Thu, Jun 25

NEWS: A planned 16-GW VPP could become the country’s biggest grid network of its kind.

  • Power throuple: The country’s biggest home energy providers (Tesla, Sunrun, and Renew Home) are linking up their “hundreds of thousands” of home batteries and over 8M smart thermostats to inject much-needed capacity into the grid. The goal? Funnel that power to 17 large data centers during peak demand—no interconnection required.

  • First steps: In PJM, the companies said they’ve got over 300 MW ready to go ASAP. By 2030, that figure could surpass 500 MW. They also said they could “unlock over a gigawatt of capacity today” for PJM’s proposed Reliability Backstop Process. Beyond that, the trio is “capable of building multiple gigawatts of additional capacity across the country,” according to a Sunrun statement.

  • What’s in it for ratepayers? The massive network will benefit residential customers, too, the companies said, through “savings and rewards” for households...though they offered scant details on what those might look like.

  • While we’re talking capacity: The US energy storage market will nearly quadruple to 655 GWh by 2031, Wood Mac predicts.