What podcasts say about Stacey Doré
Every statement, with the speaker, the exact quote and the moment it was said.
What Stacey Doré has said on podcasts
61 statements · 35 positive · 22 negative · 4 neutral
Grid connection failures could create separate power systems for wealthy companies and other customers.
“If all of this load growth has to go off-grid because we can't get it connected on the grid, then we have failed as an industry for us to have two grids.”
Open the episode · Are power markets fit for purpose? The debate over reliability, affordability and who pays for the gridListen at 0:00
New nuclear generation takes a long time to build.
“However, it takes a really long time to build brand new nuclear.”
Open the episode · Are power markets fit for purpose? The debate over reliability, affordability and who pays for the gridListen at 0:23
A two-tier grid would ultimately harm residential customers.
“that is not good for. ultimately residential customers in the long run for us to have two grids”
Open the episode · Are power markets fit for purpose? The debate over reliability, affordability and who pays for the gridListen at 12:30
Connecting large loads sooner would distribute fixed grid costs across more customers.
“the sooner these large loads can come to the grid, the sooner they can start sharing the fixed system costs”
Open the episode · Are power markets fit for purpose? The debate over reliability, affordability and who pays for the gridListen at 14:13
Competitive wholesale electricity markets produce greater customer cost efficiency than regulated utility models.
“This results in the greatest cost efficiency for customers”
Open the episode · Are power markets fit for purpose? The debate over reliability, affordability and who pays for the gridListen at 18:30
Competitive electricity markets produce greater customer cost efficiency than regulated utility models.
“This results in the greatest cost efficiency for customers versus a regulated utility model”
Open the episode · Are power markets fit for purpose? The debate over reliability, affordability and who pays for the gridListen at 18:30
ERCOT’s retail competition has produced relatively low electricity prices for customers.
“ERCOT customers have reaped the benefits of that for years. And we still have among the lowest electricity prices in the country in ERCOT.”
Open the episode · Are power markets fit for purpose? The debate over reliability, affordability and who pays for the gridListen at 19:09
ERCOT has among the lowest electricity prices in the United States.
“we still have among the lowest electricity prices in the country in ERCOT.”
Open the episode · Are power markets fit for purpose? The debate over reliability, affordability and who pays for the gridListen at 19:15
Competitive-market prices rise with demand and fall when demand declines.
“In normal... full free markets, prices rise when demand rises and prices fall when demand falls.”
Open the episode · Are power markets fit for purpose? The debate over reliability, affordability and who pays for the gridListen at 21:45
Competitive power-market prices increase with demand and decrease when demand falls.
“prices rise when demand rises and prices fall when demand falls.”
Open the episode · Are power markets fit for purpose? The debate over reliability, affordability and who pays for the gridListen at 21:48
High peak demand combined with insufficient supply raises electricity prices.
“when you have times of really high peak demand and there's not enough supply on the system, you are going to see prices rise.”
Open the episode · Are power markets fit for purpose? The debate over reliability, affordability and who pays for the gridListen at 22:00
ERCOT prices barely increased despite a record peak-load increase.
“prices barely responded.”
Open the episode · Are power markets fit for purpose? The debate over reliability, affordability and who pays for the gridListen at 22:42
Customers pay more over the long run in regulated electricity markets.
“in the long run, the data is clear, customers pay more in regulated markets.”
Open the episode · Are power markets fit for purpose? The debate over reliability, affordability and who pays for the gridListen at 23:41
More than 700 gigawatts of queued U.S. load by 2030 will not materialize.
“that is not going to happen.”
Open the episode · Are power markets fit for purpose? The debate over reliability, affordability and who pays for the gridListen at 34:54
Headline forecasts of U.S. electricity-load growth are overstated by at least tenfold.
“the forecast people are seeing in the headlines every day are overstated by 10x or more.”
Open the episode · Are power markets fit for purpose? The debate over reliability, affordability and who pays for the gridListen at 35:58
Interconnection queues should require stronger evidence from prospective large loads.
“Let's raise the bar on these interconnection queues.”
Open the episode · Are power markets fit for purpose? The debate over reliability, affordability and who pays for the gridListen at 36:38
Interconnection queues should impose stricter qualification requirements.
“let's raise the bar on these interconnection queues”
Open the episode · Are power markets fit for purpose? The debate over reliability, affordability and who pays for the gridListen at 36:38
Interconnection fees alone cannot adequately filter speculative data-center requests.
“Fees alone are not enough.”
Open the episode · Are power markets fit for purpose? The debate over reliability, affordability and who pays for the gridListen at 37:53
Data-center developers should provide customer contracts before receiving grid connections.
“we should be doing things like requiring the data center developers to show a customer contract”
Open the episode · Are power markets fit for purpose? The debate over reliability, affordability and who pays for the gridListen at 38:17
The existing grid can meet projected near-term load growth during 99% of annual hours.
“our existing grid today during 99% of the hours in a year. has more than enough generation to meet this near-term load growth”
Open the episode · Are power markets fit for purpose? The debate over reliability, affordability and who pays for the gridListen at 39:15
Near-term reliability challenges are concentrated in a few annual super-peak hours.
“the problem we're trying to solve is the super peak, the few hours of the year where you may have... supply running all out and demand approaching that amount”
Open the episode · Are power markets fit for purpose? The debate over reliability, affordability and who pays for the gridListen at 39:42
Data centers can use backup generation during grid emergencies to provide demand response.
“data centers are often bringing backup generation that they can turn on during grid emergencies”
Open the episode · Are power markets fit for purpose? The debate over reliability, affordability and who pays for the gridListen at 40:06
Rising PJM capacity-market prices are signaling investment in generation.
“the capacity market has been rising, and that is sending an investment signal”
Open the episode · Are power markets fit for purpose? The debate over reliability, affordability and who pays for the gridListen at 41:15
Expected electricity-load growth itself encourages generation investment.
“the low growth itself, just the fact that low growth is coming is an investment signal”
Open the episode · Are power markets fit for purpose? The debate over reliability, affordability and who pays for the gridListen at 41:40
Competitive generators added or announced over 43 GW in PJM since mid-2024.
“competitive generators have announced or added more than 43,000 megawatts of capacity in PJM since mid 2024.”
Open the episode · Are power markets fit for purpose? The debate over reliability, affordability and who pays for the gridListen at 42:25
PJM’s latest interconnection cycle includes 811 projects totaling approximately 220 gigawatts.
“There are 811 projects. representing approximately 220 gigawatts of potential new generation that have entered PJM's latest generation interconnection cycle”
Open the episode · Are power markets fit for purpose? The debate over reliability, affordability and who pays for the gridListen at 42:33
PJM natural-gas generation in the cited cycle increased from 569 megawatts to 102 gigawatts.
“natural gas generation went from 569 megawatts in a generation cycle called TC cycle one to in the most recent interconnection. generation interconnection cycle, which is called Cycle 1”
Open the episode · Are power markets fit for purpose? The debate over reliability, affordability and who pays for the gridListen at 42:53
Hyperscalers favor nuclear contracts because they prioritize carbon-free generation.
“most of the deals announced are nuclear because they're very committed to carbon-free generation”
Open the episode · Are power markets fit for purpose? The debate over reliability, affordability and who pays for the gridListen at 44:31
New nuclear construction does not meet hyperscalers’ near-term speed-to-power needs.
“it takes a really long time to build brand new nuclear. That doesn't meet their... speed to power objective”
Open the episode · Are power markets fit for purpose? The debate over reliability, affordability and who pays for the gridListen at 44:42
New nuclear generation does not meet hyperscalers’ near-term speed-to-power needs.
“it takes a really long time to build brand new nuclear.”
Open the episode · Are power markets fit for purpose? The debate over reliability, affordability and who pays for the gridListen at 44:42
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.