Prediction certainty 3/5 debate potential 2/5

Siegel predicts customer churn in demand response due to frequent dispatches

Paul Siegel · PJM and ERCOT navigate a capacity rollercoaster · Feb 12, 2026 · at 10:18

Paul Siegel (CEO of LS Power) explains how tightening power grids and more frequent dispatches are altering customer participation in demand response.

0:00 / 0:32exact quote · 32.6s
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“So I anticipate that in that part of the market, the demand response piece, there's going to be customer churn. Some customers that said, we thought we were getting a payment, but you were never going to need us are going to say, we don't really want to participate in this market anymore, even if you pay us more. And other participants are going to come in and say, there's a very meaningful payment here. We weren't really aware of it. We are now. We see the opportunity, and we'll put the processes in place to ensure that we can deliver, if called upon, in exchange for this payment.”

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