DERVOS '24: Load Growth Panel DER Task Force podcast

1:24:51

Last week we sat down with Dana Guernsey, co-founder and CEO of Voltus. There was A LOT to talk about in this one. As you’d expect we went deep on Dana’s backstory, the history of DR, new DER participation models, and where we think the future is headed. But also, Voltus just went through a settlement with FERC and this was Dana’s first podcast appearance since, so we did our best to understand what happened and what the Voltus position on it all is. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.dertaskforce.com/subscribe…

DER Task Force

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The Dawn of the Holy War 1:48:21

11 weeks тому1:48:21

1:48:21

We’re back! And this time, we’re starting a holy war. Duncan launched an amazing paper on solar (wow, total sleight of hand! Don’t you mean GAS BACKUP?) microgrids for data centers with Stripe’s climate team and other DERTF OGs like Kyle Baranko, and some big names on Twitter lost their s**t. Tune in to hear about the churches of Matt Yglesias, Mark Z Jacobson, and Alex Epstein, who our maud’dib is, how heat DERvos was, what ‘25 is all about, and so much more! This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.dertaskforce.com/subscribe…

DER Task Force

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DERVOS '24: Load Growth Panel 49:47

15 weeks тому49:47

49:47

DERVOS, 10/25/24, NYC Demand growth has returned to the US electricity sector for the first time in two decades and the cracks are showing in the system. Reindustrialization, electrification, and the AI juggernaut have catapulted us into a new era. New loads are suddenly having trouble getting grid connections, interconnection times for new generation keep growing with no end in sight, and transmission and distribution costs are escalating faster than ever. And yet, technology costs continue to plummet. Will the demand growth story of the 2020s look radically different than that of the 1950s? Speakers: Ari Matusiak (Rewiring America), Astrid Atkinson (Camus), Jesse Pelton (Type 1 & Abundance Institute), Andy Lubershane (EIP) Moderator: Duncan Campbell (DER Task Force & Scale Microgirds) This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.dertaskforce.com/subscribe…

DER Task Force

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DERVOS '24: Policy Panel 1:27:16

15 weeks тому1:27:16

1:27:16

DERVOS, 10/25/24, NYC New energy technologies can thrive or die due to regulatory policy. This unbelievable policy panel will feature regulators who have actually supported new technologies and advocates who have successfully fought for paradigm-shifting policies. We know we have great technologies--this panel will explore how we get them to scale. Speakers: Allison Clements (FERC), Marissa Gillett (CT PURA), Arushi Sharma Frank (Luminary Strategies, former Tesla) Moderator: Allison Bates Wannop (DER Task Force) This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.dertaskforce.com/subscribe…

DER Task Force

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DERVOS '24: Demo Day 47:16

17 weeks тому47:16

47:16

Where else can you witness a pot of water boil in just a few seconds, learn about a micro nuclear reactor that skips boiling water altogether, insane AI-powered electro-cartography, and SpaceX-caliber EV charging infrastructure? Tons of companies applied to showcase their products at DERVOS and DER Task Force selected these four because, well, they are badass. * 0:00 - Impulse Labs * 6:10 - Westinghouse eVinci * 15:50 - Paces AI * 27:20 - Electric Era If you’re listening to this as a podcast, we highly suggest going to www.dertaskforce.com to watch the video version! And don’t forget about tomorrow’s NYC meetup at 6:30 @ 200 Varick Street. See the meetup calendar here for always up to date info. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.dertaskforce.com/subscribe…

DER Task Force

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DERVOS '24: Mary Powell & David Roberts 47:05

17 weeks тому47:05

47:05

DERVOS, 10/25/24, NYC David Roberts (Volts podcast) and Mary Powell (CEO of Sunrun and DER legend) will sit down in a “fireside chat” style session to review the past year and chart a course for the future of DERs as two giants in our space. Speakers: David Roberts (Volts) and Mary Powell (Sunrun) This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.dertaskforce.com/subscribe…

DER Task Force

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DERVOS '24: Power Markets Panel 1:02:28

18 weeks тому1:02:28

1:02:28

DERVOS, 10/25/24, NYC Renewables have been breaking many of the mechanisms in our power markets, irrespective of structure. Across energy only, IRP, and capacity markets, we have been seeing "weirdness" in price action and regulatory responses as solar and wind continue to dominate new installs. It’ll be an acronym stew: from PCM and RUC buying in ERCOT, adjusting ELCCs in PJM leading to capacity prices 10x'ing, to NEM 3.0 in CAISO. We want to contend with what this means today and then try to map a path into where it all leads tomorrow. Will these existing structures adapt, or will something new emerge? Speakers: Jacob Mays (Cornell), Brian Bartholomew (REV Renewables), Eric Goff (Goff Policy), Andy Reger (PA Consulting) Moderator: James McGinniss (DER Task Force & David Energy) This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.dertaskforce.com/subscribe…

DER Task Force

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DERVOS '24: Tim Hade's Kickoff 19:20

18 weeks тому19:20

19:20

DERVOS, 10/25/24, NYC Tim Hade is the co-founder of Scale Microgrids and the godfather of DER Task Force. He’s been an inspiration to so many in our community, so we couldn’t think of a better person to kick us off at DERVOS this year. After this keynote we heard someone say “I’m ready to run through a wall for Tim” and we can’t claim to have felt any differently. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.dertaskforce.com/subscribe…

DER Task Force

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Pakistan's distributed solar boom with Jenny Chase 1:10:00

23 weeks тому1:10:00

1:10:00

A truly wild story is unfolding in Pakistan. Over the past few years the country has become the globe’s third largest importer of Chinese solar panels, and yet none of the resulting projects are operated by, or even visible to, the national utility. Simultaneously, demand from the grid has dropped 9.1% over the past 12 months, which has many scared of a potential utility death spiral. Here’s a recent story in the Financial Times on what’s been going on that’s good background. To unpack this, we sat down with Jenny Chase of Bloomberg New Energy Finance. She has been chasing down this story since 2021, when she was the first to report on it. Jenny is also the OG solar analyst and knows more about this space than pretty much anyone. We highly suggesting scrolling through her annual “ Opinions About Solar ” megathread on twitter. On an unrelated note, DERVOS tickets are selling fast. There’s less than 15 left at the discounted price, so snag yours quickly . Final speakers, sessions, demo-day participants, and more to come out shortly. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.dertaskforce.com/subscribe…

DER Task Force

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WTF is ELCC with the man who predicted the PJM capacity price spikes, Nic Freschi 2:05:48

29 weeks тому2:05:48

2:05:48

We’re back! This time with Nic Freschi, Senior Associate at Gable Associates and all around PJM wizard. Nic is a friend and OG member of the DERTF. Almost a year ago, Nic’s models began predicting the ~10x increase in PJM capacity prices we saw in the recent auction. How did he know? In this ep, we go deep on every acronym you could ever imagine: ELCC, ORDC, PCM, LSERO, UCAP, ICAP, and so much more. Tune in to learn how ELCCs work, how prices clear in the PJM auction, if renewables can ever proliferate in capacity markets, the future of PJM, whether private traders or public bureaucrats should have their hands on the “ELCC dials”, comparing and contrasting ERCOT to PJM, James getting PJM-pilled, and so much more! This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.dertaskforce.com/subscribe…

DER Task Force

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The real story of Texas VPP policy with Arushi Frank, Founder of Luminary Strategies 2:17:43

34 weeks тому2:17:43

2:17:43

Last week we were lucky enough to sit down with Arushi Sharma Frank, the policy wizard who while at Tesla Energy helped turn Texas into one of the DER capitals of the world. She gives us the in depth history of of how ERCOT’s VPP program was forged — a story our co-host James was also a part of. We also talk about the rest of her time at Tesla, case studies in Australia and the UK, how regulators still don’t understand organic consumer adoption patterns, the Obamacare of power markets, where residential DERs are headed, and what Arushi is focusing on now with Luminary Strategies. Recording this episode was super fun, so we hope you enjoy it as well. Pretty sure Arushi re-DER-pilled the three of us during this one. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.dertaskforce.com/subscribe…

DER Task Force

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Transforming century old grid tech with Charlotta Holmquist, President and Co-Founder of Blixt 1:23:07

36 weeks тому1:23:07

1:23:07

We’re back! This time with Charlotta Holmquist, President and Co-Founder of Blixt. Blixt is based in Sweden and just closed a fundraise led by Union Square Ventures . Their solid state circuit breaker and x-verter technology have the potential to fundamentally change how we approach building the grid. We’ve never left a conversation so excited about what the future could look like. We discuss everything from transformers for data centers, what the benefits of solid state power electronics are, the implications of them, the possibility of “flexible” interconnections, and so much more. Tune in for one of our favorite episodes in recent memory! This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.dertaskforce.com/subscribe…

DER Task Force

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Less hype, more DERs 1:22:10

37 weeks тому1:22:10

1:22:10

We’re back for our first solo pod in months! We talk about what everyone is talking about these days… VPPs and load growth from AI. Is all this hype and talk about our space a good thing? Tune in to hear the Task Force unpack and set the narrative straight. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.dertaskforce.com/subscribe…

DER Task Force

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Accelerating DER Policy with Allison Bates Wannop 1:21:11

39 weeks тому1:21:11

1:21:11

We’re back, this time with Allison Bates Wannop, DERTF’s policy lead! We cover an absolute ton of stuff in this one: * Allison's background and introduction, Mother's Day acknowledgments * Mary Powell's influence, DER advocacy, the significance of FERC v. EPSA in shaping energy policy * Favorite DER categories, Vermont initiatives, impact of extreme weather on policy, details about the Green Mountain Power programs * Differences between RTOs and ISOs, complexities in regulatory work, challenges with vertically integrated states * DER Task Force goals and approach, community-driven policy development, the impact of virtual meeting technology in policy advocacy * Role of trade associations and NGOs, gaps in current DER advocacy, examples of community collaboration innovative solutions * Load flexibility, redefining Virtual Power Plants (VPPs), DERs as non-wires alternatives, peaker plant replacements This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.dertaskforce.com/subscribe…

DER Task Force

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Scaling commercial solar with Dave Riess, CEO and Co-Founder of Wunder 2:15:59

42 weeks тому2:15:59