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Wall Street Journal

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
  • Read More
12Feb

Choosing Energy Insecurity

Europe is once again reaping the rewards of its energy policy failures. Natural gas prices are surging, jumping 30 percent in the past two months to reach a two-year high. Cold, windless weather has meant rapidly depleting gas storage and rising prices. For the lucky few, dispatchable fuel diversity is helping temper price spikes. In […]
  • On February 12, 2025
  • Chris Wright, Department of Energy (DOE), dunkelflaute, Europe, Germany, Poland, Wall Street Journal
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30Dec

2024 in Review

Happy almost new year! Before we turn the page on 2024, it’s worth looking back on the stories and major developments that shaped – even reshaped – the energy landscape over the past 12 months. Years of warnings about rapidly eroding grid reliability collided with the U.S. Environmental Protection Agency (EPA’s) regulatory agenda and the […]
  • On December 30, 2024
  • ABC News, Biden Administration, Bloomberg, California, CBS News, CPP 2.0, Donald Trump, electricity prices, Electricity Reliability Council of Texas (ERCOT), Environmental Protection Agency (EPA), Federal Energy Regulatory Commission (FERC), grid reliability, Grid Strategies, International Energy Agency (IEA), Javier Blas, Jim Robb, Midcontinent Independent System Operator (MISO), National Mining Association (NMA), North American Electric Reliability Corporation (NERC), PJM Interconnection, Rich Nolan, Southwest Power Pool (SPP), The New York Times, The Washington Post, Wall Street Journal
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30Oct

Inheriting an Electricity Affordability Crisis

In March of this year, federal data revealed the rise in electricity prices was far outpacing general inflation. With electricity demand beginning to soar from electrification, and most notably the data center and AI revolution, that trend is only poised to accelerate. According to new analysis from a leading energy consultancy, utilities are now facing […]
  • On October 30, 2024
  • Aaron Denman, Bain & Company, CBS News, Data centers, electricity prices, Environmental Protection Agency (EPA), power demand, Wall Street Journal, Wood Mackenzie
  • Read More
07Aug

Soaring Costs with Little to Show

With all the noise surrounding the energy transition, sometimes it’s hard to grasp what’s truly happening, or not happening at all. Is the shift to renewable power and the infrastructure to support it moving smoothly? Or is it proving far more challenging and costly than advocates want to admit? What’s happening in California, New York […]
  • On August 7, 2024
  • California, electricity prices, energy transition, Environmental Protection Agency (EPA), National Renewable Energy Lab, New York, transmission lines, Wall Street Journal
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08May

EPA’s Regulatory Blitz Collides with Hyperscale Power Demand

“You never like to have to sue, but we’re going to do what we have to do to defend our grid and our customers that use that grid,” Ben Fowke, American Electric Power (AEP) interim president, CEO and director, said during a recent earnings call. Facing surging power demand, AEP – which serves 5 million […]
  • On May 8, 2024
  • Ali Fenn, American Electric Power (AEP), Ben Fowke, Dominion Power, E&E News, Electric Power Supply Association, Electricity Reliability Council of Texas (ERCOT), energy addition, Environmental Protection Agency (EPA), Ernest Moniz, grid reliability, Lancium, North American Electric Reliability Corporation (NERC), Todd Snitchler, Wall Street Journal
  • Read More
17Apr

The Grid Braces for EPA’s Blitz of Rules

With news leaking that as many as four of EPA’s rules targeting the coal fleet will be finalized next week, including the so-called Clean Power Plan 2.0, EPA is delivering a cumulative and decisive blow to the nation’s grid reliability it has refused to acknowledge or analyze in its rulemakings. While EPA has downplayed the […]
  • On April 17, 2024
  • Clean Power Plan 2.0, Electricity Reliability Council of Texas (ERCOT), Environmental Protection Agency (EPA), grid reliability, NYISO, Pablo Vegas, Richard Dewey, Wall Street Journal
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27Mar

Where is the Power Going to Come From?

It is becoming inarguably clear the U.S. is in for a surge in electricity demand. The Biden EPA just finalized its tailpipe rule and by 2032, 70% of new cars will run primarily on electricity. New semiconductor and battery manufacturing plants are connecting to the grid with power demands that rival small cities. Add in […]
  • On March 27, 2024
  • ConocoPhillips, energy addition, Environmental Protection Agency (EPA), Ernest Moniz, Federal Energy Regulatory Commission (FERC), grid reliability, International Energy Agency (IEA), James Danly, Mark Christie, PJM Interconnection, Politico, Ryan Lance, The New York Times, The Washington Post, Wall Street Journal
  • Read More
30Jan

Failure to Launch

The SunZia transmission line has become emblematic of the challenges of delivering the nation’s energy future. The project – a $10 billion effort essential to moving wind generation across several states – had been stuck in legal limbo and permitting purgatory for 17 years until it was finally approved last year. But now several Tribes […]
  • On January 30, 2024
  • ClearView Energy Partners LLC, Department of Energy (DOE), Lawrence Berkley National Laboratory, permitting, SunZia project, transmission lines, Wall Street Journal, wind
  • Read More
29Nov

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, […]
  • On November 29, 2023
  • Coal Hard Truth, Dominion Energy, Electric Power Research Institute, Electricity Reliability Council of Texas (ERCOT), electrification, Environmental Protection Agency (EPA), Georgia Power, grid reliability, Politico, Virginia, Wall Street Journal
  • Read More
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Recent Wall Street Journal Posts
  • It’s Good to Have a Reliability Backstop
  • Choosing Energy Insecurity
  • 2024 in Review
  • Inheriting an Electricity Affordability Crisis
  • Soaring Costs with Little to Show
  • EPA’s Regulatory Blitz Collides with Hyperscale Power Demand
  • The Grid Braces for EPA’s Blitz of Rules
Popular Posts
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