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Tropical Storm Hilary x California wholesale power

Tropical Storm Hilary x California wholesale power

In today's newsletter, some quick hits on:- Tropical Storm Hilary battering California solar production- Diminishing electricity imports...

In today's newsletter, some quick hits on:

- Tropical Storm Hilary battering California solar production
- Diminishing electricity imports make CAISO more expensive, less reliable
- ERCOT on course for its hottest and most expensive summer month ever
- To be continued: the changing face of ERCOT volatility

https://themeritorder.substack.com/p/weekend-package-heat-spikes-ercot

Spicy ERCOT day-ahead power prices will top out over $2,000/MWh today amid tight forecast supply and potential record-setting electricity...

Spicy ERCOT day-ahead power prices will top out over $2,000/MWh today amid tight forecast supply and potential record-setting electricity demand.

https://themeritorder.substack.com/p/ercot-power-prices-test-summer-highs?utm_campaign=post&utm_medium=mastodon

Texas electricity generation for the next few days. Natural gas doing the heavy lifting, especially in peak periods, but additional...

Texas electricity generation for the next few days.

Natural gas doing the heavy lifting, especially in peak periods, but additional generation from wind and solar continue making it possible to keep the lights on when demand is highest.

Texas faces another week of potentially record-setting electricity demand, with forecasts through Friday set to test all-time highs.Wind and...

Texas faces another week of potentially record-setting electricity demand, with forecasts through Friday set to test all-time highs.

Wind and solar should continue to support reliability and keep a lid on prices, especially towards the back half of the week as renewable output is forecast to approach record levels.

Like it or not, this is what peak summer performance looks like

Like it or not, this is what peak summer performance looks like

California's famous duck curve, updated for 2023. CAISO now routinely flirts with near-zero net loads on the sunniest spring days.

California's famous duck curve, updated for 2023. CAISO now routinely flirts with near-zero net loads on the sunniest spring days.

Nearly 40% of US electricity generation was emissions-free in 2022➡️...

Nearly 40% of US electricity generation was emissions-free in 2022

➡️ https://open.substack.com/pub/themeritorder/p/nearly-40-of-us-electricity-was-emissions?utm_source=direct&r=1jn&utm_campaign=post&utm_medium=web

The US Produced More Electricity from Renewables than from Coal in 2022https://themeritorder.substack.com/p/the-us-produced-more-electricity

The US Produced More Electricity from Renewables than from Coal in 2022

https://themeritorder.substack.com/p/the-us-produced-more-electricity

US coal power continued its terminal decline in 2022. In spite of elevated natural gas prices, coal-fired generation plunged back towards...

US coal power continued its terminal decline in 2022. In spite of elevated natural gas prices, coal-fired generation plunged back towards its lowest levels in half a century.

https://open.substack.com/pub/themeritorder/p/growing-greening-gassifying-evolving

The US now produces more electricity from renewables than from coal, for the first time in the modern era.

The US now produces more electricity from renewables than from coal, for the first time in the modern era.

Growing, Greening, Gassifying: Evolving US Electricity Generation in...

Growing, Greening, Gassifying: Evolving US Electricity Generation in Charts

https://themeritorder.substack.com/p/growing-greening-gassifying-evolving

For the third year running, wind, solar, and batteries accounted for more than 75% of new US power...

For the third year running, wind, solar, and batteries accounted for more than 75% of new US power capacity.

https://substack.com/inbox/post/105537609

There were nearly 9GW/25GWh of utility-scale US energy storage online at the start of 2023, up from less than 1GW/2GWh at the start of...

There were nearly 9GW/25GWh of utility-scale US energy storage online at the start of 2023, up from less than 1GW/2GWh at the start of 2020.

https://themeritorder.substack.com/p/us-grid-scale-energy-storage-nearly

<-- California and Texas remain the protagonists of US grid-scale battery deployment. Collectively, they’ve driven nearly 80% of cumulative installed power capacity and more than 80% of installed energy.

Frigid temperatures in the Northeast are sending New York and New England power prices soaring back into oil-burning triple...

Frigid temperatures in the Northeast are sending New York and New England power prices soaring back into oil-burning triple digits
https://open.substack.com/pub/themeritorder/p/day-ahead-lmp-map-for-february-4?utm_source=share&utm_medium=android

Texas now generates nearly twice as much electricity from wind and solar as from coal. ERCOT renewable generation first surpassed coal in...

Texas now generates nearly twice as much electricity from wind and solar as from coal. ERCOT renewable generation first surpassed coal in 2019.

The share of Texas electricity coming from carbon-free resources doubled over the last decade, from a fifth of the power mix in 2012 to over...

The share of Texas electricity coming from carbon-free resources doubled over the last decade, from a fifth of the power mix in 2012 to over 40% in 2022.

Quick roundup of initial Twitter takes on the biggest test of US winter grid reliability since Uri, featuring many of your favorite usual...

Quick roundup of initial Twitter takes on the biggest test of US winter grid reliability since Uri, featuring many of your favorite usual suspects.

https://open.substack.com/pub/themeritorder/p/energy-twitter-takeaways-from-winter?utm_source=share&utm_medium=android

More oil-burning power prices, $300/MWh+ day-ahead evening peaks across the Northeast for Boxing...

More oil-burning power prices, $300/MWh+ day-ahead evening peaks across the Northeast for Boxing Day

https://themeritorder.substack.com/p/day-ahead-lmp-map-for-december-26

The severity of this weather event through the lens of electricity markets. Real-time prices raced towards price caps as extreme cold...

The severity of this weather event through the lens of electricity markets. Real-time prices raced towards price caps as extreme cold stressed grids across the Eastern US.

https://open.substack.com/pub/themeritorder/p/power-prices-soared-as-extreme-cold?utm_source=share&utm_medium=android