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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And even solar plus storage won't accomplish that either.
We can talk about long-duration storage, and it's being piloted.
There are projects that are moving forward.
But again, it's not going to supply on a single or even hybrid technology basis everything that you would expect a data center to need.
But it absolutely, I think, can be a part of the mix.
Now, I'll get back to that in a second because there are –
plenty of renewables developers, power developers in general, whether you look at the large IPPs down to the small shops like SolarStone, where they see the writing on the wall and
They look at, okay, this is a moment for the power industry.
These people need power.
Great.
That's what we do.
How do we provide that?
And the shift back to thermal assets is very clear.
It's not the dominating technology that's being developed for all of these projects.
Or it's not as if renewables developers are cutting all their solar and wind, but they are looking at more of through the lens of a powered land strategy where, okay, well, you guys need a couple hundred acres, you need a good interconnect, you need heavy power.
Those are all the things we look for on any given project.
Is there ability to transition that project to be something else?
Is there an ability to take an early stage position and partner with somebody in order to provide that?
I would be hard pressed to find a single developer in the renewable space that has not looked at their portfolio previously.
and said, how many of these fit that bill?
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