Thursday, May 1, 2025

Analysis Of The Spanish Grid Failure -- May 1, 2025

Locator: 48565SOLAR.

A reader sent me the link to this story earlier. In addition, another reader, an electrical engineer with decades of experience, sent me comments that aligned along the explanation in this article. I don't think Americans understood how quickly the Spanish grid unraveled. And the fact that the Spanish response is pretty much "move along, nothing to see here" should be very concerning for Europe and those countries putting all their eggs in the "proverbial" renewable basket. 

From The [London] Telegraph, link here

Archived.

From the article:

Last Monday, the Iberian grid suffered a disturbance in the south-west at 12:33. In 3.5 seconds this worsened and the interconnection to France disconnected. All renewable generation then went off-line, followed by disconnection of all rotating generation plant. The Iberian blackout was complete within a few seconds.
At the time the grid was producing 28.4 GW of power, of which 79 per cent was solar and wind. This was a problematic situation as solar and wind plants have another, not widely known, downside – one quite apart from their intermittency and expense. This is the fact that they do not supply any inertia to the grid. Thermal powerplants – coal, gas, nuclear, for example – drive large spinning generators which are directly, synchronously connected to the grid. If there are changes which cause a difference between demand and supply, the generators will start to spin faster or slower: but their inertia resists this process, meaning that the frequency of the alternating current in the grid changes only slowly. There is time for the grid managers to act, matching supply to demand and keeping the grid frequency within limits.
At the time the grid was producing 28.4 GW of power, of which 79 per cent was solar and wind. This was a problematic situation as solar and wind plants have another, not widely known, downside – one quite apart from their intermittency and expense. This is the fact that they do not supply any inertia to the grid. Thermal powerplants – coal, gas, nuclear, for example – drive large spinning generators which are directly, synchronously connected to the grid. If there are changes which cause a difference between demand and supply, the generators will start to spin faster or slower: but their inertia resists this process, meaning that the frequency of the alternating current in the grid changes only slowly. There is time for the grid managers to act, matching supply to demand and keeping the grid frequency within limits. 
When a grid has very little inertia in it – as with the Iberian one on Monday – a problem which a high-inertia grid would easily resist can cause a blackout within seconds. Lack of inertia was almost certainly the primary cause of the Iberian blackout, as Matt Oliver has opined in these pages. A grid with more inertia would not have collapsed as quickly, and its operators would have had time to keep it up and running.
Restoration of supplies was completed by early Tuesday morning, based on reconnection to France, which facilitated progressive area reconnections across Spain and Portugal.
Iberia is part of the Continental Europe Synchronous Area which stretches to 32 countries. It is interconnected as a phase-locked, 50 Hz grid with a generation capacity of 700 GW. To improve the stability of this grid, the EU aim is that all partners will extract 10 per cent of their power consumption from synchronous interconnectors – ones which transmit grid inertia – helping to make the whole system more resilient. France is at 10 per cent, but peninsula grids and those at the geographical fringe are the least interconnected. Spain has just 2 per cent from synchronous interconnectors.
But there are places where things are worse. The UK and Ireland are island grids. They do have undersea power interconnectors to Europe but these are non-synchronous DC links and transmit no grid inertia. There’s little prospect that this will change.
Both the Irish and UK grid system operators had developed an array of grid protection services that can control grid frequency, loss of load or generation protection, grid phase angle and recovering from grid outages. Neither country has, to date, ever experienced a total system failure, even during WWII.
In 1974 construction started on Dinorwig Power Station. It is a pumped storage generation plant designed specifically for the provision of all the UK’s grid protection services. Dinorwig can make huge changes to its output in a matter of seconds, compensating for sudden events. Operation began in 1984. In 1990 all the UK’s generating stations could provide inertia.
Nowadays, 55 per cent of our generation mix (wind, solar, DC imports) cannot supply inertia to the grid. Are we approaching a system that compares with Spain and Portugal on Monday?
It certainly looks that way. In 2012 the National Grid produced a solar briefing note for the government which is still available online. In that note they imagine a system that has 22 GW of solar power attached to the grid. They demonstrate their concerns based on a sunny summer day when demand is low. The sun rises at 5 o’clock when little or no synchronous plant other than nuclear generation will be on line and at midday, solar is 60 per cent of all generation. The Grid’s engineers then considered that situation “difficult to manage” and concluded that wind+solar power must never exceed 60 per cent of generation.
We now have 17.7 GW of grid-connected solar farms to which we must add all rooftop solar installations. At midday on Tuesday according to Gridwatch the UK’s asynchronous, no-inertia generation was at 66 per cent of total generation.
In 2014 National Grid produced a System Operability Framework document. Their objective was to outline how future scenarios of generation mixes would impact upon protection services for the grid. As more and more renewable generators are brought on-line, the difficulties of managing the grid have become more and more onerous. For example, one service titled “primary response” in 1990 called for selected generation plants to increase generation within 10 seconds after a fault is detected: by 1,200 MW in winter and 1,500 MW in summer. In 2024 these increases are required in 1.2 seconds!
After nearly 50 years of operation, Dinorwig Power Station is currently shut down for major repairs and there has been no information on when it will re-open. Over the next five years all of our nuclear stations, bar Sizewell, will be closed. Over the same period our combined cycle gas generator fleet will halve from 30 GW to 15 GW. (It takes 5 years to build a new CCGT even using an existing site. The new ones are 66 per cent efficient and cost less than £1 billion to build a 1 GW plant – one third the cost of an offshore windmill.) 
We will lose huge amounts of grid inertia. Low-inertia operation will become routine. It is hard to imagine that we won’t start to suffer complete national blackouts like the Iberian one.
One last piece of doom: the recovery of Spain’s grid in just one day is impressive. This speed is certainly due to the assistance of a large, stable grid reconnecting into the Iberian system thus allowing recovery in a series of stable steps as each grid area is recovered. We will not have that facility in the UK with our asynchronous interconnectors.

Three New Permits; Permit For A Recompletion -- May 1, 2025

Locator: 48564B.

WTI: $59.24.

Active rigs: 29.

Three new permits, #41868 - #41870, inclusive:

  • Operators: Formentera Operations (2); Oasis
  • Fields: Frazier (Divide County); Indian Hill (McKenzie)
  • Comments:
    • Formentera Operations has permits for two Wildcat Hollow wells, SWSE 16-161-97; 
      • to be sited 500 FSL and 2281 / 2316 FEL;
    • Oasis has a permit for a Dolls Daisy well, lot 3, sction 31-153-101, 
      • to be sited 1607 FSL and 625FWL.

Permitted for recompletion:

  • 20276, Cobra Oil & Gas, Flat Top Butte 15-34R, Flat top Butte oil field, sited 1162 FSL and 1551 FEL; nothing yet in the file folder about plans for re-entering this well (target formation, vertical or horizontal); currently, vertical:
    • 20276, 63, Flat Top Butte 15-34R, Flat Top Butte, Red River formation, t4/12; cum 121K 3/25; 
  • the Red River formation in that location is about 2500 feet below the middle Bakken:
    • Tyler: 8,185';
    • Lodgepole: 10,035
    • middle Bakken: 10,856'
    • Red River "B": 13,235'
    • Red River "C" Laminated: 13,285'

One permit renewed:

  • 20811, BR, Ole 41-26H, Haystack Butte, McKenzie County;

Producing wells (DUCs) reported as completed:

  • 40661, 1,407, CLR, Sandhill 2-24H, SESW 13-156-99;
  • 40670, 1,807, CLR, Carpenter 2-13H, SESW 13-156-99,
  • 40671, 1,334, CLR ,Carpenter3-13H, SESW 13-156-99;

US Trump Annouces That National Security Advisor Mike Waltz Has Been Fired -- And Then Immediately Named US Ambassador To The UN -- May 1, 2025

Locator: 485623ARCHIVES.

Updates

1:32 p.m. CT:  is the administration imploding? 

National Security Advisor fired; then immediately named to be US ambassador to the UN. And this was after the "Stefanik" debacle.
Apparently there is no one in the National Security Advisor's office who can cover as "acting advisor." Alternatively, no one in the office could be trusted by the president. President Trump named SecState Rubio his National Security Advisor pending a new nomination. It seems JD Vance might have enough spare time to be the NSA for awhile.
The administration must be channeling the recent NFL draft.
Seriously, this suggests major, major differences inside the administration. On the surface it appears Hegseth (and/or his inner circle) wanted Waltz fired but Trump did not. But there are other explanations possible, also.

Original Post

Wow, wow, wow -- breaking now:

Was it Putin, Ukraine, or Iran? If you ask "AI", the latter suggests it's most likely with regard to Putin "tapping" Trump.

The biggest mistake Trump made in January, 2025? Appointing "politicos" to jobs where "experts, not politicos" were needed. Appointing "politicos" was the same mistake -- but understandable -- that Biden made.

Actually, in fact, this all appears to be related to "Signal chat leak." Wow -- that story had legs ... and ramifications.  My hunch: the "signal chat leak" -- simply the "tipping point" and doesn't have to admit that Trump has been played by Putin.

From January, 2025:

National security advisor: Representative Mike Waltz, R-Florida. Wiki.Announced November 11, 2024.

A state representative elevated to national security advisor? From the outset, I thought Waltz was in way over his head. Way over his head.

Just five minutes ago I posted this:

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Iran Vs US

Tea leaves: everything points to the "death cross" approaching. Impact imminent?

  • where we are this morning: one second before PAT 25 x AA 5342
    • tipping point: that $70 million F-18E rolling off the USS Truman
      • Hegseth: vs $5,000 drone from the Houthis? 
    • Iran was fortunate it was not a $110 million F-35C that rolled off the a/c carrier
  • reminder: it was a last-minute "wave-off" from Trump that stopped the inevitable two weeks ago
  • if Israeli strike is imminent, what would be high on the list? Taking out the fuel needed for ballistic missiles
  • by the way, with sanctions on Iran, how in the world did all that fuel (from North Korea?) get delivered halfway around the world to Iran? Just asking.
    • is Hegseth should be asking XO US Navy: exactly what our we "using" our nuclear submarines for?

AAPL Beats — Scrolling Down X -- Thursday -- May Day -- 2025

Locator: 48563ARCHIVES.

AAPL: top and bottom lines, beat. Link here.

Oil exporting nations: could oil go to sub-$50? We're not that far away right now and the trend is certainly ... well, trending in that direction. Headline over at oilprice.com: Venezuela is desperate for China to buy more oil.

Funniest story all day: Kamala Harris -- "elephants" in the room. Holy mackerel did she blow it.

Saddest story of the day: in the middle of the spring semester, a university with 160-year history, fails -- fundraising blitz fails; students need to find new school. 

Runner-up: Steve Doocy to step back -- will move to Florida; will provide commentary on "Fox and Friends" only three times a week. Will be on the road more to see his grandchildren. He won't regret that decision. Thirty years of getting up at 3:30 a.m. to be on set every morning.

Flooding in north Texas, Euless down the street from where we live, yesterday, April 30, 2025, link here:

****************************
Southern California
and
Danny B Harvey

Link here.

*************************
Iran Vs US

Tea leaves: everything points to the "death cross" approaching. Impact imminent?

  • where we are this morning: one second before PAT 25 x AA 5342
    • tipping point: that $70 million F-18E rolling off the USS Truman
      • Hegseth: vs $5,000 drone from the Houthis? 
    • Iran was fortunate it was not a $110 million F-35C that rolled off the a/c carrier
  • reminder: it was a last-minute "wave-off" from Trump that stopped the inevitable two weeks ago
  • if Israeli strike is imminent, what would be high on the list? Taking out the fuel needed for ballistic missiles
  • by the way, with sanctions on Iran, how in the world did all that fuel (from North Korea?) get delivered halfway around the world to Iran? Just asking.
    • Hegseth should be asking the. XO US Navy: exactly what our we "using" our nuclear submarines for?

**********************************
Kohl's

Two days ago: my wife and her closest friend talking about Kohl. Not impressed. 

Kohl's, link here. Conflicts of interest. Business "stuff," not personal. [Later: wrong: CEO was funneling business to his "romantic partner."]

One month ago, link here:

Four months ago: Kohl's CEO steps down after just two years on the job.

********************************
Elsewhere

Margin calls, link here:

Lessons learned: when the grid is >30% renewables, the grid becomes unstable.

Trump says no US LNG on tankers headed to China. Source. Needs to be fact-checked.

Emojis: so yesterday. Now? Self-generated stickers. Truly amazing and so much fun. Photo-bomb almost anything, including television / laptop screens and generate awesome stickers. Apple.

Most amazing story not getting much attention: ND senator, 81 years old, "life sentence" for sexual abuse. Previous current attorney general part of story. UND noted alumnus also part of the story. GOP politicos scrambling to distance themselves from story. Links posted earlier. Should raise Bismarck Tribune's "hits."

Trump's second term: 93% to go. Closer to day 1 than day 1460.

Last question: would you rather have no cargo ships leaving the US or no cargo ships arriving US? Asking for my wife.

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The Book Page

Link here.

The Seven Storey Mountain: An Autobiography Of Faith, Thomas Merton, 1948, 1998.

The writing: incredible.

The story? I struggle with the story. 

Thursday -- May 1, 2025

Locator: 48562B.

Apple: referred for criminal contempt of court. 

  • No links. Story will be everywhere by end of day.

MSFT, META beat earnings.

  • MSFT surges 9%; EPS $3.44 vs $3.26; revenue $70.07 billion vs $68.44 billion (reported today)
  • QCOM: fell 5.4%; earnings miss; trade war; 
    • EPS $2.85 vs $2.87; revenue $10.64 billion vs $10.84 billion (reported earlier this year)
  • ORCL miss: 
    • similar to QCOM's (reported earlier this year)

Recession: under JPow's watch? Every armchair investor saw this coming. The good news: the Fed "is monitoring the situation closely." LOL. Even Janet Yellen would not have let this happen.

Tariffs: photo-op.

  • no cargo ships showing up at LA ports
  • what's not being shown: no cargo ships leaving China for US destinations
  • the US will do just fine

LA Lakers vs MN Wolves?

  • clearly shows why LA made the trade.
  • age
    • LeBron: 40
    • Anthony Davis: 32
    • Luca: 26
    • Anthony Edwards: 23

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Back to the Bakken

WTI: $56.91.

New wells:

Friday, May 2, 2025: 7 for the month, 107 for the quarter, 299 for the year,
41142, conf, CLR, Hayes 9-6HSL,
28767, conf, Grayson Mill, Sand Creek Federal 153-96-21-28-2H,
28766, conf, Grayson Mill, Sand Creek Federal 153-96-21-28-10H,
25072, conf, Grayson Mill, Sand Creek State 153-96-16-2H,

Thursday, May 1, 2025: 3 for the month, 103 for the quarter, 295 for the year,
40983, conf, BR, Tilton 2E,
40484, conf, Silver Hill Energy Operating, Tucson W 158-94-26-35-3MBH,
28765, conf, Grayson Mill, Sand Creek Federal 153-9-21-28-3H, 

RBN Energy: M&A drove 2024 E&P reserve-replacement surge as organic growth lagged.

The tide is shifting in the energy sector back toward hydrocarbons as renewables face new, big hurdles.

The latest tangible sign of this shift is BP’s decision to refocus on traditional oil and gas and deemphasize renewables, which follows ExxonMobil’s and Shell’s restructuring of strategies in the same direction.

The likelihood that hydrocarbon demand will continue to grow throughout this decade has reinforced the importance of E&P companies adding to their proved oil and gas reserves. In today’s RBN blog, we analyze crucial trends from the 2024 reserve reporting of the major U.S. oil and gas producers.