Grid Status

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NYISO energy prices spiking high during today's heatwave, seemingly thanks to a transmission line outage and emergency repairs on a gas compressor station when gas flows are already constrained (thanks @gridstatus.io for the real-time visibility)

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The loss of California's battery crown has been greatly exaggerated, if you measure actual unit capability The EIA reports not just nameplate MW, but also MWh. Using this value, California's installed grid-battery duration is greater than the sum of the next two states, Texas and Arizona #energysky

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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 🔌💡

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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 🔌💡

Datacenter-driven load growth has been top of mind for the last two years, but the most rapid expansion in demand over the last decade has been in ERCOT's Far West Weather Zone.

This quadrupling of demand started well before the AI-driven datacenter bonanza, and also predates Texas' spurt of crypto-mining load growth. Instead, it has been anchored in the latest expression of a traditional Texas industry: oil and gas.

Anyone who's sited a battery project in West Texas can tell you about the criss-crossing mess of wires as you attempt to nail down a particular line, tap, and voltage while dodging or dealing with the extensive land holdings of a handful of powerful entities that aren't particularly interested in someone else's infrastructure.

Conversely, efforts to expand cheaper and more reliable electric power across basin operations have been welcomed with open arms.

Three other tidbits to call out:

Demand is almost completely flat hour-over-hour, which speaks to the predominance of industrial load across all seasons as opposed to the typical rise and fall of areas with higher populations.
Starting in 2024, a mid-day bump appears as battery capacity expanded across the region. This has completely disappeared since the implementation of RTC+B, as wholesale storage load is no longer included in real-time load reporting from ERCOT.
Summer months, where AC load was able to produce a small evening peak, shifted to a morning peak from the battery demand. This should shift back in 2026 with the aforementioned RTC+B change.

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

Load northeast of Denver, particularly around Reunion, served by United Power Inc., a local co-op, saw persistently higher prices across the entire day-ahead clear.

Conversely, locations south of Denver, away from load, had lower prices. In the midday, Pueblo Hydro was among the lowest priced locations, while in the morning, Colorado Highlands Wind, even further from load in northeastern Colorado, saw the lowest prices.

In the evening, it was another hydro facility south of Denver that had the lowest price, but this time, northwest of Colorado Springs. The 28 MW Tesla (no relation) hydroelectric plant is on the grounds of the US Air Force Academy. This resource is non-dispatchable, but still considered by SPP in modeling the grid.

With winter in full swing, households across the country have dialed their thermostats up, but the fuels and technologies keeping homes warm vary widely by region. This is mostly driven by climate, historical prices, and year of industrialization/electrification 🔌💡

Primary home heating fuel source varies across US regions

This is mostly driven by climate, historical prices, and year of industrialization/electrification.

ERCOT’s cutover to RTC+B systems went smoothly 🔌💡 We’ll be posting live updates on Grid Status Insights as we explore outcomes today and over the weekend. Through the morning peak we’ve already seen real-time AS prices remain far lower than their day-ahead spike www.gridstatus.io/insights/top...

Insights - RTC+B | Grid Status

Real-Time Co-optimization plus Batteries, ERCOT's December 2025 market design change that enables seamless dispatching of energy and Ancillary Services in the Real-Time Market and modernizes rules for...

gridstatus.io

What started as a normal, unplanned outage may leave Midcontinent Independent System Operator (MISO) without 1.25 GW of nuclear generation for an extended period of time 🔌💡 Read more at Grid Status Insights: www.gridstatus.io/insights/280...

Insights | Grid Status from Tim Ennis

What started as a normal, unplanned outage may leave MISO without 1.25 GW of nuclear generation for an extended period of time. During the morning of November 12th, 2025, the Callway Nuclear Plant in...

gridstatus.io

Like any event that changes daily routines, Halloween impacts load curves across the country Over the past 9 years, real-time load has underperformed almost all of PJM’s forecasts over the evening peak, precisely during prime trick-or-treating hours 🔌💡

load forecast error in PJM around Halloween

As PJM prepares its 2026 load outlook utility forecasts show a rapidly shifting landscape, with smaller zones predicting surging demand 🔌💡 A balancing question in play is whether large zones can continue to scale larger, or if small areas have the headroom to steal momentum in the datacenter race

large load demand growth for dominion, aep, ppl, comed, and dayton in PJM, from 2025 thorough 2035, bar chart