Volts

In this episode, I speak with Ben Brown, CEO of Renew Home, about the company's groundbreaking 1-gigawatt virtual power plant deal with NRG Energy in Texas. It will be the nation’s largest VPP, leveraging existing smart thermostats to control millions of residential HVAC systems. We discuss customer experience, data privacy, and the ability of VPPs to rapidly scale to meet rising electricity demand. This is a public episode. If you’d like to discuss this with other subscribers or get access to bonus episodes, visit www.volts.wtf/subscribe

In this episode, I speak with Pier LaFarge, CEO of Sparkfund, who challenges the traditional antagonism between utilities and distributed energy advocates. While investor-owned utilities have long been seen as obstacles to clean energy adoption, LaFarge argues that they're actually essential to scaling DERs in an era of explosive electricity demand. This is a public episode. If you’d like to discuss this with other subscribers or get access to bonus episodes, visit www.volts.wtf/subscribe

In this episode, I speak with Malcolm Woolf and Connor Nelson about hydropower's underappreciated role in America's clean energy landscape. While providing most of our energy storage and thus supporting solar and wind deployments, hydropower faces significant challenges, with a decade-long relicensing processes and inadequate market compensation. We discuss why preserving and expanding this reliable, clean firm energy source is crucial as we transition to renewables. This is a public episode. If you’d like to discuss this with other subscribers or get access to bonus episodes, visit www.volts.wtf/subscribe

In this episode, I chat with author Cory Doctorow about "enshittification," his viral term for how digital platforms and smart technologies inevitably get worse over time. We explore how monopoly power, aggressive IP protections, and lax privacy law enable companies to capture and exploit users — and what that might mean for the clean energy transition as our homes and vehicles become increasingly software-dependent. This is a public episode. If you’d like to discuss this with other subscribers or get access to bonus episodes, visit www.volts.wtf/subscribe

In this episode, I talk with Kate Gordon, CEO of California Forward, about how climate change is breaking the insurance industry. We discuss why insurers are fleeing high-risk states, the limitations of government backstops, and the looming political and financial crisis as communities face hard choices about where people can safely live. This is a public episode. If you’d like to discuss this with other subscribers or get access to bonus episodes, visit www.volts.wtf/subscribe

In this episode, I talk with Caroline Spears of Climate Cabinet about the results of the state and local climate races her organization tracked in 2024. We discuss the importance of these often-overlooked state and local races for climate progress, the challenges of the current political information environment, and Climate Cabinet's strategy for building power at the state level through 2030 and beyond. This is a public episode. If you’d like to discuss this with other subscribers or get access to bonus episodes, visit www.volts.wtf/subscribe

In this episode, I talk with Ray Minjares of ICCT and Jacqueline Torres of Forum Mobility about the electrification of heavy trucks, from drayage at ports to long-haul big rigs. We dig into charging challenges, innovative financing models, and the massive pollution cuts possible by transitioning fleets. Electric trucks are here — but they need the right policies and partnerships to scale. This is a public episode. If you’d like to discuss this with other subscribers or get access to bonus episodes, visit www.volts.wtf/subscribe

In this episode, I talk with activist, sex advice columnist, and progressive journalist Dan Savage about the legacy of “The Urban Archipelago,” a groundbreaking piece he commissioned and edited two decades ago in the wake of GW Bush’s reelection, urging Democrats to embrace cities as their political base and future. We explore how NIMBY-captured Democratic city leadership has stifled urban potential — and why improving and growing cities isn’t just policy; it’s party building. This is a public episode. If you’d like to discuss this with other subscribers or get access to bonus episodes, visit www.volts.wtf/subscribe

In this episode, I chat with Sunrun CEO Mary Powell about how residential solar is evolving into much more than just panels. We dive into Sunrun’s expansion as a “clean energy lifestyle” brand, Mary’s belief in a customer-led energy transition, and alternatives to the tech bros' virile obsession with nuclear power. This is a public episode. If you’d like to discuss this with other subscribers or get access to bonus episodes, visit www.volts.wtf/subscribe

In this episode, I talk with Bill Moyer, founder of the Reconnect America campaign, about the huge, untapped potential of U.S. railroads to support the clean energy transition. Bill makes the case that our privately owned rail system, focused on short-term profits, is missing out on big public benefits—like shifting freight from roads to rails, reducing emissions, and even using rail corridors to carry high-voltage transmission lines for renewable energy. This is a public episode. If you’d like to discuss this with other subscribers or get access to bonus episodes, visit www.volts.wtf/subscribe

In this episode, I chat with Ari Matusiak, co-founder and head of Rewiring America, which recently received a $2 billion grant from the feds to take home electrification mainstream. We dig into the practical challenges — getting local contractors on board, simplifying rebate access — and the enormous opportunities. This is a public episode. If you’d like to discuss this with other subscribers or get access to bonus episodes, visit www.volts.wtf/subscribe

In this episode, we’re diving into the wonky but vital topic of performance-based utility regulation (PBR) with Cara Goldenberg and Laura Gonzalez. We discuss how traditional utility regulation creates perverse incentives for utilities — and the tools PBR offers to better align incentives with modern priorities to like resilience, equity, and decarbonization. Dozens of states have adopted some form of PBR or other, and Virginia might be next. This is a public episode. If you’d like to discuss this with other subscribers or get access to bonus episodes, visit www.volts.wtf/subscribe

In this episode, I sit down with Dr. Vanessa Chan, DOE’s Chief Commercialization Officer, to discuss the challenges of commercializing new clean energy technologies. Her office has helped develop a common vocabulary among stakeholders (“adoption readiness levels”) and concentrated the attention of public and private capital on certain key technologies (“pathway to liftoff” reports). It’s wonky stuff, but it has transformed and turbocharged DOE’s commercialization efforts. This is a public episode. If you’d like to discuss this with other subscribers or get access to bonus episodes, visit www.volts.wtf/subscribe

In this episode, Ylenia Aguilar joins me to discuss her candidacy for the Arizona Corporation Commission. We examine the ACC’s history of rubber stamping rate hikes, dismantling renewable energy initiatives, and generally pandering to utilities. Three ACC seats are up for election this year and the outcomes could have a profound impact on the state's energy future. This is a public episode. If you’d like to discuss this with other subscribers or get access to bonus episodes, visit www.volts.wtf/subscribe

In this episode, I sit down with Allison Clements, former FERC commissioner, to discuss her time at the commission and the challenges of grid modernization. We dive into the complexities of integrating clean energy, reforms to interconnection queues, and how the commission can take a more active role in the energy transition. This is a public episode. If you’d like to discuss this with other subscribers or get access to bonus episodes, visit www.volts.wtf/subscribe

In this episode, I explore the controversial Texas Railroad Commission with Virginia Palacios of Commission Shift. We discuss the commission's history, its misleading name, its cozy relationship with the oil & gas industry it's meant to oversee, and its role before and after the devastating Winter Storm Uri, where lax regulation contributed to widespread power outages and deaths. This is a public episode. If you’d like to discuss this with other subscribers or get access to bonus episodes, visit www.volts.wtf/subscribe

In this episode, I explore the political landscape of Pennsylvania with state Rep. Leanne Krueger. We discuss the state's nail-biting elections, the outsized political influence of fracking, and the uphill battle for clean energy legislation in a divided legislature. Krueger provides a boots-on-the-ground perspective on climate and energy politics in this key swing state. This is a public episode. If you’d like to discuss this with other subscribers or get access to bonus episodes, visit www.volts.wtf/subscribe

In this episode, I geek out with David Goldstein, founder of Hydronic Shell Technologies, about a novel building retrofit technology that wraps old multifamily structures in insulated panels with built-in HVAC systems. Goldstein's approach allows for energy-efficient upgrades without interior disruption, potentially solving a major challenge in building decarbonization. We dive into how the system combines exterior insulation, air sealing, and centralized heat pumps with individual window units to dramatically reduce energy demand and emissions. This is a public episode. If you’d like to discuss this with other subscribers or get access to bonus episodes, visit www.volts.wtf/subscribe

In this episode, we explore the Biden administration's ambitious industrial investment strategy with Heather Boushey, a member of the President's Council of Economic Advisors and chief economist for his Invest in America Cabinet. This is a public episode. If you’d like to discuss this with other subscribers or get access to bonus episodes, visit www.volts.wtf/subscribe

California homeowners face a complex puzzle in decarbonizing their homes: electrification without rooftop solar could increase bills due to expensive electricity, while installing solar first risks oversizing or underutilizing the system. Balto Energy, a startup founded by James Quazi, uses AI to analyze utility bills and recommend the most cost-effective clean energy strategy. In this episode, we discuss Balto's tool, its potential to empower contractors, and what California's situation reveals about the future of clean energy policy nationwide.(PDF transcript)(Active transcript)Text transcript:David RobertsHello everyone. This is Volts for September 13, 2024, "A tool that enables solar first home electrification." I'm your host, David Roberts. Californians who want to decarbonize their homes face something of a conundrum. If they electrify their cars and appliances without getting rooftop solar, they could end up paying higher overall bills thanks to California's notoriously expensive electricity and cheap natural gas. If they install rooftop solar before electrifying their cars and appliances, they could either undersize the system for their eventual needs or oversize it and over-produce and export solar power to the California grid. Thanks to California's recent NEM 3.0 decision on rooftop solar compensation, utilities pay much less for that exported rooftop solar power than they used to.The most economical strategy for most homeowners is likely to be some mix of electrification, batteries, and rooftop solar. The more a California homeowner stores and consumes their own cheap rooftop solar power, the more value they get out of that solar and the lower their total bills. It is a complex calculation, though, that most homeowners are in no position to make. That's where the startup Balto Energy comes in. Founder James Quazi, a longtime energy modeler and entrepreneur, has built a tool that can use a home's utility bills to create a model of its consumption patterns, predict what they will be as appliances are electrified, and recommend the maximally economical approach.It's part of a larger effort to help contractors and solar companies navigate a post-net-metering world. I'm excited to talk to Quazi about why his tool is needed and how it works, how it will empower contractors, and what California's present says about the future of clean energy policy in the rest of the country.With no further ado, James Quazi, welcome to Volts. Thank you so much for coming.James QuaziThank you for having me. That was a great intro.David RobertsThanks. So, you know, I sort of went over it a little quickly in the intro there. But let's talk a little bit about this conundrum for Californians who are trying to decarbonize. So, just by background — I don't even know if everyone's been following the California rooftop solar wars, I kind of assume everybody has — but just by way of background, California recently basically issued a new policy on rooftop solar, and the long and short of it is that they're going to compensate homeowners much less. It used to be that basically you could get paid the retail rate for your excess solar, and now they're just going to pay much, much less than that.On the surface, this really damages the economical case for solar for homeowners, they'll get compensated much less. This has resulted in a huge blow to the solar industry in California. There are solar companies shutting down, jobs being lost, etcetera, etcetera. So, talk a little bit about the conundrum and how you think about solving it.James QuaziYeah, so about a year ago, the net energy metering policy in California changed from NEM 2.0 to NEM 3.0, now called Net Billing Tariff. The difference is, as you mentioned, that now customers get paid on a schedule. Each hour per year is a different rate. But generally, you can think of it as between like $0.05 and $0.08 for exported energy, while imported energy for me in San Diego is between $0.38 and $0.52 an hour. So it degrades the value proposition for residential solar for a homeowner. For contractors, it's also proven really difficult. So in the past, it was really easy to have rule of thumb sizing or heuristics, or if you took annual energy over the last twelve months and you designed a system that produced around that same amount of energy, it was generally going to be a good value proposition for the homeowner.But now, what you need to understand is, like, how much of that solar production is actually coincident with the load on the house, because the export of energy is devalued.David RobertsRight. So, the economics now have shifted to make it so that, I mean, maybe this was true already, but more true now that the ideal thing for Californians with rooftop solar to do is to consume as much of the generated power as conceivably possible.James QuaziThat's absolutely correct. So, if you can think of it as, and I'm sure your listeners are familiar with the terminology, like LCOE. So, the cost of solar, residential rooftop solar, is somewhere between, let's say, $0.10 and $0.12 a kilowatt-hour to produce, whereas the retail rate is much higher depending on the IOU that you're a part of. To the extent that you can consume cheap on-site electricity, you are hugely benefited as a customer.David RobertsRight. So then the question becomes, well, there's a bunch of different ways of approaching this question, but from this sort of like, if I'm trying to sell solar, right, I need a little bit of a new pitch, right? Because before, with full retail compensation, it's kind of a no-brainer, you could make a lot of money, but now you can make a lot less money. So this changes the value proposition for solar. So, explain exactly how the sort of calculation shifts.James QuaziSure, I would actually reframe it a little bit in terms of, like, I believe so in the previous net metering paradigm. We often saw simple solar paybacks in the five to seven years. I believe that those paybacks are still available to homeowners, but it's just a different set of products and services than simply rooftop solar on the roof. So, I think our goal is to help retool the solar industries, to help look at a house as a whole, maybe converting a lot of the energy on site that we previously ignored, whether that's natural gas or gasoline, and then power that all with cheap onsite renewables, and that will drive the value proposition for that homeowner.David RobertsRight. It's still worthwhile getting solar, even maybe still a comparable payoff period, but a different approach. And basically, it's going to be a little bit more of a complicated approach. Right? Like, it's one thing just to stick solar on the roof. Like, how much energy do I use, let's stick that much solar on the roof. Pretty easy. Once you bring in the whole home, just the combinatorial, you know what I mean? Just the calculations get a lot more complicated.James QuaziFor sure. So, like, I think in two respects. One, it's more complicated for the contractor to feel confident in the system that they're proposing and the financial outcome for the homeowner. And then two, from a homeowner's perspective, it's more complicated to understand and digest and comprehend a suite of services that might include solar and a battery and a heat pump and an EV, than it is simply like panels on a roof. Our goal at Balto Energy is to sort of do the modeling and ingest the complexity and then deliver it in a way that's consumable for both a contractor and a homeowner.David RobertsRight. So, talk briefly about what your tool does. What is the outcome supposed to be? What is it trying to accomplish?James QuaziYeah, so our perspective on it is that oftentimes in the past, if you asked for a solar quote, you would get maybe one option, two options, or three options, max. Really, like, if I take my own house as an example, so I live in San Diego, I can fit up to 30 panels on the roof, which is constrained by roof geometry, area shading, what have you. So let's call it maybe 20 to 30 different flavors of solar systems that I could possibly engage in. If I layer on batteries, I could have 1, 2, 3, 4 batteries. And then EVs, one or two EVs, and heat pump or not heat pump, water heater or not water heater.And our first step in the process is to ingest an address and then interval bill data. So, we need hourly electric reads and daily gas.David RobertsAnd that, just to be clear, this is the sort of raw information that's going into the model?James QuaziYeah, that's correct.David RobertsIt's utility bills. And this, these are available from the utility. There's no, it's not difficult to get this information.James QuaziSomewhat loaded question. It should be available. I just finished listening to your podcast on "Free the energy data." I have —David RobertsThat's why I ask. I'm wondering how straightforward it is to get the raw data that you need.James QuaziI would say that having been in this industry for 20 years, it's much easier now than it has ever been before. That being the case, there are still hurdles. There's a lot of missing intervals. There's patchwork to be done. There are services that provide synthetic intervals. It's not as clean of a dataset as I would ideally like, but it's generally like the authorization, and there are a couple of third-party companies now that do it and are making it easier.David RobertsIs it notably easier in California than it is in other states? Different in California than in other states? Or is this just a utility by utility thing across the country?James QuaziOur focus is in California right now. So, I have the most depth and experience there for this problem. Even within California and the IOUs, it is utility by utility.David RobertsSo are you restricted geographically where you can sell your product based on the utilities, whether you can get these to utility information or not?James QuaziOur position is that to accurately model a home's energy use