The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 6 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
Engstrom: Utilities will increasingly adopt device-specific rates for heat pumps and batteries
“We will see a more abundance of technology-specific rates. I'm thinking about heat pumps, batteries. Certainly we have EV rates are quite ubiquitous at this point.”
Engstrom: Decarbonizing energy requires grid operators to secure demand-side flexibility
“Taking carbon out of the supply of energy will only work if grid operators have the flexibility with respect to demand to meet this new supply stack that, that utilities are building.”
Engstrom: Aggregators will shield consumers from increasingly complex wholesale electricity rates
“I think that rates are both, both going to get much more complex and much more simple. I think what's going to happen ultimately is you will have Some disintermediaries or what they're called aggregation service providers, ASPs, that will be sophisticated enou…”
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…”
Engstrom: Over 60% of US customers have TOU access, under 10% enroll
“So we know just across the country that today, well over 60% of customers could be
Enrolled in a time for use rate, but there's only about seven or, you know, less than 10% are enrolled.”
Engstrom: SCE measured 75 MW peak load reduction via TOU during 2022
“Southern California Edison, we worked with they measured on one peak day, The price signal to time of use customers, this is one of the heat storms in California in August, September, I think, of twenty-twenty-two, but they measured 75 megawatts of load reduct…”