The monopsony framing is super underrated here. I've been watching data centers negotiate power deals and its wild how little leverage DER providers have when theres only one buyer. The kW vs kWh distinction makes so much sence once you see it laid out like this, I remember analyzing some efficiency programs last year and realizing half the savings were happening at completely useless times.
You outdid yourself here, McGee. I love the framing of these 3 ideas!
The monopsony framing is super underrated here. I've been watching data centers negotiate power deals and its wild how little leverage DER providers have when theres only one buyer. The kW vs kWh distinction makes so much sence once you see it laid out like this, I remember analyzing some efficiency programs last year and realizing half the savings were happening at completely useless times.