utility
10 statements across 9 episodes · 6 bullish · 3 bearish · 8 people on the record · first statement May 12, 2022 by Shayle Kann · across every show →
Everything said about utility, oldest first
May 12, 2022 bullish
Kann: Solar and wind produce cheapest bids in most open utility RFPs
“Solar is cheap enough now that in most places, Solar and wind, I should say. Most places it is true today that if a utility or somebody issues an open RFP and just says, I want the cheapest power I can get, like, give me the cheapest kilowatt hours, the respon…”
Jan 18, 2023 positive
Popham: Utilities must lead publicly on EV strategy or lose regulatory influence
“The first thing you should kind of do as utility is decide what your strategy and your outcomes are and then make that public. Have a public vision to your strategy you know, be a speaker and be seen as a leader, because what's going to happen is there's a lot…”
Aug 17, 2023 negative
Lubbershane: Distribution Transformer Prices Rose Up to 9x Between 2020 and 2023
“The average price for a 25 to 50 kilowatt transformer so pretty low level, something you would see at the edge of the electric distribution system increased by up to nine times from twenty-twenty to twenty-twenty-three. It used to pay, you know, 3500 bucks for…”
Aug 17, 2023 bearish
Lubbershane: EV and Heat Pump Adoption Will Overwhelm Local Transformers
“We're going to start to see more and more instances in which that distributed load begins to have to be coordinated with the utility because it's going to overwhelm the capacity of, you know, network transformers and, you know, individual households who want t…”
May 23, 2024 positive
Shah: Zero-backfeed VPPs bypass utility permission hurdles by only offsetting load
“And so if you make a simplifying assumption, which is that no one is backfeeding anything into the grid. Right? Right? That the batteries you know, basically use case here is to make your home go off grid. Right? Sort of an energy efficiency play. So your home…”
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…”
Sep 12, 2025
Utilities evaluate data center interconnections on peak capacity, not annual energy
“The problem we're trying to solve here is not that I need a 24 seven generation to match a 24 seven load. It's that I need to solve for The summer peaks and the winter system peaks in order to connect alone. That's what a utility does, and I think it's a, I th…”
Mar 30, 2026 bullish
McAvoy: Data centers are funding off-site batteries to speed up grid interconnection
“We are seeing data centers like, you know, and even retail Energy providers who are coming to a utility hand in hand and saying, look, we want to put a data center here. I'm the retail energy provider. I'm going to provide this data center with energy. I neede…”
Aug 20, 2026 negative
Wong: Utility planning studies rarely feed into real-time operations
“Of course, each utility might be different, but that is a very, very rare scenario, that they, these study assumptions and results actually feed into operations because they're measured by the different results and KPIs and all that kind of stuff.”
Sep 3, 2026 positive
Kann: Data centers entering a community tend to lower local electricity rates
“The objective truth, particularly today, is that a data center coming into a community tends to lower rates because nowadays, you
You know, the deal that the utility is striking with the data center is basically guaranteed to do that, sort of the whole point.”