Aniruddh Mohan
@aniruddh_mohan
Working in the electricity industry. Views deeply personal.
"Assessing the interconnection of an 'energy park' from an integrated perspective can avoid triggering expensive transmission upgrades in both base-case reliability analyses & contingency analyses. Both PJM & MISO have expressed support for developing such integrated assessment…
Interesting w/r/t non-RTOs possibly benefiting from lack of regulatory certainty and efficiency in RTOs: “For many data center developers looking to interconnect, speed to production is a critical factor in their selection process. If SPP does not make changes to more quickly…
Lanny Nickell (CEO of SPP) speaking with exceptional clarity regarding the current moment: “Elected officials at the state and federal levels are focused on helping our country become a dominant player in the energy sector and a world leader in the development of artificial…
This was expected, this is going to sting. Expect electricity bills to continue to rise in the region and energy affordability concerns to be top of mind at kitchen tables and for politicians (at least the shrewd ones)
PJM capacity auction results for 2026/27 delivery are in. $329/MW-day. Hits price cap! More pressure from states on electricity bills will be forthcoming after this
PJM: Without the price cap the clearing price would have been $389/MW-day. Cleared UCAP and reserve margins identical to results with cap and floor
PJM capacity auction results for 2026/27 delivery are in. $329/MW-day. Hits price cap! More pressure from states on electricity bills will be forthcoming after this
If late-night hosts can’t lose $40 million a year telling lame, partisan jokes and keep their jobs, are any of us truly free?
Chairman Christie’s Concurrence to Order Denying MISO’s Petition for Declaratory Order re the IMM’s Role ferc.gov/news-events/ne… With transmission costs driving ever increasing monthly power bills, we should applaud market monitors with the courage to do their jobs.
Brattle Group is NOT joking around about this in their 2025 CONE study for PJM: pjm.com/-/media/DotCom…
We wrote a blog post that covers a few of 'em: rmi.org/gas-turbine-su… Financial analysts def have a handle on it. Staff in GA also put together a great list: psc.ga.gov/search/facts-d…
Many PJM states have aggressive renewables targets. But so far instead of building lots of local wind & solar, they're mainly just buying RECs from MISO. Share of PJM states' renewables targets met by non-PJM RECs: 2021: 55% 2022: 50% 2023: 54% 2024: 53%
When you think about the long history of frontier companies and labs there — Menlo Park, Bell Labs, RCA, Sarnoff, and now Pfizer, Novo Nordisk, Merck — and the fact it’s located next to *the* global hub of finance — then it becomes obvious that America’s Shenzhen is New Jersey.
Interesting to see the post conference comments re: June FERC resource adequacy meeting IMM: Solution is for data centers to BYOG as data center loads "unique and unprecedented” Constellation: strange to suggest data centers BYOG & other loads go through capacity market,…
This seems like a great explanation of hub vs node settlement
Today, something big and unprecedented is happening in Pittsburgh. We are hosting the inaugural Pennsylvania Energy and Innovation summit at Carnegie Mellon University — bringing together the leaders of the most important AI companies, energy producers, and investors with…
A power market puzzle: If Big Tech pays $90-100+/MWh for electricity PPAs while power price forwards trade at $50, why is there no arbitrage? TLDR: The 'gap' isn't real - corporate PPAs bundle 24/7 clean attributes, location premiums, and credit guarantees worth $25-60/MWh…