distributed capacity
2 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Jan 9, 2025 by Pierre Lafarge · across every show →
Everything said about distributed capacity, oldest first
Jan 9, 2025 bullish
Lafarge: Most distributed capacity will be customer-sited with dual use
“Our view, or my view, is that it's more the later, the latter. That most of distributed Capacity will end up being customer cited and have some aspect of dual use, even if that dual use is, is primarily just a new way the grid functions.”
Feb 25, 2026 positive
Roberts argues distributed capacity is faster and cheaper than on-site generation
“I would like to see them get serious about exploiting distributed capacity. I think that's faster and cheaper than on-site generation if we can get the financial and institutional arrangements lined up the right way.”