tracking these and more at www.gridstatus.io/insights
Second, curtailment in CAISO absolutely exploded in April, shattering monthly records for both solar and wind
Couple of recent renewables observations
First, MISO has come from behind to soundly take the lead on peak solar output from PJM.
These are the two largest markets in North America, and interesting test cases given quite different geographic attributes compared to early movers CAISO and ERCOT 🔌💡
I'll take any chance to work Work It into a bit of wonky energy market design discussion (the GHG component of LMPs under EDAM)
🔌💡
www.gridstatus.io/insights/423...
Datacenter load growth has been top of mind, but the most rapid demand expansion over the last decade was in ERCOT's Far West Weather Zone
This quadrupling of demand started before AI, and predates Texas' spurt of crypto growth. Instead, it's anchored in a traditional Texas industry: oil and gas 🔌💡
SPP's expanded over the the interconnection DC tie line with the first day-ahead market clear that includes SPP West (SWPW)
Day one sees regular congestion spreads, with decent consistency in price impact across locations in the newly-RTO territory.
Alt text has more #energysky
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When it comes to the GHG component under EDAM, CAISO is taking notes from the East Coast, to flip it and reverse it by applying a positive GHG LMP component (MC-GHG) to GHG-reguated areas instead of c...
PJM's MMU absolutely goes in on data centers and the market in their (937 page lol) Q1 report from Thursday 🔌💡
which isn't surprising if you're familiar with Monitoring Analytics!
wavg LMP was up ~68% for Q1 from last year
thread of quotes from the intro 🧵
