#EP312
Most solar installers miss the biggest opportunity in clean energy today.
Jay Marhoefer started Intelligent Generation in 2009, six years before the market was ready. Today, his company delivers 3-6x higher ROI for commercial solar projects by stacking revenue streams from batteries. This episode reveals how the "Earn, Save, Protect" model works in PJM markets, where capacity charges alone can cost customers $100,000 per megawatt annually.
Key Discussion Points:
The value stack explained: earning from grid services (like frequency regulation), saving on capacity charges (up to 50% of C&I bills), and protecting operations with backup power
5CP strategy: how predicting five coincident peaks saves industrial customers hundreds of thousands per year
Battery economics shifting: 4-hour systems now at $200/kWh, 8-hour systems approaching $100/kWh (the natural gas replacement threshold)
Data centers driving massive grid growth: 26 gigawatts requested in ComEd territory versus 20 gigawatt peak load
AI optimization: using machine learning to extract maximum value from distributed battery fleets
Technology comparison: lithium iron phosphate dominates today, but flow batteries and sodium offer specialized advantages for grid applications
Geographic expansion: Intelligent Generation moving from Illinois throughout 13-state PJM territory
Jay shares lessons from 15 years building the company, including early pilot projects, frequency regulation markets, and partnerships with Continental Energy Solutions and G&W Electric. Learn why batteries paired with solar create compelling economics even without incentives.
Connect with Jay Marhoefer, Intel Gen
LinkedIn: https://www.linkedin.com/in/jaymarhoefer/
IG Website: https://intelgen.com/
Check out my new book: Wired for Sun: The Commercial Solar Playbook on Amazon https://www.cleanpowerhour.com/book
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