Texas is rapidly emerging as a pivotal hub for solar and storage, driven by a confluence of strategic advantages, favorable policies, and substantial investments. As ERCOT projects a substantial 40 GW increase in load growth by 2030, solar and storage stakeholders in Texas are closely analyzing shifting pricing trends, offtake opportunities, and PPA structures. The discussion will address the critical issues impacting these areas, including recent fluctuations in pricing driven by capital expenditures, rising module costs, interest rates, and the uncertainties surrounding basis and curtailment. Participants will also gain valuable insights from TALON PV, including how various factors have guided the company’s decision to focus on Texas for its site selection and the broader implications of these choices. Join us to gain a comprehensive understanding of the factors shaping ERCOT’s solar and storage sectors and explore strategic approaches to navigating the challenges and opportunities in this dynamic market.
**Requires a conference pass