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Blog

25Jun

Will the Power Keep Flowing?

What a week for congressional attention on grid reliability. A brutal heatwave is pushing the supply of power to its very limit in grids stretching across much of the country. Outages have already hit parts of New York City, while the PJM Interconnection and Midcontinent Independent System Operator (MISO) grids have both issued “maximum generation […]
  • On June 25, 2025
  • coal, Data centers, Department of Energy (DOE), House Energy and Commerce committee, Midcontinent Independent System Operator (MISO), PJM Interconnection, wind power
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18Jun

Global Context Matters

When it comes to energy, coal production and use, China is in a league of its own. China generated over 10,000 terawatt hours of electricity in 2024. That’s more than the combined output of the U.S., E.U. and India—the next three biggest producers. China’s electricity production has skyrocketed. Remarkably, as recently as 2010, the U.S. […]
  • On June 18, 2025
  • China, coal, energy, energy addition, India
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11Jun

Aligning Energy and Regulatory Policy with the AI Moment

It has become hard to overstate the impact AI and data centers are having on the power sector. This is an industrial revolution on an extraordinary scale. At a Federal Energy Regulatory Commission (FERC) conference on grid reliability last week, regulators and grid operators once again sounded the alarm over the challenges they collectively face […]
  • On June 11, 2025
  • Artificial Intelligence (AI), blackouts, Data centers, Department of Energy (DOE), Federal Energy Regulatory Commission (FERC), grid reliability, Midcontinent Independent System Operator (MISO), North American Electric Reliability Corporation (NERC), PJM Interconnection, power demand, Southwest Power Pool (SPP)
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04Jun

Racing to Cover Capacity Shortfalls

Need more evidence we’re in a power supply emergency? Look no further than how the nation’s grid operators are scrambling to fast-track interconnection of new dispatchable resources that can shore up eroding reliability. From the Great Plains to New York, operators are frantically trying to revise interconnection processes to get new generation added to grids […]
  • On June 4, 2025
  • Federal Energy Regulatory Commission (FERC), grid reliability, ICF International, Mark Christie, Midcontinent Independent System Operator (MISO), NYISO, PJM Interconnection, Rich Dewey, Southwest Power Pool (SPP)
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28May

A Grid Emergency in MISO

Well, that didn’t take long. Before the boiling heat of summer has even officially arrived, the lights went out in the Midcontinent Independent System Operator (MISO) region. More than 100,000 customers in and around New Orleans went without power for most of the day on Sunday when MISO was forced to order rotating outages in […]
  • On May 28, 2025
  • blackouts, Chris Wright, Department of Energy (DOE), Federal Energy Regulatory Commission (FERC), grid reliability, ICF International, John Bear, Mark Christie, Midcontinent Independent System Operator (MISO), North American Electric Reliability Corporation (NERC), PJM Interconnection, plant retirements
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21May

A Demand and Price Shock

As electricity prices continue to rise and grid reliability warnings proliferate, electricity demand projections are only growing more aggressive. A new report from consulting group ICF International sees U.S. electricity demand jumping 25% by 2030 and 78% by 2050 compared to 2023. That surge in demand will have huge impacts on already teetering reliability and […]
  • On May 21, 2025
  • electricity prices, Federal Energy Regulatory Commission (FERC), grid reliability, ICF International, Mark Christie, power demand, U.S. Energy Information Administration (EIA)
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14May

Another Summer of Potential Power Shortfalls

Scorching heat could threaten the nation’s energy supply this summer, with demand eclipsing supply and potentially causing shortfalls and power outages throughout large swaths of the United States, the North American Electric Reliability Corp. (NERC) warned today in its 2025 Summer Reliability Assessment. NERC underscored that the nation’s grid reliability – facing the twin challenges […]
  • On May 14, 2025
  • Aftab Khan, Electricity Reliability Council of Texas (ERCOT), grid reliability, Midcontinent Independent System Operator (MISO), National Mining Association (NMA), North American Electric Reliability Corporation (NERC), PJM Interconnection, Rich Nolan, Southwest Power Pool (SPP), U.S. Energy Information Administration (EIA)
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07May

Listen to the Capacity Markets

For years, despite ever louder warnings of a rapidly approaching electricity supply shortfall, electricity markets weren’t reflecting impending scarcity. No longer. In both the PJM and Midcontinent Independent System Operator (MISO) capacity markets, prices have exploded—an unmistakable signal to bring more capacity to the market and keep existing resources operating. Last year, capacity payments to […]
  • On May 7, 2025
  • Argus, electricity prices, grid reliability, Midcontinent Independent System Operator (MISO), PJM Interconnection
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30Apr

It’s Good to Have a Reliability Backstop

With Spain, Portugal and parts of France still reeling from a stunning blackout, grid reliability is once again top of mind. While it remains to be seen what caused the grid failure, the complexities of moving away from dispatchable power and towards heavy reliance on intermittent energy are understandably in the spotlight. Regardless of what […]
  • On April 30, 2025
  • dunkelflaute, Europe, grid reliability, Midcontinent Independent System Operator (MISO), PJM Interconnection, U.S. Energy Information Administration (EIA), Wall Street Journal, wind power
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23Apr

Yes, it is an Energy Supply Emergency

With so much understandable focus on meeting soaring new power demand from the AI revolution and hyperscale data centers, it’s easy to forget the nation entered this moment already facing a grid reliability crisis. The reshoring of industry, electrification and the rapid loss of dispatchable power were already enough to push grid operators to warn […]
  • On April 23, 2025
  • Federal Energy Regulatory Commission (FERC), grid reliability, International Energy Agency (IEA), International Monetary Fund, Manu Asthana, Mark Christie, North American Electric Reliability Corporation (NERC), PJM Interconnection
  • Read More
Page 1 of 45123›»
Recent Blog Posts
  • Will the Power Keep Flowing?
  • Global Context Matters
  • Aligning Energy and Regulatory Policy with the AI Moment
  • Racing to Cover Capacity Shortfalls
  • A Grid Emergency in MISO
  • A Demand and Price Shock
  • Another Summer of Potential Power Shortfalls
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  • Will the Power Keep Flowing?
  • Global Context Matters
  • Aligning Energy and Regulatory Policy with the AI Moment
  • Racing to Cover Capacity Shortfalls
  • A Grid Emergency in MISO
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