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electric grid

2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Jun 11, 2020 by Liqian Ma · across every show →

Everything said about electric grid, oldest first

Jun 11, 2020 bullish
Opinion
Ma: Software connecting EV charging to grid offers compelling investment value
“One area that we're seeing is a lot of folks that focused on EVs and EV charging, which I think is certainly an area to look at. It's a market that's going down in terms of cost and pricing as more players come in. So I think what's more interesting in that ar…”
Liqian Ma Jun 11, 2020 ▶ 46:12 Sustainable Investing 2: Liqian Ma – Allocator Perspective (Capital Allocators, EP.140)
Oct 14, 2024 bearish
Opinion
Miller: Renewables Disrupt Grid Reliability and Cause Intraday Price Volatility
“We think there's too much capital chasing renewables, and renewables are actually disrupting our grid system. They're causing intraday price volatility. They're causing electricity to be less reliable.”
Matt Miller Oct 14, 2024 ▶ 41:40 Matt Miller – Crossing the Energy Divide at Grey Rock (EP.412)
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