demand response

“Most utilities have had some form of demand response program in place for, you know, 10, 2030 years, but typically up until now they were really only participated in by very, very large customers because the mechanism actually was calling people on the phone t…”

“I think if you looked forward five, 10 years, you might start to see that, that split start to break down, although kind of going back to what I said before, I think until we really work out this injection piece, that, that demand response, classic demand resp…”

“This isn't kind of the old demand response where you just push a button and then, like, you know, whatever you got. We're able to really kind of plan what load profile we want to provide, and we can schedule that accordingly. We can schedule those devices acco…”

“The vast majority of the loads that participate in demand response, they were planned as firm loads, right? So when the transmission provider ran their interconnection study, and the transmission plan for that jurisdiction, and then the reserve margin planning…”

“Duke Energy said at a public event that they are now going to require all new hyperscale loads above a hundred megawatts that participate in demand response.”

“Those were really targeted towards, you know, peak hours of the year, right? You know, maybe 40 to 60 hours a year where we were really just dealing with a really, you know, a heat wave. Now, obviously, we're seeing one, you know, more variable weather through…”

“When we first launched rush hour awards, 12 years ago, a lot of the intent there was to say, Hey, if we could prove out that customers with more control, the idea that they can always change the thermostat, adjust, always get to a different comfort set point i…”

“If you bring a hundred megawatts of gas generation, we count that as about 70 megawatts of reserve contribution. If you bring a hundred megawatts of solar, we may count that as eight to 10 megawatts of reserve contribution. You know, very, very conservative, m…”

“One, like, this notion that, like, the summer hottest, peakiest day is, like, the end all be all. That, that's gone. That was one point oh. So, we have winter peaks, we have shoulder issues because of outages and things like that. And so, just even, like, acro…”

“Demand response as a category can, I think, accurately claim to have actually produced a venture backed IPO, not even a SPAC, which is not true of many other categories that you see in vogue today.”

“So if you look at demand response and what's happened to demand response over the last several auctions we haven't had much more demand response participation in spite of the fact that the price signal has gone from virtually no payment for capacity to a very …”

“So I anticipate that in that part of the market, the demand response piece, there's going to be customer churn. Some customers that said, we thought we were getting a payment, but you were never going to need us are going to say, we don't really want to partic…”