distribution grid
5 statements across 4 episodes · 2 bullish · 0 bearish · 5 people on the record · first statement Nov 7, 2023 by Hannah Green · across every show →
Everything said about distribution grid, oldest first
Nov 7, 2023 bullish
Nov 16, 2023 neutral
EV adoption will heavily shift grid cost-to-serve to local distribution
“There's two hundred eighty million cars in the country. There's a hundred and twenty million households. We designed a century old grid around those hundred twenty million households, and now as all these cars start going electric, there's just going to be a t…”
Nov 16, 2023 bullish
Bombay: VPPs will resolve localized grid bottlenecks within 5 to 10 years
“I think VPPs have quite a unique role to play in helping alleviating those very localized pain points. And we're not even there right now. We're just talking system wide capacity is pretty much like the limit as to how much VPPs have been able to contribute in…”
Feb 15, 2024 neutral
Downing: Wholesale prices for VPPs do not capture distribution value
“I think when you have virtual power plants bidding into wholesale markets and earning a price that represents the value to the bulk power system, It's an incomplete price, because it's not taking a, it's not taking account of the value to the distribution grid…”
Feb 22, 2024 neutral