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
Prediction Not checkable as stated
AI is critical for complex distribution grid forecasting as EVs expand
“That is a level and complexity of forecasting that we do not have today in the distribution grid, and AI is going to be a really powerful tool to unlock that.”
Hannah Green Nov 7, 2023 ▶ 21:18 For Microsoft, AI is an ‘unlock’ for decarbonization
Nov 16, 2023 neutral
Prediction Open · timeframe Nov 2028
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…”
Apoorv Bhargava Nov 16, 2023 ▶ 29:36 AI in the real world: Solar forecasting, EVs, and virtual power plants
Nov 16, 2023 bullish
Prediction Not checkable as stated
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…”
Jay Bombay Nov 16, 2023 ▶ 54:44 AI in the real world: Solar forecasting, EVs, and virtual power plants
Feb 15, 2024 neutral
Insight
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…”
Jen Downing Feb 15, 2024 ▶ 23:48 Virtual power plants: the ‘sandwich’ for the grid
Feb 22, 2024 neutral
Assertion Supported
Hamilton: 2023 distribution grid investment topped transmission at $173B vs $137B
“Distribution grid investment was greater than transmission investment, and so distribution investment was about a hundred and seventy-three billion, where, in 23, whereas transmission was one thirty-seven billion”
Katherine Hamilton Feb 22, 2024 ▶ 12:17 A view of the $1.8 trillion clean energy economy
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