Everything Ty Yeagerson said on any show that made the record, most notable first. Each card names its show and opens the statement there.
Yeagerson: EV grid value derives from power capacity, not deep cycling
“The value of these batteries is going to be more in the power than in the energy, and it's going to be more in the capacity than in the KWH, right? So you're gonna have, the value is that these things are gonna be available and, you know, maybe sometimes used …”
Yeagerson: Aggregated EV fleets will become highly dispatchable grid capacity resources
“If you have a million thermostats and you've done it 20 times, then actually it's more dispatchable than a discrete peaking resource. And I think you're gonna find that with vehicles as well. It's gonna be very fungible, it's gonna be very predictable, we're g…”
Yeagerson: Utility rates will soon tie directly to managed charging participation
“My guess is that what we're going to see before too long is utility programs or state subsidy programs where where you're charging capacity or you, your utility rates are going to be charged relative to your participation in these types of programs.”
Yeagerson: V2G capability is three to four times more valuable than V1G
“If you think about V one G value, it's only a negawatt capacity if the vehicle is not charged. And a lot of times what happens, people bring their vehicle someplace, they plug it in, and it's charged, and so you've got basically negawatt capacity for as long a…”
Yeagerson: Consumers will widely accept managed charging for modest cash compensation
“Eventually that the adoption rates for this stuff are going to be high just because I think it's going to be very widely accepted and everyone's going to know that they're going to get a little bit of trickle cash coming through these functions and people will…”
Yeagerson: Existing utility managed charging programs will transition directly to V2G
“We don't have any programs going with utilities for V to G mode, but I think the expectation in the industry is that what happens is these existing programs with utilities just roll right into V to G programs.”
Yeagerson: In-vehicle telematics offer superior flexibility for managing EV charging
“I think our perspective is, is you get the most flexibility if you can control it on the car, because the car is going to go different places, and you could, you know, one point of connection gives you, V one G capabilities anywhere you go.”
Yeagerson: Strongest V2G demand pairs with on-site solar and home storage
“One of the things that we're seeing is that the places where there's a strongest interest for V to G, you're already going through a process where maybe you're adding some additional storage at the building and oftentimes being paired with solar, which really …”
Yeagerson: Consumers will rarely actually use vehicle-to-home backup power
“I think the number of times people use V to H is going to be low.”
Yeagerson: Consumers will refuse to manage separate apps for home energy devices
“I don't think that every home is going to have five or six home energy management apps. You're just not going to do it. You're not going to sell, you know, availability on your refrigerator's capacity to one utility and then have, you know, your CCA take the c…”
Yeagerson: GM has six utility-partnered managed charging programs currently active
“In the V-I-G category, we actually have a half dozen programs in place right now where we've partnered with utilities, and we're using these vehicles that are already in the field in customers' hands and we're helping them use the vehicles to manage the load o…”
Yeagerson: V2G adoption will concentrate in high-volatility, renewable-heavy markets
“High renewables and hence high volatility markets are going to be the places where you're going to see not just V one G, but V two G. And then you're also going to see spiky activity in states where they incentivize this ahead of other states.”
Yeagerson: GM to bundle solar and storage with the electric Silverado
“And that is what we're going to be rolling out with the Silverado is you'll be able to pick up not just the storage, but all the additional charging infrastructure, but also solar through our SunPower partnership. And so you'll be able to get a full home ecosy…”