Navigating the Energy Landscape: Challenges and Opportunities
Unpacking the Complexities of Sustainable Energy in Today’s Evolving Market
Challenges
Fragmented Ecosystem
Solution Integration
Legacy Equipment
Product Design Expertise
Immature Market
Innovation Adept for Each Project
Unclear Execution to Scale
Engagement Leader Start to Finish
Complex Vendor Community
Technology Neutrality
Time Consuming to Raise Capital
Structure & Raise Capital
Carriers Face Margin Pressure
Each of the big 3 telco carriers spend over $1B a year in energy costs in the US alone.
5G energy costs vs. 4G have proven to be 30+% greater, creating margin pressure.
Carriers are prioritizing capital into core business growth as 5G fails to deliver returns.
Capital Intensive Infrastructure
The challenge is to deliver energy storage systems that are competitive and cost-effective.
Carriers are slow to adopt energy systems that may require capital intensity.
The market is immature, and the efficiencies of cost economies are yet to be realized.
Industry Players are Fragmented
Participants are retrenching into their core businesses, often shedding tangential business innovations.
Value chain players are fragmented, and no one has solved the integration challenge to deliver at scale.
Small PoC and pilot efforts are underway in the industry, but no clear scalable solution is available.
Our Grid System is Unstable
Lack of investment in the US energy grid is a chronic challenge for carriers.
Natural disasters threaten reliability carrier’s have on the commercial power grid.
Diesel generation and BAU power structures are costly and not sustainable.
Diesel generators do not fit all sites due to air quality and geography constraints.

$42 B
Spent on 5G Upgrade in 2022

$1 B
Each carrier’s Annual energy opex