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
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…”
Mar 11, 2022
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…”
Mar 11, 2022 negative
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…”
May 4, 2023 negative
Aug 4, 2023 negative
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…”
May 23, 2024 neutral
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?”
May 28, 2024 bullish
Sep 12, 2025 positive
Aug 20, 2026
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…”