Latest from the blog

• Stay or Walk Away? Fox Run Is Worth More Dead Than Alive
  Sep 27, 2026
• Interconnection Is Not One Milestone: A Signed IA Can Still Leave an Eight-Month COD Gap
  Sep 27, 2026
• A Tax Equity Deal Through Time: Why 'Funding at COD' Is Usually Too Simple
  Sep 27, 2026
• What Actually Moves the Tax Equity Flip?
  Sep 27, 2026
• Tax Equity from Zero: Why a Tax Benefit Can Leave a Project Short of Cash
  Sep 27, 2026
• From Perfect-Foresight Dispatch to a Financeable Battery Revenue Case
  Sep 18, 2026
• When Should a Battery Charge? Price the Full Marginal Cycling Cost
  Sep 18, 2026
• The Constraint Stack: What Actually Limits the Battery You Can Build
  Sep 18, 2026
• The Cost Curve: Why Dollars per Kilowatt-Hour Needs a Duration Attached
  Sep 18, 2026
• When Should a Battery Discharge? The Stored Megawatt-Hour Has an Opportunity Cost
  Sep 18, 2026
• Sizing the Energy: Why Four Hours and Not Five
  Sep 18, 2026
• Sizing the Power Rating: What the Megawatts Are Actually For
  Sep 18, 2026
• State of Charge Is the Real Constraint: Why Dispatch Is a Schedule, Not a Rule
  Sep 18, 2026
• ERCOT Battery Revenue Stack After RTC+B: Every MW Has an Opportunity Cost
  Sep 17, 2026
• Sponsor Case, Financing Base Case and Downside Cases: Bridge the Assumptions, Not the Labels
  Sep 17, 2026
• The Continuity Requirement: Four Calendar Years, and Why One Day Can Cost You One
  Sep 17, 2026
• Evidencing Beginning of Construction: The File You Assemble Years Before Anyone Asks
  Sep 17, 2026
• Beginning of Construction: The Physical Work Test, the 5% Safe Harbour, and a Vacated Notice
  Sep 17, 2026
• Performance Guarantees: Fox Run's 2 MW Shortfall Costs $1.94 Million but the EPC Pays $1 Million
  Sep 17, 2026
• The Cash Sweep: What a Dollar of Prepayment Is Actually Worth to Equity
  Sep 17, 2026

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