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Hot And Cold Cause Problems. Heat waves spike demand but it’s the cold that is showing stressers on generation that the grid withstood on the heat opposite this summer. FERC is concerned about the resilience of generation in multiple ISOs, with the latest PJM report from Winter Storm Elliot sparking new questions. 90GW of generation failed to deliver its dispatches which has a ripple effect on the rest of the stability. Speaking of stability, ERCOT underestimated the grid demand by 4GW this weekend, which almost sparked another emergency as that operator has been running a rather lean reserve.

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Climate Week Thoughts. It’s climate week in NYC, an event I’ve never attended but it’s always full of news for those of us interested in the headlines. The arguments have changed a bit, early days centered around what’s possible, what technology is ready for primetime and how much subsidy would be available. Today, we’re arguing what date of impact we should target, i.e. shifting the EV requirement from 2030 to 2035 in the UK. Without much debate, I would say that progress has manifested a real transition to electrification. Now, the collective we, need to focus on making it all work within the grid and keep the grid operational. We’ll talk about how NERC feels about some of that next week.

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Yann


Opinion

Best, Yann

News

 

Opinions:

Have a great day!
Yann