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Sunday, January 30, 2022

Following ISO NE Is Absolutely Fascinating -- January 30, 2022

I find this absolutely fascinating.

Boston coming off a weekend winter storm.

Sunday, the airports are open.

It's dinner time in Boston and electricity demand is probably peaking for the day.

Demand and price (8th decile):

Note: the fuel mix, absolutely fascinating.


Fuel mix:

  • coal, black arro: all indications -- ISO NE has run out of coal
  • demand is peaking: 
  • renewable energy, green arrow: just as demand is peaking, renewable energy is "falling"; wind is crapping out;
  • ISO NE: is scrambling to find electricity
  • hydro, red arrow: being tapped; very expensive, spot price
  • natural gas, blue arrow: is rising
  • nuclear, of course, is flat-lined at max available;
  • but just when you need renewable energy most, it's falling (and failing)
  • no risk of power outages from lack of electricity: additional hydro is still available; not sure if additional oil is available; or how much additional natural gas is available;

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