Here’s how I’m building my Second Brain:

This is my favorite ERCOT pending rule (a year) cause it admits we've added ~5 GW of load (datacenters) to the grid with absolutely no set of standard interconnection modeling rules The rules that determine if the addition is 'safe' True for other ISOs, premium subs only

Welcome to the 8% load growth era. A common rule in finance is to divide 72 by the rate of increase to get the approximate amount of time to double 72 / 8 = 9 years So that means we're doubling the size of the entire grid in less then a decade Update your models accordingly

Yesterday I gave a 2h lecture about electricity markets, with a focus on futures and the day-ahead market. Full recording available on my YouTube channel (link in comment below). Enjoy! 🍿

Sundays are meant to be good day.

Manifest it

Never give advice

Ancillary services don't saturate: they converge in price to the value of the energy required to supply them.

Both working on something over here ;)

Has anyone in the industry try foundational model for energy forecasting? Andrew Gelston (on Bluesky) any idea? #powermarket