It Hasn’t Happened Yet. Looking at the top story tells the story. California is well ahead in the EV transition compared to other states but the drive to electric is happening everywhere. I see cars plugged in that I didn’t even know made an electric version, we’ve come a long way from the EV1. Electric cars just look like cars these days. How, when, where and how much they charge is the grid problem plaguing operators and part of the essence of why so much storage is required for flexibility across the grid.
The New Tracking Frontier. Last week Nextracker held their IPO which went as planned, underpriced with a solid pop on day one. The real story is the market expansion that tracking innovator Nevados is bringing to the industry. Eliminating the need for a flat square piece of land in order to get tracking production, the company is opening up markets across the Country with a mega order announcement.
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Trading NXT. Yesterday, Nextracker priced an enlarged IPO at $24 per share. At some point early this morning, you can see the legacy single axis tracker start trading on the public markets. Compared to the peers, Nextracker is going public at a lower valuation multiple but it is by all accounts a major event for cleantech as the first IPO in a bit.
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The Oil Major Headline (Miss). So many of you emailed me about the headlines on commentary coming from oil majors amidst record earnings. Here’s my answer and it may come across as short, but the headlines are missing the point. Oil majors are used to having a monopoly based on the land rights they have because their profits are coming from below the ground, furthering access opportunity because it takes billions in cash to get started. Whereas solar energy is equal from one piece of land to the next. (even balloons run on solar energy these days) Oil majors also know that the energy transition isn’t about fossil to renewable energy generation, it’s about the shift from molecules to electrons in consumption of energy. They will invest tens of billions in the delivery, transportation, trading and servicing of the electrification sector while there are ten dollars available for every dollar needed to build a solar and wind project.
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