Manu Asthana

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 […]
02Apr

Grid Operators Tell Congress They Face a “Generational Challenge”

Last week, a congressional hearing, titled “Keeping the Lights On: Examining the State of Regional Grid Reliability,” brought together executives from the seven U.S. wholesale power markets that manage the supply and flow electricity in two-thirds of the country. Their message to all listening was crystal clear: power shortfalls and soaring prices for consumers are […]
14Aug

Surging Capacity Prices in PJM Set off New Alarms

For months now, PJM’s leadership has warned of rapidly approaching power shortages. If there was any suspicion of exaggeration, PJM’s most recent capacity auction has put those rumblings to bed. Capacity payments to generators in PJM, a sort of insurance premium to assure plants are available when needed, just jumped a remarkable 800% as rising […]
15May

Et Tu PJM?

When the U.S. Environmental Protection Agency (EPA) launched its new suite of rules targeting the coal fleet, it waived away an avalanche of concern over the threat its strategy posed to the nation’s supply of power. EPA pointed to new flexibilities in its rules – namely small changes in the so-called Clean Power Plan 2.0 […]
25Apr

EPA Doubles Down on the Grid Reliability Crisis

Today, the Biden administration’s Environmental Protection Agency’s (EPA) unleashed a suite of rules specifically designed to force the closure of well-operating coal plants and they did so with absolutely no analysis of the collective impact of these rules on the nation’s alarmingly shaky grid reliability. “For the last three years, the administration has methodically developed […]
15Sep

Walking the Reliability Tightrope

Just last week, the Texas grid narrowly avoided blackouts as the state’s grid operator, ERCOT, instituted emergency operating conditions. It was the latest sign that as power demand soars, operators are walking a tightrope to manage grids ever-more dependent on variable sources of power, policy-constrained supplies of thermal generation and inadequate infrastructure. As E&E News […]
30Aug

The Energy Policy Torpedo

The nation’s grid reliability watchdog added an alarming new dimension to its regular warnings over the eroding state of the nation’s grid reliability. For the first time, the North American Electric Reliability Corporation (NERC) is warning that energy policy now directly threatens reliability. In the latest edition of NERC’s Reliability Risk Priorities Report, the authors […]
21Jun

The Electricity Demand Elephant in the Room

The U.S. Environmental Protection Agency (EPA) is occupying an alternate universe where soaring electricity demand from electrification and big data isn’t a concern. In EPA’s world – or the one they present in justifying their blitz of rules targeting fossil fuel generation – rapid electrification of transportation, heating and heavy industry, and surging electricity demand […]
07Jun

Congress Zeroes in on EPA’s Grid Reliability Crisis

The U.S. Environmental Protection Agency (EPA) is supposed to consider grid reliability in its rulemakings on the nation’s power plants. But, as a recent series of Congressional hearings on the deteriorating state of the nation’s grid reliability have made abundantly clear, not only is EPA not serious about grid reliability, it’s driving the crisis. Last […]