Grid and Generation
Generation
Natural gas
Coal
existing fleet
uprates
SMRs
Hydro
Wind and solar on the system
Storage on the system
Oil and liquid fuels
Geothermal
Retirements and additions
Capacity vs energy: why nameplate misleads
Grid & transmission
Interconnection queues
Transmission build and permitting
PJM
MISO
ERCOT
CAISO
SPP
ISO-NE
NYISO
Reliability and NERC standards
Winter and summer peak events
Distribution and the local grid
Grid resilience and extreme weather
Curtailment and congestion
Order 1920 and regional transmission planning
Order 2023 interconnection reform
reconductoring
dynamic line ratings
topology optimisation
Distribution grid upgrades and hosting capacity
Black start and system restoration
Physical and cyber security of substations
Interregional transfer capability
Markets & prices
Wholesale power prices
Capacity markets
Natural gas prices and Henry Hub
Retail electricity rates by state
Rate cases and utility bills
Ancillary services
Power purchase agreements
Price spikes and scarcity pricing
Who actually pays for what
Negative prices and oversupply hours
Basis differentials and hubs
Renewable energy credits and their prices
Congestion revenue rights
generation
delivery
riders and taxes
Low income assistance programmes and LIHEAP
Community solar and virtual net metering
Data centre special rate classes and large load tariffs
Demand
Data centres and AI load growth
Electrification of heat and transport
Industrial demand
Demand response and flexibility
Energy efficiency
Load forecasting and why forecasts keep rising
Behind the meter generation
Crypto mining load and curtailable contracts
Electric vehicle charging load on distribution
Heat pump adoption and winter peaks
Manufacturing reshoring and industrial hookups
Hydrogen electrolysers as load
Bring your own generation and co-location at plants
Policy & regulation
FERC
State public utility commissions
Permitting reform
Tax credits and their effect
Clean energy standards by state
Fuel and emissions rules
Pipeline and LNG approvals
Energy security
NRC licensing and reactor approvals
EPA power plant rules
Interconnection queue reform at the state level
Siting and local opposition to projects
Public utility commission election and appointment
Wholesale market governance and stakeholder process
News
Utilities & companies
Duke Energy
Southern Company
NextEra and FPL
Dominion
Exelon
AEP
Xcel
PG&E
Edison International
Entergy
DTE
CenterPoint
Competitive generators and retailers: Vistra, Constellation, NRG, Tale
TVA
Bonneville Power Administration
Salt River Project
LADWP
Cooperatives and municipal utilities
Oncor
ITC
American Transmission Company
Hydro-Quebec
BC Hydro
Ontario Power Generation
AESO market
Independent power producers and developers
Who owns the wires vs who sells the power
Fuels & supply chain
Uranium supply, conversion and enrichment
LNG export terminals and liftings
Interstate gas pipelines and capacity
Coal supply and rail
Gas turbines and the order backlog: GE Vernova, Siemens Energy, Mitsub
Large power transformers and lead times
HVDC cable and converter supply
Grid scale battery cells and supply
Critical minerals for the grid
linemen
welders and electricians
HVDC cable and converter supply
HVDC cable and converter supply - reporting from Grid and Generation.
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