SMP 264: Robots Are Building Solar Farms

Episode Summary: Robots Are Building Solar Farms Robots Are Building Solar Farms: How Cosmic Robotics Is Transforming Utility-Scale Construction In this episode of the Solar Maverick Podcast, host Benoy Thanjan sits down with James Emerick, Co-Founder and CEO of Cosmic Robotics, to explore how autonomous robotics are changing the way utility-scale solar is built. Cosmic Robotics is developing an autonomous vehicle with an industrial robotic arm that installs PV modules on to racking, reducing labor intensity while improving safety and predictability on job sites. James shares why module installation is one of the most labor-intensive and OSHA recordable injury-prone tasks in solar construction and how robotics can help crews work faster and safer. They also discuss the company’s approach to deploying robots in the field, using real-world data to improve performance, and expanding into adjacent tasks like QA/QC and other construction applications over time. The conversation also touches on the broader drivers accelerating automation, including labor constraints, tighter project economics, and the surge in behind-the-meter power needs from data centers and AI infrastructure.   Key Takeaways Robotics can reduce crew size while maintaining or improving daily module install throughput • Safety is a primary driver, not just cost, since module install has high injury exposure • Well-scoped tasks like module placement are a practical path to field-ready autonomy • The long-term opportunity is a broader robotics platform for solar and adjacent infrastructure   Biographies Benoy Thanjan Benoy Thanjan is the Founder and CEO of Reneu Energy, solar developer and consulting firm, and a strategic advisor to multiple cleantech startups. Over his career, Benoy has developed over 100 MWs of solar projects across the U.S., helped launch the first residential solar tax equity funds at Tesla, and brokered $45 million in Renewable Energy Credits (“REC”) transactions. Prior to founding Reneu Energy, Benoy was the Environmental Commodities Trader in Tesla’s Project Finance Group, where he managed one of the largest environmental commodities portfolios. He originated REC trades and co-developed a monetization and hedging strategy with senior leadership to enter the East Coast market. As Vice President at Vanguard Energy Partners, Benoy crafted project finance solutions for commercial-scale solar portfolios. His role at Ridgewood Renewable Power, a private equity fund with 125 MWs of U.S. renewable assets, involved evaluating investment opportunities and maximizing returns. He also played a key role in the sale of the firm’s renewable portfolio. Earlier in his career, Benoy worked in Energy Structured Finance at Deloitte & Touche and Financial Advisory Services at Ernst & Young, following an internship on the trading floor at D.E. Shaw & Co., a multi billion dollar hedge fund. Benoy holds an MBA in Finance from Rutgers University and a BS in Finance and Economics from NYU Stern, where he was an Alumni Scholar.   James Emerick James Emerick is the Co-Founder and CEO of Cosmic Robotics, a construction equipment company building autonomous equipment for utility-scale solar. Cosmic’s first product is an autonomous vehicle with an industrial robotic arm that installs PV modules on racking to make solar construction faster, safer, and more predictable.   Stay Connected: Benoy Thanjan Email: [email protected]  LinkedIn: Benoy Thanjan Website: https://www.reneuenergy.com Website: https://www.solarmaverickpodcast.com/       James Emerick     Website: https://www.cosmicrobotics.com/     Linkedin:  https://www.linkedin.com/in/jamesemerick/   Please provide 5 star reviews      If you enjoyed this episode, please rate, review and share the Solar Maverick Podcast so more people can learn how to accelerate the clean energy transition.    Reneu Energy Reneu Energy provides expert consulting across solar and storage project development, financing, energy strategy, and environmental commodities. Our team helps clients originate, structure, and execute opportunities in community solar, C&I, utility-scale, and renewable energy credit markets. Email us at [email protected] to learn more.   Solar Maverick Happy Hour During Intersolar San Diego on Feb 18th https://luma.com/7v50llsn