The Strategic Imperative of Edge Generation

Spain’s new mandate requiring telecom operators to maintain 4 hours of backup battery power at their transmission masts is a major victory for clean distributed energy assets at the edge of the grid.

My buddy Jesse Gary was well ahead of the curve on this. Long before the current energy transition, he wasn’t advocating for deploying new diesel gensets, but rather utilising our existing ones as a strategic lever to supercharge investments into the clean energy space. His core argument remains absolute: any generation at the edge has usefulness, and by extracting maximum value from legacy infrastructure, we can fund and accelerate the transition to cleaner replacement assets like batteries.