vehicles
4 statements across 4 episodes · 2 bullish · 1 bearish · 4 people on the record · first statement Mar 17, 2022 by Dave Schroeder · across every show →
Everything said about vehicles, oldest first
Mar 17, 2022
Jun 23, 2022 bearish
Aug 31, 2023 bullish
Yeagerson: Aggregated EV fleets will become highly dispatchable grid capacity resources
“If you have a million thermostats and you've done it 20 times, then actually it's more dispatchable than a discrete peaking resource. And I think you're gonna find that with vehicles as well. It's gonna be very fungible, it's gonna be very predictable, we're g…”
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 …”