The Solar + Storage Business Case Today – Revenue Realities Across US ISOs

Revenue pressures are mounting for solar and storage alike – cannibalization is compressing capture rates and price spreads following the saturation of ancillary services in established markets like ERCOT and CAISO, while in the remainder of the ISOs, projects are racing to jump to the front of reformed interconnection queues. Join Pete Berini and Brandt Vermillion in this session to examine where renewable and storage value is coming from today, where business case assumptions are breaking down, and how developers, investors, and operators should interpret market signals that differ across ERCOT, CAISO, PJM, and all of the other ISOs to inform near-term strategy.