grid

also referred to as: the grid

13 statements across 10 episodes · 5 bullish · 5 bearish · 10 people on the record · first statement Feb 8, 2023 by Julian Spector · across every show →

Everything said about grid, oldest first

Feb 8, 2023 positive
Insight
Spector: Using existing home devices for grid flexibility beats complete rebuilds
“You don't need to overhaul the home entirely. You can take devices people actually have already and make some use out of them for the grid. It's a more modest goal, and I think more realistic than swapping out the entirety of the built environment for somethin…”
Julian Spector Feb 8, 2023 ▶ 21:51 A new catalyst for the smart home: electrify everything
Oct 6, 2023 negative
Assertion Supported
Senator Becker: EV charger grid interconnection takes 70 weeks in his district
“So in my district, it takes about 70 weeks, which is hard to believe, like seven, no, seven 70 weeks to get things connected, to get new charging infrastructure, for example connected to the grid.”
Josh Becker Oct 6, 2023 ▶ 17:39 Can California pull off its clean energy ambitions?
Nov 3, 2023 bearish
Opinion
Boyle is skeptical of using rail battery storage for grid response
“Potentially A way to move storage from one place to another and provide emergency demand response. That concept I'm not totally bought in on, but who knows? Maybe we'll be moving batteries on trains and using it for the grid.”
Michael Boyle Nov 3, 2023 ▶ 45:08 Inflation plagues clean energy. How bad is it?
Nov 15, 2023 neutral
Assertion Supported
Kimber: US Grid Must Grow 60% by 2030 and Triple by 2050
“If you look at what we need, the grid needs to grow by about 60% by 2030, right, according to some studies for us to meet our climate goals. It needs to triple in size by 20 50.”
Sheldon Kimber Nov 15, 2023 ▶ 3:11 The future of the ‘broken’ grid [partner content]
Dec 12, 2023 bearish
Assertion Supported
Wesoff: Global grid added only 4 gigawatts of nuclear in 2023
“The nuclear industry grid-connected About four gigawatts of nuclear to the grid this year.”
Eric Wesoff Dec 12, 2023 ▶ 46:30 Making sense of advanced nuclear’s stumbles
Feb 15, 2024 bullish
Insight
Downing: VPPs are hard physical assets aggregated via software, not abstractions
“People misunderstand the word virtual to mean, you know, not real. When these are hard assets on the grid, it's not phone calls anymore. It's software integrations, and it's large aggregations of small resources that really add up to something very valuable.”
Jen Downing Feb 15, 2024 ▶ 4:30 Virtual power plants: the ‘sandwich’ for the grid
Apr 17, 2024 neutral
Insight
Bhargava: Automakers do not care about grid integration for EVs
“These are mobile, flexible energy resources, and so their mobility comes first and foremost. It is a device not built for energy purposes. Please deal with the automakers. They will tell you how much they do not care about the energy parts. First and foremost,…”
Apoorv Bhargava Apr 17, 2024 ▶ 29:46 An influx of EVs. Surging peaks. Can AI help?
May 8, 2024 positive
Opinion
Bowe: Electric utilities have been remarkable at integrating clean energy resources
“I think, ah, utilities have been remarkable at the ability to integrate clean resources. I think you know, we just gotta be able to get more online, and there are some fundamental constraints to that within our existing grid.”
Cassie Bowe May 8, 2024 ▶ 11:06 The news quiz episode!
May 21, 2024 bearish
Prediction Didn’t hold up
Janus: Advanced nuclear and fusion will not solve grid problems this decade
“They're not solving any problems this decade, right? That is a 20 thirties and probably a late 20 thirties. Opportunity.”
Brian Janous May 21, 2024 ▶ 49:20 Energy is now the ‘primary bottleneck’ for AI
May 21, 2024 neutral
Insight
Janus: Grid Capacity Shortfalls Only Occur During Limited Peak Hours Annually
“There's plenty of power most of the time. There's, you know, a number of hours a year where we don't have enough power, and so that's really what we're trying to solve for.”
Brian Janous May 21, 2024 ▶ 31:39 Energy is now the ‘primary bottleneck’ for AI
May 21, 2024 bullish
Prediction Not checkable as stated
Janus: Utilities Can Meet Load Growth Without Heavy Natural Gas Buildout
“I think we can. I think there is a lot of levers that we have at our disposal, you know, and I have, I've had empathy for my friends in the southeast. I know that they're under a lot of pressure, and I know that, you know, they, they're at the tip of the spear…”
Brian Janous May 21, 2024 ▶ 32:40 Energy is now the ‘primary bottleneck’ for AI
Jun 25, 2024 negative
Insight
Phillips: Legacy smart meter architecture cannot support real-time grid visibility
“Low-resolution data sent up to the service provider, made available later on, and look, there's some things you can do with that, but you just can't have a real-time, consumer-facing app, and then you can't see the grid in real-time from the edge either.”
Mike Phillips Jun 25, 2024 ▶ 6:43 Avoiding mistakes from the first smart meters
Jun 25, 2024 positive
Insight
Phillips: High-resolution meter data enables real-time grid fault detection
“What we've learned since then is that same high-resolution data lets us see, ah, the grid from the edge, lets us see transformers arcing, lets us see vegetation hanging power lines in real-time. That only happens through high-resolution data.”
Mike Phillips Jun 25, 2024 ▶ 8:11 Avoiding mistakes from the first smart meters
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