utility industry

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

Everything said about utility industry, 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
Nov 16, 2023 negative
Insight
Distributed energy rate designs risk favoring the wealthiest ten percent
“I mean, a lot of people who buy these distributed resources today EVs very much being that, solar, whatever, are generally very wealthy people, and so are we now doing rate design and setting operational constraints based on what the richest 10% want, or are w…”
Apoorv Bhargava Nov 16, 2023 ▶ 49:26 AI in the real world: Solar forecasting, EVs, and virtual power plants
Nov 16, 2023 bullish
Assertion Contradicted
Utility sector faces first electricity demand growth since air conditioning invention
“The truth is, suddenly, the utility industry is going from 40 years of flat and declining load to the first growth moment since the air conditioning unit was invented.”
Apoorv Bhargava Nov 16, 2023 ▶ 42:03 AI in the real world: Solar forecasting, EVs, and virtual power plants
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