I was pulled into a PE-backed utility-scale solar + storage platform mid-development. On paper, the portfolio was strong. Sites secured.Interconnection progressing.EPC conversations underway. But financing kept slowing down. Not...
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.