Insight certainty 4/5 debate potential 3/5

Shah: Electric utilities value dispatchable home batteries over rooftop solar generation

Jigar Shah · Could VPPs save rooftop solar? · May 23, 2024 · at 3:52

DOE Loan Programs Office Director Jigar Shah and Shayle Kann discuss the changing economics and grid priorities of distributed energy.

0:00 / 0:16exact quote · 16.7s
720p mp4 · rendered on demand · StarZero watermark
“I think we're just at a point now where people recognize that what's really of value to the electric utility company is dispatchability. Right? It's not the generation of power on rooftops. It's the battery that's actually in the home.”

quote is from the automated transcript, cleaned for reading: filler sounds and stutters are removed, nothing is rephrased. names can be misheard (the analysis reads context, assessments check outside sources). how →

More from Jigar Shah

Prediction Not checkable as stated
Shah: Existing grid capacity can handle load growth through 2034–2035
“The amount of load growth that we can handle, within the actual system that we've already paid for is gargantuan. It can easily take us through probably 2034, 20 35, right? Which, by which time we think nuclear will be more cost effective, enhanced geothermal …”
Jigar Shah May 23, 2024 ▶ 39:55 Could VPPs save rooftop solar?
Opinion
Shah: Every energy hard tech success required massive government support
“I don't think there's a single success story in hard tech not one in the energy space that didn't involve massive government involvement, right? Not one.”
Jigar Shah Jan 10, 2022 ▶ 36:52 Inside the Energy Department's loan deal to back hydrogen
Insight
Shah: Net metering's value declines past 5% solar penetration
“I think we've always known that net metering has declining value beyond sort of five percent penetration, and, but when you get to five percent penetration, the solar industry has so much political power that they're able to keep things going.”
Jigar Shah May 23, 2024 ▶ 5:39 Could VPPs save rooftop solar?
Assertion Not checkable as stated
Shah: California's NEM 3.0 lacks a transparent battery compensation mechanism
“They did the NEMM three point O piece, but there's no transparent way of getting paid for your battery piece.”
Jigar Shah May 23, 2024 ▶ 6:20 Could VPPs save rooftop solar?
Opinion
Shah: Residential solar loan securitization model has a short shelf life
“The game of just putting dumb solar in people's houses, you know, providing them a loan, right? Making money on that loan, right? And it's a securitization story, right? So you get debt from Wall Street, and then you own the equity slice, and then you try real…”
Jigar Shah May 23, 2024 ▶ 13:35 Could VPPs save rooftop solar?
Prediction Not checkable as stated
Shah: Warehouse rooftop solar may be cheaper net-net than utility-scale solar
“And so, and when you look at, you know, interconnection cues from utility-scale solar and that kind of stuff, it may actually end up being net-net cheaper to put solar on these four-acre warehouse rooftops than to put it in the middle of a field.”
Jigar Shah May 23, 2024 ▶ 20:40 Could VPPs save rooftop solar?
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 200 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.