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2025.10.24 | Queue Bypass: Data Centers Use BESS to Disrupt Utility Planning

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Manage episode 515378961 series 3677381
Content provided by Edmundo Rodriguez. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Edmundo Rodriguez or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/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?

  continue reading

75 episodes

Artwork
iconShare
 
Manage episode 515378961 series 3677381
Content provided by Edmundo Rodriguez. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Edmundo Rodriguez or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/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?

  continue reading

75 episodes

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