distributed energy resources
also referred to as: der · ders · distributed energy resource
19 statements across 12 episodes · 11 bullish · 1 bearish · 10 people on the record · first statement Jan 31, 2022 by Mary Powell · across every show →
Everything said about distributed energy resources, oldest first
Jan 31, 2022 bullish
Powell: Orchestrating distributed resources flattens peak grid demand better than legacy infrastructure
“What with distributed Technologies utilized well in a way where you're like this, the conductor of the symphony orchestra of devices, right? You can create the kind of resilience that you could only really dream of and reliability of from a, like, grid perspec…”
Mar 11, 2022 neutral
Jan 26, 2023 neutral
Sachs: Classic behind-the-meter demand response will dominate DERs for 5-10 years
“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…”
Jan 26, 2023 bullish
Sachs: The industry will increasingly aggregate complementary DERs for capacity markets
“This is something that CPower's really been doing over the last five or six years, and I think more and more in the industry will get here, is this aggregation of kind of small pieces that, that couldn't, small pieces of load in DERs that couldn't That couldn'…”
Jan 26, 2023 positive
Sachs: DERs Have Evolved Into the Grid's New Clean Peakers
“Originally I mentioned it earlier, it was really used to reduce seasonal peaks, and now we're seeing it used really to provide a full spectrum of flexibility services. Things to firm renewables, to respond to more frequent grid disruptions, or really it is the…”
Oct 26, 2023
Hade: Islanding during disruptions defines microgrids versus distributed energy resources
“The distinguishing feature of a microgrid is it can island from the grid during periods of macrogrid disruptions. That's, like, the thing that matters and separates microgrids from the rest of the distributed energy resource community.”
Nov 9, 2023 positive
Kann: California net metering reforms appropriately value grid-timed distributed energy
“In my mind, high level without sort of getting into the nuances of that specific policy, like that is appropriately valuing those resources. It's saying if you, if the resource can actually alleviate a challenge on the grid, which is a real thing in California…”
Nov 9, 2023 neutral
Kann: Distributed generation cannot fully solve grid generation turnover
“And I think the answer to that is, is yes. It's probably not a full-scale solution. We still need, the big picture reason why this is a challenge is that we're trying to turn over A massive fleet of electricity generation relatively quickly, because we're reti…”
Nov 30, 2023 positive
Woolley: EV purchases often trigger home solar and DER adoption
“When you buy an EV, you often buy solar panels as well. Or you get other DERs that are associated with your home, because you start to become very aware about, like, the whole home and the ecosystem and how you're managing your energy.”
May 28, 2024 neutral
Faruqi: Net grid load impact of DERs remains uncertain
“Some of them will raise load growth, EVs and heat pumps certainly being those two. But then there are other DERs which will lower load growth, like energy efficiency, demand response, and certainly solar. So what will be the net effect of those is anybody's gu…”
Sep 4, 2025 bullish
Kann: Macro conditions will create a new category of DER startups
“I think that the macro is so favorable now.
To various types of DERs, be it demand flexibility, be it behind the meter generation, be it storage, you know, whatever it is there's gonna be a, like a, an entirely new category of companies that get created and in…”
Sep 18, 2025 neutral
Lubershain: Flat power grid load growth suppressed DER adoption for 15-20 years
“The past 1520 years in the power system, we just haven't seen, till very recently, much load growth. So there just weren't that many places on the grid where there was tremendous amount of pressure to upgrade things quickly. It wasn't all that expensive to mak…”
Sep 18, 2025 neutral
Lubershain: DER soft costs remained stubborn despite plummeting battery hardware prices
“What we didn't get right was that the soft costs of deploying DERs would not fall, and that's largely the cost of customer acquisition. It's like getting people, getting customers, whether they're homeowners or businesses, to sign up, to put something on their…”
Sep 18, 2025 bullish
Lubershain: DERs can scale to hundreds of megawatts faster than centralized resources
“That's one of the advantages of many classes of distributed energy resources, you know, whether it's a natural gas genset or whether it's a residential battery, you know, you can go out there and put a bunch of them out there very rapidly, and that can scale u…”
Sep 18, 2025 negative
Kann: The decade's predicted utility death spiral completely failed to materialize
“Surprise, surprise, it didn't happen, and I don't actually even think that is really worth talking about now, because it's definitely not happening these days, but the backdrop to that line of thinking was the concept that we were going to see this wave of dis…”
Oct 16, 2025 bullish
Kann: Data centers will partner with DER aggregators for grid capacity
“We're just starting to see this wave of announcements that are inexorably coming where there are going to be partnerships between hyperscalers or data center operators and the Third parties who do aggregations of DERs to deliver capacity to get data centers on…”
Jan 29, 2026 bullish
McGinnis: US will deploy tens of gigawatts of plug-in DERs by 2036
“Again, if you look to Germany, like, doing a gigawatt in a handful of years in what is a much smaller, you know, country than ours, it wouldn't shock me to see tens of gigawatts deployed in the next five to 10 years in the US where that's actually making a mea…”
Jan 29, 2026 positive
Feb 25, 2026 positive
Roberts predicts the concept of distinct distributed energy resources will fade away
“You and I know that the way the long-term evolution is that basically everything that is plugged in is gonna become a resource eventually. Like, the notion of DERs as a kind of distinct category, I think, is just gonna kind of fade away, because eventually, li…”