Assertion Supported
Sachs: Utilities base interconnection approvals on the worst-hour annual peak
“If you want to interconnect a battery or a solar panel or whatever to the utility today, they're going to look at the worst hour or when the most demand was on that line of the entire year and tell you if you're allowed to inject or not based on that.”
Prediction Open · timeframe Dec 2030
Sachs: EVs will provide up to 25% of grid services by 2030
“We expect by 2030 that EVs will make up somewhere between a fifth and a quarter to that contribution.”
Prediction Open · timeframe Dec 2030
Sachs: US DER grid services will surpass 100 GW by 2030
“We believe that grid services will more than triple by 2030 to well north of a hundred gigawatts in, in North America, really the U.S.”
Insight
Sachs: DERs Have Evolved Into the Grid's New Clean Peakers
“Originally I mentioned it earlier, it was really used to reduce seasonal peaks, and now we're seeing it used really to provide a full spectrum of flexibility services. Things to firm renewables, to respond to more frequent grid disruptions, or really it is the…”
Prediction Not checkable as stated
Sachs: The industry will increasingly aggregate complementary DERs for capacity markets
“This is something that CPower's really been doing over the last five or six years, and I think more and more in the industry will get here, is this aggregation of kind of small pieces that, that couldn't, small pieces of load in DERs that couldn't That couldn'…”
Insight
Sachs: Residential demand response complements rather than competes with C&I load
“Resident demand response doesn't really compete with CNI demand response, because if you take the duck turf in California, when does it start? Four, five, six, all, all, all pretty big CNI load pockets, but when does it end? Say nine o'clock, right? Somewhere …”
Disclosure
Sachs: Aggregators often install redundant meters even where smart meters exist
“Where I do think it, there's issues is on the data side, right? There's a lot of redundant costs there where we have to often put in our own meter, even when there's a AMI deployed.”
Assertion Supported
Sachs: Many Utilities Still Require Wet Signatures for Data Access
“You know, for many utilities, you still need a wet signature, certainly a signature that's returned back to the utility.”
Assertion Supported
Sachs: MISO requested to delay FERC Order 2222 implementation until 2029
“Things like MISO wants to delay implementation until twenty-twenty-nine.”
Prediction Held up
Sachs: NYISO will likely lead initial FERC 2222 megawatts over CAISO
“I would say New York will likely lead in, in megawatts initially, and this is more because New York has assets participating in, in programs that will be directly transferred in, namely their DSASP or their ancillary service markets.”
Prediction Open · timeframe Jan 2033
Sachs: Classic behind-the-meter demand response will dominate DERs for 5-10 years
“I think if you looked forward five, 10 years, you might start to see that, that split start to break down, although kind of going back to what I said before, I think until we really work out this injection piece, that, that demand response, classic demand resp…”
Assertion Supported
Sachs: No US wholesale market has over 1 GWh of C&I batteries
“But right now, I don't believe there's a market, or in the US, a market meeting in ISO or RTO that has over a gigawatt hour of batteries behind the meter, installed behind the meter at CNI locations.”
Assertion Supported
Sachs: All six RTOs filed FERC 2222 plans, but only two approved
“All six ISOs and RTO proposals have been filed with FERC. Two have approved, have been approved. That's New York ISO and Cal ISO. The other four are pending.”
