The Rate Impact of Data Centers

May 28, 2026

U.S. and Canadian regulators are rewriting the rules for data center loads on the grid. NERC has issued a Level 3 Alert concerning operational risks and local interests are concerned that data centers will consume low cost generation options, raising prices for...

Lessons to the PNW from PJM capacity markets

May 28, 2026

It might surprise some to find that as PJM is reaching its thirtieth year as an organized market that it doesn’t function well. Actually, it is working worse over time as its markets are being replaced by ad hoc patches. I am focusing on PJM’s capacity markets because...