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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Recordings per month over the last 12 months — 1 in all, peaking in Jun 2026 with 1.

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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

And we've got storage projects as low, as small as...

five acres.

Now, generally we like to have 10 or 20 or 50, but that's driven by the land constraints, what you can get, what the interconnect looks like, and ultimately the size project you're contemplating.

But looking at what our portfolio is today at two gigawatts, that's down from a peak of four gigawatts that was backed by probably at least 10,000 acres of land positions.

So would it be right to say that's exactly cut in half on the land side?

Probably not.

We do have, I think we're slightly more overweighted towards storage products now than we have been historically.

And we have, you know, from time to time, we do have to, you know, think about selling early stage projects.

or withdrawing.

And so that drop from four to two is largely a symptom of that.

The oversupply of early stage projects, utilities reforming their queues.

I mean, when I first started developing our own projects, there were still queues where you could get an interconnection position for tens of thousands of dollars.

Oh my goodness.

Yeah.

It's completely different.

I mean, Q reform, FERC 2023, that is sort of the governing statute there.

And now that's from regulated utilities requiring a $5 million letter of credit, upwards of seven and a half.

Minimum.

Minimum for each project, just for a Q position, just to get your name on the list and be in the study process.

Yeah.

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