Navigating the Future of Commercial & Industrial Energy
Ripple Hosts
Elena Ballesteros
Hitachi Ventures
Paul Eisenberg
Extantia
TL;DR
Summarize the Ripple in a couple of sentences
Topic overview
Why is the topic relevant?
C&I is the largest energy consumer by volume → 58% of energy consumption in the US is by commercial and industrial clients
With rising energy costs, volatile electricity prices, rising grid fees, grid congestion, and pressure to decarbonise, electricity has become the #1 topic for C&I companies
Behind-the-meter energy solutions in the C&I space are witnessing some of the highest project IRR’s of the energy transition, partially driven by dramatic cost declines in PV and energy storage, alongside local optimisation potential.
The integration of several components (PV, storage, heating/cooling, charging, local consumption) requires complex optimisation that yields opportunities for new industry entrants
The roll-out of C&I energy solutions is a mega trend that is here to stay and will dominate the energy transition for years to come
What’s up for discussion?
Is this a solved problem, i.e. is there anything left to do here?
Importance of, differences in, and expected changes to regulation?
What are the implications of a broad C&I energy solution roll-out for our grid?
What are the drivers and drags on C&I adoption of behind-the-meter energy solutions?
What are the business models in C&I energy to back as a VC?
What are the lessons to be learned from B2C energy?
Dream outcome
Truth-seeking discussion around the key questions for investors and builders
Illumination of issue from multiple perspectives, including founders, different investor types, and also ecosystem players (regulation, corporates,…)
Participants gain deeper understanding of key issues around C&I energy that will help them in supporting the transition in their daily lives (investments to make, companies to build, themes to pay attention to)
Who should attend?
Builders, funders and ecosystem players (energy corporates,…)