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| Friday Jul 11, 2025 | |
| On June 23, 2025, Governor Kathy Hochul directed the New York Power Authority (NYPA) to add at least 1 GW of nuclear capacity to the State’s electric grid. The details aren’t all there yet, including what, where, when and how much, but for a short moment in time, Governor Hochul’s and President Trump’s policy ambitions align. Recently, we blogged about their ongoing “negotiations” surrounding energy. But to fill out this story a bit more, here is some background and history on New York’s current and demised nuclear power industry and some of its key players. Let’s go back to Long Island in the 1980’s – in the days before Buttafuoco - when the hairdos were big but the bill for electric power was even ... » read more | |
| Thursday Jul 10, 2025 | |
| Written by Joshua Rasmussen Less than one week ago as I accompanied three enthusiastic nephews to a celebratory 4th of July parade in the town of Wallowa in eastern Oregon, I noted the stark difference from the parade conditions one year prior. Each year participants on the parade floats hand out both candy (to delight the children) and bottles of water (to ward off heat stroke for the rest of us). This year the water bottles were scarcely needed as the temperature had failed to rise much above 65 degrees by noon and instead we were wishing we had brought umbrellas to the event after a smattering of rain drops started falling. The Northwest as a whole was in a very un-summerlike lull. Conditions have changed rapidly in the intervening days, with a blast of heat ... » read more | |
| Wednesday Jul 9, 2025 | |
| Since the start of the month, SoCal gas has sent out a flurry of notices with updates to their natural gas maintenance schedule, totaling more than one a day so far this July. The work sometimes has little impact on flows, like the recent additions impacting capacity of the Blythe Sub Zone where flows already sit well below capacity. Or the work might have large repercussions, like the work on the North Desert Zone which will last through the rest of the year and most of 2026. The West NG Pipeline Capacity Dashboard from Energy GPS helps make sense of the barrage of notices. The SoCal figure provided shows subscribers where flows are at compared to the most recent available capacities and how those capacities have changed from the previous maintenance schedule. The figure below from ... » read more | |
| Tuesday Jul 8, 2025 | |
| ERCOT’s structural demand growth in 2025 has remained strong, though it has eased slightly since the record-setting pace observed earlier in the year, as discussed in out latest special report titled “Looking Forward Towards ERCOT Summer Load”. Building on our earlier weather-normalized methodology, we continue to separate organic demand increases from those driven by weather fluctuations. The latest results show that Q2 structural demand rose 6.4% year-over-year, bringing the 2025 average to 7.3%—a robust rate that reflects accelerating growth compared to recent years. Figure 1 – ERCOT monthly weather-normalized demand Regional breakdowns reveal that demand is becoming more distributed across ERCOT. While the West zone has historically posted the ... » read more | |
| Monday Jul 7, 2025 | |
| The end of last week saw Independence Day, and the passage of the new administration’s cornerstone legislation, the Big Beautiful Bill (BBB). From the perspective of the renewable industry, this new law was a damper on the otherwise festive weekend that will trigger a race to the end or at least through the rest of the term of the current presidency. This is because it makes big changes to the longstanding investment and production credits to the benefit of renewable resources[1]. While the headlines put an end to renewables as we know them, the next few years will be intense given the termination is not immediate as the bill gives until 2027 to enter production. Additionally, it makes an exception for projects that start construction within a year from today, meaning that they can ... » read more | |
| Thursday Jul 3, 2025 | |
| With the transition this week into July, it is the time where we look back on renewable performance and growth over the past month. You can find a breakdown of different markets across the country in our latest Renewable Monthly report published this week. One of the markets that is always a topic of conversation given its commitment to growth in both solar and battery storage, is ERCOT. Figure 1 | ERCOT Average Hourly Wind and Solar Generation (MW) While ERCOT renewables were adding plenty of supply in June, demand numbers were not making a more than respectable showing. With a warm start to the month and only a handful of unusually cool days, ERCOT load averaged 63.3 GW. This was 2.2 GW higher than the same month the previous year and 3.7 GW higher than June of ... » read more | |
| Wednesday Jul 2, 2025 | |
| With the turning of the calendar page yesterday, we’ve officially entered the second half of 2025. It’s a good time to look back and reflect on how natural gas and power markets have changed and what trends are forming. Here at Energy GPS, we like to use 12-month by 24-hour profiles to compare year-on-year changes. The figures calculate the average demand and generation profiles for a day in each month of the year and layer years on top of each other, each in a different color. The resulting figure can tell subscribers a lot about how this year differs from those prior in just a quick glance. Figure 1 | MISO 12 x 24 Profiles – Last 3 Years The figure above is a 12 by 24 profile for the Midcontinent ISO, which is feature in the MISO Supply Demand Dashboard. While ... » read more | |
| Tuesday Jul 1, 2025 | |
| A powerful heat dome swept across the Midwest, Mid-Atlantic, and Northeast U.S. last week, leading to surging electricity demand and soaring temperatures that set new records, as discussed in our latest Article titled. Energy GPS explored the effects of this event in detail, with a special focus on NYISO and a key factor that’s quietly shifting the market: Behind-the-Meter (BTM) solar. Unlike utility-scale solar, BTM solar reduces visible demand without being reflected in metered grid power. Its growing presence is starting to significantly shape how the grid experiences load during extreme heat events. Figure 1 | Northeast Temperatures for June, 2020-2025 As the region heated up, transmission dynamics shifted across NYISO's interconnected neighbors. Notably, imports from Hydro ... » read more | |
| Monday Jun 30, 2025 | |
| The ongoing US/Canada trade war lit a match under the Great White North. Since the start of the current US administration, our neighbors have made quite a few strides to strengthen their position. They saw a come-from-behind victory or the liberal party, a strong victory for the political center, with almost a decade of consecutive rule. They saw popular backlash to American goods, and American vacation spots. And now, they have found a new home for their natural gas, in the form of LNG Canada. This new facility, located on the north coast of British Columbia plans to export 14 million metric tons per annum this year[1], or 1,870 MMCF/d. This would make a big splash with regards to diversifying from the American market. Figure 1 | Coastal Gaslink Pipeline Map[2] This new operation relies ... » read more | |
| Friday Jun 27, 2025 | |
| Over the past week, a heat dome has blanketed much of the country. We've been tracking its impact on various markets, from MISO up to ISONE, in market flashes and articles. However, looking at the map below, one region notably avoided the heat: ERCOT, which has been much-discussed in terms of electricity demand growth, high prices, and the potential for summertime scarcity, spent the heatwave at seasonally normal temperatures. Figure 1 | Observed Max Temperature & Departure from Normal, 6/24/25, AG2 Trader While the Texas weather this past month can hardly be called "cool", it has been less hot than June during the past few years. This has helped counter the impact of ERCOT's ongoing structural demand growth. The top pane of the graph below, which is taken from our ERCOT RT ... » read more | |