Energy Cyclist

[Energy Cyclist @EnergyCyclist]

@OrinKerr @KannonShanmugam @JudgeDillard @MC_Law It's an unreasonable search to examine your age too closely.

[Energy Cyclist @EnergyCyclist]

@AriPeskoe But midstream companies also weren't exactly hiding their business model. There were many times when you would hear it described outright in stakeholder calls.

[Energy Cyclist @EnergyCyclist]

@AriPeskoe I personally never understood why the end user didn't always have the rights to the efficiency. As far as I could tell, nothing was preventing an end user from ALSO selling the same efficiency into the capacity market as a "midstream" company like AE. /1

[Energy Cyclist @EnergyCyclist]

@aniruddh_mohan I bet Storage outperforms PJM's current long term ELCC. 4-hr storage has a much better ELCC in summer, so seasonal risk balance matters. I bet 1) risk returns to the summer, and 2) winter risk reduces on paper as gas performs better. We're in a temporary Elliott ELCC hangover.

[Kent Chandler @kchan55]

This post is a lot to take in. While I agree "We should be thinking bigger about utility reform," the author's ultimate opinion seems to be based on confusion or misinformation regarding the status quo. A thread 🧵

[Energy Cyclist @EnergyCyclist]

@TKavulla @FERC It's an aggregation of many smaller planes.

[Energy Cyclist @EnergyCyclist]

@Ember421 @JigarShahDC PDF warning, but here are the instructions to get tool access. https://t.co/1UimtgA3Fi

[Energy Cyclist @EnergyCyclist]

@CecereCarl If you don't have a catch in the next few hours, seek treatment.

[Energy Cyclist @EnergyCyclist]

@CecereCarl @tx_law Nerfed means "disadvantage; weaken". It's used often in the context of video games where an overpowered character's capabilities are lowered by programmers in an update.

[Energy Cyclist @EnergyCyclist]

@AriPeskoe Can it be said that the 3rd Circuit ruled for FERC when FERC did not rule?

[Energy Cyclist @EnergyCyclist]

@JudgeDillard "Judgment Call"

[Energy Cyclist @EnergyCyclist]

@howappealing @PACourts I was overseas about a month ago and noticed the same thing. Even the links to opinions they publish on twitter didn't work.

[Energy Cyclist @EnergyCyclist]

@AriPeskoe I've never really understood deficiency letters. They don't identify deficiencies in the filing. Really they reject the filing which would otherwise go into effect under 205(d). One of these days someone's gonna just try to appeal a DL or implement the new tariff.

[Energy Cyclist @EnergyCyclist]

@SimonMahan @TKavulla Like the electrical equipment or...?

[Energy Cyclist @EnergyCyclist]

@kgm2pers2 What is a non-weighted balloon?

[Energy Cyclist @EnergyCyclist]

@NrdcTomr @AriPeskoe Agree, which is what the 'resiliency pricing' obsession ignores. The markets are already pricing in the features they say we aren't. And I expect even if we adopt their proposals, they still would say we are ignoring intermittency.

[Energy Cyclist @EnergyCyclist]

@AriPeskoe @NrdcTomr I mean I think there are off-the -shelf options, like ELCC, but they are already being implemented by the RTOs.

[Energy Cyclist @EnergyCyclist]

@AriPeskoe Did ITC add to the lottery in time?

[Energy Cyclist @EnergyCyclist]

Among other things, Manchin would get rid of NIETCs and make FERC backstop authority universal, applying to all transmission projects above a voltage threshold.

[Claire Wayner @ClaireWayner]

here we go again https://t.co/78AfVLfrPl