This is your SolarWakeup for February 27th, 2023
The Grid Needs Help It Slows Down. Grids have transitions on both ends of the wire, demand and generation. They increasingly have to deal with more volatile weather events and consumer behaviors that have led to economies being slowed because access for new customers is limited, like data centers not finding ways to connect to the infrastructure. So why, on the other hand, do grids take so long to figure out how to get through queues and provide approvals to the upgrades and generation they so badly need? Why does it take energy storage years to get approved for connection? We not only need modernization in the infrastructure but the bureaucracy that runs the wires.
Your Day 2 Partner. Solar, wind, batteries. They all have a need that we rarely, if ever, talk about; the day 2 customer service hotline. Once the system is built, who are you calling on day 2? How do you fix the little problem or troubleshoot the issues that show up as you manage an asset you spent hundreds of millions of dollars on? Wait and see but my prediction is that we’re going to talk a lot about your day 2 partner, the hotline that helps you maximize the return on your investment.
The Operating System. Like about a thousand other energy storage professionals came together at the Energy Storage Summit. Energy storage has a ton of focus on the DC block (the box that houses the battery) and how you make money (the gird pricing signals) but not much in between. So, I appreciate Trina’s focus on highlighting, arguably the most important part of the system (the operating system), the EMS platform that runs the battery in conjunction with the controls. This operating system tells you what’s going on with your system and then makes sure the battery does what the grid and/or trader wants it to do. In short, the EMS is the most important thing asset owners need to keep the batteries working but also consider that you don’t buy your solar operating system from your module manufacturer either…
Cybersecurity You Need, And May Be Required To Upgrade For. Cybersecurity is the bulk power system topic (and DER topic) that is also going to eat up quite a bit of our 2023 dialogue. It’s a matter of time until you’ll be asked to upgrade to improve your asset’s security protocols and compliance with those regulations could cause issues that reduce your revenue stream. Expect the same to happen in residential virtual power plants as well, in order to participate, you’ll need to be in compliance.
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This is your SolarWakeup for February 24th, 2023
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This is your SolarWakeup for February 23rd, 2023
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This is your SolarWakeup for February 22nd, 2023
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This is your SolarWakeup for February 21st, 2023
T-1. In the UK, the market is making a notable addition of near term energy storage with 627MW selected for the 1-year auction. This is happening on the front of nearly 1,000 storage executives coming together in London for the Energy Storage Summit. The UK power market looks very similar to the ERCOT market, which makes sense considering they’re both islanded grids. Fast response, collocation with existing and new power generation and stacking multiple revenue streams will be the norm. For those of you at the Summit, I look forward to seeing you there.
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This is your SolarWakeup for February 17th, 2023
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This is your SolarWakeup for February 16th, 2023
It’s Conference Season. If you haven’t been paying attention, there seems to be a conference every week for the foreseeable future. We’ve come quite the way from the metaverse version of conference programming. It’s all about seeing each other and make new connections, so get on out there.
Opening The Supercharger Network. How many gas stations would exist if you could fuel your car at home every night? EVs have a bit of a disparity in that some folks can do that and some cannot. More importantly, how would the grid want EV owners to charge their cars? Where and when? The news today is about the Tesla supercharging network and opening it up to non-Tesla drivers.
Colocating Storage. One of the hottest trends in energy storage is the colocation of batteries at existing facilities. New solar plus storage has been the trend for awhile, but now development is driving new resilient infrastructure at existing gas power plants, solar farms and wind projects. Watch this space
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This is your SolarWakeup for February 15th, 2023
Don’t Miss It. The latest episode of Factor This! Podcast, where I talk with the host, John Engel, about all this storage with some SolarWakeup thrown in.
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This is your SolarWakeup for February 14th, 2023
Listen Here. It has been a minute since you’ve heard me on a podcast. But now you can change that by listening to the latest episode of Factor This! With John Engel. John, who’s been covering the market for Renewable Energy World, and I had a great chat talking about this (newsletter) and you (the reader) and of course, all things energy storage.
One Major Highlight. Having spent the last two years, day and night, living energy storage, I can tell you that one of the biggest items that need to be defined for folks is who does what. Let me highlight the big ones. First is the manufacturer, either a direct OEM that makes the box or an integrator that uses contract manufacturing to make the box. That box is the DC Block. Then comes the PCS manufacturer, that makes the inverter and related power electronics skid. Last is the operating system, which brings together the digital controls hardware (servers) and the EMS platform. This is a unique nexus of coded/configured hardware and robust software platform. With FlexGen, we’re the operating system with the added touch of providing commissioning services to the storage asset owner.
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This is your SolarWakeup for February 13th, 2023
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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