Energy Storage

On the journey from concept to monetized power plant, renewable/storage projects tend to get tugged toward “zero” margin (from either direction); and the further the rubber band is stretched, the stronger the pull back toward zero.

Also in the brief: Capacity deferral is the primary source of storage value, Trump administration ‘to lead the world’ in energy storage

A permit to expand Vistra’s natural gas-fired Moss Landing generation station in Monterey County, California to 1,500 MW/6,000 MWh has been approved, setting the stage for the world to see gigawatt-scale battery energy storage for the first time ever.

Long story short, it’s possible for the U.S. to run 100% on renewable energy. How we get there is the long story.

Outside of a 12-month promotional period where customers don’t have to make payments on the system, Mosaic’s newest offering, PowerSwitch Zero, also includes a contactless sales tool and and installer partnership product.

“Order volumes have increased significantly” and Sunrun expects to grow megawatts deployed by over 20% sequentially in the third quarter.

The U.S. solar and storage industry is figuring out how to exchange information without exchanging Covid-19.

While supply chain and manufacturing disruptions will lead to shipping decreases in Q3, the measures that SunPower took prior to Covid’s disruption allowed for a strong quarter, with the company experiencing increases in installations and demand.

Evergy Ventures, Arctern Ventures, Shell Ventures, Greycroft, Lerer Hippeau, Box Group, and Falkon Ventures invested in the software and fulfillment platform that helps salespeople sell solar.

Coming off of a strong, profitable first quarter, Enphase is seeing the Q2 results of Covid-19 in compressed revenue and a swing to a quarterly loss. Gross margin remains strong.