Duke Energy

10 statements across 2 episodes · 5 bullish · 1 bearish · 3 people on the record · first statement Mar 27, 2025 by Tyler Norris · said 30 times in 11 episodes since 2022 · across every show →

Mentions by year

brought up most by Stephen Lacey (14), Tyler Norris (3), Seth Frader-Thompson (2), Rayford Smith (2), Brad Langley (2), Stacey Phillips (1), Kiran Bhatraju (1), Jigar Shah (1)

tap a year for its mentions
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02420222023202420252026episodes it came up in
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2026 16 mentions in 2 episodes 8 per episode
2025 3 mentions in 2 episodes 2 per episode
2024 5 mentions in 4 episodes 1 per episode
2023 5 mentions in 2 episodes 3 per episode
2022 1 mention in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Duke Energy, oldest first

Mar 27, 2025 positive
Assertion Supported
Norris: Duke Energy mandates demand response for new 100-megawatt loads
“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.”
Tyler Norris Mar 27, 2025 ▶ 31:12 The potential for flexible data centers
Mar 10, 2026 negative
Opinion
Frader-Thompson: Spending $20M on software before launching a VPP is backwards
“That is in contrast to some other plans that I've seen where we're saying like, let's build out twenty million dollars worth of software infrastructure before we even stand up a program, and that's backwards.”
Seth Frader-Thompson Mar 10, 2026 ▶ 15:36 Frontier Forum: How VPPs earn grid-scale trust [partner content]
Mar 10, 2026 positive
Insight
Phillips: VPPs require energy management system integration for power plant parity
“I've talked to our energy control center director around, like, what would it take for us to be integrated into the energy management system? Where, you know, is that what this looks like when you actually have parity with power plants? And the answer is yes. …”
Stacey Phillips Mar 10, 2026 ▶ 29:56 Frontier Forum: How VPPs earn grid-scale trust [partner content]
Mar 10, 2026 positive
Assertion Not checkable as stated
Phillips: Running load switches for one hour prevents customer churn
“If I look at my level zero switches, and I don't mind calling them level zero a couple years ago, we would run them for three or four hours at a time, and customers would get very hot. Now we run them one hour at a time, and customers don't leave the program f…”
Stacey Phillips Mar 10, 2026 ▶ 20:42 Frontier Forum: How VPPs earn grid-scale trust [partner content]
Mar 10, 2026
Disclosure
Frader-Thompson: EnergyHub deployed ~120MW combining thermostats and batteries
“We just deployed about a 120 megawatts from kind of a traditional thermostat program layering in batteries. So we're sort of stacking up these resources to both firm the resource while growing it.”
Seth Frader-Thompson Mar 10, 2026 ▶ 1:45 Frontier Forum: How VPPs earn grid-scale trust [partner content]
Mar 10, 2026
Disclosure
Phillips: Duke Energy activated almost all winter programs during cold snaps
“And during those two weekends, we called almost all of our winter programs.”
Stacey Phillips Mar 10, 2026 ▶ 1:22 Frontier Forum: How VPPs earn grid-scale trust [partner content]
Mar 10, 2026
Disclosure
Phillips: Duke Energy has one million field switches, mostly one-way
“People make fun of me because we have a million switches in the field. And the vast majority of them are one way.”
Stacey Phillips Mar 10, 2026 ▶ 14:22 Frontier Forum: How VPPs earn grid-scale trust [partner content]
Mar 10, 2026 bullish
Assertion Supported
Phillips: Duke Energy manages one million customers and 2.5GW in summer capacity
“We have a million customers who participate in our programs with us. We've got two gigawatts across all the utilities in the winter and two and a half in the summer.”
Stacey Phillips Mar 10, 2026 ▶ 10:29 Frontier Forum: How VPPs earn grid-scale trust [partner content]
Mar 10, 2026 bullish
Disclosure
Phillips: Duke Energy built a 45 MW battery VPP in 18 months
“Brought together the partnerships with aggregators like Energy Hub, as well as our local trade allies and other stakeholders who were interested in that. And 18 months later, we've got 45 megawatts of it, and it's a great program.”
Stacey Phillips Mar 10, 2026 ▶ 8:16 Frontier Forum: How VPPs earn grid-scale trust [partner content]
Mar 10, 2026 neutral
Disclosure
Duke Energy's VPP capabilities are at Level 2 maturity
“Well, I only know my utilities very well. And I'd say we are like a strong level two. And as you heard before, obviously we've got a lot of devices in zero and one.”
Stacey Phillips Mar 10, 2026 ▶ 27:20 Frontier Forum: How VPPs earn grid-scale trust [partner content]
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