Two-Bullet Tuesday:
Finance  |  Clean Energy  |  Productivity  |  Tips  |  Trivia
November 29, 2016   
Here's your weekly 4-minute digest of bullets on finance, clean energy, productivity, and curious facts to entertain the kids in your life.

In addition, you might have interested in article I recently published for the Real Assets newsletter for Preqin, the world's largest provide of market intelligence about alternative assets for 40,000 investment professionals in 90 countries.

It's called The Mainstreaming of Renewable Energy Infrastructure Investing - Risks, Returns and Emerging Sectors

Have a great week.

Chris Wedding, PhD
CEO, IronOak Energy
CONTACT US
Is this newsletter helpful?
Friends can sign up here.

What does IronOak Energy do?
Investment Advisory
Strategy Consulting
SOLAR
"Community Solar" Potential:
Affordable in 40 states
  • Rooftop solar is impossible for about 50% of US households due to shading, lack of a roof (e.g., apartments), or weird HOA rules that say solar is ugly. [Have they ever seen a coal-fired power plant, or strip mine operation?] With community solar — larger ground-mounted projects built more cheaply and shared by many — this National Renewable Energy Lab (NREL) report shows solar power can make financial sense today in 35-48 states, with zero state or local incentives.
 
Solar M&A:
North Carolina in the hot seat
  • Before the holidays, our friends at Cypress Creek Renewables (founded 2014) acquired FLS Energy (founded 2006). Both have roots in North Carolina via their headquarters, core solar development activity, or their founders being from NC. We've had the pleasure of working with the leaders of both, and we wish them all the best on their path to world domination. 
ENERGY STORAGE  |  ELECTRIC VEHICLES
EVs as energy storage in CA:
The duck (curve) needs a smaller belly 
  • With California's national leadership in solar comes challenges. Utility Dive says it well, "solar penetrations as low as 20% could require curtailment of 30% of the state’s solar generation, potentially eliminating its cost-effectiveness and putting California’s 50% renewables mandate out of reach." Luckily, the state's target of 1.5 million EVs by 2025 could help ameliorate their 10 GW of three-hour fast ramping needs. But serious policy and technology innovations are prerequisites.
 
BMW & EV batteries:
New way for car owners to make money
  • Next year BMW is creating a "Digital Charging Service" (DCS) for its EV portfolio to facilitate integration into electricity grids and on-site power generation. Revenue generated from the grid will be shared with car owners. This is similar to Nissan's partnership with Enel to accomplish similar goals. Perhaps a sign of the future — car manufacturers as power suppliers..saviors of the electricity generation sector. (Note: 50% of all electricity demand growth in CA by 2025 is expected to come from EVs.)
PRODUCTIVITY   |   TIPS     TRIVIA
Failure is the rule:
Not the exception
  • As often as failure is praised in entrepreneurship, it's still damn hard when it's you. If you're in that valley of death right now, let these quotes like these be shouted within your brain morning and night: "If you don’t fail at least 90 percent of the time, you’re not aiming high enough." (Alan Kay) "Success consists of going from failure to failure without loss of enthusiasm." (Winston Churchill)
     
Senate inefficiencies:
Similarities to the game Scrabble
  • According to BuzzFeed, "At the start of a game of Scrabble, you have roughly a 1/20,000 chance of picking the word senator out of the bag." Strange coincidence: These are roughly the same odds as anything positive coming out of the Senate for the next four years. [Snicker, snicker]
 
ABOUT US  —  IRONOAK ENERGY
IronOak Energy  |  Catalysts for Clean Energy Investment    

Investment Advisory:
Sourcing investment opportunities & investors for clean energy projects & companies | Due diligence

Consulting:
Investment & business strategy | Energy & climate research | Financial & risk modeling

Team:
PhD rigor | Finance, policy & legal practitioners | Thought leaders obsessed with clean energy infrastructure & venture investment
Copyright © 2016 IronOak Energy Capital, All rights reserved.


Want to change how you receive these emails?
You can update your preferences or unsubscribe from this list

Email Marketing Powered by Mailchimp