utility

4 statements across 4 episodes · 2 bullish · 0 bearish · 4 people on the record · first statement Feb 15, 2024 by Jen Downing · across every show →

Everything said about utility, oldest first

Feb 15, 2024 bullish
Assertion Supported
Downing: VPP peaking capacity can be 60% cheaper than gas peakers
“For a utility, procuring peaking capacity from a VPP can be 60% cheaper than procuring it from a natural gas peaker plant.”
Jen Downing Feb 15, 2024 ▶ 9:06 Virtual power plants: the ‘sandwich’ for the grid
Mar 14, 2024 positive
Assertion Not checkable as stated
Palazzi: One utility saved $5M in a month improving demand forecasts
“Apparently by improving the predictions, they saved more than five million dollars in a single month by avoiding exposure to a big real-time price spike.”
Titian Palazzi Mar 14, 2024 ▶ 14:48 The achilles heel of AI in the power system: data
May 21, 2024 neutral
Assertion Not checkable as stated
Janus: Most utility employees have never worked during an era of load growth
“Most people that work at a utility today have never worked at a utility during an era of growth.”
Brian Janous May 21, 2024 ▶ 13:45 Energy is now the ‘primary bottleneck’ for AI
Sep 4, 2024 neutral
Insight
Engstrom: Residential electricity customers buy convenience, not commodity electrons
“Residential customers who, you know, ultimately I believe don't think they're buying electrons from their utility. They're buying convenience. I come home. I turn on my lights. I turn on my air conditioner. It works. They're not thinking about how much am I pa…”
Scott Engstrom Sep 4, 2024 ▶ 9:04 Frontier Forum: How rates will make or break the energy transition
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