Post by
ugluuak on Jun 02, 2024 2:05pm
Here is where I am going on this
We all agree that Justin and Powlick are for the most part toast and I am not talking milk toast.
EGT retail solar BESS is now mostly dead. Duracell Solar equipment will be attached in general to GRID FEED installs where the transimission provider owns the hardware and leases to the roof owners for consideration on power feed to the grid at determined parameters ( EGT SOLAR EDGE ).
Warren likes investing in things that move. Electric SOLAR GENERATED power down grid lines.....moves....right Warren ?
BHE in Alberta can be a good start for VPP leases all over CANADA.
Political situation in the US is currently uncertain and will take time to work itself out or have another civil war wichever comes first.
November elections will be the conduit to the build out of green generative power sources or giving new nickel plated shovels to all the coal miners in the US coal belts.
Itochu is tied to BH through investment ideologies leaning strongly to VPP deployment as a targeted industry for the future.
The Freyr GIGA plant in Georgia is I believe on hold until the US elections. This plant was destined to build batteries for non EV applications meaning VPP and other commercial uses.
Freyr could build a plant in Alberta with considerations from Champagne and his minions still in power with the liberals
While Holland was being Holland is the safest way I can put it, EGT was developing the science of battery controls for VPP applications.
https://www.altalink.ca/
https://www.bhe-canada.ca/about-us/