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18May

As Natural Gas Prices Soar, a Plea for Energy Pragmatism

In the wake of stunning blackouts in California in August of 2020, California Assemblyman Jim Patterson said, “today we have a grid that is increasingly expensive, unreliable and unavailable when the people of California need it the most.” What Mr. Patterson didn’t know at the time is that his remark would soon describe nearly the […]
  • On May 18, 2022
  • Bank of America Merrill Lynch, California, electricity grid, electricity prices, Francisco Blanch, grid reliability, ISO New England, Jim Patterson, natural gas, PJM Interconnection, Politico, polling
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11May

The Transition to Crisis

The grid reliability crisis continues to deepen and spread. Warnings about capacity shortfalls and blackouts are so frequent and ubiquitous they are as regular as a utility bill. Just this week, The Wall Street Journal found that, “from California to Texas to Indiana, electric-grid operators are warning that power-generating capacity is struggling to keep up with […]
  • On May 11, 2022
  • Brad Jones, Electricity Reliability Council of Texas (ERCOT), grid reliability, John Bear, Midcontinent Independent System Operator (MISO), North American Electric Reliability Corporation (NERC), PJM Interconnection, renewable energy, Texas, Wall Street Journal
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04May

The End of Flat Power Demand: Electrification, Big Data and Crypto

A new energy era is here. The shale gas glut and years of flat power demand have come to an abrupt end. Those two constants of the past decade have been replaced by soaring gas prices and the return of rising power demand driven by the data revolution and electrification. Natural gas prices are four […]
  • On May 4, 2022
  • Bloomberg, electric vehicles, electricity prices, Electricity Reliability Council of Texas (ERCOT), energy transition, Federal Energy Regulatory Commission (FERC), grid reliability, Manhattan Institute, Mark Mills, National Renewable Energy Lab, natural gas, Texas
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27Apr

The Grid Reliability Crisis Spreads to the Midwest

Just a few months ago, the North American Electricity Reliability Corporation (NERC) warned that capacity retirements and the rapid remaking of the grid will pose tremendous challenges to reliability over the next decade. It was a warning coming on the heels of the grid catastrophe in Texas and startling blackouts in California that some tried […]
  • On April 27, 2022
  • Environmental Protection Agency (EPA), Federal Energy Regulatory Commission (FERC), grid reliability, James Danly, Midcontinent Independent System Operator (MISO), North American Electric Reliability Corporation (NERC)
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20Apr

Price Spikes and Renewed Urgency to Maintain Fuel Optionality

On Monday, U.S. natural gas prices surged above $8 per million British thermal units, four times what they were before the pandemic, and a level not seen since 2008. With energy-driven inflation front-of-mind for voters and a deepening risk to the economy, the arrival of a painfully expensive new natural gas normal is only heightening […]
  • On April 20, 2022
  • electricity prices, Environmental Protection Agency (EPA), fuel diversity, Holman Jenkins, National Mining Association (NMA), natural gas, Rich Nolan, The Washington Examiner, U.S. Energy Information Administration (EIA), Wall Street Journal
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13Apr

The Consequence of Policy Conceived and Executed in a Vacuum

It would be difficult to find a country untouched by the global energy crisis. Here in the U.S. inflation has reached four-decade highs, driven in large part by skyrocketing energy prices. But some are managing it better than others, with the UK serving as a stark example of energy policy malpractice. The Brits have had […]
  • On April 13, 2022
  • Boris Johnson, electricity prices, fuel diversity, Morning Consult, National Mining Association (NMA), polling, renewable energy, United Kingdom, Wall Street Journal
  • Read More
05Apr

Innovation as a Path Forward on Energy and Climate Includes all Fuels

Just when you think the global energy crisis has reached rock bottom, it seems to find new depths. March will go down in the record books as the most expensive month for power prices in European history. And while the acute nature of the current pain stems from Russia’s weaponization of its energy resources, it’s […]
  • On April 5, 2022
  • carbon capture utilization and storage, electricity grid, electricity prices, Ember, energy addition, Europe, Fatih Birol, Germany, innovation, Intergovernmental Panel on Climate Change (IPCC), International Energy Agency (IEA), renewable energy, Reuters, Russia, Ukraine, United Kingdom
  • Read More
30Mar

Burying the Lede, and Responsible Energy Policy

A new study designed to show that a future in Texas without coal is within reach in fact shows just the opposite. Like other studies and models before it, renewable boosters have an interesting propensity to bury the lede. In this case, a study about Texas’ vast wind and solar potential in fact highlights one […]
  • On March 30, 2022
  • Cheryl LaFleur, Fortune, infrastructure, New England, renewable energy, Texas, The Boston Globe, Tom Fallgren, transmission lines, Wall Street Journal
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23Mar

Dismantling Grid Reliability One Rulemaking at a Time

When Environmental Protection Agency (EPA) administrator Michael Regan recently boasted that he doesn’t have to rely on any one policy or rulemaking to achieve his agenda, he turned more than a few heads. He signaled his intent to race forward on a zealous and wide-ranging regulatory program regardless of unsettled questions about EPA’s authority to […]
  • On March 23, 2022
  • coal combustion residuals (CCR), Environmental Protection Agency (EPA), grid reliability, Michael Regan, Midcontinent Independent System Operator (MISO), North American Electric Reliability Corporation (NERC)
  • Read More
16Mar

EPA is Determined to Accelerate the Electricity Affordability Crisis

The energy crisis emanating from Europe is a wakeup call for policymakers about the importance of energy security and the delicate balancing act required by the energy transition. Europe’s energy policy missteps are now proving an invaluable example of a path best avoided. Overreliance on Russian energy, lack of dispatchable fuel diversity and a rushed […]
  • On March 16, 2022
  • CERAWeek, electricity prices, energy transition, Environmental Protection Agency (EPA), Europe, Fox Business, Michael Regan, National Mining Association (NMA), New England, Rich Nolan, Russia, Ukraine, Wall Street Journal
  • Read More
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