Grid and Generation

GenerationNatural 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 misleadsGrid & transmissionInterconnection 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 capabilityMarkets & pricesWholesale 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 tariffsDemandData 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 plantsPolicy & regulationFERC 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 processNewsUtilities & companiesDuke 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 powerFuels & supply chainUranium 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

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