load growth
2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Jan 18, 2023 by Carl Popham · across every show →
Everything said about load growth, oldest first
Jan 18, 2023 neutral
Popham: Treating EV charging as standard load growth misses unique opportunities.
“And I think a lot of utilities mistakenly call EV growth as load growth. I think that simplifies it, because the load curves, both 24 hours and seasonally, look completely different. It's not more buildings. It's not more air conditioning. EVs charge different…”
May 23, 2024 bullish
Shah: Existing grid capacity can handle load growth through 2034–2035
“The amount of load growth that we can handle, within the actual system that we've already paid for is gargantuan. It can easily take us through probably 2034, 20 35, right? Which, by which time we think nuclear will be more cost effective, enhanced geothermal …”