storage

3 statements across 3 episodes · 2 bullish · 1 bearish · 3 people on the record · first statement Jul 12, 2023 by Mateo Jaramillo · across every show →

Everything said about storage, oldest first

Jul 12, 2023 negative

Insight

Jaramillo: Traditional Utility Modeling Averages Away Weather Extremes and Renewables Variability

“If you look at the way that the utility industry does it and has done it for a very long time, it is that averaged approach that they take to try and forecast how to build this portfolio of assets to meet the growing demand that they're going to need. And if y…”

Mateo Jaramillo Jul 12, 2023 ▶ 20:46 A groundbreaking battery nears industrial scale

Dec 12, 2023 bullish

Prediction Not checkable as stated

Wesoff: Ultra-cheap solar and storage may make advanced nuclear concepts obsolete

“We're gonna have amazingly cheap, abundant solar. Combined with storage, we may not need all of these advanced energy ideas.”

Eric Wesoff Dec 12, 2023 ▶ 47:16 Making sense of advanced nuclear’s stumbles

Mar 26, 2025 bullish

Assertion Supported

Dan Shugar: Solar and storage were 84% of 2024 grid capacity additions

“Then, a few days ago, the report came out that in twenty-twenty-four, we just saw the latest data. Solar and storage account for 84% of the capacity added to the grid.”

Dan Shugar Mar 26, 2025 ▶ 29:06 Nextracker's blueprint for 100 gigawatts of solar trackers

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storage

Everything said about storage, oldest first

Turn any episode into a week of clips.