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.

Appearances

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So the two classes are effectively utilities and, you know, corporates.
When it comes to the utility side, there's often procurement targets, RFPs, utilities that see what's happening with their generation mix, and they're looking to procure different resources, more economic resources.
The tragedy of it all is that solar and wind are still
one of the more cost-effective marginal new sources of generation and business works.
So when the utilities see that and say, well, you can get me power, great.
It's not the exact profile of power that I'm used to, but it's at a great cost.
And ultimately, everything flows down from there to the large customers, then the medium CNI, all the way down to the residential.
Yeah.
Generally, we're looking at long-term power purchase agreements with either utilities or larger corporates.
I mean, I think there is, at the utility scale, there's been more corporate interest.
Historically, there's been a lot of corporate interest, whether it's due to the more ESG factors or just due to the sheer economics.
And I think there's more of the latter now than ever before.
It's cost-effective.
Yeah, absolutely.
For storage, there are now a lot of off-the-shelf products.
There are systems integrators and subsystem OEMs and people designing things specifically for GridConnected.
Batter energy storage, whether or not that's paired with solar or not.
When I mentioned our storage portfolio, a lot of it is standalone storage.
It's not even paired with solar.
Oh, it's not coming with solar.
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