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
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.”
May 17, 2023 bullish
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…”
Jun 29, 2023 bullish
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…”
Jun 29, 2023 neutral
Jun 29, 2023
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.”
Mar 6, 2024 neutral
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…”
Jul 16, 2024 positive
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…”