Schneider Electric

7 statements across 2 episodes · 5 bullish · 1 bearish · 2 people on the record · first statement Jun 1, 2023 by Annette Clayton · said 12 times in 5 episodes since 2023 · across every show →

Mentions by year

brought up most by Lara Pierpoint (5), Stephen Lacey (3), Grant Canary (1), Gilbert Bluefeather Rosas (1), David Groarke (1), Annette Clayton (1)

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2026 1 mention in 1 episode
2023 11 mentions in 4 episodes 3 per episode

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Everything said about Schneider Electric, oldest first

Jun 1, 2023 negative
Opinion
Clayton: Open energy systems drive more innovation than Tesla's model
“Well, open because it drives more innovation, and I think that's, you know, in direct contrast to Tesla's value proposition. It gives customers choice with interoperability of technologies.”
Annette Clayton Jun 1, 2023 ▶ 3:38 EVs are a catalyst for broader electrification [partner content]
Jun 1, 2023 neutral
Assertion Supported
Clayton: Rewiring America data shows 42% of emissions stem from household decisions
“One of the things that people probably don't realize is that rewiring America says 42% of the emissions emanate from these decisions that are happening around the kitchen table. You know, how you fuel your cars, how you heat your home, and where this electrici…”
Annette Clayton Jun 1, 2023 ▶ 4:48 EVs are a catalyst for broader electrification [partner content]
Jun 1, 2023 positive
Assertion Not checkable as stated
Clayton: Digitization and Efficiency Often Cut C&I Energy Usage by 30%
“And oftentimes we can see a 30% reduction in energy usage just through efficiency measures and digitization of energy usage, and that is the negawatt.”
Annette Clayton Jun 1, 2023 ▶ 13:26 EVs are a catalyst for broader electrification [partner content]
Jun 1, 2023 bullish
Assertion Not checkable as stated
Clayton: Hitting 1.5C target requires electrifying 500,000 homes monthly for 25 years
“We really need to electrify 500,000 homes every month for the next 25 years, and that's what it's really gonna take for us to hit our objectives, not only around one and a half degrees, but Really around, ah, how we use energy in the country.”
Annette Clayton Jun 1, 2023 ▶ 5:24 EVs are a catalyst for broader electrification [partner content]
Jun 1, 2023 bullish
Prediction Not checkable as stated
Clayton: EV launches will double next year and dominate highways by 2030
“I think, 60 this year, it'll double next year and be a significant part of what's on the highways here. By 2030.”
Annette Clayton Jun 1, 2023 ▶ 2:22 EVs are a catalyst for broader electrification [partner content]
Jun 1, 2023 bullish
Assertion Not checkable as stated
Clayton: IIJA and IRA create tens of billions in Schneider Electric tailwinds
“It's the IIJA as well as the IRA, because the, you know, the IIJA is an infrastructure spend, and of course, that new infrastructure is all going to be more climate-friendly than it has in the past, and for our company, it creates tens of billions of tailwinds…”
Annette Clayton Jun 1, 2023 ▶ 15:54 EVs are a catalyst for broader electrification [partner content]
Jun 29, 2023 positive
Assertion Supported
Groarke: Grid AI market is worth billions across 50-plus use cases
“It's worth billions. There's fifty-plus use cases depending on how you define a use case. There's hundreds of vendors in this space, from startups to conglomerates, the existing grid giants, Siemens, Schneider Electric, GE, etc.”
David Groarke Jun 29, 2023 ▶ 11:41 Will poor data hold back the potential of AI on the grid?
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