INSTITUTE POLICY DISCUSSIONS · WORKING PAPERS

Here's another way to think about American solar deployment.

Institute working papers — contributions to the conversation on questions worth looking at carefully, written in the same source-cited, board-readable format as the Institute's financial work.

A note from the author

The financial work on this site is my practice. Thirty-plus years of it, published to a specific editorial standard for a specific audience of practitioners, family offices, and readers who want the Board's-eye view of a live transaction.

The working papers below are what I think about when the practice isn't asking me to. They are policy discussions — on American solar deployment, on electricity transmission, on transformer supply and the standardized emergency inventory this country built years ago. Each one offers another way to think about a question that's already being asked, from the angle a working practitioner tends to see it from.

Each paper is written to the same standard as everything else on the Institute: source-cited, board-readable, and honest about what it does and does not know. Nothing here is for sale. Nothing here cross-sells to anything on the site. These are working papers offered as contributions to the record because the questions are worth looking at carefully.

— Philip A. Baratelli, CPA

Energy Policy

On American solar deployment, and the tools already sitting in federal law, regulation, prototype, and precedent that would put the pieces together.

Anchor thesis piece · Non-ideological framework · New
Energy Matters — Every Tool for the Right Job at the Right Timeline
Institute thesis on how the American energy landscape actually works when someone has to build something. The Musk-APR data point opens; Berkshire, Amazon-Talen, Microsoft-TMI, and the Chinese buildout close. Every serious operator uses the full stack. The ideological framing that dominates public conversation is a distraction from how the field actually works.
Read the thesis →
Living reference · Updated as the record grows
The Solar Deployment Tracker — 47 projects, ~12 GW
Every data-center-adjacent and hyperscaler-offtake solar project the Institute tracks — developer, MW capacity, offtaker (Meta, Microsoft, Google, Amazon, Oracle, Apple), interconnect status, and the land-value driver for each site. The permanent reference URL for the data-center-vs-solar debate.
Read the tracker →
FLAGSHIP WORKING PAPER

The Deployment Plan — How to Scale American Solar

42 pages · July 2026

America does not need to build more solar — it needs to connect the solar it can already build. The panel stopped being the problem a decade ago. Solar is stuck on connection queues, transformers, and installation cost — and every tool required to fix each of those already exists as a working system, a right in a federal tariff, a rule FERC has issued, a prototype the government built, or a body of law Congress passed for a different object. The work is alignment, not innovation. This paper walks the five fixes, the three that need no new law, and the one that needs an appropriation but not any new authority.

Executive summary, one-page plain-language summary, and five companion papers (The Wire Not the Acre, Thirteen Hundred a Watt, Molecules and Electrons, The Solar Block, Where This Goes) are in editorial review and will be published as they reach the Institute's standard.

How to read these papers

A practitioner case memo — the format used elsewhere on the Institute — is written for the CEO and the Board on a live transaction. It is precise, dated, and narrowly targeted.

A working paper is written for a different reader: the agency staffer, the standards body member, the congressional staffer, the journalist, the party who files after you in an open docket, and the reader who wants to see the argument itself rather than the answer to a specific deal question. The tone is more argumentative because the audience needs the argument. The disclosure standard is the same as everywhere else on the Institute: source-cited, honest about scope, and clear about the author's position.

These papers do not cross-sell anything on the site. They are not marketing. They are not a lead into a paid product. They exist because someone should write them, and the Institute is a place that can.

Citation

These papers are educational and analytical working papers of the Baratelli Institute. If you cite them — in a filing, a rule comment, an academic paper, or a piece of journalism — the recommended format is:

Baratelli, P. A. (2026). The Deployment Plan: How to Scale American Solar.
The Baratelli Institute. https://baratelliinstitute.com/policy-discussions.html

Docket filings should verify current status of the underlying rules and dockets referenced. The papers reflect the record as of early July 2026.

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