Disseminated on behalf of SolarBank Corporation (NASDAQ: SUUN)
Netflix was never about red-envelope DVDs; those were just the decoy.
The payday came the instant tech let them flip a switch to streaming-and a sleepy mail-order shop became a $500 billion titan almost overnight.
Solar is at that exact switch-flip now.
Panels were the envelopes.
Sub-$100/MWh batteries just turned them into a 24-hour power network.
Because batteries-the streaming of solar-are now feasible.
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For the first time, that makes "Solar+"-solar and batteries together-possible...
And solar+ produces electricity that's ultra-cheap, and crucially, always on tap.
It finally cracks solar's intermittency problem-day or night, power is there when you need it.
Companies that have been waiting for this moment are moving at light speed. - In 2020, battery installations were less than 5% of solar installations.
- In 2025, they're expected to hit 60%-or the equivalent capacity of all solar installed in 2023.
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Between 2025 and 2027, the percentage of collocated solar+ is expected to grow by 50%.
For early movers, that growth is paying dividends. - Battery operators in Texas, for example, had half a billion in revenue in 2023. And Tesla saw Solar+ revenue jump 67% in Q4 '24.
Analysts at Wood Mackenzie put the U.S. solar-plus-storage opportunity at roughly $120 billion in cumulative cap-ex by 2030.
Which is why I want to introduce you to a decade-old company...
Still with room for growth-that's positioned itself for this exact moment.
SolarBank (NASDAQ: SUUN)
SolarBank's 22-yr contracts start minting next summer-read on.
SolarBank has always had Solar+ in its sights.
Any entrant to the space must take as much ground as possible, establishing a position to reap the rewards for decades.
So SolarBank has worked with more than 1,000 commercial, industrial, institutional, and private property owners to secure sites for solar installation.
And they've spent twelve years building out hundreds of solar projects totaling more than 100 MW.
SolarBank worked its way up to world-class clients, including: - Honeywell International - closed a $41M USD transaction for three NY projects.
- Qcells - announced $49.5M USD transaction for four NY projects.
- Fiera Real Estate - first collaboration with the multibillion-dollar real estate firm in 2024.
- The Ontario IESO - completed over 70 owned and operated solar projects with capacity of nearly 28.8 MWp under long term Feed-in-Tariff contracts.
It's All Preparation for The End Game: Solar+
And SolarBank is now rapidly moving forward with building out lucrative battery projects.
The first SolarBank BESS (battery energy storage system) broke ground in Ontario, Canada, in February 2025.
Once operational the contract will pay out USD$1,221 per MW per business day-for a 4.74 MW battery.
This is one of three near-identical projects SolarBank has under development and long term contract.
Oh, and each one of those contracts pays out for 22 years.
The same month as it broke ground on the first BESS project, SolarBank announced another collaboration to develop its first bona fide Solar+ project: A 3.06 MW solar + 1.2 MWh battery storage project in Buffalo, New York.
As it rolls out Solar+, the next step for SolarBank is to target one of the most energy-intensive industries of all...
The one that made streaming possible in the first place.
Byte Blackouts, Meet Storage Solutions
Data centers, like the ones that host your email data and let you chat with ChatGPT, have two major downsides:
First, their energy needs and costs are extremely high.
Second, they can never have a lapse in power supply-or they risk losing data.
Solar+ solves both of those. It provides energy that's cheaper than the power from the grid. And with batteries, it provides an uninterruptible, instant-on power supply.
And here's the kicker: It can also be deployed in months, not decades.
So SolarBank is moving aggressively into the data center solar power supply market, too.
In April 2025, the company nabbed Jonathan Martone to advise the company in building out a data center pipeline. - Jonathan has significant contacts and is one of the leaders in North America in understanding site selection and the components to ensure a successful operation. - SolarBank CEO Dr. Richard Lu
SolarBank is looking to become a "grid fixer" for America's data-drunk future-and make bigger revenues doing it.
Right now, we believe SolarBank has significant potential future value.
But their projects are coming online fast, and they've got a more than 1GW solar+ pipeline.
They're dead-set on capturing their share of a sector that's experiencing exponential growth.
As they get in early to the solar+ market, there's a window to get in on SolarBank as it grows.
Jeff Bezos offered to buy Netflix for $12M in 1998. It's worth 40,000x that now.
Get the Full SolarBank briefing right here.
Put the stock on your radar, read their filings and stay on top of their news.
We're watching closely.
Regards,
Marin Katusa and the Katusa Special Situations Team |
This message is a paid advertisement for SolarBank Corporation (NASDAQ: SUUN) from Katusa Research. It's Today Media, LLC. receives a fixed fee for each subscriber that clicks on a link in this email, totaling up to $2,000.00. Other than the compensation received for this advertisement sent to subscribers, It's Today Media and its principals are not affiliated with Katusa Research, Inc. It's Today Media and its principals do not own any of the stocks mentioned in this email or in the article that this email links to. Neither It's Today Media nor its principals are FINRA-registered broker-dealers or investment advisers. The content of this email should not be taken as advice, an endorsement, or a recommendation from It's Today Media to buy or sell any security. It's Today Media has not evaluated the accuracy of any claims made in this advertisement. It's Today Media recommends that investors do their own independent research and consult with a qualified investment professional before buying or selling any security. Investing is inherently risky. Past-performance is not indicative of future results. Please see the disclaimer regarding SolarBank Corporation (NASDAQ: SUUN) on their website for additional information about the relationship between Katusa Research. and SolarBank Corporation (NASDAQ: SUUN)
DISCLOSURES
There are several risks associated with the development of the projects detailed in this report. The development of any project is subject to the continued availability of third-party financing arrangements for the project owners and the risks associated with the construction of a solar power project. There is no certainty the projects disclosed in this report will be completed on schedule or that they will operate in accordance with their design capacity. If the EPC agreements are terminated, then SolarBank will not realize the full contract value. In addition, governments may revise, reduce or eliminate incentives and policy support schemes for solar power, which could result in future projects no longer being economic.
SolarBank is expanding into the data center industry, but it does not currently have any data center projects under development or that it has secured rights to. SolarBank does not have any contracts with the parties mentioned in this news release. It is in discussions with various other parties regarding potential data center opportunities and will provide details in a future news release if an agreement to acquire or develop a data center is concluded. The development of any data center project is subject to identifying a suitable project site, receipt of required permits, entry into contracts for construction and the use of the data center, the availability of third-party financing arrangements for the Company and the risks associated with the construction of a data center.
Please refer to "Forward-Looking Statements" for additional discussion of the assumptions and risk factors associated with the statements in this report. Please also refer to SolarBank's filings on SEDAR+ at www.sedarplus.ca and EDGAR at www.sec.gov for additional information on the matters disclosed in this report. |
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