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The Power Demand Surge

There is a quiet revolution upending the trajectory of our energy future. For all the extraordinary challenges inherent with trying to stand up a renewable-dominant energy mix nearly overnight, perhaps none is beginning to loom as large as the breakneck speed electricity demand is growing all over the country. Speculation about the impact that electrification, […]

Can the Biden EPA Accept Reality?

As The Wall Street Journal recently put it, “the energy transition is getting a dose of reality.” In the U.S., offshore wind projects are evaporating, transmission lines remain extraordinarily difficult to build, the nation’s first planned small modular reactor project was just cancelled and dozens of renewable-power developers are trying to rewrite contracts to recoup […]

With All Alarms Sounding, EPA Has Few Answers and Less Planning

In the hours before the regulators at the Federal Energy Regulatory Commission (FERC) sat down with stakeholders from across the country to discuss the nation’s deteriorating grid reliability, the urgency of the gathering was underscored by a new and deeply unsettling winter reliability assessment. The North American Electric Reliability Corporation (NERC) found in its most […]

Will FERC Hold EPA to Account?

This Thursday, the Federal Energy Regulatory Commission (FERC) is holding its annual technical conference on grid reliability. Of particular interest is the attention FERC and its expert witnesses will give to examining the impact the U.S. Environmental Protection Agency’s (EPA) so-called Clean Power Plan 2.0 will have on reliability. FERC is digging into reliability at […]

The Next Winter Reliability Crisis is Almost Here

It may have been a balmy 80 degrees in the nation’s capital this week but make no mistake, winter is coming and with it ever-greater concern about the perilous state of the nation’s electricity grid. For all the white knuckling from grid operators during summer months, when heat waves and record demand stressed power supply […]

Congress Can Act on Grid Reliability

Months of congressional hearings have led to a crescendo of concern over grid reliability and the danger posed by the Biden administration’s regulatory agenda. With eye-opening testimony coming from utilities, co-ops, grid operators and reliability regulators, Congress now has a deeply important opportunity to take action. Today, the House Energy, Climate & Grid Security Subcommittee […]

More of Everything

Every few months we get an important course correction on energy math. That is, for all the talk of an energy transition, the data tell a far more nuanced story. Yes, renewables are an increasingly important part of our energy mix and electric vehicles sales are soaring, but where do these trends fit in the […]

Germany’s Coal Conundrum

Despite ongoing talk across Europe of weaning off coal, European coal-generated power production grew by around 9 percent in September. With winter cold approaching and Europe’s energy crisis far from over, that growth may well continue, and Germany, specifically, is once again turning to its coal fleet as an energy security failsafe. Germany’s cabinet has […]

The Gas Reliability Gap

The U.S. has a natural gas problem. While regulatory pressure continues to place an ever-greater burden on the gas fleet and gas infrastructure to provide dispatchable power when it’s needed most, the gas system is again and again showing it’s simply not up to the challenge. The latest alarming example comes from the after-action report […]

A Transition to Deindustrialization?

The European energy crisis is not over. The fear of natural gas rationing may have abated but the costs of Europe’s energy policy missteps continue to reverberate. There has been so much energy demand destruction in Europe from high energy prices that European economies are barely keeping their heads above water. In fact, for some, […]