Wilson Ricks
@wilson_ricks
Hot take: PJM's reliability shortfall is mostly down to overly conservative planning.
Running the rough numbers, PJM requires >1/3 more installed gas capacity than its neighbor MISO does to "reliably" serve firm winter load. Are gas plants really that much less reliable in PJM?
Running the rough numbers, PJM requires >1/3 more installed gas capacity than its neighbor MISO does to "reliably" serve firm winter load. Are gas plants really that much less reliable in PJM?
Aniruddh Mohan@aniruddh_mohan · Dec 17, 2025PJM capacity auction for 2027-28 hits the CAP; falls SHORT of reliability need
- Capacity price hits $333/MW-day
- Auction ~6.6 GW UCAP short of RTO reliability requirement of 152 GW UCAP
- Load flex: demand response (ICAP) DOWN vs last year
PJM to file solutions at FERC soon?
- Capacity price hits $333/MW-day
- Auction ~6.6 GW UCAP short of RTO reliability requirement of 152 GW UCAP
- Load flex: demand response (ICAP) DOWN vs last year
PJM to file solutions at FERC soon?
Open quoted post →
5 13