What if the grid reliability forecasts we trust are built on assumptions that don’t hold up in the real world? In this highlight episode, we explore one of the most overlooked vulnerabilities in modern energy systems: the gap between installed natural gas capacity and actual fuel availability.

Listen in to hear about the deeper market forces at play, including why stressed grids create windfall profits for generators, how clearing prices reward volatility, and the ways renewable subsidies lead to negative bidding that distorts the entire system. You'll learn how market design, oversight gaps, and fuel constraints collide.

What You’ll Learn in Today’s Episode:

• Why natural gas plants may not have fuel during peak demand.
• How ISO New England used onsite diesel to prevent outages.
• How clearing prices incentivize volatility in stressed grids.
• Why renewable subsidies create negative bidding
• Why strong oversight is essential for grid reliability.

Resources in Today's Episode:

• Meredith Angwin: LinkedIn | Substack
• Gareth Evans: LinkedIn
• Dan Roberts: LinkedIn
• VECKTA: News

You can view a video of the conversation on VECKTA's website here: https://tinyurl.com/ykjtkb43