))
2025.10.24 | Queue Bypass: Data Centers Use BESS to Disrupt Utility Planning
Manage episode 515378961 series 3677381
Edmundo Rodriguez에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Edmundo Rodriguez 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Utility planning faces an immediate crisis as major customers deploy Battery Energy Storage Systems (BESS) specifically to achieve queue circumvention and force early interconnection. We analyze the strategic necessity of this Q bypass model and how this technical disruption creates a systemic risk to accurate load forecasting and IRPs. Plus, we look at regulated utility Q3 stability, including CenterPoint's strong $0.50 EPS and PG&E's risk mitigation innovation, and new private equity flowing into decentralized assets. Tune in to understand the critical race for 2026: Can utilities adapt tariffs quickly enough to constructively integrate these new grid-responsive assets before losing control?
89 에피소드
공유
