grid operators

also referred to as: grid operator

5 statements across 4 episodes · 3 bullish · 1 bearish · 4 people on the record · first statement Aug 28, 2025 by Varun Sivaram · across every show →

Everything said about grid operators, oldest first

Aug 28, 2025 neutral
Assertion Supported
Sivaram: Grid Interconnection Studies Test Data Centers Against 10-Year Worst-Case Peaks
“When you're running a This interconnection study to determine, can this data center connect to my system? You're saying in the next seven or 10 years, in an absolute worst case scenario, so not just 87 60, but 87 60 times 10 87,600 hours when a transmission li…”
Varun Sivaram Aug 28, 2025 ▶ 7:25 The mechanics of data center flexibility
Sep 18, 2025 positive
Assertion Supported
Lubershain: Grid Dispatches of Voltus Demand Response Are Surging Exponentially
“So not, not the resources they have signed up to turn down when someone calls on them, but the number of times they actually do. And That, in the last two years, has been kind of, ah, escalating off the charts. I mean, it seems to be going exponential, ah, in …”
Andy Lubershane Sep 18, 2025 ▶ 29:37 Is now the time for DERs to scale?
Sep 18, 2025 positive
Opinion
Lubershain: Distributed natural gas gensets are near-perfect resources for grid operators
“The closest thing to a perfect resource from the perspective of a grid operator is, you know, a flexible, you distributed genset of some sort that can turn on and off really quickly, can ramp, ramp up and ramp down very quickly. And ideally, if it's a natural …”
Andy Lubershane Sep 18, 2025 ▶ 6:23 Is now the time for DERs to scale?
Oct 30, 2025 positive
Assertion Supported
Clements: DOE proposes 60-day fast-track for curtailable power loads
“And three, and the exciting part that I know Tyler's going to want to jump in on, is that it suggests that if loads are willing to be curtailed, curtailable, if loads will stop when asked, stop taking power from the grid when asked by the grid operator, they s…”
Allison Clements Oct 30, 2025 ▶ 13:27 Unpacking DOE's proposal to transform data center interconnection
Jul 30, 2026 bearish
Insight
Hade: Storage aids grid operators but underdelivers financially for investors
“Grid operators are benefiting from storage assets. That's just definitively true in all markets where storage has been deployed at scale, right? This stuff is working and it's helping to solve a lot of the problems that we have on the grid. And at the same tim…”
Tim Hade Jul 30, 2026 ▶ 19:50 The commercial battery comeback
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