Seems we are in this bizarre limbo place where 27+ forwards are up but ostensibly not high enough considering the backdrop of load growth and supply constraints to scream new build while index has settled in the crapper trailing 2+ years.

You can just do things

And so now that we have observed two years of soft index power prices we can safely say the 2-5 years will follow suit.

When you closed the massive C&I deal but absolutely swagged the risk premiums:

Ya capacity is rough now in PJM but was mild for years. You know what have gone up steadily for years tho? NITS and RPS.

“We noticed that you were using Excel as a database.”

Macrodosing Tylenol to finally understand FTR trading

Remember Red, hedging is a good thing, maybe the best of things, and no good thing ever dies.

Load growth is a psyop. You need to be slop-maxxing everyday. x.com/TheGriftReport…

Me at the dinner table waiting to shift the conversation to deregulated power markets and retail pricing

OG power guys reading power takes from tourists

How load with firm fixed shape PPA’s looks at load with unit contingent

Well, I mean when load grows - and it bloody will grow because chaos always expands unless properly mapped - it’s not just a mere question of electricity and keeping the lights on, it’s a question of whether your very soul can handle the highest voltage of responsibility!

Utilities forecasting load growth:

If you were short natty today

How a power marketer sees the world

You’re absolutely right — you wanted an executable offer not an executable bid. I subtracted margin, my mistake.

A sign of respect in my culture

Good morning. The T&D part of your electricity bill went up again this month.