SunCast 852: RE+ Day 1: Jigar Shah, Storage Tech, New EVs, Steel Manufacturing and Much More
Sep 10, 2025
Nick Sangermano, President of GP Power Partners, dives into the booming world of distributed generation, capturing investor attention. He discusses the evolving landscape of battery energy storage and the necessity for standardization to propel growth. The podcast also covers the integration of electric vehicles into clean energy, focusing on collaborations that enhance grid management. Additionally, advancements in hydrogen technology are highlighted, showcasing innovative solutions for sustainable energy and long-term storage.
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Domestic Steel Lead Times Are Expanding
- Domestic steel demand flipped rapidly toward domestic requirements, tightening lead times.
- Developers must book steel supply earlier now, as lead times moved from ~12-16 weeks to 3–6 months.
Book Steel Supply Early And Sequentially
- Plan projects methodically and secure sequential supply lines to avoid volatility.
- Partner early with suppliers and book capacity for multiple projects to ensure uninterrupted delivery.
OB3 Pivoted The Market Toward Storage
- OB3 disrupted solar and wind but left storage tax credits largely intact.
- That shifts economics toward retrofitting existing renewable sites with batteries and prioritizing combined solar+storage builds.