The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 7 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
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 And honestly, that's probably outdated because now we know that natural building natural gas peakers are even more expensive.”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: 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: 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: 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…”