Daniel Roberts

And the issue is distance.

And the issue is distance.

You've got to spend billions of dollars on this transmission connection infrastructure to move that power to where people actually want it.

You've got to spend billions of dollars on this transmission connection infrastructure to move that power to where people actually want it.

You can build wind farms.

You can build wind farms.

You can build solar farms.

You can build solar farms.

But if you build it in the desert and no one can use it, then what's the point?

But if you build it in the desert and no one can use it, then what's the point?

So the whole opportunity for our industry is to go to the source of that power and monetize it.

So the whole opportunity for our industry is to go to the source of that power and monetize it.

We don't need to.

We don't need to.

The utility does that on our behalf.

The utility does that on our behalf.

So this is why these grid connections are so scarce, so hard to get and so highly valued.

So this is why these grid connections are so scarce, so hard to get and so highly valued.

Because once you get that grid connection, the utility underwrites all of that variability.

Because once you get that grid connection, the utility underwrites all of that variability.