US solar generation will rise 26.4% from 212,000 MWh/d in 2017 to 268,000 MWh/d in 2018 and increase 13.1% to 303,000 MWh/d in 2019.
L-Ion battery capacity to increase 3x from 175 GWH to 630 GWH by 2022.
TX 89 MW storage, 1.8 GW in the queue. Lack of a winning business model makes it unlikely that mass storage deployments will begin any time soon.
Energy storage devises planned to resemble a piece of paper. Potential uses for C&I customers.
Microgrid energy service pursued by energy majors, among others.
Horticultural lighting market is estimated grow from a $2.43 BN market this year to $6.21 BN in 2023. LED lighting cost $30/SF number for lights for a large facility. YieldCos continue to sell operating assets and use proceeds to repay debt.Energy company that provides EaaS to buildings. Awarded EaaS on 60 buildings. Relies on IoT and asset management. Offers 3 solutions (1) energy analytics, (2) emission and air quality compliance and (3) distributed energy infrastructure. 25-30% energy savings. No guaranteed savings. Addressable market: (1) 90 BN SF commercial real estate, (2) $2/SF annual energy cost and (3) 30% energy wasted. Energy developers teaming with capital providers to drive new business. 60 projects representing 46.9 MW. Electrolysis of water to produce hydrogen. CO2 mixed with hydrogen and microbes to produce protein. Animal meal supplement. Requires EPA approval. Commercial project if approved could produce protein by 2022. 20% energy savings from smart windows on commercial buildings. Global smart glass market of $3.12 BN in 2017, could be $14.24 BN by 2026. Gobal market for construction glass is forecast as $115 BN by 2020. 100% sustainable aluminum by 2020.High volatility in natural gas prices.