What actually drives value in clean energy markets? Ahmad Chatila shares how early global experience led to a clear conclusion: control the contract, not just the hardware. From visiting 150 companies worldwide to reshaping strategy around PPAs, this conversation offers a grounded perspective on where profit, influence, and long-term advantage truly sit.
Main Topics Discussed
• Why owning PPAs captures the majority of solar project value
• Early global exploration of solar business models across 150 companies
• Strategic decisions between EPC ownership versus contract ownership
• The role of contracts in determining market participation and control
• Lessons from early solar industry leadership and company building
