Quote:
Originally Posted by Weather Man
Charging in TX might get exciting this Summer. The Green Insanity rolls on, even in TX.
August power prices for Dallas have jumped to $168.70 a megawatt-hour, the highest level in five years for this time of the year, and an 82% premium versus a year earlier. Gee, I wonder why.
https://twitter.com/tracyalloway/sta...5Es1_&ref_url= |
It's more than that actually
- Massive amounts of AI DC's being built right now, so many that there is even a mortarium on new load in Virginia for example. I'm familiar with 9 (yes nine) projects that are 400MW plus.
- Yes, intermittent generation does have an impact on baseload cost, however this is not the primary driver
- Several gigawatts worth of total capacity is being sucked up by companies like yours truly, however it's all curtailable and pretty much all of them curtail when load spikes - but this does absorb baseline generation capacity
- Continued upgrades around the entire system, including new transmission lines being built everywhere to reinforce the grid and have additional redundancy
- More players in the bidding market space makes this even more hyper competitive
- Temperature is pretty hot this time of year, but thankfully not as bad as last year
I hate green morons just as much if not more than anyone else here, but that's not the total story.