The speed and scale of solar

Bloomberg New Energy Finance recently released their 2023 global, mid-year forecasts. One of the most prominent charts is the continued growth of solar deployments. Outside of internet fiber, very few infrastructure type projects have ever grown this fast at this scale. And it’s hard to imagine any slowdown as costs continue to decline and decentralized resilience (solar and batteries) continues to gain front page prominence.

We are actively looking for investments that help enable this deployment. We have a few companies already serving the market… And want to find more entrepreneurs accelerating and serving this scale.

Energize is the largest shareholder in Aurora, the leader in the solar software design and sales market. They released the below chart just this week that shows the number of systems designed on their platform since inception. It took the company nearly 5 years for the first 1 million rooftop designs. Aurora’s software now does that level in less than 3 months, and the cadence is accelerating. This is a generational opportunity.