Category Archives: Energy Security

Clean Energy for Data Center Growth

Clean Energy for Data Center Growth

A recently published report from Research and Markets highlights the opportunities for clean energy in data center growth over the next five years. The report, available at ResearchAndMarkets.com, estimates that global data center capacity is projected to grow at a compound annual growth rate of more than 25.5% through 2025.

The report, entitled “Data Center Infrastructure Management (DCIM) Market – Growth, Trends, and Forecast (2020-2025),” cites a number of factors behind the projected growth. First, data is a foundation of the global economy, with commercial enterprises of all types using ever increasing amounts of data. Increases in cloud computing, social media use and content delivery also contribute to growth in data center demand.

Data centers, of course, use huge amounts of energy. In addition to the power required to operate the facility itself, cloud and data traffic moving from and within a data center consume electricity around the clock. That power consumption creates heat, so additional power is required to manage data center air temperature.

Increasing power consumption requires data centers to adapt operating strategies to ensure reliability and availability of electricity and thermal capacity. On-site power production, particularly from clean energy sources, is the most compelling alternative for managing increasing power demand. On-site power is more reliable than electricity delivered via the grid and is typically cheaper as well.

Several factors contribute to lower costs for on-site power, including lower input costs, higher efficiency and no transmission losses. In addition, heat generated from on-site power generation can be used to manage data center thermal load. And, of course, clean energy provides a number of environmental benefits as well.

Windmill Capital Management works with developers and customers to finance new projects. Our goal is to eliminate financing as a friction point in the expansion of clean energy resources. Customers can typically acquire a clean energy system with zero out-of-pocket capital expenditures. At the end of the financing term, which is typically 8 to 11 years, the customer owns the project outright.

If you are a clean energy developer or a commercial customer considering acquiring a clean energy system, please contact us to discuss how we can help.

The Trend Toward Cash-Flow-Driven Investments

The Trend Toward Cash-Flow-Driven Investments

As discussed in a recent article published in Real Assets Adviser, high net worth and family office investors are increasing portfolio allocations to cash flow investments. These cohorts join institutional investors in this shift, which benefits infrastructure and real estate asset classes. We have written frequently about the market drivers increasing the appeal of cash… Continue Reading

Direct Investment in Renewable Energy for Family Offices

Direct Investment in Renewable Energy for Family Offices

Investors are allocating a greater share of capital to socially responsible and environmental, social and governance (ESG) conscious strategies. A January 2018 Harvard Business Review article noted that at the beginning of 2018, more than $11.6 trillion were invested in ESG investment strategies. That equates to $1 of every $4 invested in the United States.… Continue Reading

Renewables Growth Impeded by Outdated Electricity Market Rules

Renewables Growth Impeded by Outdated Electricity Market Rules

Declining costs and growing consumer demand are driving expansion in U.S. renewable energy, particularly wind and solar. This growth is being limited, however, by outdated wholesale and distribution market rules, according to a recent report from the Wind Solar Alliance. “Customer-Focused and Clean: Power Markets for the Future” makes a number of keen observations about… Continue Reading

California Requires Solar Panels on All New Homes

California Requires Solar Panels on All New Homes

California took the final step last week to be the first state in the nation to require solar panels on new homes. The California Building Standards Commission unanimously upheld a May 9 decision by the California Energy Commission to change the state’s Green Building Standards Code to require solar panels on homes up to three… Continue Reading

Distributed Energy Aids in Disaster Relief and Prevention

Distributed Energy Aids in Disaster Relief and Prevention

We at Windmill Capital Management are thinking today about everyone affected by the recent wildfires in California.  We have family and many friends in the fire areas and while all are safe at this time, the troubles facing these areas is only beginning.  Though the fires are now under control, many families, homes and businesses are… Continue Reading

Energy Security – Another Renewable Benefit

Energy Security – Another Renewable Benefit

Renewable energy, including wind, solar and geothermal, are often and correctly cited as providing significant environmental benefits.  Often overlooked, however, are the energy security benefits of renewables. First and foremost, renewable energy sources are free and unlimited.  Renewable energy has no reliance on the global fuel supply, which is subject to economic and geopolitical risks. … Continue Reading

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