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07Nov

The President Doubles Down on Bad Policy

When President Biden boasted last week about closing coal plants all across the country, he meant it. The White House has already begun spinning and clarifying his remarks, but the President knew what he was saying because there’s a plan to do it. Even as electricity and natural gas bills soar – up a startling 16% […]
  • On November 7, 2022
  • Associated Electric Cooperative Inc., Bloomberg, Curt Morgan, David Tudor, electricity prices, Environmental Protection Agency (EPA), Federal Energy Regulatory Commission (FERC), grid reliability, James Danly, Jim Robb, Joe Biden, Joe Manchin, National Mining Association (NMA), North American Electric Reliability Corporation (NERC), Politico, Public Utilities Fortnightly, Rich Nolan, S&P Global, Vistra Corp., Wall Street Journal
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02Nov

Can the U.S. Learn from China?

For all the activist handwringing over domestic climate policy, for all the soup thrown on priceless works of art or the trepidation of European governments to turn back on a handful of coal plants in the face of an unprecedented energy crisis, the climate story is increasingly coming down to one country. China is piloting […]
  • On November 2, 2022
  • Bloomberg, China, Environmental Protection Agency (EPA), Rhodium Group
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26Oct

Regulatory Intransigence

What changes over the course of four years? Not much if you compare President Biden’s Environmental Protection Agency (EPA) to its predecessor from the Obama era. Team Biden came into office determined to pick up right where the Obama EPA had left off, hellbent on using every tool available to dismantle the domestic coal fleet. […]
  • On October 26, 2022
  • Associated Electric Cooperative Inc., clean power plan, Cross-State Air Pollution Rule (CSAPR), David Tudor, E&E News, electricity prices, Environmental Protection Agency (EPA), grid reliability, Joe Biden, John Moura, Michael Regan, natural gas, North American Electric Reliability Corporation (NERC)
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20Oct

Cold, Dark and Expensive

Surging energy prices are colliding with renewed grid reliability concerns this winter. While the price at the gas pump has garnered the lion’s share of attention over the past few months, the rising price of electricity and the surging price of natural gas are putting new wind in the sails of energy-driven inflation that reached […]
  • On October 20, 2022
  • electricity prices, Federal Energy Regulatory Commission (FERC), grid reliability, ISO New England, James Danly, New England, NIMBYISM, U.S Bureau of Labor Statistics, U.S. Energy Information Administration (EIA)
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12Oct

Transatlantic Energy Negligence

The months of warnings about energy rationing and the threat of blackouts in Europe are about to be put to the test. Winter is quickly approaching and there’s growing discomfort from policymakers that while much was done to prepare for a winter without Russian energy perhaps it was too little, too late. The European Union […]
  • On October 12, 2022
  • blackouts, energy security, Environmental Protection Agency (EPA), Europe, European Union, Germany, Kadri Simson, Russia, United Kingdom
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05Oct

Sweater Weather

It’s getting cold out there. And across energy-strapped Europe, government officials are taking note Last week, Danish authorities ordered one of its electricity providers to continue and resume operations of power station units that use coal and oil for fuel. And while the move is absolutely what needs to be done to keep the lights […]
  • On October 5, 2022
  • energy transition, Environmental Protection Agency (EPA), Europe, Mads Nipper, Michael Regan, winter, Ørsted
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28Sep

The Little Engine That Might Not

The recent 11th hour agreement to avoid a rail strike was a disaster narrowly avoided. A strike would have created a debilitating logistics chokepoint, disrupting supply chains of all kinds and creating enormous headwinds for the U.S. economy. Estimates put the cost of a rail strike at almost $2 billion a day. Yet, despite this […]
  • On September 28, 2022
  • Fox Business, National Mining Association (NMA), Railroads, Rich Nolan, Surface Transportation Board
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21Sep

Picking the Wrong Bridge

Dispatchable fuel diversity has long provided a shield to electricity consumers from fuel price spikes. But that optionality is eroding in much of the U.S. – or is already gone – as the coal fleet is pushed off the grid. Years of warnings about the potential pain to consumers should natural gas prices spike, and […]
  • On September 21, 2022
  • E&E News, electricity prices, Environmental Protection Agency (EPA), fuel diversity, Michael Regan, natural gas, New England, New York
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14Sep

The Next Grid Crisis is in New England

New England recognizes it has a dangerous fuel security problem on its hands. And a telling factor in that crisis is what it doesn’t have: fuel diversity in the form of coal capacity. New England’s overreliance on natural gas, constrained gas delivery system, and inability to site and build alternatives is barreling towards a completely […]
  • On September 14, 2022
  • Cheryl LaFleur, electricity prices, Federal Energy Regulatory Commission (FERC), fuel diversity, fuel security, James Danly, natural gas, New England, Richard Glick, transmission lines
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07Sep

Learn from California’s Self-Imposed Crisis

Will California – the global tech capital – plunge into darkness? Broiling heat has once again pushed California’s shaky grid to the limit. Record power demand has threatened to eclipse available supply with utilities, the grid operator and the governor all pleading for citizens and businesses to curb demand to keep rolling blackouts at bay. Just […]
  • On September 7, 2022
  • battery storage, California, grid reliability, Jim Robb, North American Electric Reliability Corporation (NERC), Pacific Gas and Electric, Public Utilities Fortnightly, renewable energy, solar, The Sacramento Bee
  • Read More
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Recent Blog Posts
  • Another Summer of Potential Power Shortfalls
  • Listen to the Capacity Markets
  • It’s Good to Have a Reliability Backstop
  • Yes, it is an Energy Supply Emergency
  • “We are still strong, we’re still here, and we’re still needed”
  • Grid Operators Tell Congress They Face a “Generational Challenge”
  • Confronting the AI Electricity Bottleneck
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  • Another Summer of Potential Power Shortfalls
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