electric utilities

8 statements across 6 episodes · 4 bullish · 0 bearish · 6 people on the record · first statement Apr 12, 2023 by Jesse Morris · across every show →

Everything said about electric utilities, oldest first

Apr 12, 2023 positive
Disclosure
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.”
Jesse Morris Apr 12, 2023 ▶ 34:18 Live: How AI could supercharge climate tech
May 17, 2023 bullish
Prediction Not checkable as stated
Shah: 20 nuclear orders will come in by 2025 or 2026
“And the goal, I think, is by 20, 25, 26, right, when OPG is in full construction for there to be 20 orders that come in, right, and I think I think once that happens, then I think all the electric utilities will come very quickly, because they have a huge amou…”
Jigar Shah May 17, 2023 ▶ 56:27 Live: Is advanced nuclear ready for liftoff?
Jun 29, 2023 bullish
Prediction Not checkable as stated
Melanson: Grid activity is inverting from bulk generation to edge infrastructure
“Historically, the action and the money and the competition was at the bulk part of the system, and so the last mile was sort of the sleepy last mile infrastructure. That's about to invert, where you have all this activity, you have mobile batteries, you have e…”
Jess Melanson Jun 29, 2023 ▶ 21:21 Will poor data hold back the potential of AI on the grid?
Jun 29, 2023 neutral
Assertion Not checkable as stated
Cook: Only 30% of utility distribution systems are currently fully modeled
“Now I would say 10 years ago, there's probably like 10%. I think we're probably maybe, you know, up to 30% of the systems that are fully built in the distribution.”
Elizabeth Cook Jun 29, 2023 ▶ 31:32 Will poor data hold back the potential of AI on the grid?
Jun 29, 2023
Assertion Not checkable as stated
Cook: Most electric utilities lack secondary grid topology mapping
“Not many utilities have their secondary modeled. Not many utilities know exactly which customers are connected to which transformer and which transformer is connected To which circuit, and which circuit is connected to which substation.”
Elizabeth Cook Jun 29, 2023 ▶ 42:09 Will poor data hold back the potential of AI on the grid?
Mar 6, 2024 neutral
Insight
Janis: Utility Capacity Shortages Are Usually Peak-Hour Issues, Not Year-Round
“Because the thing that I think people that work in this industry understand, but most people don't understand, is when a utility says that they don't have power, they don't mean that most of the time there's not power. They just mean there might be a handful o…”
Brian Janous Mar 6, 2024 ▶ 18:27 New demand is straining the grid. Here’s how to tackle it.
Jul 16, 2024 positive
Insight
Shah: Virtual power plants must be opt-out and fully automated to scale
“One, Everything needs to be opt out. This notion that we need to spend 700 dollars to, like, talk to people and beg them to opt into something is looney tunes. Like, when you hook up something, it's automatically opted into a VPP, and then we should give you a…”
Jigar Shah Jul 16, 2024 ▶ 48:38 Our final episode: The top stories of 2024 so far
Sep 4, 2024 neutral
Prediction Not checkable as stated
Engstrom: Utilities will increasingly adopt device-specific rates for heat pumps and batteries
“We will see a more abundance of technology-specific rates. I'm thinking about heat pumps, batteries. Certainly we have EV rates are quite ubiquitous at this point.”
Scott Engstrom Sep 4, 2024 ▶ 39:02 Frontier Forum: How rates will make or break the energy transition
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