The Ledger
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Yeagerson: EV grid value derives from power capacity, not deep cycling
“The value of these batteries is going to be more in the power than in the energy, and it's going to be more in the capacity than in the KWH, right? So you're gonna have, the value is that these things are gonna be available and, you know, maybe sometimes used …”
Yeagerson: Aggregated EV fleets will become highly dispatchable grid capacity resources
“If you have a million thermostats and you've done it 20 times, then actually it's more dispatchable than a discrete peaking resource. And I think you're gonna find that with vehicles as well. It's gonna be very fungible, it's gonna be very predictable, we're g…”
Yeagerson: Utility rates will soon tie directly to managed charging participation
“My guess is that what we're going to see before too long is utility programs or state subsidy programs where where you're charging capacity or you, your utility rates are going to be charged relative to your participation in these types of programs.”
Yeagerson: Consumers will widely accept managed charging for modest cash compensation
“Eventually that the adoption rates for this stuff are going to be high just because I think it's going to be very widely accepted and everyone's going to know that they're going to get a little bit of trickle cash coming through these functions and people will…”
Yeagerson: Existing utility managed charging programs will transition directly to V2G
“We don't have any programs going with utilities for V to G mode, but I think the expectation in the industry is that what happens is these existing programs with utilities just roll right into V to G programs.”
Yeagerson: Consumers will rarely actually use vehicle-to-home backup power
“I think the number of times people use V to H is going to be low.”
Yeagerson: Consumers will refuse to manage separate apps for home energy devices
“I don't think that every home is going to have five or six home energy management apps. You're just not going to do it. You're not going to sell, you know, availability on your refrigerator's capacity to one utility and then have, you know, your CCA take the c…”
Yeagerson: V2G adoption will concentrate in high-volatility, renewable-heavy markets
“High renewables and hence high volatility markets are going to be the places where you're going to see not just V one G, but V two G. And then you're also going to see spiky activity in states where they incentivize this ahead of other states.”