Tesla operates this company as a small pilot to improve their product. Their main business is to use this data for markets that are unlocking this feature at scale like CA and PR. Their expertise and continuous improvement of the software is the goal for thousands of Powerwalls.
#PuertoRico has over 75,000 Powerwalls deployed that can provide 300MWs if properly compensated. As a comparison the entire island has less than 100MWs of reserves today. The market has been installing 3,500 systems per month.
The USA deploys GWs of demand flexibility assets per month, mainly EV chargers, back-up batteries, smart thermostats, and smart heat-pump water heaters. By 2030 we will have 100GWs of controllable load balancing the grid for 60% less than NG peakers brattle.com/insights-event…
Tesla was instrumental at getting this 80MW ADER pilot launched which retailers are already using in Texas. utilitydive.com/news/texas-puc…
Companies like @TheDavidEnergy were created to unlock this opportunity for the masses. The key is unlocking the DER feature at the point of sale for these appliances.
In 1939, the United States had the 19th best military in the World. We moved to number 18 when Holland fell to Germany. America learned how to do big things in a very short period of time. We are doing/building big things again. newrepublic.com/article/135684…
Construction spending by US manufacturers more than doubled over the past year. For April 2023, the annual rate reached nearly $190 billion compared with $90 billion in June 2022, with manufacturing accounting for around 13% of non-government construction. businessinsider.com/us-building-fa…
“Over the past five years, TVA has attracted a record $47.8 billion of new business investment, adding an estimated 346,400 jobs, and the population of the Tennessee Valley is growing six times faster than the U.S. average, Lyash said.” @TVAnewstimesfreepress.com/news/2023/feb/…
BREAKING: Amazing new report by @TheBrattleGroup (backed by @Google). VPP's can provide resource adequacy that is ~50% of the cost of the alternative options; 60 GW of #VirtualPowerPlant deployment at $15–$35 billion less than the cost of the alternative prnewswire.com/news-releases/…
"Over the past decade, the U.S. added over 100 GW of new capacity intended largely to maintain resource adequacy. This amounted to over $120 billion of capital investment, primarily in gas fired generators and lithium ion batteries."
Once you account of additional societal benefits, a VPP is the only resource that could actual have a negative net cost. "60 GW of VPP could provide over $20B in additional societal benefits over a 10 year period." And the money for demand flexibility is paid to households!
This was an amazing podcast (as usual from @drvolts). Thanks for the shout-out to LPO and the other great programs here. A few thoughts as we get more intentional about savings money for LMI consumers -- reducing energy burden.
The data that Vero talked about is summarized here. We have long known that LMI customers repay energy related loans at a much higher rate then other loans that they take out. But lenders still charge 30% interest for appliances, other loans. emp.lbl.gov/publications/l…
We can solve that problem and start to do that by making existing financing solutions more inclusive, see the @SunnovaEnergy announcement this month. Also allows LMI customers to take advantage of #VirtualPowerPlant income. energy.gov/lpo/articles/l…
The Pathways to Commercial Liftoff: Advanced Nuclear report found that the U.S. will need between 550-770 GW of additional clean, firm power to complement the deployment of variable renewables in order reach net-zero by 2050.
All #CleanFirm resources come with Pluses and minuses that we try to define for the first time. Please give us feedback!