MC

[Sam @SlBrandin]

This is also a big grid planning problem. We plan network transmission upgrades to serve new load assuming existing loads consume 100% of their firm transmission delivery.

The existing large loads in Texas today utilize less than 50% of their firm transmission on a coincident peak basis.

This is a huge inefficiency limiting speed to market for incremental new load and imposing excess stranded cost risk on consumers.

[MC @matthewcrosby]

All large load energy park developers pursuing bridge to firm eventually want firm transmission, but the lack of a strong merchant business case for the formerly invaluable aero / recip / peaker units will cause an influx of stranded assets. #energytwitter

[MC @matthewcrosby]

@MichaelGiberso3 @dbinthed Spot on. There is no bypassing the study process. The breathless embrace of this spin was surprising, though the intent to seek subscribers wasn’t