About This Show
The Interchange is a weekly podcast on the global energy transformation, hosted by Stephen Lacey and Shayle Kann. Each week, the duo provide deep insights into technology, markets, projects, company financials, mergers and acquisitions, policy changes, and market data.
Non-Squared subscribers get access to the most recent 5 episodes. Squared subscribers get access to our entire archive.
Guests include GTM Research analysts as well as experts from across the industry. The show is a must-listen those trying to go beyond the headlines and understand how the business of energy and cleantech is changing.
Most Recent Episode
The Changing Market Rules for Energy Storage
1 day ago
What happens when the most important market signal for energy storage gets stripped away virtually overnight? That’s what happened earlier this year when the regional transmission operator PJM put in place new rules for storage as a provider of frequency regulation.
Between 2011 and 2015, hundreds of megawatts of storage were put in place to balance the grid in PJM territory. A strong market signal made development extremely easy, causing an explosion of growth.
We’re in a different world today. New rules have lowered revenue for a 20-megawatt/5-megawatt-hour storage system from $623 in 2014 to $86 today, according to GTM Research's analysis.
Storage developers are now looking to other markets and other types of grid services to make money.
GTM Research Senior Storage Analyst Dan Finn-Foley has been tracking the regulation of frequency regulation in PJM and other markets. This week, we chatted about the impact on America's storage industry. We also looked to future revenue models in other regional markets.
The Interchange is brought to you by AES Energy Storage. AES is helping utilities harness the power of battery-based energy storage to make the electric power system cleaner, more flexible, and more reliable. Find out more: http://bit.ly/2oxZ5dT
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Episodes of This Show
6 days ago