The Ledger
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Brown: Individual AI adoption equals hundreds of millions of new HVACs
“Like if you think about the idea that maybe as each individual having kind of an AI co-pilot, that's the equivalent of like having hundreds of millions of new HVAC systems all of a sudden being put onto the grid.”
Brown: VPPs cost 60% of natural gas peakers or less
“We believe that a VPP similar capacity resource would be 60% of the cost of a natural gas peaker investment. And honestly, that's probably outdated because now we know that natural building natural gas peakers are even more expensive.”
Brown: VPPs cost 40% of utility-scale battery installations
“And it would be, and the VPP would also be 40% of the cost of a utility scale battery investment.”
Brown: Nearly 75% of new Nest thermostat owners opt into energy shifting
“And so we have actually seen both opt-in and engagement that we're getting nearly 75% of all new Nest thermostat customers that install a device are opting into energy shifting.”
Brown: Large VPPs remain predictably stable even with individual customer control
“When you give individuals control, large, long system, and you have hundreds of thousands of customers or a million customers, you know, stochastically we can predict, you know, how these things will perform in aggregate. And so actually having control the ent…”
Brown: Locational grid strain will favor VPPs over central power plants
“There is going to continue to be, you know, more and more of a challenge that our system tries to struggle to grow to meet that demand, not just on the aggregate basis, But really on the distribution and locational basis, and I think that's also what's very un…”
Brown: Customer thermostat control drives higher demand response enrollment and retention
“When we first launched rush hour awards, 12 years ago, a lot of the intent there was to say, Hey, if we could prove out that customers with more control, the idea that they can always change the thermostat, adjust, always get to a different comfort set point i…”
Brown: The US has over 80M central HVAC and water heating systems
“And so to me, the idea of not incorporating what is by far kind of the largest existing set of resources In infrastructure we have in the country, which is the eighty million plus central HVAC systems and eighty million plus hot water heating systems that is e…”
Renew Home has over 5 million households enrolled across the US
“We have over five million households that have enrolled which represents capacity resource that is shiftable across the country.”
Brown: Utilities require 25 to 50 MW to consider resources meaningful
“Unless we're talking, you know, in the 25 to 50 plus megawatts in terms of actual resource, it's harder for energy partners to see it as meaningful”
Brown: AI enables predictive home thermal modeling and grid congestion management
“And that has evolved a lot, obviously, over the last 15 years, where now the capabilities of anticipating when electricity prices are going to be going up or down, having unique insight into, in terms of, like, the thermal model of your home, having unique ins…”
Brown: Grid stress now extends far beyond traditional summer peak hours
“Those were really targeted towards, you know, peak hours of the year, right? You know, maybe 40 to 60 hours a year where we were really just dealing with a really, you know, a heat wave. Now, obviously, we're seeing one, you know, more variable weather through…”
Renew Home will deploy smart thermostats and batteries for 1GW Texas VPP
“A huge part of getting to the one gigawatt goal will also be, you know, starting to give access to low costs and no cost thermostats, smart thermostats across, you know, NRG's existing user base and growing user base. Also deploying other targeted technologies…”