Batteries are reshaping ERCOT’s ancillary services procurement. Battery generation capacity has made up 50%+ of awards for reg up and responsive reserves since 2022. In these, coal and gas regularly account for <20% of capacity. While ECRS is more restrictive, batteries have

Wildfire smoke complicated NYISO’s BTM solar forecast this week, overforecasting by over 500 MW on Monday and underforecasting by 1,000 MW on Tuesday. This miss was not even with downstate zones staying close to the forecast, while upstate zones saw large swings

Look for a blog from us later this week on recent PPA action in PPL and PJM's tight capacity conditions.

With this in mind, rates seem likely to continue rising in PJM, and there's no sign of slowed acquisition of clean firm resources within the RTO, as hyperscalers are willing to pay almost anything to win the AI race.

Last month, a report from Monitoring Analytics (PJM's market monitor) assigned more than $9B of the $14B bill from last year's auction to datacenters, both in operation and forecasts.

Eye-popping prices are no longer limited to the historical datacenter hotbed of Dominion and its neighbors, but tight capacity forecasts have juiced procurements up against the edge of available capacity.

PJM's Capacity Auction (BRA) for 2026/2027 just cleared at the cap for the entire market. This comes on the heel of Google's recent procurement of hydropower capacity in PJM, signaling no end to Big Tech's insatiable demand for datacenter power.

RT @JohnArnoldFndtn: Good illustration of how much the Texas grid has changed in just 6 years. yellow = solar; purple = batteries; dark gr….

🔥This week saw 72 hours of extreme temps in the Eastern US — here’s how they impacted electricity prices in 60 seconds. It was a clear reminder: summer risk isn’t going anywhere, and cooling for those new demand centers only gets more difficult as temperatures rise.

RT @maxk: @teslaenergy This lines up perfectly with a clear drop in @California_ISO system load last night . via @grid_status https://t.co/….

RT @JohnArnoldFndtn: ERCOT added 9 GW of peak renewables output in the past year. Just stunning numbers. h/t @douglewinenergy https://t.co….

RT @maxk: About to release a new Forecast Analysis app on @grid_status , and I’m looking for users to test it. Not only does it make prett….

RT @Chris_Gillett0: The @grid_status snowflake DB is so powerful. This query gets every generator's output (MW), resource node price ($/M….

RT @maxk: Anyone else at the ERCOT Innovation Summit today? Come say hi!

RT @JohnArnoldFndtn: This is the fuel mix in ERCOT (Texas) for the past week (top) vs same week 4 years ago (bottom). Solar generation is i….

Prices spiked in ERCOT this morning, mostly driven by the cost of energy from marginal batteries. We're in the depths of outage season with many thermal assets out for maintenance. In those conditions, even a modest morning load forecast beat can lead to a quick run up the supply

Now in blog form, with additional context and commentary!.

Coordination goes beyond the scheduling of electricity - physical infrastructure and water itself have long been subject to mutually beneficial international cooperation

Gas pipelines are also affected in the region as some begin in Canada and others are interconnected. In particular, Iroquois, which begins in Canada, feeds nearly 5 GWs of generation between NYISO and ISO-NE

International cooperation is also employed to manage loop flow around Lake Erie. Unscheduled flows were very expensive for NYISO earlier in the 21st century, prior to commencement of operations at the Michigan-Ontario PARs.

New York imports more electricity from Canada than any other state, with large connections to both Ontario (IESO) and Québec