- Outlook for solar and data centers given long gas turbine backlogs?
- First Solar and other panel producer outlook in solar and data center energy needs?
- Outlook for array makers Array Tech/Nextracker given data center needs.
- Will solar meet data center needs given current administration/tariffs/subsidies?
- How will utilities and IPPs view solar and data center power needs?
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Expert Interview
Slingshot members are talking to an expert! The topic is:
Discussing solar meeting the needs of data centers given the gas turbine shortage
Ticker(s): FSLR, DUK, SO, FLNCWho's the expert?
- I have spent over 8 years at Vistra, primarily on the retail side of the business, in particular to the Finance, Retail Dev/ M&A, and Supply. I can speak about data centers/development from retail lense, with partial view on the wholesale market. My expertise will be primarily on retail/product and how they are positioned vs. competitors like Talen with some guidance on wholesale expansion to serve data center needs.
Interview GoalDiscussing solar meeting the needs of data centers given the gas turbine shortage along with answering the following questions:
Do you want answers to these questions?
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