Solar Goes 24/7 Today—Have You Met Its Toll-Collector?

Panels now profit after dark; one small-cap owns the meter. ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ 

Disseminated on behalf of SolarBank Corp (NASDAQ: SUUN) Netflix was never about red-envelope DVDs; those were just the decoy. The payday came the instant tech let them flip a switch to streaming—and a sleepy mail-order shop became a $500 billion titan almost overnight. Solar is at that exact switch-flip now. Panels were the envelopes. Sub-$100/MWh batteries just turned them into a 24-hour power network. Because batteries—the streaming of solar—are now feasible. For the first time, that makes “Solar+”—solar and batteries together—possible… And solar+ produces electricity that’s ultra-cheap, and crucially, always on tap. It finally cracks solar’s intermittency problem—day or night, power is there when you need it. Companies that have been waiting for this moment are moving at light speed. In 2020, battery installations were less than 5% of solar installations. In 2025, they’re expected to hit 60%—or the equivalent capacity of all solar installed in 2023. Source: Ember 2025 Between 2025 and 2027, the percentage of collocated solar+ is expected to grow by 50%. For early movers, that growth is paying dividends. Battery operators in Texas, for example, had half a billion in revenue in 2023. And Tesla saw Solar+ revenue jump 67% in Q4 ’24. Analysts at Wood Mackenzie put the U.S. solar-plus-storage opportunity at roughly $120 billion in cumulative cap-ex by 2030. Which is why I want to introduce you to a decade-old company… Still with room for growth—that’s positioned itself for this exact moment. KR SPECIAL SITUATIONS ALERT SolarBank (NASDAQ: SUUN) SolarBank’s 22-yr contracts start minting next summer—read on. SolarBank has always had Solar+ in its sights. Any entrant to the space must take as much ground as possible, establishing a position to reap the rewards for decades. So SolarBank has worked with more than 1,000 commercial, industrial, institutional, and private property owners to secure sites for solar installation. And they’ve spent twelve years building out hundreds of solar projects totaling more than 100 MW. SolarBank worked its way up to world-class clients, including: Honeywell International – closed a $41M USD transaction for three NY projects. Qcells – announced $49.5M USD transaction for four NY projects. Fiera Real Estate – first collaboration with the multibillion-dollar real estate firm in 2024. The Ontario IESO – completed over 70 owned and operated solar projects with capacity of nearly 28.8 MWp under long term Feed-in-Tariff contracts. It’s All Preparation for The End Game: Solar+ And SolarBank is now rapidly moving forward with building out lucrative battery projects. The first SolarBank BESS (battery energy storage system) broke ground in Ontario, Canada, in February 2025. Once operational the contract will pay out USD$1,221 per MW per business day—for a 4.74 MW battery. This is one of three near-identical projects SolarBank has under development and long term contract. Oh, and each one of those contracts pays out for 22 years. The same month as it broke ground on the first BESS project, SolarBank announced another collaboration to develop its first bona fide Solar+ project: A 3.06 MW solar + 1.2 MWh battery storage project in Buffalo, New York. As it rolls out Solar+, the next step for SolarBank is to target one of the most energy-intensive industries of all… The one that made streaming possible in the first place.   Byte Blackouts, Meet Storage Solutions Data centers, like the ones that host your email data and let you chat with ChatGPT, have two major downsides: First, their energy needs and costs are extremely high. Second, they can never have a lapse in power supply—or they risk losing data. Solar+ solves both of those. It provides energy that’s cheaper than the power from the grid. And with batteries, it provides an uninterruptible, instant-on power supply. And here’s the kicker: It can also be deployed in months, not decades. So SolarBank is moving aggressively into the data center solar power supply market, too. In April 2025, the company nabbed Jonathan Martone to advise the company in building out a data center pipeline. Jonathan has significant contacts and is one of the leaders in North America in understanding site selection and the components to ensure a successful operation. – SolarBank CEO Dr. Richard Lu SolarBank is looking to become a “grid fixer” for America’s data-drunk future—and make bigger revenues doing it. Right now, we believe SolarBank has significant potential future value. But their projects are coming online fast, and they’ve got a more than 1GW solar+ pipeline. They’re dead-set on capturing their share of a sector that’s experiencing exponential growth. As they get in early to the solar+ market, there’s a window to get in on SolarBank as it grows. Jeff Bezos offered to buy Netflix for $12M in 1998. It’s worth 40,000x that now. Get the Full SolarBank Briefing Right Here Put the stock on your radar, read their filings and stay on top of their news. We’re watching closely. Regards, Marin Katusa and the Katusa Special Situations Team Copyright © 2025, Katusa Research, All rights reserved.   IMPORTANT DISCLAIMER & DISCLOSURES Investing in stocks is HIGH RISK. You could lose all of your investment. Katusa Research, as a publisher, is not a broker, investment advisor, or financial advisor in any jurisdiction. Please do not rely on the information presented by Katusa Research as personal investment advice. If you need personal investment advice, kindly reach out to a qualified and registered broker, investment advisor, or financial advisor. The communications from Katusa Research should not form the basis of your investment decisions. Examples we provide regarding share price increases related to specific companies are based on randomly selected time periods and should not be taken as an indicator or predictor of future stock prices for those companies. SolarBank Corp. is a paid sponsor of this report. The information in this newsletter does not constitute an offer to sell or a solicitation of an offer to buy any securities of a corporation or entity, including U.S. Traded Securities or U.S. Quoted Securities, in the United States or to U.S. Persons. Securities may not be offered or sold in the United States except in compliance with the registration requirements of the Securities Act and applicable U.S. state securities laws or pursuant to an exemption therefrom. Any public offering of securities in the United States may only be made by means of a prospectus containing detailed information about the corporation or entity and its management as well as financial statements. No securities regulatory authority in the United States has either approved or disapproved of the contents of any newsletter. Katusa Research nor any employee of Katusa Research is not registered with the United States Securities and Exchange Commission (the “SEC”): as a “broker-dealer” under the Exchange Act, as an “investment adviser” under the Investment Advisers Act of 1940, or in any other capacity. Katusa Research, its owners, directors, and employees are also not registered with any state securities commission or authority as a broker-dealer or investment advisor or in any other capacity. HIGHLY BIASED: In our role, we aim to highlight specific companies for your further investigation; however, these are not stock recommendations, nor do they constitute an offer or sale of the referenced securities. Katusa Research partner company, New Era Publishing Inc. has received cash compensation in the amount of nine hundred thousand dollars from SolarBank Corp. for a 6 month marketing agreement starting January 1, 2025, and is thus extremely biased. SolarBank has paid an additional $450 thousand dollars for an additional 3 month marketing campaign on June 1. It is crucial that you conduct your own research prior to investing. This includes reading the companies’ SEDAR and SEC filings, press releases, and risk disclosures. The information contained herein regarding SolarBank Corp. has been derived from its SEDAR+ and SEC filings, including scientific and technical information. Information regarding the projects underlying SolarBank Corp.’s interests has been derived from the publicly available disclosure of the underlying operators and owners, including where referenced herein. Katusa Research, and its directors, employees, and members of their households do not own shares of SolarBank Corp (SUUN.Nasdaq). However, Katusa Research is extremely biased since this is a sponsored editorial. HIGH RISK: The securities issued by the companies we feature should be seen as high risk; if you choose to invest, despite these warnings, you may lose your entire investment. You must be aware of the risks and be willing to accept them in order to invest in financial instruments, including stocks, options, and futures. NOT PROFESSIONAL ADVICE: By reading this, you agree to all of the following: You understand this to be an expression of opinions and NOT professional advice. You are solely responsible for the use of any content and hold Katusa Research, and all partners, members, and affiliates harmless in any event or claim. While Katusa Research strives to provide accurate and reliable information sourced from believed-to-be trustworthy sources, we cannot guarantee the accuracy or reliability of the information. The information provided reflects conditions as they are at the moment of writing and not at any future date. Katusa Research is not obligated to update, correct, or revise the information post-publication. FORWARD-LOOKING STATEMENTS: This report contains forward-looking statements and forward-looking information within the meaning of Canadian securities legislation (collectively, "forward-looking statements") that relate to the Company's current expectations and views of future events. Any statements that express, or involve discussions as to, expectations, beliefs, plans, objectives, assumptions or future events or performance (often, but not always, through the use of words or phrases such as "will likely result", "are expected to", "expects", "will continue", "is anticipated", "anticipates", "believes", "estimated", "intends", "plans", "forecast", "projection", "strategy", "objective" and "outlook") are not historical facts and may be forward-looking statements and may involve estimates, assumptions and uncertainties which could cause actual results or outcomes to differ materially from those expressed in such forward-looking statements. In particular and without limitation, this report contains forward-looking statements pertaining to the Company’s expectations regarding its industry trends and overall market growth; the Company’s growth strategies the expected energy production from the solar power projects mentioned in this report; the number of homes expected to be powered by the Company’s development projects; the reduction of carbon emissions; the receipt of incentives for the projects; the expected value of EPC Contracts; and the size of the Company’s development pipeline. No assurance can be given that these expectations will prove to be correct and such forward-looking statements included in this report should not be unduly relied upon. These statements speak only as of the date of this report. Forward-looking statements are based on certain assumptions and analyses made by the Company in light of the experience and perception of historical trends, current conditions and expected future developments and other factors it believes are appropriate and are subject to risks and uncertainties. In making the forward looking statements included in this report, the Company has made various material assumptions, including but not limited to: obtaining the necessary regulatory approvals; that regulatory requirements will be maintained; general business and economic conditions; the Company’s ability to successfully execute its plans and intentions; the availability of financing on reasonable terms; the Company’s ability to attract and retain skilled staff; market competition; the products and services offered by the Company’s competitors; that the Company’s current good relationships with its service providers and other third parties will be maintained; and government subsidies and funding for renewable energy will continue as currently contemplated. Although the Company believes that the assumptions underlying these statements are reasonable, they may prove to be incorrect, and the Company cannot assure that actual results will be consistent with these forward-looking statements. Given these risks, uncertainties and assumptions, investors should not place undue reliance on these forward-looking statements. Whether actual results, performance or achievements will conform to the Company’s expectations and predictions is subject to a number of known and unknown risks, uncertainties, assumptions and other factors, including those listed under "Forward-Looking Statements" and "Risk Factors" in the Company’s Annual Information Form for the most recently completed financial year, and other public filings of the Company, which include: the Company may be adversely affected by volatile solar power market and industry conditions; the execution of the Company’s growth strategy depends upon the continued availability of third-party financing arrangements; the Company’s future success depends partly on its ability to expand the pipeline of its energy business in several key markets; governments may revise, reduce or eliminate incentives and policy support schemes for solar and battery storage power; general global economic conditions may have an adverse impact on our operating performance and results of operations; the Company’s project development and construction activities may not be successful; developing and operating solar projects exposes the Company to various risks; the Company faces a number of risks involving Power Purchase Agreements (“PPAs”) and project-level financing arrangements; any changes to the laws, regulations and policies that the Company is subject to may present technical, regulatory and economic barriers to the purchase and use of solar power; the markets in which the Company competes are highly competitive and evolving quickly; an anti-circumvention investigation could adversely affect the Company by potentially raising the prices of key supplies for the construction of solar power projects; foreign exchange rate fluctuations; a change in the Company’s effective tax rate can have a significant adverse impact on its business; seasonal variations in demand linked to construction cycles and weather conditions may influence the Company’s results of operations; the Company may be unable to generate sufficient cash flows or have access to external financing; the Company may incur substantial additional indebtedness in the future; the Company is subject to risks from supply chain issues; risks related to inflation; unexpected warranty expenses that may not be adequately covered by the Company’s insurance policies; if the Company is unable to attract and retain key personnel, it may not be able to compete effectively in the renewable energy market; there are a limited number of purchasers of utility-scale quantities of electricity; compliance with environmental laws and regulations can be expensive; corporate responsibility may adversely impose additional costs; the Company has limited insurance coverage; the Company will be reliant on information technology systems and may be subject to damaging cyberattacks; the Company may become subject to litigation; there is no guarantee on how the Company will use its available funds; the Company will continue to sell securities for cash to fund operations, capital expansion, mergers and acquisitions that will dilute the current shareholders; and future dilution as a result of financings. The Company undertakes no obligation to update or revise any forward-looking statements, whether as a result of new information, future events or otherwise, except as may be required by law. New factors emerge from time to time, and it is not possible for the Company to predict all of them or assess the impact of each such factor or the extent to which any factor, or combination of factors, may cause results to differ materially from those contained in any forward-looking statement. Any forward-looking statements contained in this report are expressly qualified in their entirety by this cautionary statement. There are several risks associated with the development of the projects detailed in this report. The development of any project is subject to the continued availability of third-party financing arrangements for the project owners and the risks associated with the construction of a solar power project. There is no certainty the projects disclosed in this report will be completed on schedule or that they will operate in accordance with their design capacity. If the EPC agreements are terminated, then SolarBank will not realize the full contract value. In addition, governments may revise, reduce or eliminate incentives and policy support schemes for solar power, which could result in future projects no longer being economic. SolarBank is expanding into the data center industry, but it does not currently have any data center projects under development or that it has secured rights to. SolarBank does not have any contracts with the parties mentioned in this news release. It is in discussions with various other parties regarding potential data center opportunities and will provide details in a future news release if an agreement to acquire or develop a data center is concluded. The development of any data center project is subject to identifying a suitable project site, receipt of required permits, entry into contracts for construction and the use of the data center, the availability of third-party financing arrangements for the Company and the risks associated with the construction of a data center.

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