PJM’s “independent” Monitoring Analytics (don’t know how independent it really is) has released its State of the Market report for the first two quarters of 2020, and there are some most interesting observations in this report. First, here’s the report:

The intro is astounding for the admissions about the electric market, decreased demand, and coal’s role:

That’s from page 2 of the PJM 2Q SoM Report.

Much of this new world is due to COVID, but the changes you see were in the works prior to COVID, which hit primarily starting 2nd Quarter. Demand has been lessening for a long time (the big increase circa 2003-2005 was when PJM territory expanded). Note that unlike MISO, it’s not strictly summer peaking, three peaks were in winter!

The histrionic squeals of “freezing in the dark on a respirator without a job” … or is it “in an incubator without a job,” either way, those fears did not materialize, and with the billions of dollars in transmission based on those hyped-up fears, where are we now? Another day older and deeper in debt…

And if you need wallpaper, do put up the LMP maps:

PJM: https://www.pjm.com/library/maps/lmp-map.aspx

MISO: https://api.misoenergy.org/MISORTWD/lmpcontourmap.html (something weird is going in MISO, the entire upper half is YELLOW!

OLA Report on PUC

July 27th, 2020

Hot off the press from the Office of the Legislative Auditor, its report:

In short:

And it’s in the STrib:

Minnesota’s state watchdog agency dings utilities commission on dealings with public

PUC on Freeborn 12-31-2019

July 19th, 2020

Oh, look out, now that I’ve learned how to clip snippets from videos, there’s no stopping me!!

This is the Minnesota Public Utilities Commission’s deliberation and decision from December 19, 2019, on Xcel/NSP (they never use the name consistently) Application for Amendment of the Freeborn Wind Project site permit:

Attention all you nuclear nerds. Hot off the press, article by Aaron M. Datesman, in Nature, Scientific Reports, and a concept, shot noise, which “should motivate a comprehensive re-evaluation of the conventional understanding of the 1979 accident at the Three Mile Island nuclear power station, especially regarding its impact upon the population of the surrounding area.”

Check it out:

This article is open access, spread it around, with credit to orignal author, the source, and link to Creative Commons license.

“Free marketers,” duck and cover. And utilities, contractors, get ready… Just in, for Public Inspection, will be released Monday:

The gist of it is that utility infrastructure and equipment should not be coming in from other countries, particularly “adversaries.” Threat? What threat?

From the E.O., p. 2-3:

I further find that the unrestricted acquisition or use in the United States of
bulk-power system electric equipment designed, developed, manufactured, or supplied by persons owned by, controlled by, or subject to the jurisdiction or direction of foreign adversaries augments the ability of foreign adversaries to create and exploit vulnerabilities in bulk-power system electric equipment, with potentially catastrophic effects. I therefore determine that the unrestricted foreign supply of bulk-power system electric equipment constitutes an unusual and extraordinary threat to the national security, foreign policy, and economy of the United States, which has its source in whole or in substantial part outside the United States. This threat exists both in the case of individual acquisitions and when acquisitions are considered as a class. Although maintaining an open investment climate in bulk-power system electric equipment, and in the United States economy more generally, is important for the overall growth and prosperity of the United States, such openness must be balanced with the need to protect our Nation against a critical national security threat. To address this threat, additional steps are required to protect the security, integrity, and reliability of bulk-power system electric equipment used in the United States. In light of these findings, I hereby declare a national emergency with respect to the threat to the United States bulk-power system.

WHAT?!?!