<?xml version="1.0" encoding="UTF-8"?><rss xmlns:dc="http://purl.org/dc/elements/1.1/" xmlns:content="http://purl.org/rss/1.0/modules/content/" xmlns:atom="http://www.w3.org/2005/Atom" version="2.0" xmlns:itunes="http://www.itunes.com/dtds/podcast-1.0.dtd" xmlns:googleplay="http://www.google.com/schemas/play-podcasts/1.0"><channel><title><![CDATA[DER Task Force]]></title><description><![CDATA[Podcasts, blog posts, community updates, jobs, cool articles and more.]]></description><link>https://www.dertaskforce.com</link><image><url>https://substackcdn.com/image/fetch/$s_!g61B!,w_256,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F15e66be5-7e86-4ca0-9245-e14e88f959b4_1095x1095.png</url><title>DER Task Force</title><link>https://www.dertaskforce.com</link></image><generator>Substack</generator><lastBuildDate>Thu, 17 Sep 2026 14:58:19 GMT</lastBuildDate><atom:link href="https://www.dertaskforce.com/feed" rel="self" type="application/rss+xml"/><copyright><![CDATA[DER Task Force]]></copyright><language><![CDATA[en]]></language><webMaster><![CDATA[dertaskforcenews@substack.com]]></webMaster><itunes:owner><itunes:email><![CDATA[dertaskforcenews@substack.com]]></itunes:email><itunes:name><![CDATA[DER Task Force]]></itunes:name></itunes:owner><itunes:author><![CDATA[DER Task Force]]></itunes:author><googleplay:owner><![CDATA[dertaskforcenews@substack.com]]></googleplay:owner><googleplay:email><![CDATA[dertaskforcenews@substack.com]]></googleplay:email><googleplay:author><![CDATA[DER Task Force]]></googleplay:author><itunes:block><![CDATA[Yes]]></itunes:block><item><title><![CDATA[Get your energy hot take featured]]></title><description><![CDATA[Take the DERVOS community survey today]]></description><link>https://www.dertaskforce.com/p/get-your-energy-hot-take-featured</link><guid isPermaLink="false">https://www.dertaskforce.com/p/get-your-energy-hot-take-featured</guid><dc:creator><![CDATA[Colleen Metelitsa]]></dc:creator><pubDate>Fri, 04 Sep 2026 14:38:50 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!g61B!,w_256,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F15e66be5-7e86-4ca0-9245-e14e88f959b4_1095x1095.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p><span>We are two months out from DERVOS and the </span><a href="https://forms.gle/BnAcQYtBM56TkUAEA">2026 DERVOS Community Survey</a><span> is live. </span></p><p><span>Your responses will directly shape our second-ever State of DERs report to be presented at the conference. Plus if you bring the heat, your (anonymized) hottest take  could be featured live on stage.</span><br></p><ul><li><p><a href="https://docs.google.com/forms/d/e/1FAIpQLScyB3lQ_UUDP25_4QlpRqZ727hIPvtQv6Z6B-iKaHH3RXW1Bg/viewform"><span>Take the survey here</span></a><span> </span></p></li><li><p><span>Don&#8217;t forget to </span><a href="https://events.leapevents.com/event/dervos"><span>buy your tickets to DERVOS</span></a><span> November 5  </span></p></li></ul>]]></content:encoded></item><item><title><![CDATA[Re-announcing DERVOS 2026: New date, location, and this year's theme]]></title><description><![CDATA[The date and location are changing but the ambition isn't]]></description><link>https://www.dertaskforce.com/p/re-announcing-dervos-2026-new-date</link><guid isPermaLink="false">https://www.dertaskforce.com/p/re-announcing-dervos-2026-new-date</guid><dc:creator><![CDATA[Duncan Campbell]]></dc:creator><pubDate>Mon, 10 Aug 2026 13:18:27 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!hO4I!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F2ba1c17d-43e5-4322-a387-867da5ad7156_1448x1086.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>Okay friends, time for a big update. You might have been wondering why you haven&#8217;t heard much from us about DERVOS. We&#8217;ve been cranking hard on pulling together the most engaging energy event we can and are extremely excited about what is in store. More on that in a moment.</p><p>But first, because of a capacity issue with our initial venue, we have made the decision to relocate DERVOS, which also means having to change the date. The event continues to grow beyond our expectations and scaling it sustainably has been challenging. We&#8217;re sorry to do this and hope it doesn&#8217;t disrupt too many travel plans, but ultimately believe it is necessary to deliver you guys an incredible show.</p><p>DERVOS 2026 will now be held on <strong>November 5th at Duggal Greenhouse in the Brooklyn Navy Yard</strong>. This new venue is amazing and it feels great to get back to our Navy Yard roots. We still love Governors Island too&#8212;they have been an incredibly supportive partner and will continue to be when we head back there soon!</p><p>And of course, if you&#8217;ve already purchased tickets but this new date doesn&#8217;t work for you, a full refund will be available. </p><p>So without further ado, we&#8217;re psyched to re-announce DERVOS 2026!</p><div><hr></div><h1 style="text-align: center;">DERVOS 2026: Everything is DER</h1><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!hO4I!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F2ba1c17d-43e5-4322-a387-867da5ad7156_1448x1086.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!hO4I!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F2ba1c17d-43e5-4322-a387-867da5ad7156_1448x1086.png 424w, https://substackcdn.com/image/fetch/$s_!hO4I!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F2ba1c17d-43e5-4322-a387-867da5ad7156_1448x1086.png 848w, https://substackcdn.com/image/fetch/$s_!hO4I!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F2ba1c17d-43e5-4322-a387-867da5ad7156_1448x1086.png 1272w, https://substackcdn.com/image/fetch/$s_!hO4I!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F2ba1c17d-43e5-4322-a387-867da5ad7156_1448x1086.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!hO4I!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F2ba1c17d-43e5-4322-a387-867da5ad7156_1448x1086.png" width="1448" height="1086" 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srcset="https://substackcdn.com/image/fetch/$s_!hO4I!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F2ba1c17d-43e5-4322-a387-867da5ad7156_1448x1086.png 424w, https://substackcdn.com/image/fetch/$s_!hO4I!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F2ba1c17d-43e5-4322-a387-867da5ad7156_1448x1086.png 848w, https://substackcdn.com/image/fetch/$s_!hO4I!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F2ba1c17d-43e5-4322-a387-867da5ad7156_1448x1086.png 1272w, https://substackcdn.com/image/fetch/$s_!hO4I!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F2ba1c17d-43e5-4322-a387-867da5ad7156_1448x1086.png 1456w" sizes="100vw" fetchpriority="high"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image buttonBase-GK1x3M"><svg aria-hidden="true" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg" class="icon-noB79L"><g><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image buttonBase-GK1x3M"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2 icon-noB79L"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://events.leapevents.com/tickets/DERVOS#/&quot;,&quot;text&quot;:&quot;Buy Tickets&quot;,&quot;action&quot;:null,&quot;class&quot;:null}" data-component-name="ButtonCreateButton"><a class="button primary" href="https://events.leapevents.com/tickets/DERVOS#/"><span>Buy Tickets</span></a></p><p></p><h2>The High-Level</h2><ul><li><p>When: November 5th, 2026</p></li><li><p>Where: <a href="https://www.google.com/maps/place/Duggal+Greenhouse/data=!4m2!3m1!1s0x0:0x36c9be261ceffa0a?sa=X&amp;ved=1t:2428&amp;ictx=111">Duggal Greenhouse</a>, Brooklyn Navy Yard, NYC</p></li><li><p>Tickets: $899 full price, $699 for a limited time only</p></li></ul><h2><strong>You can expect a full day complete with</strong></h2><ul><li><p>Incredible speakers and panels</p></li><li><p>Topics that actually matter with unrestrained hot takes</p></li><li><p>Awesome showcases from some of our favorite companies</p></li><li><p>Time to hang with a seriously amazing group of peers</p></li><li><p>A big ass party at the end</p></li></ul><h2><strong>The Big Theme: Everything is DER  </strong></h2><p>Five years ago, distributed energy was still treated like a sideshow to the &#8220;real&#8221; power system. Today, it increasingly is the only viable solution to the myriad woes facing the power system. Data centers are building their own massive behind-the-meter energy systems. Companies are turning flexible load into hundreds of megawatts of capacity. Batteries and solar are becoming plug-and-play consumer products. Utilities and grid operators are procuring distributed capacity at scale. And as interconnection queues, transmission planning, and institutional decision-making become increasingly sclerotic, customers are simply deciding to take care of their own power needs.</p><p>That&#8217;s what we mean by <strong>Everything is DER</strong>: not that everything is small, or even literally &#8220;distributed,&#8221; but that the center of gravity is shifting toward energy resources that are closer to load and controlled by those who need the power. Sometimes that shift is bottoms-up, sometimes it&#8217;s centrally planned, but either way, DERs aren&#8217;t the sideshow anymore. They&#8217;re the main event.</p><h2>Some key topics we&#8217;ll explore: </h2><ol><li><p><strong>Demystifying AI &amp; Data Centers</strong> - What the hell is going on in these things? How much of this power demand is real? Will it keep growing exponentially or are we near the top? How is this reinventing infrastructure development? Is BYOP the path for industrial demand growth?</p></li><li><p><strong>SolarMaxxing</strong> - A new era of solar is upon us. Industrial-scale solar and battery project designs are being reinvented to serve on-site loads, at high reliability, and quickly. Will we see $3/w 24/7 FIRM solar + storage in the near future, as Jesse Peltan prophesies? </p></li><li><p><strong>Massive Top-Down DERs Deployment </strong>- Whether it&#8217;s vertically integrated IOUs placing batteries throughout the distribution grid, hyperscalers contracting to deploy hundreds of MWs into ISO markets, or utilities working with residential battery suppliers to free up capacity in their system, it&#8217;s clear that DERs no longer need to be sold one at a time. There&#8217;s a centralized path to scale, but does it align with distributed principles?</p></li><li><p><strong>The Wide-Open State of Power System Planning, Regulation, and Expansion </strong>- Has the &#8220;deregulated&#8221; power system shown it is able to grow? Or is a return to the vertically integrated IOU required? Are interconnection processes doomed to perpetual sclerosis? Will governors continue to assert their will as the grid becomes one of the largest election issues and utilities wind up in the crosshairs of the media? More than ever in our lifetimes, it feels like just about anything is possible over the next few years. Under the pressure of massive demand, our institutions are failing and the form of response most likely is uncertain. Whatever happens, this is the moment that will be written about in the history books.</p><p></p></li></ol><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://events.leapevents.com/tickets/DERVOS#/&quot;,&quot;text&quot;:&quot;Buy Tickets&quot;,&quot;action&quot;:null,&quot;class&quot;:null}" data-component-name="ButtonCreateButton"><a class="button primary" href="https://events.leapevents.com/tickets/DERVOS#/"><span>Buy Tickets</span></a></p><h2>Speakers &amp; Presenters</h2><p>We&#8217;re not quite ready to announce the full list of speakers, but the goal is to somehow be even more epic than last year. Here are some of last year&#8217;s speakers to give you a sense of who&#8217;s involved.</p><ul><li><p>Jigar Shah, Multiplier LLC, Managing Director</p></li><li><p>Ryan Long, Xcel Energy, Executive Vice President</p></li><li><p>Nick Chaset, Octopus Energy US, CEO</p></li><li><p>Dana Guernsey, Voltus, CEO &amp; Co-Founder</p></li><li><p>Sean Jones, Tesla, Lead, Market Development - Data Centers; Tesla Megapack</p></li><li><p>Tristan Doherty, LG, Chief Product Officer</p></li><li><p>Tyler Norris, Google, Head of Market Innovation, Advanced Energy</p></li><li><p>Hallie Carrao, Google, Technical Program Manager, Energy</p></li><li><p>Chris Rauscher, Sunrun, VP &amp; Head of Grid Services &amp; Electrification</p></li><li><p>Seth Frader-Thompson, EnergyHub, CEO</p></li><li><p>Drew Baglino, Heron Power, CEO</p></li><li><p>Sam D&#8217;Amico, Impulse Labs, CEO</p></li><li><p>Daan Walter, Ember Analytics, Principal</p></li><li><p>Jesse Peltan, Type 1, Founder</p></li><li><p>Vic Shao, DC Grid, Founder &amp; CEO</p></li><li><p>Cole Ashman, Pila Energy, Founder &amp; CEO</p></li><li><p>Kevin Chou, Bright Saver, Executive Director &amp; Founder</p></li><li><p>Bala Ramamurthy, Critical Loop, CEO</p></li><li><p>Colleen Metelitsa, Scale Microgrids, Senior Strategy Director</p></li><li><p>James McGinniss, David Energy, CEO &amp; Co-Founder</p></li><li><p>Duncan Campbell, Scale Microgrids, VP Data Center Solutions</p></li></ul><h2>What&#8217;s the vibe like?</h2><p>Want a taste of what&#8217;s in store? Check out last year&#8217;s recap video:</p><div class="native-video-embed" data-component-name="VideoPlaceholder" data-attrs="{&quot;mediaUploadId&quot;:&quot;034710ac-39ec-4506-aae1-88e2c70a6b2e&quot;,&quot;duration&quot;:null}"></div><p>Want more? Here are recordings of most of last year&#8217;s stage content:</p><ul><li><p><a href="https://www.dertaskforce.com/p/dervos-2025-keynote-solar-pill-the">DERVOS 2025 Keynote: Solar Pill the World with Jesse Peltan</a></p></li><li><p><a href="https://www.dertaskforce.com/p/dervos-2025-big-ders-energy">ThunDERdome 1: Big DERs Energy</a></p></li><li><p><a href="https://www.dertaskforce.com/p/dervos-2025-thundderdome-2-permissionless">ThunDERdome 2: Permissionless DERs Wait for No One</a></p></li><li><p><a href="https://www.dertaskforce.com/p/dervos-2025-thundderdome-3-deploying">ThunDERdome 3: Deploying and Orchestrating GWs of Distributed Capacity</a></p></li><li><p><a href="https://www.dertaskforce.com/p/dervos-2025-thundderdome-4-energy">ThunDERdome 4: Energy Dominance and the Electrostate</a></p></li><li><p><a href="https://www.dertaskforce.com/p/circuit-breaker-octopus-energy">Circuit Breaker: Jigar Shah &amp; Nick Chaset, CEO, Octopus Energy</a></p></li><li><p><a href="https://www.dertaskforce.com/p/showcase-1-from-driveway-to-grid">Showcase 1 - From Driveway to Grid: The First Mass Market DER</a></p></li><li><p><a href="https://www.dertaskforce.com/p/showcase-2-permissionless-ders-showdown">Showcase 2: Permissionless DERs Showdown</a></p></li><li><p><a href="https://www.dertaskforce.com/p/showcase-25">Showcase 2.5: Permissionless DERs for Small Businesses</a></p></li><li><p><a href="https://www.dertaskforce.com/p/showcase-3-sunruns-vpp-update">Showcase 3: Sunrun&#8217;s VPP Update</a></p></li></ul><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://events.leapevents.com/tickets/DERVOS#/&quot;,&quot;text&quot;:&quot;Buy Tickets&quot;,&quot;action&quot;:null,&quot;class&quot;:null}" data-component-name="ButtonCreateButton"><a class="button primary" href="https://events.leapevents.com/tickets/DERVOS#/"><span>Buy Tickets</span></a></p><p></p>]]></content:encoded></item><item><title><![CDATA[2026 DERVOS Community Survey now live]]></title><description><![CDATA[Show some soliDERity and tell us what you really think on the state of DERs]]></description><link>https://www.dertaskforce.com/p/2026-dervos-community-survey-now</link><guid isPermaLink="false">https://www.dertaskforce.com/p/2026-dervos-community-survey-now</guid><dc:creator><![CDATA[Colleen Metelitsa]]></dc:creator><pubDate>Wed, 29 Jul 2026 12:45:22 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!g61B!,w_256,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F15e66be5-7e86-4ca0-9245-e14e88f959b4_1095x1095.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>We want to hear from you: The <a href="https://forms.gle/BnAcQYtBM56TkUAEA">2026 DERVOS Community Survey</a> is now open!</p><p>The DER Task Force&#8217;s community of entrepreneurs, investors, policymakers, utilities, and advocates is shaping the future of clean, reliable, and affordable power in the U.S. This survey is our chance to capture the voice of that community on the questions that matter most right now - the risks and accelerants shaping the industry, where we should focus to strengthen our advocacy, and what you want to learn from your peers at DERVOS Main Day on September 18 and beyond.<br><br>Your responses will directly shape our second-ever State of DERs report, help set the agenda for DERVOS 2027 programming, and identify gaps and opportunities across the community.<br><br>The survey takes about 10-13 minutes, and all responses are confidential and reported in aggregate only.<br><br>You can take the survey <a href="https://forms.gle/KAxyYbMscd5ygbMQ7">here</a>.</p><div class="subscription-widget-wrap-editor" data-attrs="{&quot;url&quot;:&quot;https://www.dertaskforce.com/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe&quot;,&quot;language&quot;:&quot;en&quot;}" data-component-name="SubscribeWidgetToDOM"><div class="subscription-widget show-subscribe"><div class="preamble"><p class="cta-caption">This Substack is reader-supported. To receive new posts and support my work, consider becoming a free or paid subscriber.</p></div><form class="subscription-widget-subscribe"><input type="email" class="email-input" name="email" placeholder="Type your email&#8230;" tabindex="-1"><input type="submit" class="button primary" value="Subscribe"><div class="fake-input-wrapper"><div class="fake-input"></div><div class="fake-button"></div></div></form></div></div><p>Thank you for being part of this community and for helping make distributed energy more visible, actionable, and effective.</p><p></p><p><span>Don't forget to </span><a href="https://events.leapevents.com/event/dervos">snag your DERVOS ticket</a><span>!</span></p><div class="subscription-widget-wrap-editor" data-attrs="{&quot;url&quot;:&quot;https://www.dertaskforce.com/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe&quot;,&quot;language&quot;:&quot;en&quot;}" data-component-name="SubscribeWidgetToDOM"><div class="subscription-widget show-subscribe"><div class="preamble"><p class="cta-caption">This Substack is reader-supported. To receive new posts and support my work, consider becoming a free or paid subscriber.</p></div><form class="subscription-widget-subscribe"><input type="email" class="email-input" name="email" placeholder="Type your email&#8230;" tabindex="-1"><input type="submit" class="button primary" value="Subscribe"><div class="fake-input-wrapper"><div class="fake-input"></div><div class="fake-button"></div></div></form></div></div>]]></content:encoded></item><item><title><![CDATA[Energy, Compute, & Capital Markets with Meltem Demirors + Honour Masters]]></title><description><![CDATA[&#9889;&#65038; This week we&#8217;re in the ThunDERdome with Crucible Capital&#8217;s Meltem Demirors and Honour Masters. Have we become too Malthusian?]]></description><link>https://www.dertaskforce.com/p/the-convergence-of-ai-energy-infrastructure</link><guid isPermaLink="false">https://www.dertaskforce.com/p/the-convergence-of-ai-energy-infrastructure</guid><dc:creator><![CDATA[DER Task Force]]></dc:creator><pubDate>Mon, 27 Jul 2026 13:03:00 GMT</pubDate><enclosure url="https://api.substack.com/feed/podcast/207302129/3a90dc1a1a9f24654392e53d9a926f68.mp3" length="0" type="audio/mpeg"/><content:encoded><![CDATA[<p>This week we&#8217;re in the ThunDERdome with <a href="https://www.cruciblecap.xyz">Crucible Capital</a>&#8217;s Meltem Demirors and Honour Masters.</p><p>Have we become too <em><a href="https://en.wikipedia.org/wiki/Malthusianism">Malthusian</a></em>? Is AI an extension of Steve Jobs&#8217; &#8220;<a href="https://youtu.be/W5o7umYvqlw?si=cKlAMP_JGdTz-F3V">bicycle for the mind</a>&#8221; metaphor, or is it becoming more of a wholesale replacement for the bicyclist? Are your alt milk lattes and petroleum-derived garments more environmentally destructive than a data center? Will Meltem achieve her dream of deploying fleets of self-replicating nanosatellites into the universe to spread versions of herself, infecting alien cultures with her self-described &#8220;weird-ass personality?&#8221; Should <a href="https://www.davidenergy.com">David Energy</a> create a brutalist, fluted concrete battery? Is Duncan &#8220;smoking crack?&#8221; These questions &#8211; and many more &#8211; discussed and/or generally riffed upon in this week&#8217;s <strong>DER Task Force</strong>.</p>]]></content:encoded></item><item><title><![CDATA[DERVOS Early Bird Tickets Release!]]></title><description><![CDATA[Get the cheap tickets before they sell out]]></description><link>https://www.dertaskforce.com/p/dervos-early-bird-tickets</link><guid isPermaLink="false">https://www.dertaskforce.com/p/dervos-early-bird-tickets</guid><dc:creator><![CDATA[James McGinniss]]></dc:creator><pubDate>Tue, 23 Jun 2026 12:15:00 GMT</pubDate><enclosure url="https://substack-post-media.s3.amazonaws.com/public/images/4c76fb1f-372d-49dc-bb6e-8ffbfcb135f6_6000x4000.jpeg" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>The FIFTH annual DERVOS is Sept 18th on Governor&#8217;s Island, and it&#8217;s going to be an incredible day. We&#8217;ll be moving it to a different corner of the island where you can expect the vibes to be even higher than <a href="https://www.dertaskforce.com/p/dervos-2025-its-a-video-wrap">last year</a>. And it will be warm in September!</p><p>Get your early bird tickets <a href="https://events.leapevents.com/event/dervos">here</a>. Tickets will go from $499 to $699 to $899 as each tier sells out, so jump on it now! If you&#8217;re a student or need a cheaper ticket for some other reason, email us at info@dertaskforce.com with some context and we&#8217;ll see if we can help. Or if you want to sponsor, email us there too.</p><p>While we&#8217;re still finalizing content and speakers, you can expect us to go even deeper on some of the big topics we introduced last year:</p><ul><li><p>DERs are coming and its a mess! The state of and path forward for our regulatory complex</p></li><li><p>De-mystifing what&#8217;s really going on with AI, data centers, and how to power them</p></li><li><p>Solar-maxxing</p></li><li><p>Electrotech</p></li></ul><p>And so much more.</p><p>We recommend you stay in downtown Manhattan to be near the ferry!</p>]]></content:encoded></item><item><title><![CDATA[The Plug-In Era is Upon Us]]></title><description><![CDATA[DERs move from mainframes to PC]]></description><link>https://www.dertaskforce.com/p/the-plug-in-era-is-upon-us</link><guid isPermaLink="false">https://www.dertaskforce.com/p/the-plug-in-era-is-upon-us</guid><dc:creator><![CDATA[James McGinniss]]></dc:creator><pubDate>Fri, 08 May 2026 14:55:35 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!NGfA!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F24114e52-9da4-45b4-b19b-025ed6095048_4000x2252.jpeg" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>I just published this on <a href="https://x.com/James_McGinniss/status/2052737923246608431?s=20">X</a> and to my <a href="https://jamesmcginniss.substack.com/p/the-plug-in-era-is-upon-us?r=402jl">personal substack</a>. Duncan, Colleen, and I thought you all might like it too. (For some reason, it&#8217;s not letting me cross-post, so here it is as its own article).</p><div><hr></div><p>Our work <a href="https://x.com/@TheDavidEnergy">@TheDavidEnergy</a> leveraging bi-directional, plug-in batteries to lower costs for small businesses <a href="https://www.fastcompany.com/91534376/beard-papas-emack-bolios-nyc-retailers-plug-in-batteries-save-energy-costs">is now public</a>, and it coincides with some broader macro shifts in the power sector that I&#8217;ve been meditating on.</p><p>The power of plug-in is remarkable and comes at a time when our regulatory construct is falling behind. If we wait for permission from that construct, we&#8217;ll never move as fast as we need to. Plug-in is our way out, at least for consumers and businesses.</p><p>The shift from permitted solar + storage systems to plug-in is as big as the shift from on-prem to the cloud, or mainframe to PCs, or however you want to think about it. Imagine if every time you bought an iPhone or laptop, you needed a permit and an inspection--the internet never would have taken off with that much friction. Plug-in is the frictionless path to scale the DERs movement has been waiting for and will soon become the dominant form of DERs deployment.</p><p>After seeing plug-in in action over the last few months, it&#8217;s clear that we are at the dawn of a new era in DERs, led by a small cadre of companies like us, <a href="https://x.com/@ImpulseLabs">@ImpulseLabs</a> <a href="https://x.com/@sdamico">@sdamico</a> <a href="https://x.com/@EcoFlowTech">@EcoFlowTech</a> <a href="https://x.com/@channingcopper">@channingcopper</a> <a href="https://x.com/@pila">@pila</a> <a href="https://x.com/@ColeHAshman">@ColeHAshman</a> <a href="https://x.com/@Bright_Saver">@Bright_Saver</a> <a href="https://x.com/@KevinChou">@KevinChou</a> <a href="https://x.com/@CoraStryker">@CoraStryker</a> <a href="https://x.com/@EveryElectricCo">@EveryElectricCo</a> <a href="https://x.com/@ndrewwang">@ndrewwang</a> and more applying plug-in technologies.</p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!NGfA!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F24114e52-9da4-45b4-b19b-025ed6095048_4000x2252.jpeg" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!NGfA!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F24114e52-9da4-45b4-b19b-025ed6095048_4000x2252.jpeg 424w, https://substackcdn.com/image/fetch/$s_!NGfA!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F24114e52-9da4-45b4-b19b-025ed6095048_4000x2252.jpeg 848w, https://substackcdn.com/image/fetch/$s_!NGfA!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F24114e52-9da4-45b4-b19b-025ed6095048_4000x2252.jpeg 1272w, https://substackcdn.com/image/fetch/$s_!NGfA!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F24114e52-9da4-45b4-b19b-025ed6095048_4000x2252.jpeg 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!NGfA!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F24114e52-9da4-45b4-b19b-025ed6095048_4000x2252.jpeg" width="1456" height="820" 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srcset="https://substackcdn.com/image/fetch/$s_!NGfA!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F24114e52-9da4-45b4-b19b-025ed6095048_4000x2252.jpeg 424w, https://substackcdn.com/image/fetch/$s_!NGfA!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F24114e52-9da4-45b4-b19b-025ed6095048_4000x2252.jpeg 848w, https://substackcdn.com/image/fetch/$s_!NGfA!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F24114e52-9da4-45b4-b19b-025ed6095048_4000x2252.jpeg 1272w, https://substackcdn.com/image/fetch/$s_!NGfA!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F24114e52-9da4-45b4-b19b-025ed6095048_4000x2252.jpeg 1456w" sizes="100vw" fetchpriority="high"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image buttonBase-GK1x3M"><svg aria-hidden="true" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg" class="icon-noB79L"><g><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image buttonBase-GK1x3M"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2 icon-noB79L"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><h2><strong>What we&#8217;re doing</strong></h2><p>We guarantee customers we will &#8220;beat the utility&#8221; if they let us take over their energy supply and install plug-in batteries on site. Since launching just a few months ago we&#8217;ve signed up hundreds of restaurants, coffee shops, gyms, laundromats, and more representing 10&#8217;s of thousands of MWhs of power demand (the equivalent of thousands of homes), and it&#8217;s only accelerating. Plug-in has unlocked the entire segment of small business that&#8217;s historically been left behind by the DERs industry and it&#8217;s incredibly scalable.<br><br>The rapid success of this launch is due to three important and novel properties that broadly apply for plug-in and is new for DERs:</p><ol><li><p>It&#8217;s a no brainer for customers. There&#8217;s no capital requirement upfront or long-term commitment and they see savings day one. We&#8217;re not selling a premium sustainability or resilience product. We&#8217;re just lowering costs--across both delivery through demand charge management and supply through aggregation--in one simple value prop and vertically-integrated solution. Customers are feeling the pain of rising costs, and we alleviate that pain.</p></li><li><p>Plug-in batteries do not require permits or complex installs, which allow us to scale incredibly fast and cheaply in a market where no one thinks that is possible, NYC. We can sign a customer on a Monday and deploy by that Friday. Our soft costs are &lt;10% of total system costs, compared to an average of &gt;50% for traditional single-family residential systems. There&#8217;s no need for costly alterations to the existing panel or service, we just deploy as much capacity as we can with the existing interconnection. At the theoretical limit, we are bound only by hardware costs, which continue to plummet, not the soft costs that have plagued residential solar and storage.</p></li><li><p>We serve tenants, not land owners because it&#8217;s incredibly easy to pick up and move batteries. This will change underwriting dynamics of deploying what are still infrastructure grade assets and it&#8217;s why we don&#8217;t force them into long-term commitments. This property in particular democratizes access and will open up entirely new segments to DERs.</p></li></ol><p>These same properties apply to other new verticals, like multi-family renters, which won&#8217;t be far behind.</p><h2><strong>Why it matters</strong></h2><p>Load growth is back and our existing institutions don&#8217;t seem to be adapting quickly enough. Plenty of ink has been spilled on the topic, but it&#8217;s worth reiterating that we&#8217;re doing this to ourselves. Above all, our own bureaucracies and red-tape are what are slowing us down most--not technology, will, capital availability, or customer demand.</p><p>Solar and storage has been 95% of new interconnection the last two years, but the future of that continuing feels uncertain. We&#8217;re seeing a number of serious headwinds for the industry: The solar ITC is going away. The federal administration wants to make it harder for the industry at every turn, and local jurisdictions (even in blue states) can&#8217;t get out of their own way. Our largest power market, PJM, is a mess and the queue they just opened up is dominated by gas. In the best case, deployment is way slower than it can and must be to deal with rising demand.</p><p>Plug-in represents a new pathway to deployment that doesn&#8217;t require any centralized permission or coordination. In fact, the worse our centralized system gets--and the higher resulting costs to consumers--the stronger the bull case for them. Customers will just take matters into their own hands, as they did in Germany with plug-in or at the extreme, Pakistan with grid defection.</p><h2><strong>Where we&#8217;re headed</strong></h2><p>Plug-in will soon dwarf traditional residential and commercial interconnected systems. Contrary to the public perception, plug-in does not mean small and it&#8217;s not just something you do if you can&#8217;t do it the traditional way. At David Energy, we see a path to be deploying 100kwh+ systems in buildings that are incredibly cheap and superior to comemrcial rooftop or ground-mounted systems. While the commercially available products are small today, this will soon change. We will see 10s of GWs deployed across the US in just the next few years and beyond that, hundreds.</p><p>Our existing systems will have no choice but to adapt to them because they&#8217;re going to scale so fast. Soon, they&#8217;re going to be everywhere. Over the last decade, I&#8217;ve watched too many good companies and good solutions struggle to get adoption while they worked hard for policy change that never came. Plug-in is not anti-institutions or anti-regulation, but it&#8217;s not going to wait for them.</p><p>These systems are safe (UL certified), reliable, and just make sense to do from an engineering and economic standpoint. There&#8217;s really no way to stop them, and no reason to. This means they&#8217;re coming, whether we&#8217;re ready for it or not.</p>]]></content:encoded></item><item><title><![CDATA[Electromaxxing With Daan Walter ]]></title><description><![CDATA["It's all peanuts compared to solar."]]></description><link>https://www.dertaskforce.com/p/electromaxxing-with-daan-walter</link><guid isPermaLink="false">https://www.dertaskforce.com/p/electromaxxing-with-daan-walter</guid><dc:creator><![CDATA[DER Task Force]]></dc:creator><pubDate>Tue, 24 Mar 2026 14:02:18 GMT</pubDate><enclosure url="https://api.substack.com/feed/podcast/191782929/f8e72a46dc726b7e7bd572db37aaf6f3.mp3" length="0" type="audio/mpeg"/><content:encoded><![CDATA[<p>Buckle up, this is a long one. But when we&#8217;re talking about a revolution of this magnitude, how could it not be?</p><p>We couldn&#8217;t help ourselves once we sat down with Daan Walter, principal of <a href="https://ember-energy.org/">Ember</a>, to unpack how solar and batteries are fueling the electrotech revolution, why it&#8217;s happening faster than anyone expected, and what this looks like far beyond the U.S.</p><p>This disruption is all about cheaper, better technology winning the day across the entire stack, from generation and storage to how we consume energy. It&#8217;s particularly interesting in emerging markets, where energy is evolving like smartphones did&#8212;leapfrogging traditional infrastructure.</p><p>As global oil supply disruptions have reclaimed the front page because of the war in Iran, this episode is a refreshing deep dive into the inevitable future where solar is the dominant supply of energy.</p><p>And if you need some visuals to dig into, check out the Ember team&#8217;s post for us on <a href="https://www.dertaskforce.com/p/the-electrotech-revolution-in-10">the electrotech revolution in 10 charts and not too many numbers</a>.</p>]]></content:encoded></item><item><title><![CDATA[The dawn of a new DERcade]]></title><description><![CDATA[We ask ourselves, what's really good in '26 and beyond?]]></description><link>https://www.dertaskforce.com/p/the-dawn-of-a-new-dercade</link><guid isPermaLink="false">https://www.dertaskforce.com/p/the-dawn-of-a-new-dercade</guid><dc:creator><![CDATA[James McGinniss]]></dc:creator><pubDate>Fri, 30 Jan 2026 16:58:14 GMT</pubDate><enclosure url="https://api.substack.com/feed/podcast/186193313/c8bc7777f2f64e3883c507ec466ad767.mp3" length="0" type="audio/mpeg"/><content:encoded><![CDATA[<p>We&#8217;re back! This time with a solo pod. We continue our tradition of talking about New Year&#8217;s resolutions, unpacking DERVOS &#8216;25, and looking ahead to DERVOS &#8216;26 and beyond. We feel we&#8217;re at the start of a new epoch&#8212;rather, DERcade&#8212;so we try to tee up the key themes and what we&#8217;re interested in exploring for the next 10 years.</p><p>We get into what&#8217;s up at Scale and David Energy, permissionless DERs, scalability, affordability and electricity being the super topic on the national stage in &#8216;26 for the first time, how it&#8217;s going to be real weird and messy, electrostates being The Thing, institutional decay in the US and on the grid, nimbyism and how some states are going to get left behind, building mainstream narratives, AI and data centers, and so much more!</p>]]></content:encoded></item><item><title><![CDATA[The electrotech revolution in 10 charts and not too many numbers]]></title><description><![CDATA[The big picture of the energy transition in a few snapshots]]></description><link>https://www.dertaskforce.com/p/the-electrotech-revolution-in-10</link><guid isPermaLink="false">https://www.dertaskforce.com/p/the-electrotech-revolution-in-10</guid><dc:creator><![CDATA[Daan Walter]]></dc:creator><pubDate>Tue, 27 Jan 2026 16:02:36 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!iqy9!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa80d6ad0-3d1c-4a54-ba69-53e8820d121c_1600x900.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>By Daan Walter, Sam Butler-Sloss, and Kingsmill Bond of <a href="https://ember-energy.org/">Ember</a>. For more, check out Ember&#8217;s <a href="https://www.electrotech-revolution.com/">Electrotech Revolution</a> Substack. </p><p>________</p><p>2025 was a year of new electric thinking. We saw many energy analysts and writers argue that there is more to the energy transition than just a shift from dirty to clean energy. It came in the form of McCormick and D&#8217;Amico&#8217;s <em><a href="https://www.notboring.co/p/the-electric-slide">The Electric Slide</a></em>, to the IEA&#8217;s <a href="https://www.iea.org/newsletters/energy-snapshot/17-11-2025/the-age-of-electricity-is-here">declaration</a> of an <em>Age of Electricity</em>, to growing discussion of <a href="https://rmi.org/insight/grease-lightning/">electro-industrialism</a>, the rise of a <em><a href="https://www.carlyle.com/global-insights/research/the-new-joule-order">New Joule Order</a></em>, and the widespread use of the term <a href="https://www.ft.com/content/013e8a27-ade5-48ed-8f2e-ffbf70cc508c">electrostates</a>, a term we introduced <a href="https://rmi.org/insight/x-change-the-race-to-the-top/">two years ago</a> that gained broad uptake last year.</p><p>We laid out the facts in our September report, <em><a href="https://ember-energy.org/latest-insights/the-electrotech-revolution/">The Electrotech Revolution</a></em>, which we also presented at DERVOS last fall. As we enter 2026, we compiled ten key insights from our work that we think are particularly important this year.</p><p><strong>1. This is a technology revolution</strong></p><p>The energy system is not just decarbonizing, it is entering a new technological age. A new generation of technologies is coming together: on the supply side technologies like solar and wind, demand technologies like EVs and heat pumps, and connection technologies like batteries, grids and software.</p><p>Each of these technologies is falling in price and rising exponentially in deployment. Individually, each is disruptive. But together, they form something more powerful. As supply finds demand and connections enable both, they reinforce each other on the way up. This is why we speak of not just a transition but a technology <em>revolution</em>.</p><p>This matters for 2026. Even as decarbonization slips down political agendas, the self-reinforcing nature of this technological transition does not stop. The revolution has its own momentum.</p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!iqy9!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa80d6ad0-3d1c-4a54-ba69-53e8820d121c_1600x900.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!iqy9!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa80d6ad0-3d1c-4a54-ba69-53e8820d121c_1600x900.png 424w, https://substackcdn.com/image/fetch/$s_!iqy9!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa80d6ad0-3d1c-4a54-ba69-53e8820d121c_1600x900.png 848w, https://substackcdn.com/image/fetch/$s_!iqy9!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa80d6ad0-3d1c-4a54-ba69-53e8820d121c_1600x900.png 1272w, https://substackcdn.com/image/fetch/$s_!iqy9!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa80d6ad0-3d1c-4a54-ba69-53e8820d121c_1600x900.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!iqy9!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa80d6ad0-3d1c-4a54-ba69-53e8820d121c_1600x900.png" width="1456" height="819" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/a80d6ad0-3d1c-4a54-ba69-53e8820d121c_1600x900.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:819,&quot;width&quot;:1456,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:null,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:null,&quot;href&quot;:null,&quot;belowTheFold&quot;:false,&quot;topImage&quot;:true,&quot;internalRedirect&quot;:null,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!iqy9!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa80d6ad0-3d1c-4a54-ba69-53e8820d121c_1600x900.png 424w, https://substackcdn.com/image/fetch/$s_!iqy9!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa80d6ad0-3d1c-4a54-ba69-53e8820d121c_1600x900.png 848w, https://substackcdn.com/image/fetch/$s_!iqy9!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa80d6ad0-3d1c-4a54-ba69-53e8820d121c_1600x900.png 1272w, https://substackcdn.com/image/fetch/$s_!iqy9!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa80d6ad0-3d1c-4a54-ba69-53e8820d121c_1600x900.png 1456w" sizes="100vw" fetchpriority="high"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image buttonBase-GK1x3M"><svg aria-hidden="true" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg" class="icon-noB79L"><g><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image buttonBase-GK1x3M"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2 icon-noB79L"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><p><strong>2. It brings energy abundance</strong></p><p>Human history has seen only a handful of leaps in how much energy is at our disposal. Foragers relied on muscle and fire. Farmers unlocked the energy stored in crops and livestock, multiplying available energy by a hundred. Fossil fuels gave us another fifty-fold increase by tapping ancient sunlight buried underground.</p><p>Electrotech promises a similar leap. The sun delivers more energy to Earth every five days than all our fossil fuel reserves combined. As we move to tap into this solar resource, our energy system not only becomes more abundant, but also more immediate; moving from burning old sunshine to capturing it in real time. This is a shift from foraging fossil fuels to harvesting the sun.</p><p>As we are sure to see a year full of energy abundance debates in 2026, it is worth noting which path actually delivers on that promise.</p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!hCGI!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F720bbcc4-cc06-4131-93b6-19f82744d3a6_1600x900.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!hCGI!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F720bbcc4-cc06-4131-93b6-19f82744d3a6_1600x900.png 424w, https://substackcdn.com/image/fetch/$s_!hCGI!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F720bbcc4-cc06-4131-93b6-19f82744d3a6_1600x900.png 848w, https://substackcdn.com/image/fetch/$s_!hCGI!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F720bbcc4-cc06-4131-93b6-19f82744d3a6_1600x900.png 1272w, https://substackcdn.com/image/fetch/$s_!hCGI!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F720bbcc4-cc06-4131-93b6-19f82744d3a6_1600x900.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!hCGI!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F720bbcc4-cc06-4131-93b6-19f82744d3a6_1600x900.png" width="1456" height="819" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/720bbcc4-cc06-4131-93b6-19f82744d3a6_1600x900.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:819,&quot;width&quot;:1456,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:null,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:null,&quot;href&quot;:null,&quot;belowTheFold&quot;:true,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:null,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!hCGI!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F720bbcc4-cc06-4131-93b6-19f82744d3a6_1600x900.png 424w, https://substackcdn.com/image/fetch/$s_!hCGI!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F720bbcc4-cc06-4131-93b6-19f82744d3a6_1600x900.png 848w, https://substackcdn.com/image/fetch/$s_!hCGI!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F720bbcc4-cc06-4131-93b6-19f82744d3a6_1600x900.png 1272w, https://substackcdn.com/image/fetch/$s_!hCGI!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F720bbcc4-cc06-4131-93b6-19f82744d3a6_1600x900.png 1456w" sizes="100vw" loading="lazy"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image buttonBase-GK1x3M"><svg aria-hidden="true" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg" class="icon-noB79L"><g><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image buttonBase-GK1x3M"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2 icon-noB79L"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><p><strong>3. It has been a long time coming</strong></p><p>The rise of electrotech is not a recent trend. It has been coming for over a century. Electrification began in the 1880s, when electric lights and motors started replacing flame and steam. From there, electricity demand grew at 5-7% annually after 1900, as lights, industrial machinery, and household appliances spread across the developed world.</p><p>The mid-20th century brought televisions, refrigerators, and washing machines into homes. Then came the information age&#8212;semiconductors powering mainframes, then personal computers, then smartphones. The clean lab manufacturing techniques developed for chips eventually made mass production of solar panels and battery cells possible.</p><p>Now a century of evolution is turning the 2020s into a decade of revolution. This trend has been running longer than any administration or political setback. It comes with a century of momentum.</p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!SS01!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F27f00bcd-f6a4-471b-8431-fb580cc6399c_1600x900.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!SS01!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F27f00bcd-f6a4-471b-8431-fb580cc6399c_1600x900.png 424w, https://substackcdn.com/image/fetch/$s_!SS01!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F27f00bcd-f6a4-471b-8431-fb580cc6399c_1600x900.png 848w, https://substackcdn.com/image/fetch/$s_!SS01!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F27f00bcd-f6a4-471b-8431-fb580cc6399c_1600x900.png 1272w, https://substackcdn.com/image/fetch/$s_!SS01!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F27f00bcd-f6a4-471b-8431-fb580cc6399c_1600x900.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!SS01!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F27f00bcd-f6a4-471b-8431-fb580cc6399c_1600x900.png" width="1456" height="819" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/27f00bcd-f6a4-471b-8431-fb580cc6399c_1600x900.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:819,&quot;width&quot;:1456,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:null,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:null,&quot;href&quot;:null,&quot;belowTheFold&quot;:true,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:null,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!SS01!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F27f00bcd-f6a4-471b-8431-fb580cc6399c_1600x900.png 424w, https://substackcdn.com/image/fetch/$s_!SS01!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F27f00bcd-f6a4-471b-8431-fb580cc6399c_1600x900.png 848w, https://substackcdn.com/image/fetch/$s_!SS01!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F27f00bcd-f6a4-471b-8431-fb580cc6399c_1600x900.png 1272w, https://substackcdn.com/image/fetch/$s_!SS01!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F27f00bcd-f6a4-471b-8431-fb580cc6399c_1600x900.png 1456w" sizes="100vw" loading="lazy"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image buttonBase-GK1x3M"><svg aria-hidden="true" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg" class="icon-noB79L"><g><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image buttonBase-GK1x3M"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2 icon-noB79L"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><p><strong>4. It inherits the momentum of the IT revolution</strong></p><p>In many ways, electrotech is a child of the IT revolution. The precision processes that mass-produce chips and smartphones now build battery cells and solar panels. The same factories, often with the same workers trained by firms like Apple, now power electrotech&#8217;s rise. As McCormick and D&#8217;Amico argue in <em>The Electric Slide</em>, the tech stack underpinning electrotech is essentially the same as for digital technology. There is more in common between a laptop and a solar panel than between a solar panel and a gas power plant.</p><p>This explains why electrotech scales so fast: it inherits decades of manufacturing know-how and cost curves from IT.</p><p>It also reveals a strategic paradox visible in 2026. IT hardware and electrotech are the same industrial family. They share supply chains, manufacturing capabilities, network effects, and require the same abundant electricity. Building one without the other is incoherent. The current Trump administration push for AI datacenters and manufacturing automation while throttling EVs and solar exemplifies this disconnect. So does the EU&#8217;s embrace of electrotech even as it inhibits the AI rollout with complex regulation. Today&#8217;s new information technologies and electro technologies feed off each other. Those that starve one will weaken both.</p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!uvDm!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F6f3e70d5-4d93-4e7d-907e-81c28bbb3ba4_1600x900.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!uvDm!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F6f3e70d5-4d93-4e7d-907e-81c28bbb3ba4_1600x900.png 424w, https://substackcdn.com/image/fetch/$s_!uvDm!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F6f3e70d5-4d93-4e7d-907e-81c28bbb3ba4_1600x900.png 848w, https://substackcdn.com/image/fetch/$s_!uvDm!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F6f3e70d5-4d93-4e7d-907e-81c28bbb3ba4_1600x900.png 1272w, https://substackcdn.com/image/fetch/$s_!uvDm!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F6f3e70d5-4d93-4e7d-907e-81c28bbb3ba4_1600x900.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!uvDm!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F6f3e70d5-4d93-4e7d-907e-81c28bbb3ba4_1600x900.png" width="1456" height="819" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/6f3e70d5-4d93-4e7d-907e-81c28bbb3ba4_1600x900.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:819,&quot;width&quot;:1456,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:null,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:null,&quot;href&quot;:null,&quot;belowTheFold&quot;:true,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:null,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!uvDm!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F6f3e70d5-4d93-4e7d-907e-81c28bbb3ba4_1600x900.png 424w, https://substackcdn.com/image/fetch/$s_!uvDm!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F6f3e70d5-4d93-4e7d-907e-81c28bbb3ba4_1600x900.png 848w, https://substackcdn.com/image/fetch/$s_!uvDm!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F6f3e70d5-4d93-4e7d-907e-81c28bbb3ba4_1600x900.png 1272w, https://substackcdn.com/image/fetch/$s_!uvDm!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F6f3e70d5-4d93-4e7d-907e-81c28bbb3ba4_1600x900.png 1456w" sizes="100vw" loading="lazy"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image buttonBase-GK1x3M"><svg aria-hidden="true" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg" class="icon-noB79L"><g><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image buttonBase-GK1x3M"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2 icon-noB79L"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><p><strong>5. The ceiling of the possible is far above our heads</strong></p><p>We are nowhere close to the technical limits of electrotech. We already know how to run grids with 70-80% renewables at costs comparable to fossil fuels. We can electrify around three-quarters of final energy demand with technologies that exist today or are nearly commercial. Renewables and electrification could more than triple from current levels before reaching what we know is achievable.</p><p>And the ceiling keeps rising. As frontrunner regions push grids toward 90% renewables and innovators bring electrotech into aviation, shipping, and heavy industry, the technical frontier expands. By the time most catch up to today&#8217;s ceiling, the pioneers will have raised it once more.</p><p>In 2026, expect more narratives about slowing deployment in leading markets. But most of the world is still catching up. This catch-up dynamic alone sustains momentum for years to come.</p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!kImT!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb6cf909f-252e-4d7a-a4c2-ac5e36677987_1600x900.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!kImT!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb6cf909f-252e-4d7a-a4c2-ac5e36677987_1600x900.png 424w, https://substackcdn.com/image/fetch/$s_!kImT!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb6cf909f-252e-4d7a-a4c2-ac5e36677987_1600x900.png 848w, https://substackcdn.com/image/fetch/$s_!kImT!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb6cf909f-252e-4d7a-a4c2-ac5e36677987_1600x900.png 1272w, https://substackcdn.com/image/fetch/$s_!kImT!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb6cf909f-252e-4d7a-a4c2-ac5e36677987_1600x900.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!kImT!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb6cf909f-252e-4d7a-a4c2-ac5e36677987_1600x900.png" width="1456" height="819" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/b6cf909f-252e-4d7a-a4c2-ac5e36677987_1600x900.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:819,&quot;width&quot;:1456,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:null,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:null,&quot;href&quot;:null,&quot;belowTheFold&quot;:true,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:null,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!kImT!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb6cf909f-252e-4d7a-a4c2-ac5e36677987_1600x900.png 424w, https://substackcdn.com/image/fetch/$s_!kImT!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb6cf909f-252e-4d7a-a4c2-ac5e36677987_1600x900.png 848w, https://substackcdn.com/image/fetch/$s_!kImT!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb6cf909f-252e-4d7a-a4c2-ac5e36677987_1600x900.png 1272w, https://substackcdn.com/image/fetch/$s_!kImT!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb6cf909f-252e-4d7a-a4c2-ac5e36677987_1600x900.png 1456w" sizes="100vw" loading="lazy"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image buttonBase-GK1x3M"><svg aria-hidden="true" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg" class="icon-noB79L"><g><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image buttonBase-GK1x3M"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2 icon-noB79L"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><p><strong>6. The physics of change</strong></p><p>Fossil systems are inherently wasteful, losing about two-thirds of their primary energy to heat and friction. Electrotech is built on efficient electricity: EV drivetrains convert around 80-90% of input into motion, while heat pumps deliver three to five times more heat than the electricity they consume. Wind and solar avoid thermal losses altogether. Physics itself tilts the system toward electrons.</p><p>This efficiency advantage extends to materials. Electrotech uses eternal sunshine and wind rather than one-time use fossil fuels; therefore it needs roughly 50 times fewer raw materials than fossil equivalents. This gap widens as innovation continues to improve efficiency and reduce material requirements. We should expect 2026 to be another year of such innovations and commercializations&#8212;sodium batteries being one example to watch this year.</p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!O-aX!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0222ca19-3994-42c5-9ab7-1dd008763939_1600x900.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!O-aX!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0222ca19-3994-42c5-9ab7-1dd008763939_1600x900.png 424w, https://substackcdn.com/image/fetch/$s_!O-aX!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0222ca19-3994-42c5-9ab7-1dd008763939_1600x900.png 848w, https://substackcdn.com/image/fetch/$s_!O-aX!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0222ca19-3994-42c5-9ab7-1dd008763939_1600x900.png 1272w, https://substackcdn.com/image/fetch/$s_!O-aX!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0222ca19-3994-42c5-9ab7-1dd008763939_1600x900.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!O-aX!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0222ca19-3994-42c5-9ab7-1dd008763939_1600x900.png" width="1456" height="819" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/0222ca19-3994-42c5-9ab7-1dd008763939_1600x900.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:819,&quot;width&quot;:1456,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:null,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:null,&quot;href&quot;:null,&quot;belowTheFold&quot;:true,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:null,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!O-aX!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0222ca19-3994-42c5-9ab7-1dd008763939_1600x900.png 424w, https://substackcdn.com/image/fetch/$s_!O-aX!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0222ca19-3994-42c5-9ab7-1dd008763939_1600x900.png 848w, https://substackcdn.com/image/fetch/$s_!O-aX!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0222ca19-3994-42c5-9ab7-1dd008763939_1600x900.png 1272w, https://substackcdn.com/image/fetch/$s_!O-aX!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0222ca19-3994-42c5-9ab7-1dd008763939_1600x900.png 1456w" sizes="100vw" loading="lazy"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image buttonBase-GK1x3M"><svg aria-hidden="true" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg" class="icon-noB79L"><g><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image buttonBase-GK1x3M"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2 icon-noB79L"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><p><strong>7. The economics of change</strong></p><p>Electrotech and fossil fuels follow opposite economic trajectories. As demand for electrotech rises, new, more efficient factories lower production costs through learning and economies of scale. Solar, wind, and batteries sit on learning curves with costs falling about 20% per doubling. Solar module costs have dropped 99% since 1980, wind by 80%, batteries by 99%.</p><p>Fossil fuels work differently. As demand rises, new, more expensive fields must be developed, driving prices up. After decades of these opposing trajectories, we have recently hit cost parity for key electrotech&#8212;solar, battery storage, and EVs. Today that means solar-plus-storage in India at $40/MWh and Chinese EVs below $10,000.</p><p>This matters acutely for 2026. Affordability is the dominant concern across politics and policy. Five years ago, affordability pressures would have pointed toward fossils. Today, they point toward electrotech. The crossover has happened. The cheaper path is now the electric path.</p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!17C2!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fd109e2ec-f7d7-4185-a95a-0314c42818a0_1600x900.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!17C2!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fd109e2ec-f7d7-4185-a95a-0314c42818a0_1600x900.png 424w, https://substackcdn.com/image/fetch/$s_!17C2!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fd109e2ec-f7d7-4185-a95a-0314c42818a0_1600x900.png 848w, https://substackcdn.com/image/fetch/$s_!17C2!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fd109e2ec-f7d7-4185-a95a-0314c42818a0_1600x900.png 1272w, https://substackcdn.com/image/fetch/$s_!17C2!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fd109e2ec-f7d7-4185-a95a-0314c42818a0_1600x900.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!17C2!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fd109e2ec-f7d7-4185-a95a-0314c42818a0_1600x900.png" width="1456" height="819" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/d109e2ec-f7d7-4185-a95a-0314c42818a0_1600x900.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:819,&quot;width&quot;:1456,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:null,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:null,&quot;href&quot;:null,&quot;belowTheFold&quot;:true,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:null,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!17C2!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fd109e2ec-f7d7-4185-a95a-0314c42818a0_1600x900.png 424w, https://substackcdn.com/image/fetch/$s_!17C2!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fd109e2ec-f7d7-4185-a95a-0314c42818a0_1600x900.png 848w, https://substackcdn.com/image/fetch/$s_!17C2!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fd109e2ec-f7d7-4185-a95a-0314c42818a0_1600x900.png 1272w, https://substackcdn.com/image/fetch/$s_!17C2!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fd109e2ec-f7d7-4185-a95a-0314c42818a0_1600x900.png 1456w" sizes="100vw" loading="lazy"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image buttonBase-GK1x3M"><svg aria-hidden="true" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg" class="icon-noB79L"><g><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image buttonBase-GK1x3M"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2 icon-noB79L"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><p><strong>8. The geopolitics of change</strong></p><p>Three-quarters of the world relies on fossil fuel imports. Get cut off, and your economy grinds to a halt. Countries have fought wars over energy access and structured foreign policy around securing supply.</p><p>Those risks are rising. Trade tensions are escalating. Geopolitical fractures are deepening. In this environment, every country is looking for alternatives.</p><p>At some point, they will look up. The sun delivers energy everywhere. 92% of countries have the potential to generate at least ten times their own energy demand from domestic renewables. With electrotech, every country can become energy independent.</p><p>If 2026 is indeed going to be a year of rising geopolitical tensions as many expect, we should expect countries to accelerate electrotech deployment as a strategic priority. Those that sow electrotech will reap sovereignty.</p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!eL6N!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa1e02792-0c3e-4c45-9c36-daf194aeda12_1600x900.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!eL6N!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa1e02792-0c3e-4c45-9c36-daf194aeda12_1600x900.png 424w, https://substackcdn.com/image/fetch/$s_!eL6N!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa1e02792-0c3e-4c45-9c36-daf194aeda12_1600x900.png 848w, https://substackcdn.com/image/fetch/$s_!eL6N!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa1e02792-0c3e-4c45-9c36-daf194aeda12_1600x900.png 1272w, https://substackcdn.com/image/fetch/$s_!eL6N!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa1e02792-0c3e-4c45-9c36-daf194aeda12_1600x900.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!eL6N!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa1e02792-0c3e-4c45-9c36-daf194aeda12_1600x900.png" width="1456" height="819" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/a1e02792-0c3e-4c45-9c36-daf194aeda12_1600x900.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:819,&quot;width&quot;:1456,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:null,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:null,&quot;href&quot;:null,&quot;belowTheFold&quot;:true,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:null,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!eL6N!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa1e02792-0c3e-4c45-9c36-daf194aeda12_1600x900.png 424w, https://substackcdn.com/image/fetch/$s_!eL6N!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa1e02792-0c3e-4c45-9c36-daf194aeda12_1600x900.png 848w, https://substackcdn.com/image/fetch/$s_!eL6N!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa1e02792-0c3e-4c45-9c36-daf194aeda12_1600x900.png 1272w, https://substackcdn.com/image/fetch/$s_!eL6N!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa1e02792-0c3e-4c45-9c36-daf194aeda12_1600x900.png 1456w" sizes="100vw" loading="lazy"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image buttonBase-GK1x3M"><svg aria-hidden="true" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg" class="icon-noB79L"><g><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image buttonBase-GK1x3M"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2 icon-noB79L"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><p><strong>9. Electrotech is a tool for rapid development</strong></p><p>For decades, development meant following the fossil path. Rich countries burned coal and oil to industrialize, and emerging economies assumed they would need to do the same. Electrotech allows them to skip that step entirely.</p><p>The fastest change is now happening in emerging markets. ASEAN leapfrogged the US in electrification in 2023. Solar deployment has surged across Asia, Latin America, and Africa. In many countries, solar has gone from the smallest to the largest source of new capacity in less than a decade.</p><p>The pattern makes sense. Some 80% of the world&#8217;s population lives in the sunbelt, where solar resources are abundant and cheap. For countries building energy systems from scratch or expanding rapidly, solar plus storage offers a faster, cheaper path than fossil infrastructure. Development no longer requires a fossil-first pathway. Electrotech is becoming the foundation for growth.</p><p>We should expect more emerging market leapfrogs in 2026 as well as a pullback from fossil fuels. As solar and storage costs continue to fall, emerging economies will increasingly look to exit expensive LNG contracts in favor of domestic renewables.</p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!S25e!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F8d22aee0-e9a1-4017-bee7-974d767ed37a_1600x900.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!S25e!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F8d22aee0-e9a1-4017-bee7-974d767ed37a_1600x900.png 424w, https://substackcdn.com/image/fetch/$s_!S25e!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F8d22aee0-e9a1-4017-bee7-974d767ed37a_1600x900.png 848w, https://substackcdn.com/image/fetch/$s_!S25e!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F8d22aee0-e9a1-4017-bee7-974d767ed37a_1600x900.png 1272w, https://substackcdn.com/image/fetch/$s_!S25e!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F8d22aee0-e9a1-4017-bee7-974d767ed37a_1600x900.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!S25e!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F8d22aee0-e9a1-4017-bee7-974d767ed37a_1600x900.png" width="1456" height="819" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/8d22aee0-e9a1-4017-bee7-974d767ed37a_1600x900.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:819,&quot;width&quot;:1456,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:null,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:null,&quot;href&quot;:null,&quot;belowTheFold&quot;:true,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:null,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!S25e!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F8d22aee0-e9a1-4017-bee7-974d767ed37a_1600x900.png 424w, https://substackcdn.com/image/fetch/$s_!S25e!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F8d22aee0-e9a1-4017-bee7-974d767ed37a_1600x900.png 848w, https://substackcdn.com/image/fetch/$s_!S25e!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F8d22aee0-e9a1-4017-bee7-974d767ed37a_1600x900.png 1272w, https://substackcdn.com/image/fetch/$s_!S25e!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F8d22aee0-e9a1-4017-bee7-974d767ed37a_1600x900.png 1456w" sizes="100vw" loading="lazy"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image buttonBase-GK1x3M"><svg aria-hidden="true" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg" class="icon-noB79L"><g><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image buttonBase-GK1x3M"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2 icon-noB79L"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><p><strong>10. Electrification is the geopolitical differentiator today</strong></p><p>The world is rapidly building new electricity supply. Solar and wind capacity is being deployed at record pace. But supply alone does not determine competitive advantage. Today, the differentiator is electrification; putting that new supply to work by electrifying transport, heating, and industry.</p><p>China has grasped this. It is scaling both supply and demand simultaneously: solar farms and EVs, wind turbines and industrial electrification. This approach, which we call the electrostate model, uses domestic markets to drive down electrotech costs and improve quality, then capture export markets with superior products.</p><p>The West is deploying substantial new supply. But electrification of demand has lagged. Solar and wind without EVs, heat pumps, and industrial electrification is an incomplete strategy. As we move through 2026, the question is whether Western economies will match China&#8217;s integrated approach, or continue building only half the system.</p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!LNWh!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F976b837a-40c6-4e27-afc5-c2fc81a4fbfc_1600x900.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!LNWh!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F976b837a-40c6-4e27-afc5-c2fc81a4fbfc_1600x900.png 424w, https://substackcdn.com/image/fetch/$s_!LNWh!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F976b837a-40c6-4e27-afc5-c2fc81a4fbfc_1600x900.png 848w, https://substackcdn.com/image/fetch/$s_!LNWh!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F976b837a-40c6-4e27-afc5-c2fc81a4fbfc_1600x900.png 1272w, https://substackcdn.com/image/fetch/$s_!LNWh!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F976b837a-40c6-4e27-afc5-c2fc81a4fbfc_1600x900.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!LNWh!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F976b837a-40c6-4e27-afc5-c2fc81a4fbfc_1600x900.png" width="1456" height="819" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/976b837a-40c6-4e27-afc5-c2fc81a4fbfc_1600x900.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:819,&quot;width&quot;:1456,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:null,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:null,&quot;href&quot;:null,&quot;belowTheFold&quot;:true,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:null,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!LNWh!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F976b837a-40c6-4e27-afc5-c2fc81a4fbfc_1600x900.png 424w, https://substackcdn.com/image/fetch/$s_!LNWh!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F976b837a-40c6-4e27-afc5-c2fc81a4fbfc_1600x900.png 848w, https://substackcdn.com/image/fetch/$s_!LNWh!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F976b837a-40c6-4e27-afc5-c2fc81a4fbfc_1600x900.png 1272w, https://substackcdn.com/image/fetch/$s_!LNWh!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F976b837a-40c6-4e27-afc5-c2fc81a4fbfc_1600x900.png 1456w" sizes="100vw" loading="lazy"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image buttonBase-GK1x3M"><svg aria-hidden="true" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg" class="icon-noB79L"><g><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image buttonBase-GK1x3M"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2 icon-noB79L"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><p><strong>Entering the second half of the decisive decade</strong></p><p>For the first time, humanity can harness the power of the sun directly, at scale, and in real time. After a century of evolution, electrotech is breaking through in a decade of revolution.</p><p>The 2020s are this decisive decade. This is the decade when manufacturing reaches global scale, when uptake s-curves enter their steep ascent, and when costs cross over from more expensive to cheaper than incumbents. We have just passed cost parity for solar, batteries, and EVs. From here, the economic logic only strengthens&#8212;as do the physics and geopolitics drivers of change.</p><p>Countries and companies that recognize this shift will shape the next era of global competition. Those who resist will find themselves left behind. The revolution has its own momentum. 2026 is another year deeper into it.</p><p>For more, watch the conversation from DERVOS on <a href="https://www.youtube.com/watch?v=JI75i7jhk0M">Energy Dominance and the Electrostate</a> featuring Daan Walter.</p>]]></content:encoded></item><item><title><![CDATA[DERVOS 2025: It's a (Video) Wrap!]]></title><description><![CDATA[We came, we saw, we DER pilled.]]></description><link>https://www.dertaskforce.com/p/dervos-2025-its-a-video-wrap</link><guid isPermaLink="false">https://www.dertaskforce.com/p/dervos-2025-its-a-video-wrap</guid><dc:creator><![CDATA[Katherine Tweed]]></dc:creator><pubDate>Tue, 20 Jan 2026 17:02:26 GMT</pubDate><enclosure url="https://api.substack.com/feed/podcast/185104026/a776eab88ee82d5f03af1738da56c279.mp3" length="0" type="audio/mpeg"/><content:encoded><![CDATA[<p>First we brought together the sharpest leaders across distributed energy for an all-day work session, then we gathered more than 800 folks on Governors Island to mingle while hearing some of the hottest takes in our industry. On Day 3, we DER-pilled the masses with the New Energy music festival. </p><p>If you weren&#8217;t able to join us in person, or just want to relive the vibes, check out all the main stage sessions below. </p><p><strong><a href="https://www.dertaskforce.com/p/dervos-2025-keynote-solar-pill-the">DERVOS 2025 Keynote: Solar Pill the World with Jesse Peltan</a></strong></p><p><a href="https://www.dertaskforce.com/p/dervos-2025-big-ders-energy">ThunDERdome 1: Big DERs Energy</a></p><p><a href="https://www.dertaskforce.com/p/dervos-2025-thundderdome-2-permissionless">ThunDERdome 2: </a><strong><a href="https://www.dertaskforce.com/p/dervos-2025-thundderdome-2-permissionless">Permissionless DERs Wait for No One</a></strong></p><p><a href="https://www.dertaskforce.com/p/dervos-2025-thundderdome-3-deploying">ThunDERdome 3: </a><strong><a href="https://www.dertaskforce.com/p/dervos-2025-thundderdome-3-deploying">Deploying and Orchestrating GWs of Distributed Capacity</a></strong></p><p><a href="https://www.dertaskforce.com/p/dervos-2025-thundderdome-4-energy">ThunDERdome 4: </a><strong><a href="https://www.dertaskforce.com/p/dervos-2025-thundderdome-4-energy">Energy Dominance and the Electrostate</a></strong></p><p><a href="https://www.dertaskforce.com/p/circuit-breaker-octopus-energy">Circuit Breaker: Ocotpus Energy</a></p><p><strong><a href="https://www.dertaskforce.com/p/showcase-1-from-driveway-to-grid">Showcase 1 - From Driveway to Grid: The First Mass Market DER</a></strong></p><p><strong><a href="https://www.dertaskforce.com/p/showcase-2-permissionless-ders-showdown">Showcase 2: Permissionless DERs Showdown</a></strong></p><p><strong><a href="https://www.dertaskforce.com/p/showcase-25">Showcase 2.5: Permissionless DERs for Small Businesses</a></strong></p><p><strong><a href="https://www.dertaskforce.com/p/showcase-3-sunruns-vpp-update">Showcase 3: Sunrun&#8217;s VPP Update</a></strong></p>]]></content:encoded></item><item><title><![CDATA[Circuit Breaker: Octopus Energy]]></title><description><![CDATA[Jigar Shah, Managing Director, Multiplier LLC]]></description><link>https://www.dertaskforce.com/p/circuit-breaker-octopus-energy</link><guid isPermaLink="false">https://www.dertaskforce.com/p/circuit-breaker-octopus-energy</guid><dc:creator><![CDATA[Katherine Tweed]]></dc:creator><pubDate>Mon, 19 Jan 2026 19:58:27 GMT</pubDate><enclosure url="https://api.substack.com/feed/podcast/185086885/debd781a89db6097d6839d36b1434563.mp3" length="0" type="audio/mpeg"/><content:encoded><![CDATA[<p></p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://www.dertaskforce.com/p/circuit-breaker-octopus-energy?utm_source=substack&utm_medium=email&utm_content=share&action=share&quot;,&quot;text&quot;:&quot;Share&quot;,&quot;action&quot;:null,&quot;class&quot;:null}" data-component-name="ButtonCreateButton"><a class="button primary" href="https://www.dertaskforce.com/p/circuit-breaker-octopus-energy?utm_source=substack&utm_medium=email&utm_content=share&action=share"><span>Share</span></a></p><p>Jigar Shah, Managing Director, Multiplier LLC</p><p>Nick Chaset, CEO, Octopus Energy US</p>]]></content:encoded></item><item><title><![CDATA[Showcase 2: Permissionless DERs Showdown]]></title><description><![CDATA[Cole Ashman, Founder and CEO, Pila]]></description><link>https://www.dertaskforce.com/p/showcase-2-permissionless-ders-showdown</link><guid isPermaLink="false">https://www.dertaskforce.com/p/showcase-2-permissionless-ders-showdown</guid><dc:creator><![CDATA[Katherine Tweed]]></dc:creator><pubDate>Mon, 19 Jan 2026 17:24:54 GMT</pubDate><enclosure url="https://api.substack.com/feed/podcast/184688569/38643dc67baf7c2d1271016eed82d37a.mp3" length="0" type="audio/mpeg"/><content:encoded><![CDATA[<p><strong>Cole Ashman, Founder and CEO, <a href="https://pilaenergy.com/">Pila</a></strong></p><p><strong>Stephen Scherer, Managing Director, <a href="https://craftstrom.com/">Crafstrom Solar</a></strong></p>]]></content:encoded></item><item><title><![CDATA[Showcase 1 - From Driveway to Grid: The First Mass Market DER]]></title><description><![CDATA[&#8203;&#8203;]]></description><link>https://www.dertaskforce.com/p/showcase-1-from-driveway-to-grid</link><guid isPermaLink="false">https://www.dertaskforce.com/p/showcase-1-from-driveway-to-grid</guid><dc:creator><![CDATA[Katherine Tweed]]></dc:creator><pubDate>Mon, 19 Jan 2026 17:24:18 GMT</pubDate><enclosure url="https://api.substack.com/feed/podcast/184682348/9fe945bf8a6c79d6363130850d80ca34.mp3" length="0" type="audio/mpeg"/><content:encoded><![CDATA[<p></p><p>Flavian Alexandru, CEO, <a href="https://www.hypervolt.co.uk/">Hypervolt</a> </p><p>Karl Bach, CEO, <a href="https://www.axle.energy/">Axle Energy</a> </p>]]></content:encoded></item><item><title><![CDATA[Showcase 3: Sunrun’s VPP Update]]></title><description><![CDATA[Chris Rauscher, VP & Head of Grid Services & Electrification, SunRun]]></description><link>https://www.dertaskforce.com/p/showcase-3-sunruns-vpp-update</link><guid isPermaLink="false">https://www.dertaskforce.com/p/showcase-3-sunruns-vpp-update</guid><dc:creator><![CDATA[Katherine Tweed]]></dc:creator><pubDate>Mon, 19 Jan 2026 17:23:38 GMT</pubDate><enclosure url="https://api.substack.com/feed/podcast/184777774/365796c495e33959c495031d10feb156.mp3" length="0" type="audio/mpeg"/><content:encoded><![CDATA[<p><strong>Chris Rauscher, VP &amp; Head of Grid Services &amp; Electrification, <a href="http://sunrun.com">SunRun</a></strong></p>]]></content:encoded></item><item><title><![CDATA[Showcase 2.5: Permissionless for Small Businesses]]></title><description><![CDATA[James McGinniss, CEO, David Energy]]></description><link>https://www.dertaskforce.com/p/showcase-25</link><guid isPermaLink="false">https://www.dertaskforce.com/p/showcase-25</guid><dc:creator><![CDATA[Katherine Tweed]]></dc:creator><pubDate>Mon, 19 Jan 2026 17:02:40 GMT</pubDate><enclosure url="https://api.substack.com/feed/podcast/185077267/9afccade240085a6c582bd6da3b625bd.mp3" length="0" type="audio/mpeg"/><content:encoded><![CDATA[<p>James McGinniss, CEO, David Energy</p>]]></content:encoded></item><item><title><![CDATA[DERVOS 2025: Energy Dominance and the Electrostate]]></title><description><![CDATA[Which countires win and lose when cheap electricity defines who holds the power?]]></description><link>https://www.dertaskforce.com/p/dervos-2025-thundderdome-4-energy</link><guid isPermaLink="false">https://www.dertaskforce.com/p/dervos-2025-thundderdome-4-energy</guid><dc:creator><![CDATA[Katherine Tweed]]></dc:creator><pubDate>Fri, 16 Jan 2026 14:02:36 GMT</pubDate><enclosure url="https://api.substack.com/feed/podcast/184145945/bb1df41094621f496c1aad8752fbcc4b.mp3" length="0" type="audio/mpeg"/><content:encoded><![CDATA[<p>Our final discussion of DERVOS 2025 was a panel on the ramifications of electricity becoming the primary lever of economic and geopolitical might.</p><p>If you&#8217;re listening to this as a podcast, keep in mind that the full video is available on our website www.dertaskforce.com and Youtube channel.</p><div><hr></div><p>This year James solidified the newfound tradition of saving the arguably wonkiest discussion for the end of the day. It did not disappoint. The topic at hand is the emergence of electrostates, where electricity is the dominant energy input to a nation&#8217;s power and security. There is no question that China will likely be the first electrostate. In the first half of 2025 alone, for instance, it built about 250 GW of solar, more than twice as much solar capacity as the rest of the world combined (in May alone, it built an eye-popping 93 GW).</p><p>It&#8217;s not just about renewables build out. China owns and has mastered the electrotech stack, argues Impluse&#8217;s Sam D&#8217;amico, which includes lithium-ion batteries, magnets and electric motors, power electronics and embedded computing. But that doesn&#8217;t mean it&#8217;s not happening in the U.S. Here it is unsurprisingly messier, slower, and certainly hampered by our fossil fuel riches. Grab some popcorn for hot takes on how this plays out here and around the globe.</p><p>Speakers:</p><ul><li><p>Drew Baglino, Founder and CEO, Heron Power</p></li><li><p>Tristan Doherty, Chief Product Officer, LG Energy Solution Vertech</p></li><li><p>Sam D&#8217;Amico, Founder and CEO, Impulse</p></li><li><p>Daan Walter, Principal, Ember Futures</p></li><li><p>James McGinniss - Founder and CEO, David Energy</p></li></ul>]]></content:encoded></item><item><title><![CDATA[DERVOS 2025: Deploying and Orchestrating GWs of Distributed Capacity]]></title><description><![CDATA[It's a power plant, kinda of, but better]]></description><link>https://www.dertaskforce.com/p/dervos-2025-thundderdome-3-deploying</link><guid isPermaLink="false">https://www.dertaskforce.com/p/dervos-2025-thundderdome-3-deploying</guid><dc:creator><![CDATA[Katherine Tweed]]></dc:creator><pubDate>Thu, 15 Jan 2026 14:02:00 GMT</pubDate><enclosure url="https://api.substack.com/feed/podcast/184143591/0c0eaf3fd4a1608abbaf9a71ee438de8.mp3" length="0" type="audio/mpeg"/><content:encoded><![CDATA[<p>Our third discussion of DERVOS 2025 was a panel on how the hell we&#8217;re going to deploy and orchestrate a massive new fleet of distributed energy systems to fill a rapidly growing electricity demand gap.</p><p>If you&#8217;re listening to this as a podcast, keep in mind that the full video is available on our website www.dertaskforce.com and Youtube channel.</p><div><hr></div><p>DERs are kind of having a moment. Whether you call their orchestration virtual power plants, distributed power plants, or think both those descriptions suck, the reality is that there&#8217;s a convergence of technology and need for energy assets that can be deployed quickly.</p><p>No longer a cute side show (duh), DERs are being deployed at scale. This discussion brings together folks with the battle scars of early days of DER deployment who are leading the charge now that affordability and capacity constraints are the calling card of the day.  Come for the deep dive on program design, stay for the shade thrown at California.</p><p>Speakers:</p><ul><li><p>Ryan Long, Executive Vice President, Xcel Energy</p></li><li><p>Seth Frader-Thompson, Co-Founder and CEO, EnergyHub</p></li><li><p>Dana Guernsey, co-founder and CEO, Voltus</p></li><li><p>Chris Rauscher, VP of Grid Services &amp; Electrification, Sunrun</p></li><li><p>Moderator -  Colleen Metelitsa, Senior Director, Strategy, Scale Microgrids</p></li></ul>]]></content:encoded></item><item><title><![CDATA[DERVOS 2025: Permissionless DERs Wait for No One]]></title><description><![CDATA[Get hip the hottest new class of distributed energy]]></description><link>https://www.dertaskforce.com/p/dervos-2025-thundderdome-2-permissionless</link><guid isPermaLink="false">https://www.dertaskforce.com/p/dervos-2025-thundderdome-2-permissionless</guid><dc:creator><![CDATA[Katherine Tweed]]></dc:creator><pubDate>Wed, 14 Jan 2026 14:03:08 GMT</pubDate><enclosure url="https://api.substack.com/feed/podcast/184128519/50493f4aa39fcf8f4d36295395254884.mp3" length="0" type="audio/mpeg"/><content:encoded><![CDATA[<p>Our second discussion of DERVOS 2025 was a panel on a revolutionary new class of distributed energy systems that require little to no permission to install.</p><p>If you&#8217;re listening to this as a podcast, keep in mind that the full video is available on our website www.dertaskforce.com and Youtube channel.</p><div><hr></div><p>We&#8217;ve been talking about permissionless DERs on the pod for a long time, so it seemed only right to bring together some of the folks on the forefront of this class of technology to talk about who wants it, how to get it to them, and what it means for the grid.</p><p>While this may be new fangled technology here, Germans have been plugging in solar panels into wall sockets for the past few years. So many Germans, in fact, that there&#8217;s more than 4 million households who have one of these units.</p><p>Oddly, the permissionless revolution started in earnest in the U.S. in Utah, which was the first state to codify the rules for these DERs. But that&#8217;s just the beginning. Check out the discussion on which states are next, what utilities and standards organizations think about it, and why you should think of plug-in solar and storage as just another appliance in your home, and how these systems are relevant to commercial and indstrial energy users as well.</p><p>Speakers:</p><ul><li><p>Cole Ashman, Founder &amp; CEO, Pila Energy</p></li><li><p>Bala Ramamurthy, Co-Founder and CEO, Critical Loop</p></li><li><p>Stephan Scherer, co-founder, Craftstrom Solar</p></li><li><p>Kevin Chou, Co-founder &amp; Executive Director, Brightsaver</p></li><li><p>Moderator, Duncan Campbell, VP, Data Center Solutions, Scale Microgrids</p></li></ul>]]></content:encoded></item><item><title><![CDATA[DERVOS 2025: Big DERs Energy]]></title><description><![CDATA[Massive AI data centers are being powered by distributed energy.]]></description><link>https://www.dertaskforce.com/p/dervos-2025-big-ders-energy</link><guid isPermaLink="false">https://www.dertaskforce.com/p/dervos-2025-big-ders-energy</guid><dc:creator><![CDATA[Katherine Tweed]]></dc:creator><pubDate>Tue, 13 Jan 2026 14:03:46 GMT</pubDate><enclosure url="https://api.substack.com/feed/podcast/184053325/5fa2269b81b721d8a9e63acc9fae099c.mp3" length="0" type="audio/mpeg"/><content:encoded><![CDATA[<p>We kicked off the first discussion of DEROVS 2025 with a panel titled &#8220;Big DERs Energy&#8221;.</p><p>If you&#8217;re listening to this as a podcast, keep in mind that the full video is available on our website www.dertaskforce.com and Youtube channel.</p><div><hr></div><p>The AI-power nexus isn&#8217;t just the domain of energy nerds these days, but we brought some together anyway to go deep about what role DERs play as data centers proliferate. Google&#8217;s Hallie Carrao noted speed to power is essential, and that&#8217;s where behind-the-meter and distributed solutions come in. </p><p>Can the regulatory system adapt fast enough for smarter and faster planning? Given the load volatility of data centers, is there any way that batteries <em>don&#8217;t</em> have a large role to play? To what extent will data center load itself act as a DER? What role might direct current play? Watch the whole panel to get into the weeds on the energy topic even normies are talking about.</p><p>Speakers:</p><ul><li><p>Hallie Carrao, Technical Program Manager, Advanced Energy Labs, Google&#8217;s Advanced Energy Labs</p></li><li><p>Sean Jones, Sr Staff Business Development Manager, Megapack for Data Centers, Tesla</p></li><li><p>Tyler Norris, James B. Duke Fellow, Duke University (now at Google)</p></li><li><p>Vic Shao, Founder &amp; CEO, DC Grid</p></li><li><p>Moderator - Duncan Campbell, VP, Data Center Solutions, Scale Microgrids</p></li></ul>]]></content:encoded></item><item><title><![CDATA[DERVOS 2025 Keynote: Solar Pill the World with Jesse Peltan]]></title><description><![CDATA[Lisan al-Gaib kicked-off DERVOS with the most compelling solar maximalist case we've ever experienced.]]></description><link>https://www.dertaskforce.com/p/dervos-2025-keynote-solar-pill-the</link><guid isPermaLink="false">https://www.dertaskforce.com/p/dervos-2025-keynote-solar-pill-the</guid><pubDate>Mon, 22 Dec 2025 13:47:56 GMT</pubDate><enclosure url="https://api.substack.com/feed/podcast/181359853/4ef4213bfc5c35ec5077cdad7cf64ae3.mp3" length="0" type="audio/mpeg"/><content:encoded><![CDATA[<p>Note: This presentation has been distributed in video and audio-only versions. We reccomend watching the video version on our website or Youtube to see the visuals.</p><div><hr></div><p>We&#8217;ll be releasing all the DERVOS content soon, and what better teaser than Jesse&#8217;s incredible keynote.</p><p>Jesse&#8217;s presentation makes the case that solar energy isn&#8217;t just growwing and abundant &#8212; in the long run, everything other than solar is simply a rounding error, and thus harnessing solar energy is the key unlock for advanced civilization.</p><p>Jeese makes his case methodically and quantitatively, walking through the logic step by step, and addressing common counter-arguements. By the end of this presentation we promise you that, even if you don&#8217;t fully agree, you&#8217;ll walk away with a thorough understanding of solar energy and will be glad you spent the 13 minutes listening.</p><p>Take the solar pill&#8230; we think you&#8217;ll like it. And stay tuned for the rest of the DERVOS content coming your way!</p><p><strong>About the speaker:</strong> <a href="https://x.com/JessePeltan">Jesse Peltan</a> is on a quest to help humanity unlock a Type 1 civilization. For those who aren&#8217;t familiar, <em>Type 1</em> refers to the <a href="https://en.wikipedia.org/wiki/Kardashev_scale">Kardashev scale</a>, a way of benchmarking a civilization&#8217;s technological prowess based on the amount of energy it harnesses. Type 1 specifically refers to a point on this scale where a civilization controls all of the energy flows available on its home planet, whereas Type 2 and Type 3 start to get very science fiction.</p><p><strong>About DERVOS: </strong>If you want to learn more about what went down this October, we just posted a long recap of the event written by DERTF OG John Atkinson that <a href="https://www.dertaskforce.com/p/dervos-2025-wrap-up">you can read here</a>.</p>]]></content:encoded></item></channel></rss>