be operated with underdeveloped, subpar and offshore software controls. If we’re going to use batteries to interconnect America’s AI infrastructure, then we know what doing it right looks like. 

Opinion

Best, Yann