I hate picking a topic to post about so instead just pick 4 from the newest images from my personal screengrab gallery.

Haircut tomorrow for Re+ on Monday. If you're one of the like 10 people that see my posts here you'll probably be in Vegas too, say hi.

Got asked live about a client about the ramifications of carrying 1.2 vs. 1.5 DC/AC ratio in a model. Spare me the embarrassment of visualizing how I looked attempting to answer with words and hand gestures. Let's pour one out for Socrates and tackle this step by step with visuals instead.

Grab bag of images that came up this week talking with ESCOs. These guys know lighting and EV charging cold, but under a different model that looks closer to a 5 year lease structure than a contractor + asset structure. Dancing around between finance, COGS and paths to market is my kinda jam.

String inverter banks are so awesome when executed with pride and attention to detail. I pondered if this style helps or hurts future retrofitting crews, now thinking they won't care. Anyone who can service the clusterf*** of emergent tech that EPCs installed 2010-2025 is going to rolling in $$$

Some images from the Monday's organic web travels in the distribution sector. OBBBA has some long trendrils all the way up and down the chain. Dreaming that it might start to shift back to time to when warehousing and logistics all stars were respected as more than just "middle men" stealing 10%

Sit down on the 5:40a Acela over from PVD to PHL for Re+ Mid-Atlantic. Pop in the earbuds for a podcast block, and think sure I’m in RI, let’s go with Christian first. 30s in @suncast.bsky.social immediately says “you know we post in full on YT too right?” What the heck let’s go with it 👨‍💻

Hang on, do other people like @jigarshahdc.bsky.social like using process maps to make points about the complexity of solar permitting and IX? I can tag in with a pretty wide range of styles and scope.

A little good news!

The New Jersey Legislature just unanimously passed S4100, which would allow families statewide to get permits nearly instantly for rooftop solar and home battery projects using an online, automated platform administered by the state.

Governor Murphy should sign it.

25kW-AC Inverters = fast IX approval, site work, commissioning, etc. on G-1 rate.

Question for me currently is will the published Levelized Revenue Requirement for be a full $400/MWh+ as recommended by SEA's CREST analysis or be knocked down to ~$300/MWh as the flat $30/MWh SIP would suggest?

HVAC units and $/sqft roof value are no joke in urban rooftops. Ground coverage ratio, orientation, clipping, interrow spacing, etc. are all design decisions that change when TOU is involved. Engineers and developers need to stay friends as CA's Demand Pricing revolution marches through MA.

First results for small commercial BTM show the emergency 225 CRM 28.0 regs mitigating the damage left by the repeal of the ITC. Upping CAPEX from $60k to $95k stinks, but now generates of $16k/yr of credits, transferable between Eversource and NGrid instead of $12k Sch Z. its own zone.

25kWAC PV only financial modeling - methodically plugging through each category to keep pace with first wave of SMART 3.0 deployment. Having an open coded tool to adjust the various policy figures from the primary tariff/CMR regs affect the model is just a matter of preference.

My brain keeps smiling every time I know where a given chapter's main character's street/school/bank/river is in 2025. There's like a million backstories in here: Rodman, Rotch, Taber, Spooner, Howland, Peckham, Butler, Slocum, Tripp, Huddleston, etc.

It behooves every American to be acquainted with the history of the place which gave him birth. The history of this country is neither wrapped in obscurity; nor hidden in uncertainty; everything is authentic and much within the memory of people yet living. - Ricketson, History of New Bedford; 1858

Adding my voice to many others that the on demand dispatch that BESS allows behind the point of common connection reduces rates for everyone. Solar PV is also still my #1 LCOE choice to keep those batteries charged. Everything else still loses a long term OPEX battle with those pesky moving parts.

After modeling so much solar through the years I thought I'd pick up BESS instantly, instead I see I've been spoiled only needing to understand tariffs at 30 day intervals. Playing this 15 minute game at $10M CAPEX scale is a whole different beast.

Source: a 15m interval .csv file with 36000 rows and two columns (time and kwh) from a car dealership and a verbal "on B-19 Rate".

Hard: the nested IF loop to assign the correct TOU lookup key for each row.
Harder: the tariff with the dozens of B-19 subclasses rate this meter would be read as.