Analyses

Close reads of specific US grids, utilities, and market events, reconstructed from utility filings, grid-operator data, and other primary sources.

New to grid flexibility?
Grid flexibility: getting more from the grid we already have
Grid event
ERCOT’s July 2026 record demand
ERCOT crossed an all-time demand record on a week without record heat, and said nothing. No emergency alert, no grid notice of any kind.
Case study
Dominion Virginia: who pays for the data-center buildout
Data Center Alley growth is stressing the grid. Every customer class is paying more; residential is allocated the largest share.
Grid event
PJM’s July 2026 heat wave
The hottest day PJM ever measured, and the 2006 demand record held. PJM credits the demand side, in a year its auctions bought the least demand response in 15 years.
Case study
Southern California Edison: how California scaled batteries
California scaled one of the largest US battery fleets by procuring it. The demand side is metered and eligible but has not been procured the same way.
Market change
PJM’s 2028/29 capacity auction
PJM 2028/29 Capacity BRA: Cleared at Its Cap for a Third Straight Year