Tag Archives: Daily Rundown

This is your SolarWakeup for January 27th, 2023

Happy Friday. Wrapping up the week that started 2023 with an interesting, and timely, blog post from Bill Gates about the grid and transmission. With trillions of dollars looking to deploy into the transition, we need to get the interconnection and pricing signals done right. Have a great weekend and send me your top news and ideas for next week!

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This is your SolarWakeup for January 26th, 2023

Expansion, Contraction. You can read 5 different headlines and they all follow a certain theme. Consumers and businesses are using electricity more than they were before. That usage is consistent in volume but inconsistent on location, i.e. you’re working from home some days. Some of the energy you are using today is no longer liquid but electric, i.e. you now drive an electric car or ride an e-bike. More electricity is coming from wind and solar than ever (and growing). All of this results in a grid that needs to expand in some places at some times, and contract in some places at some times. Our grids today are basically in need of slinkies at every point of interconnection to allow for the flexibility that we all expect as consumers.

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This is your SolarWakeup for January 25th, 2023

InsureTech. Innovation in insurance isn’t seen often but my friends at kWh Analytics have done it again, launching a property insurance product. Congrats to Jason and team for the launch, definitely check that out.

Energy Transition For Fleets. EV Charging delivered is what it says on the side of the truck that carries a movile EV charger to those that need it. First, it does wonders for those that still feel range anxiety and second, have you ever seen an Amazon delivery truck at a gas station? Most fleets either fuel at a central repository or (get this) the fuel truck comes to them so that they don’t have to waste time doing that. With electrification clearly underway, mobile EV charging is on the way. Proving once again that my definition of the energy transition is correct, we’re swapping from molecules to electrons.

Cool Concept. Centrica is using legacy power infrastructure to replace it with 21st century technology. Development needs land, use permits and interconnection to get a project launched. Guess what every power plant in the US already has…

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This is your SolarWakeup for January 24th, 2023

OpenSolar Fundraise.  Fresh on the back of a big year for the folks at OpenSolar, the company recently closed a series B $15m funding round.  As you may recall form our prior interview with the CEO birchy, the company provides NREL validated, high quality sales and design software to installers.  They rolled out new design automation and advanced new features in 2022 and have grown to over 10% of the US resi design market by their calculations. Now you can begin to see the vision for low cost digital sales in the US in residential solar.

New Fund, Longtime Investor. Congrats to Alokh Sindher on his jump to lead an infrastructure fund with Fifth Wall. Alokh has been a staple at DESRI for more than a decade which has been a behemoth in the market for most of that time.

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Best, Yann