Neal Hendrix 🇺🇸

Independent and unbiased advice in all aspects of energy. Supply, demand, sustainability, and data.

[Energy Edge Consulting @EnergyEdge_]

Early heat + spring outages are already driving volatility in ERCOT. Price risk isn’t waiting for summer. Read more about it on the Energy Edge blog.
#energy #energyedge #ERCOT
https://t.co/bSgd1pWUzi

[Neal Hendrix 🇺🇸 @ElectricNeal]

I'm excited to head to Phoenix for the EEI Spring National Key Accounts Workshop. I'm looking forward to connecting with customers and former colleagues to discuss all things #energy. If you're planning on attending let's get connected
#EEINKA #Phoenix

[Neal Hendrix 🇺🇸 @ElectricNeal]

Winter Storm Fern didn’t break the grid.
That’s the story.
Gas delivered.
Infrastructure held.
Load growth is accelerating.

2026 risk is forming quietly.
Short piece below on what Fern actually revealed.
#Naturalgas #Fern #ERCOT #PJM

[Neal Hendrix 🇺🇸 @ElectricNeal]

Check out my latest article: Grid Performance Under Pressure: What Olympic Hockey Teaches Us About Power Markets Following Winter Storm Fern https://t.co/KMPjJKEZ9e via @LinkedIn

[Industrial Energy Consumers of America @IECAUS]

Manufacturers Urge CFTC to Investigate CME Natural Gas Henry Hub Trading Stoppages https://t.co/lCoa1eCbio

[Energy Edge Consulting @EnergyEdge_]

The 2026 Iran conflict could raise U.S. natural gas and power prices through LNG markets and fuel cost volatility. Read about it on our blog.
#energy #energyedge #renewableenergy
https://t.co/snXan1GXPk

[Neal Hendrix 🇺🇸 @ElectricNeal]

Check out my latest article: Grid Performance Under Pressure: What Olympic Hockey Teaches Us About Power Markets Following Winter Storm Fern https://t.co/KMPjJKEZ9e via @LinkedIn

[Neal Hendrix 🇺🇸 @ElectricNeal]

2027 = Structural Risk

• Large load growth accelerating
• Infrastructure racing demand
• Capacity rules still evolving
• LNG expansion extending fuel tightness
Same portfolio. Different risk posture.
How are you sequencing 2026 vs. 2027 decisions?
#GridReliability #CapacityMarkets

[Neal Hendrix 🇺🇸 @ElectricNeal]

This week's Market Monday:
Cal2026 and Cal2027 are pricing two different risk regimes

2026 risk ≠ 2027 risk.

Here’s how I’m framing it across ERCOT, PJM, MISO, and CAISO 👇

#EnergyMarkets #PowerMarkets

[Neal Hendrix 🇺🇸 @ElectricNeal]

2026 = Execution Risk

• Gas sensitivity remains elevated
• Effective reserve margins are tight
• Congestion is increasingly localized
• Timing of hedges matters
This is a volatility management year.
#NaturalGas #ERCOT #PJM

[Energy Edge Consulting @EnergyEdge_]

Utilities are ramping up grid investment to support data center growth, reliability, and aging infrastructure — but affordability concerns are shaping how fast and how much gets built.
#energy #energyedge #renewableenergy
https://t.co/yK4S5XHAq7

[Neal Hendrix 🇺🇸 @ElectricNeal]

The U.S. has become the world’s largest exporter of liquefied natural gas, and yet domestic manufacturers say they are increasingly cut off from fuel during the coldest winter days https://t.co/ZBXNQDiyyT via @WSJ

[Neal Hendrix 🇺🇸 @ElectricNeal]

Winter stress events tend to do one thing:

They expose whether your energy strategy is proactive… or reactive.

Between gas movement and performance spreads across U.S. power markets, near-term buying decisions are carrying more financial weight than usual.

We’ll be discussing what we’re seeing with clients in a webinar next week.

More to follow. #ERCOT #PJM #energy

[Neal Hendrix 🇺🇸 @ElectricNeal]

@DallasStars @Toyota Tommy OT for the W!

[Neal Hendrix 🇺🇸 @ElectricNeal]

@DallasStars @Lexus Tommy OT! The Double Nickel strikes again in Overtime! Congrats boys!

[Neal Hendrix 🇺🇸 @ElectricNeal]

If your energy strategy still looks like it did in 2019, it’s significantly outdated.

Seasonality is unreliable. Natural gas is global. Volatility isn’t going away.

I break down what’s changing in power, gas, renewables, and regulation—and why energy strategy now needs to be part of core business strategy.
https://t.co/rojtRyu2cn

[Neal Hendrix 🇺🇸 @ElectricNeal]

If you want an objective view of how upcoming weather events translate into price risk, reliability exposure, and procurement timing in ERCOT, this is exactly where independent market advisory adds value. Happy to compare notes or walk through how we’re helping clients navigate winter risk with confidence.

[Neal Hendrix 🇺🇸 @ElectricNeal]

Texas winter weather is back — but it’s not 2021.

ERCOT enters this event with higher winter reserves, mandatory generator & gas winterization, and tested cold-weather playbooks. Risk hasn’t disappeared, but this is a known, prepared-for event, not a blind-side system failure like Winter Storm Uri.

For large energy users: stay informed, avoid Uri-driven overreactions, and use this as a real-world stress test for flexibility and risk plans.

Independent market advisory helps translate weather into price, reliability, and procurement decisions — not headlines.
#ERCOT #Texas #Winter #Energy

[Neal Hendrix 🇺🇸 @ElectricNeal]

Texas winter weather is back — but it’s not 2021.

ERCOT enters this event with higher winter reserves, mandatory generator & gas winterization, and tested cold-weather playbooks. Risk hasn’t disappeared, but this is a known, prepared-for event, not a blind-side system failure like Winter Storm Uri.

For large energy users: stay informed, avoid Uri-driven overreactions, and use this as a real-world stress test for flexibility and risk plans.

Independent market advisory helps translate weather into price, reliability, and procurement decisions — not headlines.
#ERCOT #Texas #Winter #Energy

[Neal Hendrix 🇺🇸 @ElectricNeal]

Policy should evolve to enable distributed grid coordination, visibility, and shared reliability, not just carve out exemptions. #ERCOT #PJM #Energy #Power
https://t.co/3ROHLzWgtT

[Neal Hendrix 🇺🇸 @ElectricNeal]

4/ Policy should evolve to enable distributed grid coordination, visibility, and shared reliability, not just carve out exemptions.

[Neal Hendrix 🇺🇸 @ElectricNeal]

1/New Senate bill would exempt fully isolated large loads from FERC/DOE oversight — a policy response to an underlying reality: large load forecasts are straining traditional grid planning. https://t.co/3ROHLzWgtT

[Neal Hendrix 🇺🇸 @ElectricNeal]

3/ The future grid won’t look like the centralized model we’ve relied on for a century. It will be distributed, with cities, communities, and large operators managing pockets of generation + storage while coordinating systemwide reliability.