dr_ice

DERs & CDRs & Markets ☀️🪫♻️ 🌮 & 🌯 Denver Pioneer/Davis Aggie 🏞️

[dr_ice @doc_hielo]

@JedKolko @uscensusbureau I think part of this trend must be young families choosing to stay close to family to save on childcare costs

[dr_ice @doc_hielo]

@curious_founder why the TX vs CA angle? I've seen it in several of your recent posts and I don't get it. it's not a competition. if it were, there's a clear winner - but that's not the point. we need progress everywhere right now. sharing lessons learned is one thing. throwing shade is another.

[dr_ice @doc_hielo]

@nicolasfulghum yes! however, it's a strong hydro year, as shown in blue. I happen to be in Chile now and the rivers are ripping this spring. hydropower is highly variable here - just like the US West. drought will naturally return someday and gas will fill the gen gap until batteries show up.

[dr_ice @doc_hielo]

@mission_data not in ERCOT, where the market was restructured correctly to prevent exactly this kind of stuff

[dr_ice @doc_hielo]

@TKavulla yes, but... shop wisely! I'm already hearing of certain retailers that are calling this a "material" change and will thus pass on increased Capacity costs to their customers

[dr_ice @doc_hielo]

@RobGramlichDC individual states getting involved in electricity market policy is exactly what broke PJM. one of the reasons for a state to join a multi-state RTO is to remove long-term resource planning from the purview of the statehouse. these Capacity prices were a long time coming…

[dr_ice @doc_hielo]

@mattlanza was this derecho in Chicago more powerful than the one that hit Houston in May?

[dr_ice @doc_hielo]

@StormChaserHTX @abc13houston @mattlanza @NWSHouston @TxStormChasers @spann why is is that when the power is out some traffic lights blink while others don’t?

[dr_ice @doc_hielo]

@IntermittentNRG @JomauxJulien oh that's cool I didn't know the Tesla VPP was in operation in there. how does it work? are you part of an aggregation? is it lucrative?

[dr_ice @doc_hielo]

@marcelw @JomauxJulien if that's your goal, why go battery instead of generator? they cost about the same no? where I live batteries are too short-duration to actually provide grid independence

[dr_ice @doc_hielo]

@L__Bow @JomauxJulien totally agree. it's all about what the tariff signals. or what I would say is how the market is designed.

where I live (Texas) the export rate is based on scarcity i.e., reserve margin so exports are incentized to occur exactly when they provide the most value to the system.

[dr_ice @doc_hielo]

@IntermittentNRG @JomauxJulien do you live in Texas?

[dr_ice @doc_hielo]

@deloreancars @JomauxJulien how does your export tariff work? how often does the rate get updated?

[dr_ice @doc_hielo]

@EsaVakkilainen @JomauxJulien this is surprising about Germany because I used to identify that country as an advanced energy economy, among only 5-10 others worldwide. this will really hold back electricity industry innovation in a place truly poised to benefit from exactly that.

[dr_ice @doc_hielo]

@mattlanza I was thinking about the Ike Dike... had it existed, do you think it would have been used here? if so, would it have made any difference? power lines aside, what other physical improvements can be made around the area to prevent flooding? there will be many more such storms...

[dr_ice @doc_hielo]

@USAEnergyNatGas @Kinder_Morgan lol so much for "firm" service delivery

[dr_ice @doc_hielo]

@Energy_Tidbits they’re all gonna have back-up generators

[dr_ice @doc_hielo]

@7Saturdaysaweek UGMA
HSA

[dr_ice @doc_hielo]

@iain_staffell curious why for Texas you modeled the day-ahead market rather than the spot market?

[dr_ice @doc_hielo]

@ramirazodi @duncancampbell it’s an interesting point - to “serve load” means different things in different geographies. market-based risk is quite different than asset-based risk. financial solution vs. physical solution. the best is when and where you can achieve both.