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b-dunning.bsky.social

@b-dunning.bsky.social
9 followers 24 following 14 posts
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b-dunning.bsky.social @b-dunning.bsky.social · 14/07/2026
PJM missed its reliability target for the 2nd year. Less new generation bid into capacity for the third year running, while data center load growth continues to accumulate. When we think of how strained the grid was last week, remember we are currently operating within the reliability target.
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b-dunning.bsky.social @b-dunning.bsky.social · 01/07/2026
Heat wave hits the east coast, and data centers are being looked to run "backup" generation to meet the challenge. This is the third time this year it has happened, and its looking more and more like "emergency" is to be the rule, not the exception. progressivereform.org/cpr-blog/pjm...
progressivereform.org
PJM Emergency Energy Generation Order Request for Eastern U.S. Heatwave Will Increase Health-Harming Air Pollution - Center for Progressive Reform
PJM, the regional transmission organization (RTO) responsible for grid operations in all or part of 13 Eastern U.S. states and Washington, DC, just asked the federal Department of Energy (DOE) to issu...
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b-dunning.bsky.social @b-dunning.bsky.social · 03/04/2026
media.tenor.com
a man in a suit and tie is smiling and says space !
ALT: a man in a suit and tie is smiling and says space !
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b-dunning.bsky.social @b-dunning.bsky.social · 03/04/2026
www.npr.org/2026/04/03/n... Only one thought...
npr.org
Big tech's next move is to put data centers in space. Can it work?
In orbit, power is free. But everything else is expensive.
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b-dunning.bsky.social @b-dunning.bsky.social · 03/04/2026
Renewable generation has become the least-cost source of generation for the grid, supporting the argument to build it both based on GHG reduction AND affordability. To attack this, fossil advocates have pushed to move the goal posts and use bad modeling. marylandmatters.org/2026/04/02/u...
marylandmatters.org
‘Not based in reality’: Climate groups pan study added to Maryland's major energy bill - Maryland Matters
A study of the actual costs of energy generation seems innocent enough. But renewable energy advocates are sounding the alarm, saying the model underlying the study unfairly disadvantages renewable en...
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b-dunning.bsky.social @b-dunning.bsky.social · 04/03/2026
Massive shout out to all the dedicated advocates and state lawmakers, submitting position statements in the CIFP process (insidelines.pjm.com/pjm-files-pr...) and in the following request for comments on extending the price collar by PJM. Overwhelming support for extension leads to strong protection
insidelines.pjm.com
PJM Files Price Collar, Expedited Interconnection as Part of Large Load Plan | PJM Inside Lines
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b-dunning.bsky.social @b-dunning.bsky.social · 04/03/2026
On Friday PJM filed for a two year extension of the price collar, which will (partially) shield ratepayers from spiking capacity prices in the region (without the collar the 27/28 BRA would have been 60ish% higher than the already record high price). This did not happen in a vacuum.
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b-dunning.bsky.social @b-dunning.bsky.social · 23/02/2026
Meme from Arrested Development wherein Tobias and Lindsay discuss an open marriage, tweaked to reflect irrational enthusiasm for the abundance agenda - "I've advised numerous policy makers to adopt de-regulated supply side economics" - "does it work for those people?" "No, it never does....." "But it might work with abundance"
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b-dunning.bsky.social @b-dunning.bsky.social · 13/02/2026
And frankly, that's a tough sell! Thank goodness for them, their profits means they have Superbowl and Olympic ad money to make the sell. However, credit where its due, while all this seems like a grim cash grab, they do have enough of a sense of humor to call the bill the affordable energy act.
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b-dunning.bsky.social @b-dunning.bsky.social · 13/02/2026
And Uncertainty means risk! And while they want that $, they don't want the risk, so their bill to re-reg now in the MD legislature specifically says that all the risk for stranded assets land on the general public! (so private profit, socialized risk)
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b-dunning.bsky.social @b-dunning.bsky.social · 13/02/2026
Basically, electricity is getting expensive due to large load build out, and they want in. BUT! They also know there is a lotta uncertainty! Who knows which data centers will online, or stay online. PJM, cut its load estimates used in the December capacity auction by over 4 GW just months later....
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b-dunning.bsky.social @b-dunning.bsky.social · 13/02/2026
Pointing instead to surging commodity costs tied to load growth across the region (data centers) as the cause. But, they have a solution! Let them rate-base generation in Maryland again. Note: Exelon can, and has always been able to build gen instate, but not get a guaranteed return on investment.
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b-dunning.bsky.social @b-dunning.bsky.social · 13/02/2026
Meanwhile, BGE took to the press to complain that its unfair that MD OPC points to their spiraling distribution costs (which are capital expenses they make a return on) - www.baltimoresun.com/2026/02/12/b... And says lets not point fingers, but look for solutions, which has big hot dog suit energy
Tim Robinson (I think you should leave) Hot Dog suit sketch meme
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b-dunning.bsky.social @b-dunning.bsky.social · 13/02/2026
So, Maryland Investor Owned Utility BGE fired 47 union employees - while keeping contract labor - last week, referencing its ability to recover costs.... At the same time posting yet ANOTHER year of record profits and having tens, if not hundreds of thousands of dollars for Superbowl ads.... Cool
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