This is your SolarWakeup for August 25th

Boots on the Ground. With Yann Brandt and Abby Hopper is launching tomorrow. Listen to the teaser here and subscribe on Apple Podcast or Spotify. Make sure you are subscribed as episode 1 releases later today. This episode of Boots on the Ground is sponsored by Cleantech Industry Resources, CIR 

Why Data Centers Matter. It seems like SolarWakeup is becoming data center wakeup these days and I want to clarify why it’s so important. Imagine a scenario where data center hype goes away, now guess what would happen to the stock prices of the public solar and storage companies and the valuations of the private companies or the ability to raise money for the startups. Data centers represent three main sources of importance for our market. First, data centers are the growth of energy demand. More demand, more need for generation. Second, they are the source of inflation for the value of said generation, there is more demand than ability to build solar projects and therefore the tech companies are competing for the off take agreements, driving up the price and value of the projects. Third, solar developers are becoming data center developers pursuing a powered land strategy. 

Cell Balancing. I like today’s top story because there is a disconnect in storage that I want more of you to think about. What happens after the battery is installed and the capacity test is completed? The asset managers take over and more often than not, you have near full-time staff on the locations making sure that the batteries are operational. Cell balancing is often a super tedious task if the asset manager even has the ability to recognize that it’s needed more often than the scheduled balancing task in the owner’s manual. So much more goes into the operation of a battery that most owners don’t think about when they’re building the battery. 

Opinion

Best, Yann