Most IPPs say they’re “vertically integrated.” But development and operations still act like separate companies. I worked with a clean energy team recently where: Development was advancing projects based...
A lot of renewable developers are asking the wrong question right now. “How fast can we grow the pipeline?” Given today’s market dynamics, the better question is: “How executable...
A renewable developer asked me recently: “With data centers exploding, shouldn’t demand solve everything?” Short answer: no. The opportunity is real. AI and hyperscale data centers are driving historic...
Flood zones are quietly killing utility-scale solar projects.
Not because of water.
Because developers are framing the risk wrong.
If it’s “qualified” but can’t clear interconnection, it’s not qualified. Developers don’t lose deals. They lose control of assumptions. In renewable development,“qualified” can’t just mean interest. Or even budget....