Distributed Energy
topic on 3 shows · 5 statements across 5 episodes
Capital Allocators 
Catalyst 
the Green Blueprint
5 statements about Distributed Energy, every show
Lee: Distributed energy faces crushing operational overhead compared to utility-scale projects
“And now if you're doing distributed, it's a million dollars rather than a billion. So you might have a thousand times the amount of data at every single one of those stages, a thousand models, a thousand PDF documents or contracts, a thousand counterparties. S…”
Kann: Distributed energy deploys faster due to shorter permitting and interconnection timelines
“You can generally build this stuff pretty fast, because you're building in smaller increments, and you don't have as long a timeline around permitting and interconnection, all this kind of stuff.”
Hade: Storage is the biggest value driver in microgrids right now
“Storage is probably the biggest component that's unlocking value in the microgrid and distributed energy space right now. So that plays an outsized role in terms of, you know, economic value, grid participation, things like that.”
Campbell: Parsing utility tariffs is a holy grail LLM energy use case
“A persistent issue in the electricity industry for as long as I've been doing this job is utility tariffs, right? Every utility has some 700 page document that outlines massive The complex nuances of how users will pay for electricity. And we're talking about …”
Distributed Energy and Battery Storage Will Trigger the Uberization of Electricity
“Distributed energy, this convergence of renewables and battery storage is going to be a really big change. We, if I can summarize the opportunity, we've seen Uber where there's been excess capacity in the car fleet. The one place in infrastructure where there'…”