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 15 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
Lafarge: Doubling grid capacity is the baseline, not a high-end scenario
“Even if you haircut the forecast growth in data centers and manufacturing by 80 or 90%, you still double the grid. And something I think we need to say more as an industry is doubling the grid is not the high-end reference case here. It's not the sort of what …”
Lafarge: Most distributed capacity will be customer-sited with dual use
“Our view, or my view, is that it's more the later, the latter. That most of distributed Capacity will end up being customer cited and have some aspect of dual use, even if that dual use is, is primarily just a new way the grid functions.”
Lafarge: Data centers and manufacturers will pay for grid infrastructure upgrades
“Yes, I think that high load customers like manufacturing and data center operators can and will be a really big part of this moment in grid history. They will pay in Much of the incremental cost because of how they value time to power and total availability of…”
Lafarge: Vertically integrated utilities are best equipped to manage distributed capacity
“One of the reasons why utilities and particularly vertically integrated utilities are so well suited to this is that they are the grid operators that can see the whole darn grid at once transmission distribution and generation.”
Lafarge: EVs fell to third-biggest grid driver in just 24 months
“24 months ago, electric vehicles were the biggest driver of electrification growth, and now it's a distant third, and that happened stunningly quickly.”
Lafarge: Distributed capacity procurement extends century-old utility planning practices
“The first layer of a distributed capacity procurement is just asking a utility to be a utility, which is plan how much it needs to generate and move electricity where it needs it and what type of assets would do that and then go Buy them and put them into the …”
Lafarge: Urban space constraints force grid capacity onto customer sites
“The real reason that a distributed capacity procurement focuses more on customer cited assets Than just size format is actually a pretty pragmatic reason, which is in a lot of the places of the grid where you need the capacity, there just isn't space to put th…”
Lafarge: Distributed capacity procurement is essentially a utility-led VPP
“We see the distributed capacity procurement concept as a part of the virtual power plant. Moment. I think a DCP is just one way to achieve that outcome. And the assets would be installed on customer locations. They're paid for by a utility as part of their inf…”
Lafarge: Distributed capacity procurement can expand beyond solar and batteries to flexible loads
“One other distinction I'd draw is that when we talk about distributed capacity procurements, it's, the conversation is starting with, but not limited to, batteries and solar. The kind of hard assets, right? Stuff you install that's net new capacity, either in …”
Lafarge: US electric infrastructure is the gating item for long-term economic growth
“Electric infrastructure in the United States in twenty-twenty-five is now a gating item to have the flourishing economy we want for the next 20 or 50 years.”
Lafarge: Utilities are only just starting feeder-level modeling for DERs
“Being in real conversations with real utilities and regulators right now about, okay, which feeder? It is amazing in some ways how they're just starting to do some of that thinking and modeling.”
Lafarge: Sparkfund-backed utility procurements pay hosts risk-free annuities
“What we've seen work in the first procurements that we've, as Sparkfund, have helped the utilities deploy is a hosting agreement where you go to a customer and say, can we put this asset on your building? And we will pay you. We will rent the space from you an…”
Lafarge: Most utility DCP programs guarantee host customers backup power access
“In most cases, what we're seeing is utilities giving either first priority to backup to a customer in an outage event, or some sort of residual charge, like say, you know, the customer gets a guaranteed access to 20% or 50% of the battery or the fuel.”