Last summer, 60 data centers in Virginia suddenly and drastically cut power demand, resulting in a "near miss" surge in electricity that could have led to cascading outages across the entire PJM grid. Yet, the details have not been reported -- until now.

Anticipation is building for EPRI’s DCFlex (dcflex.epri.com) inaugural annual meeting in Florida next week. The member-only event brings together industry trail blazers leading the charge to better align digital growth with electric grid capacity to fuel the AI economy.

EPRI’s #DCFlex (dcflex.epri.com) inaugural annual meeting starts today in Florida. Industry trail blazers are working to shape the future of flexible, resilient, and AI-ready power systems. #DCFlexannualmeeting #DataCenters #AI

The solar tax credit cliff is coming. But as prices rise, the economics of solar are still moving the right way, for those businesses that can reduce costs and survive. Bret Biggart of Freedom Solar Power told me: “If you can make it through these next challenges, the horse has

#DERVOS #OG Doug Lewin DER Task Force #wildfreeercot

Gonna be a good one.

ERCOT increased individual market participant aggregation limits today from 32 to 100MW. 👀

Drew Higgins Özgür İnal Yup. Here's our paper on it. sciencedirect.com/science/articl…

Dope day talking NVIDIA news, PJM Interconnection #AmericaFirst #AI #AIFactories #Grids #Outages #TechInnovation #supercomputers Secretary Chris Wright The White House #AmericaLeading #AuroraAIFactory Emerald AI Daily Caller NVIDIA FDD youtube.com/watch?v=_Ea_F2… Elijah Moorman Sam Romain

Luminary Strategies filed Oct 31 w/ a massive ad hoc coalition of support, a proposal in ERCOT to allow large loads to be studied as nodal Controllable Loads (CLRs), accelerating IX, solving clusters, unsuffocating N-1 constraints, marrying Ops w/ Planning. More soon.

20% of AEP's customers are in Texas. 45% of AEP's projected data center load is in Texas.

China makes 40% of the world’s cars. Twenty years ago, it was less than five. I unpacked what that means with Nat Bullard. It’s more than cars. It’s industrial policy, trade flows, and middle-class jobs. The world’s biggest carmaker, exporter, and EV producer now sits in

This morning in TX is hot. I will do a piece on substack on the happenings of the week. But, I want to make clear that the PGRR134 is a labor of months, engineering meets & ERCOT staff engages. Now I need YOU to file comments. Support this process. ercot.com/mktrules/issue…

90% of new solar installs in Houston now include batteries. That’s not a trend. It’s a transformation. On this week’s Energy Capital Podcast, I spoke with Nat Bullard of Halcyon about the explosion of smaller batteries popping up across ERCOT. Small, distributed systems doubled

Many thanks to Justin Lopas and Base Power for hosting Webber Energy Group for a tour of their HQ and factory. They’re doing amazing work and moving quickly y’all!

Are we finally getting signals that the U.S. could start building transmission at scale again? Shayle Kann talks with Rob Gramlich, founder of Grid Strategies, about the new plans and projects giving signs of progress. latitudemedia.com/news/catalyst-…

There are two possible paths for AI data centers: one raises bills and destabilizes grids. That's the current path for many areas. The other strengthens the grid and lowers costs for residential and small business customers. One is the villain path and one is the hero path.

I am super proud of this group of young men. They have gone through the fire and emerged more resilient and confident. They fought their tails off last night. Navy Football Cornerbacks defended the island and showed up in a major way! The Big Steppas!

"You can't look at we didn't do, you gotta look at what we did." Enjoy SportsCenter's interview with Blake following Thursday's win. Savor a couple more Saturdays with this class. The Mids are one win away from consecutive 10-win seasons for the first time ever. #GoNavy

Phew. What a game. Both teams did themselves proud. Just as you would expect.