Front End and User Experience: Customer acquisition costs in the U.S. for distributed solar is extremely high. Think of cleantech sales like the insurance industry 20 years ago. Most of the sales are human-to-human, and take a lot of time and legwork. We need to follow the path of the insurance industry, and start automating the initial quote and feasibility analysis. A consumer interested in solar or batteries or thermostats or whatever, should be able to get a savings quote instantly and buy the product online without having to talk to anyone. It's a complex problem (you have to combine energy pricing data inputs, easy user experience, complex data science, and dynamic pricing calculations), but the insurance industry has solved it, so we should, too. Whenever you go to Home Depot, you should be able to get a free energy audit with recommendations for what energy products would save you what. Software like this is how you scale energy efficiency and distributed energy resources.
Data Science and High Scalability: Intermittent power from solar and wind will become a huge chunk of the grid's power. What happens when the sun doesn't shine or the wind doesn't blow? How do we keep the lights on? Storage? Demand response? It's going to be an extremely complex operation that will require much more complex software to be able to optimize deploying storage and demand response. If you want to do software in machine learning and NP optimization, grid operations is a place that needs it yesterday.
IoT and Security: All of the new distributed energy resources (solar, storage, demand response, HVAC) are internet connected. The firmware and cloud software that run these resources are now a critical part of grid operations. If there's anything we've learned on HN, IoT software is complete shit when it comes to security. Beefing up the software security of all these resources is critical to keeping the lights on. That's all software and efficient protocols.
The next Google will be an energy company.
Edit: Shameless plug. If you're in the bay area and interested in getting involved in the cleantech software sector, check out the Powerhouse solar startup incubator (https://powerhouse.solar/) and my energy events calendar (https://bayareaenergyevents.com/). Just start showing up!
Yes, but I think most people here will till you it's not because of a lack of engineering talent. Rather security takes time and a lot of money (in particular security engineers) and IoT companies would rather do without for the most part. And even if you do pay the price it doesn't always work out. It's not an engineering or talent problem, it's a management and P/L problem.
Maybe it will take a huge hack to push the industry into requiring better DER security, or maybe an ambitious security firm could hop on this early and control the market. Either way, eventually we're going to end up with a set of security requirements for DERs that need to be tested and certified.
Seems like a good opportunity for some ambitious tech cybersecurity startups. DERs are a really new sector of the energy industry, so there aren't any entrenched security firms (like there are in the wholesale grid). It's an open field for ambitious entrepreneurs.
Shameless plug: We (tensorflight.com) do computer vision on drone imagery and heard a customer asking about solar panels. We are in Mountain View, so please get in touch if you have use case in mind.
However, drone imagery is heavily used in the solar industry for roof inspection. For rooftop solar, you need to inspect the roof to make sure the panels will fit and won't be obstructed. Google maps can give you a ballpark, but closer imagery is needed. There's a few companies doing this (Solar Census, Google Sunroof, Sun Number, etc.), so might check them out.
FYI, the coolest cleantech application I've see for areal imagery is Ceres Imaging, who flies over crops to detect where you need to water. Something like a 50%+ water savings because you can target water to where it's needed. Crazy effective.
Utilities want stable production so have been slow to embrace renewables at high penetration (even though the economics are there). The exception the U.S. is Texas with over 50% wind at night, because the utilities don't have much say in the production portfolio (it's heavily deregulated).
For distributed rooftop solar, consumers are much more swayed by the savings, so many solar companies find it easier to sell hundreds of systems directly to consumers instead of one system to utilities.
This is changing slowly, because the economics are getting too much for utilities to ignore, but unfortunately federal rules like the clean power plan will likely be made toothless soon, so many utilities will continue to be stuck in the mud.
One area where software would be helpful is potentially with the distributed grid stuff. You have a large set of panels in a neighborhood that create power shared to everyone. It seems there's a lot to keep track of with something like that. Solar city has a pretty good lock on things until the consumer understands it's a terrible deal for them. They are leasing the solar panels to you and bolting them into your roof. it would be like leasing your water heater except 100x more expensive. We went with a local installer for our system and saved money and had a great experience. the vc people don't have the potential of making tons of money like in solar city's case.