hawkeye-08 wrote:
I took the time to watch the video, almost a year old, things are moving that direction..
He talks about solar on rooftop taking over, what about apartments, etc? I also question his numbers saying asset utilization goes up as high as he says, when a big usage is commuting to work and back (all at the same time, so you have to have enough capacity for peak, then off peak those assets are partially idled.
I agree with him in general and am seeing it in business.
I agree. I think another industry that will see more players is the covered parking solar stations at work places. There is a San Diego based company seeing year over year and a half doubling of these kind of installations. I would be interested in seeing where the investment mix comes from for these installations. All corporate, partial public, partial revenue stream based, eg, is it a parking lot operator that is building to attract customers driving EV's. Probably a mix of all. I can see large shopping district investors going this way in contrast to the individual charge stations. Who wouldn't want to park in shaded or sheltered parking while there car charges and pre cools or pre heats for their departure.
