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 · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jun 2026 with 1.
Appearances
It's just storage.
Absolutely.
And a very different business model for that.
There is kind of a different nod to the merchant case and understanding the dynamics of how the multiple different revenue streams from the grid, from a grid connected project are going to stack up.
It's probably still too early.
I don't think it's much of a risk on environment for merchant storage projects, but every generation project has to deal with
Every generation and storage project has to deal with merchant exposure.
But when it comes to the components, that supply chain is now pretty robust.
It is still mostly Chinese.
That is changing as it is, you know, or has in solar.
But, you know, when you look at the, I mean, these products are now largely fully integrated, come with, you know, all the, you know, cooling suppression and even, you know, containerizing the, you know, the PCS and really having it be kind of an off the truck product.
sort of plug and play business.
Now, granted, there's, you know, obviously, you got to pay the right EPC and have your engineers get the right configuration.
But it is it is a much more streamlined and sort of direct to customer product than it was historically.
So for long-duration storage, and I guess that's a specific piece.
You did mention the long duration.
There are fewer long-duration, sole long-duration providers that are using alternate chemistry.
So you can create a long-duration battery storage project with a traditional lithium-ion project.
I think...
Long duration used to mean 12 hours or more.
Showing 261–280 of 357 · page 14 of 18
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