I am tangentially in this space in that we build tech that allows for demand response capabilities, specifically for mini-split and other air conditioning syste

I am tangentially in this space in that we build tech that allows for demand response capabilities, specifically for mini-split and other air conditioning systems (https://flair.co https://flair.co, shameless plug). This article seems to be missing some important details that are rather relevant in statements of 'capacity' and 'demand'. Specifically, demand is dynamic with energy 'rush hours' at certain times of the day and lows at others. One reason that this is relevant is that often times these companies build 'peaker' plants to handle the rush hour loads that may be present significantly less than 1% of the time. Its not that you neceisarily need to speak to this phenomena but treating demand as a static number leaves a bunch of things unclear. For instance, what is the average over capacity and what is the excess capacity at peak demands. Another thing that was missing to me - electric cars and gas systems. At the moment a decent amount of space heating, water heating and cooking systems require gas but arguably as we begin cleaning our power sources, it will make less sense to use gas and having more electric capacity will make making this sort of decision or switch much easier. Not to mention safer given the massive gas issues in southern california recently... In terms of electric cars - I haven't seen the growth numbers or how much anticipated load there is but it seems like electric cars over the next 10 years may add a nonnegligable load to the grid. This is also complicated as the solar generation capacity and localized storage (power walls and other similar at home batteries) markets are just starting to get interesting. I would love to see a more comprehensive story with numerical predictions about where additional loads and suppliers are headed instead of bickering between industry veterans. It seems like depending upon how those shake out, this excess capacity could prove even more foolish than some are arguing or it may seem forward looking. Interesting article but missing some of the more dynamic and relevant questions so making a more conclusive judgement is limited at best imho.