A few days ago I wrote about how price is no longer a discussion in the energy transition. Now that new energy sources are cheaper, it is simply good business for Fortune 500 corporations to commit to renewables. In the past 7 days the headlines have shown that these large corporations are fully embracing the …
Last week there was another $1 billion + Industrial Technology deal. To most people, it won’t look too much like an “Industrial Tech” exit, but it sure is. To the naked eye, the company will look like tradition telecom equipment. Heck, even the buyer is Ericsson, one of the largest telecom firms in the world. …
In June 2007 John Doerr took stage for a Ted talk and got emotional talking about climate change. The battle was on and cleantech 1.0 momentum was in early innings. I now look back to speeches like this one, press highlights, old investment memorandums, etc. and almost EVERY message was based on price. So many …
This will be a 4-part mini-series on utility scale O&M. There are 4 different types of O&M where standardization is occurring: Utility Scale Solar: priced per MW Utility Scale Wind: priced per turbine Utility Scale Distribution: priced per pole, or per mile inspected Still developing segments: battery O&M; utility-owned rooftop O&M I am starting in …
News outlets have recently indicated that ChargePoint is going public via a Reverse Merger (SPAC) call Switchback Energy Acquisition. (SBE) Why is ChargePoint a good SPAC target? Right now there are about 90,000 public chargers in North America and ChargePoint represents about 30-40% of that network. If you believe that mobility is moving from hydrocarbon …
