Pierre Lafarge
4 statements across 1 episodes · 3 bullish · 0 bearish · 1 people on the record · first statement Jan 9, 2025 by Pierre Lafarge · across every show →
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Everything said about Pierre Lafarge, oldest first
Jan 9, 2025 neutral
Lafarge: Urban space constraints force grid capacity onto customer sites
“The real reason that a distributed capacity procurement focuses more on customer cited assets Than just size format is actually a pretty pragmatic reason, which is in a lot of the places of the grid where you need the capacity, there just isn't space to put th…”
Jan 9, 2025 bullish
Lafarge: Most distributed capacity will be customer-sited with dual use
“Our view, or my view, is that it's more the later, the latter. That most of distributed Capacity will end up being customer cited and have some aspect of dual use, even if that dual use is, is primarily just a new way the grid functions.”
Jan 9, 2025 positive
Lafarge: Distributed capacity procurement is essentially a utility-led VPP
“We see the distributed capacity procurement concept as a part of the virtual power plant. Moment. I think a DCP is just one way to achieve that outcome. And the assets would be installed on customer locations. They're paid for by a utility as part of their inf…”
Jan 9, 2025 positive
Lafarge: Distributed capacity procurement can expand beyond solar and batteries to flexible loads
“One other distinction I'd draw is that when we talk about distributed capacity procurements, it's, the conversation is starting with, but not limited to, batteries and solar. The kind of hard assets, right? Stuff you install that's net new capacity, either in …”