🚨New Paper🚨 PJM's "Connect & Manage" proposal could reduce costs by $15B/yr in 2028. Costs shift from operational costs to more capital investment. Benefits across various data center realization levels and under a variety of interconnection scenarios. https://t.co/YwwHZ8MbLZ
Mrs. EnergyAbe (Dr. Jenny Greene) in CNN on badly behaved baby black holes from the early Universe! These naughty "Little Red Dots" don't obey the rules and are breaking our ideas about the Universe.... or are they? Read more after the jump! https://t.co/Pv2wpMtgSO
Excited to be growing my team working on energy issues at Hopkins! Multiple post-doc and research scientist opportunities, working on resource adequacy/capacity markets, data centers, “clean-firm” resources & more! More info & apply here: https://t.co/jmDD3rtdAJ
@EnergyLawJeff I recently re-read that DC Cir case and underlying FERC brief. Imo, the DC Cir was super sloppy. The court spent pages detailing how FERC explained its departure from precedent, and then said "nah, still don't like it." I was 💢 for FERC. I'm ready for FERC to try again!
Those of us following energy & data centers, a list that includes my barber, my governor, and random people walking down the street these days -- were treated to quite the show on Friday (January 16), with two proposals! Long write up here! https://t.co/eah92BDBmG
New Jersey is considering a bill to fund next generation nuclear! Hearing is on Dec. 1. Big new clean energy infrastructure is sexy! Affordable infrastructure is 🔥🔥🔥 Interesting VPPs, DERs and colo pieces as well!
My detailed thinking here: https://t.co/1kcBYfvP6G
Responses were filed on a confidential basis, but summaries will be made available as the process continues! Thanks to all the entities sharing their ideas and concepts!
Pleased to provide an update on the Request for Information from the Northeast States Collaborative on Interregional Transmission. The RFI closed on Oct. 23 and we received 36 unique transmission project concepts from 18 entities, including: https://t.co/jQlo24iSr6
@CommunityOrgnzr@aniruddh_mohan I’m sympathetic to frustration with PJM’s queue issues. But we would need to deploy ~5 new large nuke plants per year just to keep up. That is not where are as a country right now. So PJM's proceeding recognizes that we need to focus on both supply & demand policies.
@aniruddh_mohan@duncancampbell I would summarize PJM's findings slightly differently: unlimited new data center load is on pace to cause a reliability (and affordability!) crisis by 2030. Ergo, something needs to change. Load "flexibility" is simply one of the options.
@ts_fisher@tylerhnorris@MattZeitlin Sure! That seems entirely consistent with PJM's proposal. DCs can connect immediately and take non-firm service or make their own BTM / new gen arrangements. I assume grid connect + new gen anywhere in PJM is cheaper than no grid + new gen onsite, but they can make that choice.
@tylerhnorris@MattZeitlin An example: some large amount of new load, say 2x all existing capacity, requests service in 12 months. Clearly, the software will not solve. The utility can't sit back and not allocate/ration service. Not quite that bad in PJM, but the principle holds. Something needs to give.
@tylerhnorris@MattZeitlin I think characterizing PJM's proposal as "flexibility" or "curtailment" are not looking at this correctly. PJM sees more load than the system can handle reliably. PJM either has to say "no" to new connections until there's enough gen or triage. I don't see them backing down.
Federal appeals court shakes up transmission line siting. 3rd Circuit holds PA PUC's permit denial based on lack of need is preempted by PJM's regional planning process.
Opinion on PACER (and I'm at an airport w delayed flight so time to kill)
@SimonMahan Simon - what if the incremental costs of providing new service to data centers is greater than the embedded cost of the system? That's also a venerable cost allocation concept and may be more relevant here.
I often refer to the Governors in PJM as "sleeping giants." A bipartisan group of giants just woke up. Letter has a teaser that States will be presenting a "balanced slate" of candidates for the two open Board seats.
Help me out! When was the last bipartisan Gov letter in PJM?