Dan Cook

speaker

357 appearances 1 recordings 1 series first heard Jun 2026 last heard 9 Jun

Dan Cook’s voice in public audio — every appearance, attributed to the second.

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Not Your Father’s Data Center · Solar Power's Role in the Future of Digital and Energy Infrastructure · 9 Jun 2026 podcast

We do occasionally have projects that fall below that threshold.

We look for very much similar things, right?

And it's one of the reasons we're having this conversation.

Flatland is obviously important, but good interconnects are really what drive, you know, the...

project value for us, in addition to good offtake opportunities.

And that's where the revenue side comes in.

With our shop specifically, we're focused pretty heavily in the middle part of the country in both SPP and MISO.

We have done some projects in WEC on a state-by-state basis historically.

And PJM is still a decent market for us.

It's not one that we've...

got a lot of mature projects in, but we'll probably be revisiting.

So those are really the three or four markets that we like to focus on.

You mentioned TVA.

We do actually have a project in TVA territory as well.

When we look at the fundamentals then of what are those projects composed of, you mentioned land.

I mean, the historical rule of thumb for solar is five acres a megawatt.

So when you look at that proverbial 100 megawatt project,

It's at least 500 acres and typically going to be more because you're obviously going to want to have some breathing room setbacks, permitting, you know, any geotechnical issues or anything else you might run into.

For storage, that changes quite a bit.

It is a much more energy-dense application, as you would imagine.

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