Matt Rennie said something that stopped me. The entire growth of Australia's grid — two to three gigawatts a year — is going onto rooftops, between 10am and 4pm. That leaves the other eighteen hours as a separate problem, and nobody has solved it yet.
Then it got sharper. When his team asked a California control room what EV uptake was doing to the network, someone said it was like watching transformers pop like popcorn in a pan.
Come and think it through with me.
Matt Rennie is founder of Rennie Advisory — 110 people across six cities. Previously EY's global leader for utilities, strategy and transactions.
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