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Morris Zhou

Morris Zhou

Group CEO & Co-Founder of Berde Renewables, a renewable energy developer operating distributed solar and battery storage projects across Southeast Asia.

Jul 7, 2026

19:32
Low tide, right?
19:34
So we were thinking, you know, does it make sense, you know, to actually go and try to do what else? Because Australia has an abundance of land, whereas land in the Philippines is very scarce, right? It's probably one of the most scarce commodity given the population to land mass ratio.
19:48
So the position of the company was always to actually push ahead with distributed energy, right? Starting with rooftops, which most of them were idle real estate.
19:56
So hence, therefore, if you look at you know, our strategy in the Philippines, we started off what we call behind the meter CNI.
20:06
So we don't actually feed the power back to the grid.
20:08
We actually feed the power directly to the consumer, you know, the commercial and industrial consumer.
20:13
So that is always our first choice, you know, directly addressing the issue, right? You know, helping organizations, helping manufacturers, helping, you know, all our clients, to actually partner up with them to help their you know cost with their cost and also you know increase the bottom line in terms of profitability so in that sort of business life we're not impacted by grid at all right so so so that was the the strategy and that was the learning that we got from australia The second business line that we're looking at right now is what we call embedded generation.

56 MINS LATER

76:33
Looking ahead, do you see AI eventually changing the solar PPA model itself, for example, in how performance is guaranteed or how disputes are resolved?
55:33
All right.
55:33
Since we're already in the Northern Hemisphere.Apologies for our airport already, right away.
55:38
[laughs] 'Cause that's the first thing that'll welcome you out here.
55:41
No, and it's, it's, it's getting better.
55:43
It's getting better.
55:43
Still- Yeah ...
55:44
but in 2015- Yeah, well, 2015- [laughs] Like, whoa- Yeah, yeah ... where are we? Yeah.

24 MINS LATER

80:07
Okay.

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