The rise of permissionless DERs

Catalyst · 29 Jan 2026 · 35m

What this episode covers

James McGinniss, co-founder and CEO of David Energy, discusses the emerging category of 'plug-in' distributed energy resources (DERs), such as small residential batteries and balcony solar, which bypass traditional permitting and interconnection hurdles. He contrasts this permissionless model with large-scale systems like those from Base Power and Tesla, highlighting how eliminating soft costs (permitting, labor, customer acquisition) drives affordability. McGinniss points to Germany’s adoption of 4 million plug-in systems as a precedent for how high energy prices can accelerate uptake, and outlines the potential for these small devices to aggregate into significant grid capacity.

Mentioned

Companies
David Energy, Base Power, Tesla, EnergyHub, Impulse Labs, Electric Era, Off Grid, Critical Loop, Pilo, Standard Potential, Uplight, Antenna Group
Products
EcoFlow

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