Following a relatively quiet week across the markets, Abby and Tim dig into trends they have been seeing in the markets over the past few months, including estimated data center load buildouts in PJM and the impact of battery storage in CAISO. Looking ahead, we break down the risks posed by extreme heat in the Eastern Interconnect, potentially record-breaking load levels, a holiday gas package, the impact of the 4th of July on load peaks, and the expected return of oil generation to the supply stack.

This week, Abby and Tim break down a new June 4CP peak in ERCOT, including Tim’s contribution to that demand, unsettled weather in the Central US, renewable records in the West, and look ahead towards another hot Monday in Texas and continued unsettled weather.

Following a volatile week, Abby and Tim break down price action in Nevada driven by failed ramp rates, demand destruction in MISO and COMED, the impact of strong demand around PJM’s data centers in Virginia and Ohio, and look ahead at an unsettled holiday week. 

In the first episode since meteorological summer began, Abby and Tim break down the opening days of 4CP season in ERCOT, CHPE flows in NYISO, more volatility in PJM, and natural gas fundamentals

Following a short holiday week, Abby and Tim dive into DA sensitivities in the new western markets, extreme congestion in data center alley, continued volatility on the New England Clean Energy Connect, and what to watch out for as we enter meteorological summer and coincidence peak season. 

With Abby out this week, Tim is joined by a special guest, Co-Founder and Head of Strategy at Grid Status, Connor Waldoch. They discussed how markets dealt with high cooling load in the East, power flow dynamics in New York with the addition of the CHPE, ERCOT’s large load forecast, and the evergreen topic of the impact of data centers on electricity rates. 

In a busy episode, Abby and Tim break down a host of new records in the West, April curtailment trends, Tim’s trip to the PJM Meeting in Baltimore, the launch of the CHPE, and a round of heat in the East next week.

Abby and Tim break down the first week of operations in EDAM, hydro availability in the west heading into summer, CHPE-driven volatility in New York, data center alley congestion, and the increasingly healthy nuclear fleet. 

Abby and Tim break down the first Day-Ahead clear of CAISO’s EDAM program, the first anniversary of the launch of IESO’s nodal market, Conastone 500kV XF congestion in PJM, and MISO summer capacity prices. 

Abby and Tim break down the launch of SunZia, news first broken on Grid Status, EDAM preparation, how PJM is handling early-season record-breaking heat, and another round of challenges plaguing Vineyard Wind.