Analyses

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

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.
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.