Grid-scale energy storage is at a critical inflection point for mass adoption. How to invest.
Since 2003, we have tracked the developments in alternative energy. Solar and wind energy increasingly compete based on pure economics without subsidies, and are now the cheapest source of energy for two-thirds of the world (see WILTW July 25, 2019).
This week, we attended a “Web Summit” in Lisbon, the world’s largest technology conference. A key takeaway is that the $6 trillion global energy sector is at the front-end of major disruption. Utilities must either embrace distributed energy and microgrids, transforming themselves into software-driven companies, or risk ceasing to exist.
“Goodnight #naturalgas, goodnight #coal, goodnight #nuclear,” tweeted Mark Z. Jacobson, a Stanford professor who has created roadmaps for transitio...
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