BTM gas

5 atoms · 跨 1 天 · 首见 2026-07-02 · 最近 2026-07-02

三色: 🟦 fact 0 · 🟥 take 5 · stance ▲3/▼1/◆1

来源: X 5

时态: fresh:5

标签: 好观点:5

叙事 (narrative) (3)

• 2026-07-02 · helps grid by taking edge off in immediate term
  IMO BTM helps, not hurts: It takes the edge off in the immediate term. Load is fully internalizing the cost it creates.
  tags: 好观点 · → daily
• 2026-07-02 · IF they grid connect, which is not obvious to me
  IF they grid connect, which is not obvious to me.
  tags: 好观点 · → daily
• 2026-07-02 · all want to grid connect
  They all want to!
  tags: 好观点 · → daily

预测 (forecast) (2)

• 2026-07-02 · medium term sites will grid connect and become backup peaking already paid for
  In the medium term the sites will grid connect and the BTM becomes grid backup / peaking that’s already been paid for, which we desperately need in a high VRE system
  tags: 好观点 · → daily
• 2026-07-02 · grid likely to offer full requirements service later than in 2027/2028
  I think it’s more likely for the grid to offer full requirements at that time then in 2027/2028.
  tags: 好观点 · → daily

时间轴 (近 20)

• 2026-07-02 · narrative · helps grid by taking edge off in immediate term · → daily
• 2026-07-02 · forecast · medium term sites will grid connect and become backup peakin · → daily
• 2026-07-02 · narrative · IF they grid connect, which is not obvious to me · → daily
• 2026-07-02 · narrative · all want to grid connect · → daily
• 2026-07-02 · forecast · grid likely to offer full requirements service later than in · → daily

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