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July 25, 2018One-on-One with Sam Jaffe, Cairn Energy Research Advisors (2:06)
Cairn Managing Director Sam Jaffe talks about the emergence of the solar energy storage business model and industry and its disruptive potential.

TOM BUTCHER: Sam, thanks so much for joining me today.


BUTCHER: We have heard a lot this year about business plans changing. And I wondered just how much business planning in the solar and energy storage industry has evolved to meet current circumstances.

JAFFE: For one thing, we actually have a solar plus storage business model and industry. That is something relatively new, that five years ago was a hypothesis, and today it is a real industry. And I think that it is so dynamic, it is changing so much that it is evolving from day to day – the business model and how you make money doing it, and using it, selling it, and operating it.

BUTCHER: And then, today, at the conference, what would you like conference attendees to take away with them in particular about solar and energy storage, essentially batteries?

JAFFE: I think the most important thing is that this is a very disruptive technology, but the nature of that disruption is still very uncertain. But if you are not exploring this as part of your overview – whether it is commodities or electric utilities or carmakers – this whole market is going to change everything. And keeping track of that is extremely important over the next five to ten years.

BUTCHER: And will require a lot of concentration.

JAFFE: Require a lot of concentration and resources. And, eventually, there are going to be winners and losers.

BUTCHER: Sam, thank you very much indeed.

JAFFE: Thank you.

BUTCHER: Really appreciate your time.

JAFFE: Absolutely.


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