# Topic map (draft) Draft map for a draft article; not for citation. Detail text: from mindmap_v11.json. - Paying people not to use power - The capacity gap - Load growth forecast - NERC: peak demand +24% [As stated, not independently verified] (claims: TC09, C09) - Bills doubling or tripling [As stated, not independently verified] (claims: TC31) - Business energy costs +5%/yr [As stated, not independently verified] (claims: TC29) - PJM's auction squeeze - 2026/27: 139 MW above requirement [Verified] (claims: C35) - 2027/28: 6,516.6 MW short [Verified] (claims: C12) - 2028/29: 6,831.3 MW short [Verified] (claims: TC14, C11) - Reserve margin 14.7% vs 20% [Verified] (claims: C11) - New supply only 524.7 MW [Verified with nuance] (claims: TC15, C12) - Price at cap: $325/MW-day [Verified] (claims: C13) - How big is PJM - 13 states plus DC [Verified] (claims: TC18, C13) - Peak 162,713-168,158 MW, not 130,000 [Contradicted] (claims: TC19, C10, C37) - Gas can't arrive in time - GE Vernova: 116 GW orders, reservations [Verified with nuance] (claims: TC20, C15) - Gas back-ordered to ~2030 [As stated, not independently verified] (claims: TC21) - Heat dome, July 2026 - Record day: July 2, 2026 [Verified with nuance] (claims: C10, C37, C62) - 6,113 MW demand response delivered [Verified with nuance] (claims: C28) - Prices 'go bonkers' [As stated, not independently verified] (claims: TC47) - Voltus and how VPPs work - Scale - 8.5 GW managed (company figure) [Verified with nuance] (claims: TC01, C05) - Thousands of customers [As stated, not independently verified] (claims: TC22) - 70-80 verticals [As stated, not independently verified] (claims: TC27) - Dispatch and controls - Daily, near-hourly dispatch [As stated, not independently verified] (claims: TC02, TC03) - Power vs energy - EXAMPLE: Store: 3x power, 15 minutes [As stated, not independently verified] (claims: TC23, C27) - EXAMPLE: Battery site: up to 10x [As stated, not independently verified] (claims: TC24, C27) - EXAMPLE: 50,000 homes at 2 kW [As stated, not independently verified] (claims: TC37, C19) - Residential, business, data centers [As stated, not independently verified] (claims: TC55) - Who gets paid, how much - Homes - Thermostat ~$25/yr (Shah) [As stated, not independently verified] (claims: TC25, C25) - Battery: a few hundred $/yr [As stated, not independently verified] (claims: TC25, C25) - Data centers - 139 MW earned $11 million [Verified with nuance] (claims: TC26, C24) - Businesses - ~20% off spend common [As stated, not independently verified] (claims: TC28, C26) - Kept a shift, church open [As stated, not independently verified] (claims: TC30, C26) - FERC smart-meter fight - Complaint and ruling - Complaint against PJM, Oct 2025 [Verified] (claims: TC32, C16) - Order issued July 29, 2026 [Verified] (claims: TC36, C17) - Sampling ban found unjust [Verified with nuance] (claims: TC35, C17) - Paper hearing: not final [Verified] (claims: C17) - Access barriers - 10M meters, $6B (unverified) [As stated, not independently verified] (claims: TC33, C18) - Illinois opened to residential [As stated, not independently verified] (claims: TC34) - Virginia batteries can't enroll [As stated, not independently verified] (claims: TC39) - Utility-run programs lead [As stated, not independently verified] (claims: TC40) - ~30 million homes in PJM [As stated, not independently verified] (claims: TC38, C19) - Bring Your Own Capacity - BYOC launched Sept 30, 2025 [Verified] (claims: TC49, C23) - Google deal - Up to 100 MW a year [Verified with nuance] (claims: TC50, C20) - Hyperscaler contracts '10+ years' [As stated, not independently verified] (claims: TC56, C20) - Grew by 1,070 MW (~1 GW) [Verified] (claims: C21) - Google's own 1 GW DR [Verified with nuance] (claims: C22) - Flex vs on-site gas - On-site gas: 25-200 h/yr [As stated, not independently verified] (claims: TC52) - 31 turbine types [As stated, not independently verified] (claims: TC51) - Sunrun and Octopus partners [As stated, not independently verified] (claims: TC53) - Money and growth plan - The raise - $225M Series D [Verified] (claims: TC04, TC06, C01, C02) - Investors named in release [Verified] (claims: TC07, C03) - Salix: not in release [As stated, not independently verified] (claims: TC08, C03) - 'Biggest round' in 10 years [As stated, not independently verified] (claims: TC05, C04) - Growth targets - 20 GW by 2030 (forecast) [Verified] (claims: TC10, C06) - PJM-heavy, North America [As stated, not independently verified] (claims: TC17, C38) - '30 by 30' stretch goal [As stated, not independently verified] (claims: TC54, C07) - Share of DOE estimate - DOE range: 80-160 GW by 2030 [Verified with nuance] (claims: TC12, C34) - 20 GW = 12.5-25% of DOE [Verified with nuance] (claims: TC11, C06, C34) - 33 GW in North America (Jan 2025) [Verified] (claims: C34) - Can PJM reach 10 GW? [As stated, not independently verified] (claims: TC16) - ~7,000 MW DR cleared 2028/29 [Verified] (claims: C30) - Politics and affordability - Statement of Principles, Jan 2026 [Verified with nuance] (claims: TC43, C31) - 'Shapiro Cap' [As stated, not independently verified] (claims: TC44) - 36 governor races [As stated, not independently verified] (claims: TC41, C32) - Virginia plan includes VPPs [As stated, not independently verified] (claims: TC42, C32) - Grid economics and reliability - ~10% flex cuts congestion prices [As stated, not independently verified] (claims: TC46, C29) - NJ outages twice a day [As stated, not independently verified] (claims: TC48) - Ting power-quality data (context) [As stated, not independently verified] (Ting sensor data, not official utility data) (claims: C45) - Future grid (2035) - 20% flexible by 2035? [As stated, not independently verified] (claims: TC57) - AI orchestration: a vision (claims: TC62) - Voltus 10 years old [As stated, not independently verified] (claims: TC45)