Sean McAvoy, executive at GridBeyond, discusses why energy storage developers are shifting focus to the PJM Interconnection grid.
0:00 / 0:10exact quote · 10.6s
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“If you look at like PJM and you see what's happening at PJM right now, the prices are going sky high, capacity prices in the
The base residual auctions are at an all-time high”
quote is from the automated transcript, cleaned for reading:
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More from Sean McAvoy
PredictionOpen · timeframe Mar 2028
McAvoy: ERCOT battery storage prices will rebound within two years
“And so we see cyclically in another couple of years, the prices will start to come back in ERCOT and people will start to make money again.”
Sean McAvoyMar 30, 2026▶ 9:16Battery booms and the rise of flexibility [partner content]
Opinion
McAvoy: Sustainability is no longer top priority for US energy buyers
“Like, sustainability was number one on everyone's list. In the U.S., it is not anymore.”
Sean McAvoyMar 30, 2026▶ 24:37Battery booms and the rise of flexibility [partner content]
AssertionNot checkable as stated
McAvoy: LLM training data centers can easily curtail power, unlike inference centers
“They are doing large language model training.
They're doing batch processing.
They're not real-time
Critical.
They're not doing inferencing AI in those data centers, and you can curtail those data centers, like, very very easily, but when you're talking about,…”
Sean McAvoyMar 30, 2026▶ 19:57Battery booms and the rise of flexibility [partner content]
Opinion
McAvoy: Solar and storage alone cannot fully power data centers
“They're not the answer. They are supplemental energy that can help, and they're kind of filling a gap until, you know, more jet generation comes online, and depends on what form of that jet generation can be.”
Sean McAvoyMar 30, 2026▶ 21:05Battery booms and the rise of flexibility [partner content]
AssertionSupported
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…”
Sean McAvoyMar 30, 2026▶ 21:27Battery booms and the rise of flexibility [partner content]
PredictionNot checkable as stated
McAvoy: Scramble to power data centers will probably last three years
“So you were going through this kind of like chaotic phase at the moment, and it'll last for like probably like three years where whatever you can put together to get yourself online, you are going to do it.”
Sean McAvoyMar 30, 2026▶ 26:26Battery booms and the rise of flexibility [partner content]
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