covering the grid edge @WM_PowerRenew @greentechmedia
Oct 21, 2019 • 11 tweets • 7 min read
1/ It's time for another quarterly briefing from the #GridEdge team @WM_PowerRenew! We cover tech, business models, and policy/regulation in the grid edge space, at both customer and distribution levels. Some key observations about Q3 2019:
2/ Q3 2019 saw a huge bump in disclosed investment in the grid edge space. The majority (>$1b) is capital from Volkswagen, Goldman Sachs and BMW for Northvolt's battery gigafactory, connecting 2 hot markets: storage & EVs.