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Activity
7K followers
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John Tough posted this⚡ Hiring Alert ⚡ Thrilled to welcome Sam Austin to Energize Capital as a Principal on our Endurance platform. Endurance is our growth buyout platform that focuses on capitalizing profitable climate technology & services companies. At Energize we believe that the climate, energy & industrial market deserves a specialist from venture to buyout. To execute that mission we must bring in the best talent with industry exposure and finance. Rarely does an investor cross both arenas and Sam brings that exact set of experiences. Sam is a powerful addition to our Endurance team, alongside Meredith Breach Bos, Mark Tomasovic and Elisabeth Spencer. Big moves being made by Kevin Stevens and Alan Glass!
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John Tough shared this⚡ $21M funding announcement! Some teams feel destined to work together- and the Energize Capital + Halcyon combination is one of those natural stories.⚡ The Energy markets deserve an AI-native data platform, and Energize believes that Bruce Falck, Nat Bullard, Alex Klaessig, Alexander Huras and Sam Steyer are the perfect team to execute that opportunity. This is going to be a really exciting journey and the all of Team Energize is behind this effort. Tyler Lancaster Juan Muldoon Katie McClain Lauren Densham Kevin Stevens Alan Glass Eileen Waris Ana Hugener Anson MacKinney Meredith Breach Bos Mark Tomasovic Agustina Soriano Sergi Elisabeth Spencer
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John Tough shared this💪 Hiring announcement (#2 of the past week!) 💪 Excited to build out Energize's EDGE value creation team with the hire of a Director of Portfolio Finance & Operations. EDGE is a key part of Energize Capital’s specialist differentiation. Our value creation platform accounts for nearly a quarter of our team, and it's made up of committed industry vets who know how to support businesses and work with leadership. They executed almost 150 in-depth projects with portfolio companies last year and 2026 will only grow from here. We’re looking for someone who truly understands the journey of growing a software or SaaS business — ideally someone who has operated within, and driven outcomes for, VC- or PE-backed companies. This is a role for a seasoned finance leader who has seen scale done well (and not so well) and can now partner with founders to build durable systems, financial rigor, and operational discipline. The right person will be comfortable working alongside both founders and investors — bridging operating expertise with an asset management mindset to help companies mature and perform at the next level. This role will join us in our Chicago offices. More here: https://lnkd.in/gewXHkvw
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John Tough shared this⚡ We’re growing the team at Energize! ⚡ One of the most exciting parts of building a firm is the people you get to build it with. At Energize, WE believe our outcomes are tied directly to the quality, ambition, and character of the team — and now we’re expanding in Chicago to support founders building the digital infrastructure for climate. We’re currently hiring two investor roles on our Ventures team: 💪 Principal, Ventures — a senior investment role focused on shaping and driving our strategy, leading deal sourcing, diligence, and partnering with founders. 🔗 Apply here: https://lnkd.in/gBBPnwuk – Principal, Ventures 💪 Senior Associate, Ventures — ideal for an exceptional investment professional ready to take the next step and deepen impact across sourcing, diligence, and execution. 🔗 Apply here: https://lnkd.in/gsNujEvq – Senior Associate, Ventures 📍 Based in Chicago, IL If you or someone you know might be a fit, please take a look and reach out. Come help us Build What's Next! ⚡
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John Tough shared this💥 ⚡ Fundraising Alert for NEW Energize Capital Investment ⚡💥 Energize Ventures III is leading a $16M Series A round into Nixtla Nixtla is the leader in building foundational AI models for time series forecasting. With an increasingly digitized energy & industrial infrastructure layer, the ability to analyze and drive results from the explosive growth of time series data is a huge market opportunity. Max Mergenthaler Canseco and Cristian Challu, Ph.D. are leaders in this market and we are thrilled to partner alongside them. Kudos to Juan Muldoon and Agustina Soriano Sergi for taking governance roles at the company and representing Energize Capital on this journey. Tyler Lancaster Eileen Waris Ana Hugener Anson MacKinney Katie McClain Lauren Densham
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John Tough shared thisAI is eating software. But industrial software isn’t being displaced — it’s absorbing AI and getting stronger because of it. In energy, infrastructure, and industrial markets, software sits inside long-lived, mission-critical workflows. These platforms hold trusted data, operate as systems of record, and integrate directly into the physical world. That’s why AI shows up as an accelerant, not a replacement in industrial technology. We’re seeing this firsthand across companies like Sitetracker, ZEDEDA, GreenLite, GridStrong, Nixtla, and Halcyon — where AI improves outcomes, expands margins, and deepens customer relationships rather than hollowing them out. The next generation of durable software won’t fight AI. It will grow with it. Energize Capital https://lnkd.in/g-dTefMqAI Is Eating Software. Industrial Software Eats With It.AI Is Eating Software. Industrial Software Eats With It.
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John Tough shared thisAt Energize Capital we are a research-led investment firm. Within the climate landscape we believe cybersecurity is a crucial part of building, maintaining, and defending next-generation critical infrastructure assets. Anson MacKinney and our ventures team, led by Juan Muldoon and Tyler Lancaster, recently published a summary of our perspective on the space. Between our investment in Nozomi Networks and their $1BN exit and the ongoing success of Finite State, we have conviction and experience in these markets. Please reach out if you want to cover the sector!
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John Tough shared thisThe #1 item on Energize Capital's Order of Operations is: "Create a standard of Excellence within Team Energize" The talent and excellence within our team motivates me every day to be better. Seeing our team members grow in skill and and elevate their influence across the industry brings me great pride. We choose to grow with the climate market, and I am pleased that our team is growing in size and experience to serve this opportunity. We achieved excellence across the firm, and 5 promotions for leveling up: - Agustina Soriano Sergi to Senior Associate on Ventures - Elisabeth Spencer to Associate on our Endurance - Robiny Jamerson to Senior Marketing & Comms Manager - Josh Clayton to Senior Portfolio Finance Manager - Suzanne Skibicki to Senior Accounting & Finance Associate The promotions were across each pillar of our firm: investments, EDGE, operations. Big things ahead for this crew, and the rest of our team in 2026. The climate market deserves a specialist. WE are building that team. Kevin Stevens Katie McClain Tyler Lancaster Alan Glass Juan Muldoon Lauren Densham
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John Tough reposted thisJohn Tough reposted thisHappy Holidays from Energize Capital! Amid a year of complexity and transformation, we're grateful for the builders, operators, and investors that made 2025 a watershed moment for energy, climate, and industrial technology. We're ready for the year ahead. Read John Tough's holiday message in our final newsletter of 2025: https://lnkd.in/gsnSCwtX
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John Tough liked thisOur CIO, Luke Carroll, dives deep into the uncomfortable truth of AI's current cycle, questioning which layers will capture lasting profits and which will ultimately bear the cost. Link below to find out ⬇️John Tough liked thisEvery great technology cycle has the same question: who pays, and who profits? In AI, the answer right now is uncomfortable for almost everyone except a handful of upstream suppliers. Nvidia is earning software-grade margins selling hardware. SK Hynix and TSMC sit alongside it. Their customers – the hyperscalers – are spending $660–750B this year. The model labs they fund are losing billions, with no end in sight. Software and application layer companies are seeing a rewriting of their margin profile to ~30-50%, putting huge pressure on valuations as we see in the public market today. The cycle is being subsidized by everyone: – Ratepayers, absorbing grid expansion/energy costs – Device buyers, absorbing the most severe memory shortage in industry history – Hyperscaler shareholders and bondholders, writing the capex check – Venture capital, subsidizing the model-layers Eventually, the bill will come due. The question for investors is which layer captures durable economics over the long-term and which will regress and or commoditize. Railways built wealth mostly for the companies that used them, not the ones that laid the track. Fiber optic cable in was the same pattern. However, AWS broke this mold by creating defensible moats and building end products that took advantage of its position. If a lab’s model can become the default runtime for thousands of enterprise workflows, and switching costs accumulate through fine-tuning, proprietary integrations and data, then pricing power comes not from the model itself but from the ecosystem around it. In our latest Venture Pulse, we map where AI's profit pool sits today, why pressures may cause a shift, and what separates Phase 1 (raw scale, thin moats) from Phase 2 (workflow lock-in, real economics). Full article: https://lnkd.in/e3jP_iK4
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John Tough liked thisJohn Tough liked thisLoved contributing to Vita Poetica's Spring 2026 issue with a review of Wonderstudies, the latest poetry collection from David Bailey out of MOUNT VISION PRESS. My review - https://lnkd.in/gGknmedN The book - https://lnkd.in/g6gb8azq Congratulations to David on this beautiful little book, and thank you to Vita Poetica for the opportunity to spend some time in poetry-brain. Check out the issue!
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John Tough liked thisJohn Tough liked thisCode has stopped waiting for us. But the real promise is beyond context, it's in the compounding. Yesterday I made the case to 7,000 leaders at POSSIBLE 2026, on the #AIVerse stage that AI Trailblazers built with the POSSIBLE team. True enterprise edge comes with knowing, and remembering, your business. You can paste in context, but context fades. Intelligence you own can learn and grow. That is the line that fundamentally matters right now; owners compound and renters start over. We showed what owning it looks like. InstaWorkers on InstaBrain, in production at Nissan. Thank you to my AI Trailblazers co-founders Greg Kahn and Shiv Singh, to Christian Muche 🔜 POSSIBLE and the POSSIBLE team for the partnership, and to our friends at Inspired Thinking Group (ITG) adMarketplace, GWI, InnovationForge AI, Storyteq, NinjaCat, Rembrand, and Transparent Partners. The next decade belongs to operators who own their intelligence. #InstaLILYAI #AIVerse #Possible2026 InstaLILY AI
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John Tough liked thisJohn Tough liked this"Is your car a Tesla?" "No, a Maserati." I spent a week driving Maserati's two-door electric sports car, the GranTurismo Folgore. It's fast, stunning to look at — but the most fun I had was that one interaction, after I'd asked the front desk at a hotel whether there was a charger on-site. Speed is easy in an EV. Joy, much harder. The details, in Axios Pro Deals: https://lnkd.in/ecrdchDF #electricvehicles #ev #mobility #carsWheels: Maserati's EV sports car is super-fast, to a faultWheels: Maserati's EV sports car is super-fast, to a fault
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John Tough liked thisJohn Tough liked thisBig day for ESS. We’re expanding beyond long-duration into a full-spectrum, non-lithium energy storage platform. Our partnership with Alsym brings next-gen sodium-ion capability into the portfolio—unlocking short and medium duration applications while staying true to what we believe: safer, more sustainable alternatives to lithium. Iron flow + sodium-ion = a clear path to cover the full storage stack. https://lnkd.in/gX-Swdcb
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John Tough liked thisWe're very excited to share Smartcar is now an integration partner of Volkswagen Group Info Services AG! Developers building with Smartcar will be able to connect to Volkswagen, Volkswagen Commercial Vehicles, Škoda, SEAT, CUPRA and Audi models via a single connection across more than 30 European countries. Read more at: https://lnkd.in/d59ZDY4vJohn Tough liked thisWelcome, Smartcar! 🔌 We’re excited to welcome Smartcar as a new integration partner for Charging Data and Charging Control. Smartcar is a leading API platform for connected vehicles, helping businesses build mobility solutions that give drivers full control over their vehicle data, using a unified API and consent‑first approach. Their focus is on high‑impact EV use cases, including: ✅ Monitoring state of charge (SoC) for smart charging workflows ✅ Accessing battery and charging data for energy management applications ✅ Remotely starting, stopping, and scheduling charging via driver‑approved profiles ✅ Enabling grid use cases such as demand response and load balancing Smartcar, we are happy to have you!⚡🚗
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John Tough liked thisJohn Tough liked thisThere are opportunities in life that push you way outside of your comfort zone. On this occasion, meeting the sitting President of the United States was the easy part. During my college years, I was a member of The Baker's Dozen, one of Yale's a cappella groups. We were invited to perform at The White House. As a Bass 2, I had one solo: the song "Little Red Riding Hood,” a flirtatious little number from 1966. Which I sang directly to First Lady Laura Bush. While President Bush watched. Oh, and armed Secret Service, too. Somewhere between the first note and the last, something clicked—I stopped managing the anxiety and just performed, coy lyrics and all. I've stood on a lot of stages since that day: Beyond4, RLC, and rooms full of restaurant operators who know their business better than anyone. Each time, I lean on lessons I learned in that East Wing performance: confidence, trust in myself and my team, and the guts to go all in. Even when it's not obvious in the moment, every opportunity is building you for what comes next.
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John Tough liked thisJohn Tough liked thisSo far in 2026 we've seen several leading energy + industrial enterprises stand up "AI SWAT teams"... We've seen a version of this before. Rewind 10 years ago when the "Chief Data Scientist" or "Chief Digital Officer" role emerged to centralize digital initiatives. That led to lots of talk, many pretty slides on digital transformation and plenty of [mostly useless] dashboards, but limited impact on day-to-day operations... I think technology has advanced enough that this time CAN BE DIFFERENT. But will organizations buy in to change? Energy & industrial operators have a chance to drive meaningful change and get it right because in these settings, real ROE always outweighs tech hype. The best examples of effective "AI SWAT teams" combine IT and OT operators (usually VP level) with deep curiosity, high agency to execute, clear goals and expectations (cost reduction and / or enabling growth), and real budget to get there. At Energize Capital, we are excited to see how "build v buy" decisions evolve across these early movers and how organizational structure adopts to redesigned workflows.
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John Tough liked thisJohn Tough liked thisAs Illuminate USA continues to scale domestic solar manufacturing, we’re proud to see Art Fletcher, who initiated and led Invenergy’s domestic manufacturing efforts, step into the CEO role. This reflects our continued commitment to reshoring America’s manufacturing capacity with deep operational experience and a long‑term focus on strengthening supply chains. We look forward to seeing what Illuminate will accomplish under Art's leadership. Read the full press release here: https://lnkd.in/g2fCwhH8
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Vin Zachariah
Ampica Energy Solutions • 2K followers
Ampica Weekly Energy Insight | Week of March 16 Large load growth — especially data centers — is now driving energy policy, transmission investment, and future power prices across Ohio and PJM. This week’s headlines showed: • Regulators challenging utility load forecasts • Policymakers debating who pays for grid upgrades • New generation projects being proposed to support large loads • Markets shifting toward “bring your own power” for data centers The takeaway: Energy strategy is becoming a competitive advantage. Companies that actively manage procurement, capacity exposure, and efficiency will be better positioned as these market changes unfold. #EnergyMarkets #PJM #OhioEnergy #EnergyStrategy #Manufacturing #DataCenters #Electricity #EnergyCosts #Grid #Ampica
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CP Energy Holdings
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We're excited to share that CP Energy Holdings has added to the #grid #reliability #platform we're building with LFM Capital through the acquisition of #SESCO. SESCO is a leading supplier of transformer oil purification and processing equipment, which is essential to keeping critical grid infrastructure online. Our aging electric power grid is running harder than ever: 📈 Peak demand is jumping as #datacenters, #electrification, and industrial loads surge: NERC expects +10 GW YoY in 2025 summer across all regions. 🔌 Harmonics from DC→AC power electronics (inverters, drives, UPS) add extra heating and losses inside transformers, accelerating insulation/oil aging and pushing hot-spots higher even at the same kVA. ⏳ The U.S. will need on the order of ~900+ large high voltage transformers annually by 2027 (and thousands of medium-voltage units), and lead times are not growing shorter: protecting the assets we already have is non-negotiable. If you don't keep transformer oil clean and moisture low, major, costly outages can happen. (See: Heathrow's shutdown in March 2025.) Coupled with ZTZ Services International's transformer monitoring solution, our platform offers asset owners the ability to #monitor for, #detect, #diagnose, and now #remediate issues with their high and medium voltage transformers. While we must continue to add new electrons the grid, our thesis with this platform is quite simple: we must prioritize the #reliability of our existing electrical infrastructure, particularly as it runs longer, harder, and more dynamically than ever before. Huge thanks to the LFM and SESCO teams—we look forward to growing this platform together. https://lnkd.in/etdz_pYS ZTZ acquisition announcement: https://lnkd.in/ewBCMQQH
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Vin Zachariah
Ampica Energy Solutions • 2K followers
⚡ Weekly Energy Insight | March 9 Across the Midwest and the U.S., one theme is showing up everywhere in energy policy discussions: Large load growth—especially data centers—is reshaping the grid. This week’s headlines highlight several major trends: • States are debating how data centers should pay for new generation and grid upgrades • New gas, nuclear, and onsite power projects are emerging to meet demand • Transmission investment is becoming one of the biggest constraints to power development • Competitive market structures are being reconsidered as electricity demand accelerates For manufacturers and large energy users, these shifts will increasingly influence pricing volatility, infrastructure timelines, and procurement strategies. At Ampica Energy Solutions, we spend a lot of time helping companies navigate exactly these dynamics—translating market signals into practical energy decisions. Because energy strategy is no longer just about price. It’s about infrastructure, policy, and operational risk. #EnergyMarkets #EnergyPolicy #DataCenters #GridInfrastructure #Manufacturing #EnergyStrategy #ElectricityMarkets #EnergyProcurement #MidwestEnergy #Ampica #TPI
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Nira Energy
16K followers
In addition to Energize Capital's Grid Summit next Monday, Nira Energy CEO Chris Ariante will be speaking at DTECH on how utilities are planning for the next wave of load uncertainty. 🗓 February 3, 2026 | 11:30–12:15 PM 📍 Room 5AB Panel: Addressing Unpredictable Loads: Data Centers, Electrification, and Advanced Forecasting Solutions ⚡ The discussion will focus on how planning teams are adapting forecasting and transmission planning workflows to manage rapid load growth, reduce interconnection bottlenecks, and maintain reliability in an increasingly complex grid. Learn more about the transmission workshop for utility professionals here: https://lnkd.in/g5JUF5XV
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GridVest Energy
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Erlend Wilhelmsen
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Guidehouse
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How can utilities maximize upcoming transitions in the energy industry? Guidehouse’s Dan Hahn and Chris Rogers joined Public Utilities Fortnightly (PUF) in conversation with WEC Energy Group CEO Scott Lauber and Xcel Energy CEO Bob Frenzel to discuss their investments for the coming year. https://lnkd.in/e8B7Z3qS
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Victor Pascucci III
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J.D. Sitton
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I’m thrilled to announce CTC Global's groundbreaking strategic collaboration with Google to deploy our high-capacity advanced conductors to more US customers and boost grid capacity and reliability. This initiative is designed to encourage wider adoption of ACCC® Conductors in the U.S. by offering utilities greater support across three key areas: cost assistance, lineman training, and technical assistance. We can’t rely on 100 year old wires to power the next wave of innovation and economic growth. Google understands, as we do at CTC Global, that we need proven innovation to unlock significant capacity at the speed needed to serve the growing electricity demand we are seeing across the U.S. power system, including from data centers. Our ACCC® Advanced Conductors can double capacity, improve grid reliability and performance, and get set up faster and cheaper. This first-of-its-kind strategic partnership with the innovators at Google will help ensure that the U.S. invests in cost-effective solutions to build out the foundational infrastructure needed to boost U.S. technological leadership and reindustrialization. Thank you to Amanda Peterson Corio and the Google team. Read our press release here: https://lnkd.in/gPGqq7zb More information is available on Google’s blog: https://lnkd.in/gRXxDZUj
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Haynes and Boone, LLP
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Haynes Boone Project Finance Partner Conrad Purcell recently joined Modo Energy’s "Transmission" podcast to discuss what makes a battery storage project bankable, how grid connection can dictate project timelines and what it takes to bring a battery project to financial close. Listen to the full episode at the link in the comments.
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Heidi Leslie, ICD.D
Crux Energy Consulting • 2K followers
📊 Transformer Replacements: A Growing Challenge for Utilities Each week at Crux Energy Consulting, we spotlight insights from Halcyon's What’s Happening in Energy newsletter, which is always a great source of interesting tidbits from US regulatory filings. This week, what stood out was a chart from Central Hudson's five-year capital investment plan. It highlights a pressing issue for many utilities: the aging transformer fleet. More than one-third of Central Hudson’s transformers are over 50 years old. That’s a staggering stat and one that underscores just how urgent the need for replacement is across the grid. These replacements are becoming increasingly expensive. 📈 On page 2, I've reshared a previous Crux Energy post that visualizes how transformer prices have spiked, due in part to COVID, inflation, supply constraints, and material costs. And it doesn’t stop there: with tariffs on steel and newly announced tariffs on copper, those price pressures are only going to intensify. This is a clear example of how aging infrastructure, material supply challenges, and policy decisions converge, driving up the cost of keeping the lights on. #energyinfrastructure #utilities #gridmodernization #transformers #energycosts #tariffs #cruxenergyconsulting
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Kevin Stevens
Energize Capital • 6K followers
PJM released the results of its annual capacity bidding process yesterday and the results were, as expected, higher energy prices. The final numbers came in at $329.17 per megawatt day, a 22% increase over 2024 which was an 800% increase from 2023. PJM is also slated to retire 15-30% of its generation between now at 2035 meaning the problem will only get worse if something doesn’t give. h/t Grid Status for the chart More from me here: https://lnkd.in/gR6iQTTB #energy #datacenters #ai
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Adrian Gamory
Argyrion Capital • 9K followers
Partnering on Utility-Scale & C&I Solar Projects Across the U.S. We’re actively supporting utility-scale and commercial & industrial (C&I) solar developments nationwide—bringing bankable Tier 1 modules, inverters, racking, and energy storage systems to projects from early-stage development through procurement. Through our direct manufacturer relationships, we’re able to deliver: Competitive pricing Structured supply strategies Coordinated logistics (including DDP and warehousing) Domestic content & compliance solutions Right now, we’re looking to partner with teams on projects that haven’t yet entered procurement. Early engagement helps secure inventory, optimize pricing, and streamline the entire supply path before key equipment decisions are locked in. To evaluate or quote a project, we typically need: Project location (state & utility) Project size (MW DC/AC) Target module wattage + preferred manufacturers COD timeline Domestic‑content or compliance requirements Interconnection status Storage included or not Delivery terms (DDP, EXW, etc.) Once we have the basics, we can quickly provide pricing, availability, and the documentation needed for financing or tax credit support. If you have solar projects in development and want to explore collaboration, feel free to reach out—I’d be happy to connect. gamory@argyrioncapital.com
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GOGLA
24K followers
Mission 300 is "Mission Possible," says Ignite Energy Access CEO Yariv Cohen. 🚀 Off-grid solar companies will be at the heart of the ambitious initiative. GOGLA's Sarah Malm recently sat down with Yariv to discuss the private sector's role in energy access and what implementation requires from the perspective of a company operating across multiple African markets. The technology exists. The supply chains exist. The private sector can deliver at scale. The question now is how policy, finance, and execution come together to move from targets to connections. ✅ Success will depend on clear government priorities, well-designed subsidies, aligned capital stacks, and strong execution on the ground. Read the full conversation below. ⬇️ https://lnkd.in/eW_djap7 #Mission300 #energyaccess #offgridsolar
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