Grid Status

Grid Status

@gridstatus.io

https://www.gridstatus.io/live

3K followers4 following241 posts

On Tuesday, PJM's system could face one of its highest stress moments of the year, as system-wide capacity saturation is forecast to exceed 170 GW Forecast demand is well below summer highs, but demand alone is not enough to assess overall risk amidst ~60 GW of shoulder season outages 🔌💡

The AI moment has brought substantial attention to peak demand, but the current spate of load growth is a 24/7 phenomenon, dramatically reducing the operational cushion when unusually hot weather and widespread outages collide during historically low-demand periods.

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This Tuesday, 8/25, the Frequency Band podcast is back with an episode you can’t miss!⚡Connor Waldoch (@gridstatus.io, Chief Strategy Officer & Founder) and Mark Rothleder (CAISO Sr. VP & COO) chat about all things EDAM, energy market trends…and Missy Elliot. Yes, seriously. https://bit.ly/4ooMqWD

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man, early days of CHPE have kind of been a disaster first a substation on the HQ side, now an underwater section of the cable in New York

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NYISO energy prices spiking high during today's heatwave, seemingly thanks to a transmission line outage and emergency repairs on a gas compressor station when gas flows are already constrained (thanks @gridstatus.io for the real-time visibility)

The loss of California's battery crown has been greatly exaggerated, if you measure actual unit capability The EIA reports not just nameplate MW, but also MWh. Using this value, California's installed grid-battery duration is greater than the sum of the next two states, Texas and Arizona #energysky

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$/MWh was up ~76% YoY

Connor@waldoch.bsky.social

PJM's MMU absolutely goes in on data centers and the market in their (937 page lol) Q1 report from Thursday 🔌💡 which isn't surprising if you're familiar with Monitoring Analytics! wavg LMP was up ~68% for Q1 from last year thread of quotes from the intro 🧵

Couple of recent renewables observations First, MISO has come from behind to soundly take the lead on peak solar output from PJM. These are the two largest markets in North America, and interesting test cases given quite different geographic attributes compared to early movers CAISO and ERCOT 🔌💡

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Datacenter load growth has been top of mind, but the most rapid demand expansion over the last decade was in ERCOT's Far West Weather Zone This quadrupling of demand started before AI, and predates Texas' spurt of crypto growth. Instead, it's anchored in a traditional Texas industry: oil and gas 🔌💡

SPP's expanded over the the interconnection DC tie line with the first day-ahead market clear that includes SPP West (SWPW) Day one sees regular congestion spreads, with decent consistency in price impact across locations in the newly-RTO territory. Alt text has more #energysky

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and you can also track everything we're writing about this under the SPP West tag on Grid Status Insights first day-ahead results next Tuesday, real-time live on Wednesday WEIS, the SPP-administered real-time balancing market will go away www.gridstatus.io/insights/top... 4/5

gridstatus.ioInsights - SPP West | Grid StatusOn April 1, 2026 SPP is expanding its RTO into the Western Interconnection, crossing the HVDC tie line to create the first multi-state RTO in the West. The initial expansion of SPP in two Western Area...

COMED, home to a high share of wind and nuclear power, has seen a rapid increase in expected load growth by the end of the decade. In Dayton Power & Light, a combination of new data center load is expected to spike load levels in 2030.

Dominion revised its near term forecast down as bottlenecks limit new builds. AEP also has a more gradual curve and a major drop in its 2030 forecast, which may be a result of new tariffs that require large loads to pre pay for electric demand we'll be posting more at www.gridstatus.io/insights

With winter in full swing, households across the country have dialed their thermostats up, but the fuels and technologies keeping homes warm vary widely by region. This is mostly driven by climate, historical prices, and year of industrialization/electrification 🔌💡

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Similar to nearby New England, NYISO’s heating is dominated by oil and natural gas . While pipeline limitations are not as big of a concern as in ISO-NE, extended cold snaps and high demand in zones J and K can drive up spot pricing.

With winter in full swing, households across the country have dialed their thermostats up, but the fuels and technologies keeping homes warm vary widely by region. This is mostly driven by climate, historical prices, and year of industrialization/electrification 🔌💡

The vast majority of heating in ISO-NE is fossil, split between heating oil and natural gas . The reliance on natural gas, particularly in densely populated areas in Eastern MA, along the Connecticut River, and in the NYC suburbs, place added strain on pipeline supply during cold weather events.

ERCOT’s cutover to RTC+B systems went smoothly 🔌💡 We’ll be posting live updates on Grid Status Insights as we explore outcomes today and over the weekend. Through the morning peak we’ve already seen real-time AS prices remain far lower than their day-ahead spike www.gridstatus.io/insights/top...

gridstatus.ioInsights - RTC+B | Grid StatusReal-Time Co-optimization plus Batteries, ERCOT's December 2025 market design change that enables seamless dispatching of energy and Ancillary Services in the Real-Time Market and modernizes rules for...

What started as a normal, unplanned outage may leave Midcontinent Independent System Operator (MISO) without 1.25 GW of nuclear generation for an extended period of time 🔌💡 Read more at Grid Status Insights: www.gridstatus.io/insights/280...

gridstatus.ioInsights | Grid Status from Tim EnnisWhat started as a normal, unplanned outage may leave MISO without 1.25 GW of nuclear generation for an extended period of time. During the morning of November 12th, 2025, the Callway Nuclear Plant in...