One of the big problems is going to be on the distribution cycle. I have a researcher friend

who's modeled 12% of all of the U.S. distribution infrastructure and then assumed, what if we did

full electrification? And what he's found is about $10 trillion in distribution level improvements.

10 trillion? 10 trillion. And that will dwarf what we need to do on the generation side.

There is definitely capital.

The question is the cost of that capital, both on the equity side and on the dead side, the

cost is going up.

And so that really then leads to higher prices on the offtake and on the energy side.

So how do we address that and whether the market is going to get comfortable with the new normal or what would even new normal be?

It's still TBD.

However, as based on this conference, things are very vibrant still, and we have a lot of good things going on in the future.

Oh, this is where it gets exciting. What we're building towards is a world where digital tools help assets autonomously optimize themselves and know what they need.

And there will always be a human in the loop, right? These are real capital-intensive, complex assets.

But what we're working towards is a world where we're streaming data in from these assets.

We're printing tickets to O&M suppliers to go perform proactive maintenance, and we're autonomously adjusting the control settings of the assets

so that they're in real time always extracting the maximum amount of clean, renewable energy.

We're in challenging times for clean energy.

It's an uncertain policy environment.

So if you're a developer or utility,

you're going to want to optimize your existing assets as much as you can. I'm Sylvia Leva Martinez,

research director at the Energy Data and Analytics Company Wood McKenzie, where I cover global solar

markets. And we're here at Ariplus in Las Vegas, where all the talk is about how technology can address the issues we're seeing in the market right now.

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