Knox Harrington, PhD, MBA, ERP, CFA

The first rule of managing risk across volatile power markets is to have fun and be yourself.

There won’t be a second date, but at least she knows solar’s ELCC is trash.

“Mom how did we become so poor?” “We live in PJM.”

When the new supply analyst shows you his model and the cost of ancillaries is way higher than the cost of energy.

The PJM capacity auction got me thinking about how reliable we used to be for each other.

Every REP/DR shop offering 5CP management to PJM loads rn:

Lisan al-Gaib

When the intern asks how you came up with a forward price for Synchronous Condensing and Local Second Contingency Protection Resource:

The reason you see more energy X posts when LMPs blow up somewhere is because of a few things: 1) Lack of experience, 2) trying to engagement farm at a time when there maybe more attention to a market, 3) agenda (especially if you see arguments for transmission, storage,…

I’m just saying T, if things are getting shaken up at PJM maybe we need to have a say in that.

This is how you look after working in power markets for 5 yrs

Caught up in all the drama no one even noticed when Coldplay threw this up.

*Opens up position report* What’s going on with my “peak hedges” and, in some cases, “off-peak hedges?”

Are you still a believer in MAGA? Because at this point it’s marginal, right?

Well, what even is summer tightness? That used to mean something, y’know? It was an established ERCOT archetype. Long and wrong was conventional orthodoxy. But you look at these last couple summers now, and it’s like, bloody hell! No vol, no spice.

Thanks to the OBBBA, battery storage prices are through the roof!

Imagine offering them fixed price full-requirements with no bandwidth and no material adverse change.

DOE: “Significant reliability challenges…”

My face when someone says “solar is the future”