distributed energy resources
also referred to as: der · ders
5 statements across 3 episodes · 3 bullish · 1 bearish · 4 people on the record · first statement Apr 12, 2023 by Jesse Morris · across every show →
Everything said about distributed energy resources, oldest first
Apr 12, 2023 bullish
Morris: Edge assets will reach 30-50% of grid capacity within 10 years
“And if you look at all of those assets, so all of these small scale assets, Those are really going to be the future of how we balance the grid in the next 10 years. They're going to account for anywhere between, like, 30 and 50% of total system capacity.”
Apr 12, 2023 positive
Morris: Building chatbot tool for electric utilities to configure DER software
“My, I was on the line with my CTO the other day, and we are now making a tool so that some of our customers, which are these electric utilities, Can use chatbots to configure software that lets them communicate with DER and procure services from them.”
Sep 21, 2023 bullish
Nov 16, 2023 neutral
Nouel: DER penetration peaks at roughly 20% even in leading markets
“Even in the places where we're really far ahead, like California and even Australia and other places, you know, penetration of DRs, whether it's EVs, solar, batteries, you know, heat pumps, you name it, it's still fairly low. I mean, it might make 20% at best …”
Nov 16, 2023 negative
Bombay: Utility and regulator trust is the biggest roadblock for DER proliferation
“It's probably one of the biggest challenges to the DER industry, which is trust from the utility and regulator side on embracing DERs and really accepting them as a reliable resource, whether it's for capacity or for localized capacity I think getting, establi…”