We’re back with our longest pod ever! And deservedly so. When you get Lisan al Gaib on the couch, you use all the time you have to pick his brain. Jesse Peltan is one of our favorite thinkers in the entire space, and his brilliant insights are endless. We probably need another 3 hours with him to get even more out!In it, we discuss: the fundamental resource availability of various energy sources, what 24/7 solar + storage at $3/w means, China’s explosive solar installation and manufacturing growth, the real rate limiters on nuclear and solar, opportunities for DC (versus AC) power use, and much 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
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2:50:14
The Myth of Sisyphus with Astrid Atkinson
After a brief haitus to focus on 2025 planning, we’re back! Last week we sat down with Astrid Atkinson, CEO and co-founder of Camus Energy. We talked about all kinds of fun stuff: how this moment of grid expansion is like the expansion of cloud services, how it isn’t, how we can connect large loads faster via flexibility, where Astrid sees the grid going, how Camus started, what cool new stuff Camus is working on today, the nuance between distributed systems versus decentralized systems, and 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
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1:48:31
DER Baby DER with Dana Guernsey, Co-Founder and CEO of Voltus
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
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1:24:51
The Dawn of the Holy War
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
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1:48:21
DERVOS '24: Load Growth Panel
DERVOS, 10/25/24, NYCDemand 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
USA