Shayle Kann discusses the realistic rollout timeline for grid-enhancing technologies (GETs) and reconductoring in the utility sector.
0:00 / 0:09exact quote · 9.1s
720p mp4 · rendered on demand · StarZero watermark
“It is important to be realistic about, like, the pace of adoption of basically anything in transmission, especially. It's measured in years or decades. It's not faster than that.”
quote is from the automated transcript, cleaned for reading:
filler sounds and stutters are removed, nothing is rephrased. names can be misheard
(the analysis reads context, assessments check outside sources). how →
More from Shayle Kann
Insight
Kann: Startups must develop FOAK projects before demo plants finish operating
“You need to be developing your first of a kind project well before your demo is operating. And certainly before your demo has six months of operational data, because you don't have time basically to wait around an ideal world.”
Kann: Premature to declare 2035 decarbonization dead over utility gas
“No, it's too early to Right? Like, this is all happening in such real time. Georgia Power is a good example of this. They filed, they're on a three-year IRP cycle. They had to amend their IRP a year after they filed it to account for all this new load growth. …”
Kann: Dedicated mandates mean modern climate investors cannot easily pull back
“So I think it would be much more difficult for the broad swath of investors who are investing in, in Climate Tech Solutions now to just sort of turn the dial off than it was then.”
Shayle KannJun 22, 2022▶ 41:41Catalyst: Will the bear market hurt clean energy?
Insight
Kann: Delivery obligations on demo plants undermine technology optimization
“The second you have a customer who's expecting the product, your incentives are misaligned a little bit because what you really need from an existential company perspective from the demo is to prove the technology and optimize it. What the customer needs is to…”
Kann: First-of-a-kind infrastructure projects lack external construction financing solutions
“If you're building a first-of-a-kind thing, there's also not really, we've been talking about, like, financing the long-term operation. There's also not really a construction financing solution, so you end up having to do that on balance sheet, and that's a lo…”
Kann: Crypto Mines Are the Most Flexible Data Center Assets
“Those like, crypto mines have been the most flexible data center assets that we have seen, for better or for worse. A bunch of them are participating in demand response and ERCOT today.”
This entire site, over 100 episodes transcribed, diarized, checked and made playable,
runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the
moments worth sharing, cuts them, captions them, and reframes them for every feed.
We use essential cookies to make the site work. With your permission we
also use analytics cookies (Google Analytics and Mixpanel) to understand
usage and improve StarZero. See our Cookie Policy.