Currents Ep340: Distributed Generation in a Constrained Grid
Mar 19, 2026
Rich Dovere, CEO of Dispatch Energy and longtime distributed generation developer and investor, reflects on scaling mid-market DG projects. He discusses interconnection delays, transmission constraints, tax-credit impacts, and where capital is flowing. The conversation touches on storage and fuel-cell opportunities, AI and automation in operations, and the real community benefits of local power.
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Distributed Generation Is Bigger And More Institutional
- Distributed generation (DG) now spans middle‑market power infrastructure under ~100 MW rather than just sub-5 MW projects.
- Rich Dovere built C2 and now Dispatch to target sub-$100M transactions with experienced teams and long-term focus.
Keep Deploying Despite Tax Credit Uncertainty
- Maintain conviction in DG fundamentals despite tax incentive uncertainty and take safe harbor positions when needed.
- Dovere says if you believe we need power at point of consumption, continue executing rather than pausing for legislative changes.
Grid Constraints Make Point Of Consumption Power More Attractive
- Transmission constraints and rising demand strengthen the case for power at point of consumption across sectors including data centers.
- Dovere expects policy to increasingly favor distributed solutions as cheaper alternatives to new transmission build.
