DER Task Force

We’re back (minus Colleen who was on vacation), this time with Seth Frader-Thompson, the CEO and co-founder of EnergyHub. Many don’t realize that EnergyHub has built what may be the largest VPP platform in North America, nearly entirely with vertically integrated utilities.In addition to getting the inside scoop on how they pulled this off, we discuss EnergyHub’s intriguing VPP capabilities framework called the Huels Test, how VPPs can at times be better than a traditional power plant, why they focused on vertically integrated markets, and a whole lot more.We also spent a ton of time getting into the weeds of starting companies in our industry, finding PMF, pivoting, leadership styles, etc. Anyone building in this space should take notes.Btw, if you’re enjoying this episode you should definitely check out DERVOS 2025, our annual event that’s all about distributed energy and the energy industry broadly. Rumor has it Seth with be making a special appearance. 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

Strap in for an episode where DERs go almost entirely unmentioned. Instead, we talked about nuclear, degrowth, climate change, communication over the internet, AI, and the future broadly with Isabelle Boemeke.Isabelle is the creator of Isodope and founder of Save Clean Energy, and new book Rad Future is about to be released on August 12th. 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

We’re back! This time with Cole Ashman, Founder and CEO of Pila Energy. Permissionless DERs are one of most exciting new categories for us. With all the focus on permitting challenges, high soft costs, and long interconnection cues, what if we could just install DERs without all of that nonsense?In the ep, we talk about Cole’s journey from experiencing Hurricane Katrina awakening him to the need for resilience to working at Tesla, Span, and now Pila, Ben Franklin shocking people at parties, whether permissionless batteries have actual physical advantages over grid-tied batteries, how backfeeding into circuits works and what permitting reform could look like, balcony solar, storage manufacturing and supply chains, and so much more!Note: we had a bad connection between our recording device and computer, leading to a bunch of skips. Our fearless editor did his best to clean these up, but some may remain. This also means we can’t post the video because it messed with the timecodes. Sorry! We’ll do better next time. 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

We’re still laughing that we actually did this pod. Why it seemed like a good idea to book two of our favorite (outspoken) people, Jigar Shah (most recently led the DOE LPO) and Tim Hade (co-founder Scale Microgrids), at the same time continues to confound us.With two legends on the couch that each have a wealth of knowledge, it was basically impossible to ask them everything we wanted. It was probably one of the most fun recordings we’ve ever done, so we’re psyched to share it with everyone.We usually list everything we talked about, but its was way too wide ranging to even begin summarizing. Just sit back and enjoy the ride. 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

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

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

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

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

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

DERVOS, 10/25/24, NYCNew 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

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 EraIf 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

DERVOS, 10/25/24, NYCDavid 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

DERVOS, 10/25/24, NYCRenewables 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

DERVOS, 10/25/24, NYCTim 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

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

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

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

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

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

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