electric utilities

10 statements across 8 episodes · 2 bullish · 5 bearish · 8 people on the record · first statement Jan 31, 2022 by Mary Powell · across every show →

Everything said about electric utilities, oldest first

Jan 31, 2022 negative
Opinion
Powell: US utilities view rooftop solar as a threat, creating hurdles
“In the United States, very much so in many jurisdictions throughout the country, certainly in the utility space, it's seen as a threat, not an opportunity, and so when you see it that way, there's more and more hurdles that get created to go through for a cust…”
Mary Powell Jan 31, 2022 ▶ 14:37 The future of the home solar market
Mar 11, 2022
Assertion Partly supported
Atkinson: Traditional utility demand response relied on manual phone calls to large customers
“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…”
Astrid Atkinson Mar 11, 2022 ▶ 33:37 What the grid can learn from the internet
Mar 11, 2022 negative
Assertion Supported
Atkinson: High solar saturation in Hawaii and Australia causes utility pushback and installation limits
“One of the things that we've seen go into place in places like Hawaii and Australia, where this is also an issue, is that you'll start to see limitations on how much solar can go in, whether that's limiting new installs or limiting the size of the install. You…”
Astrid Atkinson Mar 11, 2022 ▶ 14:15 What the grid can learn from the internet
May 4, 2023 negative
Insight
Gramlich: Utilities resist cheap grid tech because it hurts rate base returns
“Our utilities love their capital in the rate base. They don't love quite so much cheap things that can solve problems without a lot of capital in the rate base. So that's the problem with grid enhancing technologies.”
Rob Gramlich May 4, 2023 ▶ 16:47 Understanding the transmission bottleneck
Aug 4, 2023 negative
Insight
Rayford Smith: AI's lack of explainability hinders regulatory approval in utilities
“One of the areas that's challenging is the explainability of it. When you're training these models, you're trying to get them to do what they do, and then they go make decisions. It's really hard to kind of backtrace, like, why did you make decision X versus w…”
Rayford Smith Aug 4, 2023 ▶ 7:57 With Great Power: What other industries can teach utilities about innovation
May 23, 2024 neutral
Assertion Open · timeframe May 2024
Shah: Full VPP software integration costs roughly $35 million per utility
“Our estimates is that this would cost roughly thirty-five million dollars per utility to put all the software layers in place from the venture-backed companies that have created them to be able to, you know, actually fully integrate this whole suite, right?”
Jigar Shah May 23, 2024 ▶ 27:01 Could VPPs save rooftop solar?
May 28, 2024 bullish
Insight
Faruqi: Utilities do not need pilots given 400 existing global trials
“Let's try to actually move to actual implementation, and my advice is you don't really need to do a pilot because we already have 400 pilots across the globe.”
Ahmad Faruqi May 28, 2024 ▶ 14:28 With Great Power: Why dynamic rates are gaining momentum
Sep 12, 2025 positive
Prediction Not checkable as stated
Virtual power plants will soon bridge grid capacity for large data centers
“So it does take some work to get it, and you're right, no one's done it at a, at any real scale yet but I think we're gonna see it pretty soon.”
Brian Janous Sep 12, 2025 ▶ 30:49 When to colocate data centers with generation
Aug 20, 2026
Assertion Supported
Wong: Transmission interconnection studies take 6-9 months and cost $250K
“I think most utilities are talking about six to nine months to perform one of those studies, and it's a one-time, right, so risk of restudies will compound that, and it does cost internal utility, typically a hundred, A couple of 100,000 dollars. The typical b…”
Josh Wong Aug 20, 2026 ▶ 11:07 Can AI revolutionize grid operations?
Aug 20, 2026 negative
Assertion Not checkable as stated
Wong: Over half of utility study time goes to cleaning data
“So studies today, I would say half if not more of the time, especially for distribution, is on cleaning up data.”
Josh Wong Aug 20, 2026 ▶ 4:49 Can AI revolutionize grid operations?
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