utility industry
2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Mar 11, 2022 by Lara Pierpoint · across every show →
Everything said about utility industry, oldest first
Mar 11, 2022 neutral
Pierpoint: Utilities historically treated end-users as passive meters, not humans
“Historically, in the utility industry, we just talk about meters, you know, that for them, basically, everything that happens at the end of the line is about the meter. So you have this many meters in this territory, you have this many meters acting in this ma…”
Mar 17, 2022 bullish
Schroeder: EV manufacturing scale will drive down grid battery costs
“And my hypothesis is, the same thing is going to give you a grid battery because those Not early adopters, but earlier than the grid EV manufacturers are going to wring the cost out of it, and utility industry will be the beneficiary there.”