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@gridstatus.io
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California ISO @caiso.com · 16/09/2026
ICYMI: This month on Frequency Band, our hosts sit down with Connor Waldoch (@gridstatus.io Founder & CSO) and Mark Rothleder (CAISO Sr. VP & COO) for a deep dive into all things EDAM. ⚡🎙️ 🎧 Stream Episode 5 now: bit.ly/3SX1T50
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Grid Status @gridstatus.io · 15/09/2026
We've had a stealth podcast for the entire year, but now it's on the site! www.gridstatus.io/insights/sta... (also Apple, Spotify, etc.) ~15-20 minutes once a week on what's happening in the power markets, no CEOs talking their book, just our analysts chatting through what they're watching 🔌💡
gridstatus.io
Insights | Grid Status
Stay up to date with our team's live analysis of events happening on the grid
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Reposted by Grid Status
California ISO @caiso.com · 26/08/2026
NEW EPISODE: On this month’s episode of Frequency Band, we’ve got Connor Waldoch (@gridstatus.io Founder & CSO) and Mark Rothleder (CAISO Sr. VP & COO) diving into all things EDAM and bringing all the energy. 🎙️⚡ 🎧 Stream episode 5 now: bit.ly/3SX1T50
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Reposted by Grid Status
California ISO @caiso.com · 21/08/2026
This Tuesday, 8/25, the Frequency Band podcast is back with an episode you can’t miss!⚡Connor Waldoch (@gridstatus.io, Chief Strategy Officer & Founder) and Mark Rothleder (CAISO Sr. VP & COO) chat about all things EDAM, energy market trends…and Missy Elliot. Yes, seriously. bit.ly/4ooMqWD
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Grid Status @gridstatus.io · 20/08/2026
Some recent notes from the team: nuclear refueling season is coming up www.gridstatus.io/insights/522... 🔌💡
gridstatus.io
PJM Nucelar Refuel Season Kicks off in Just a Few Weeks
While it may still feel like summer across much of the US, outage season is on the horizon, keeping pressure on both energy prices and congestion across the market. The first nuclear refuel expected…
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Reposted by Grid Status
David Savage @dtsavage.bsky.social · 31/07/2026
Happy 20GW of solar in MISO day to those who celebrate. Thanks @gridstatus.io for tracking this stuff.
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Connor @waldoch.bsky.social · 16/07/2026
man, early days of CHPE have kind of been a disaster first a substation on the HQ side, now an underwater section of the cable in New York
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Grid Status @gridstatus.io · 16/07/2026
Wildfire smoke is wreaking havoc on solar forecasting in the northeast #energysky
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Reposted by Grid Status
advait @advaitarun.bsky.social · 01/07/2026
NYISO energy prices spiking high during today's heatwave, seemingly thanks to a transmission line outage and emergency repairs on a gas compressor station when gas flows are already constrained (thanks @gridstatus.io for the real-time visibility)
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Reposted by Grid Status
Brendan Pierpont @brendan.bsky.social · 01/07/2026
Looks hot out there. @gridstatus.io
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Grid Status @gridstatus.io · 26/06/2026
The loss of California's battery crown has been greatly exaggerated, if you measure actual unit capability The EIA reports not just nameplate MW, but also MWh. Using this value, California's installed grid-battery duration is greater than the sum of the next two states, Texas and Arizona #energysky
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Connor @waldoch.bsky.social · 16/05/2026
$/MWh was up ~76% YoY
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Grid Status @gridstatus.io · 14/05/2026
Couple of recent renewables observations First, MISO has come from behind to soundly take the lead on peak solar output from PJM. These are the two largest markets in North America, and interesting test cases given quite different geographic attributes compared to early movers CAISO and ERCOT 🔌💡
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Connor @waldoch.bsky.social · 28/04/2026
I'll take any chance to work Work It into a bit of wonky energy market design discussion (the GHG component of LMPs under EDAM) 🔌💡 www.gridstatus.io/insights/423...
gridstatus.io
When it comes to the GHG component under EDAM, CAISO is taking notes from the
When it comes to the GHG component under EDAM, CAISO is taking notes from the East Coast, to flip it and reverse it by applying a positive GHG LMP component (MC-GHG) to GHG-reguated areas instead of c...
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Grid Status @gridstatus.io · 02/04/2026
Datacenter load growth has been top of mind, but the most rapid demand expansion over the last decade was in ERCOT's Far West Weather Zone This quadrupling of demand started before AI, and predates Texas' spurt of crypto growth. Instead, it's anchored in a traditional Texas industry: oil and gas 🔌💡
Datacenter-driven load growth has been top of mind for the last two years, but the most rapid expansion in demand over the last decade has been in ERCOT's Far West Weather Zone.

This quadrupling of demand started well before the AI-driven datacenter bonanza, and also predates Texas' spurt of crypto-mining load growth. Instead, it has been anchored in the latest expression of a traditional Texas industry: oil and gas.

Anyone who's sited a battery project in West Texas can tell you about the criss-crossing mess of wires as you attempt to nail down a particular line, tap, and voltage while dodging or dealing with the extensive land holdings of a handful of powerful entities that aren't particularly interested in someone else's infrastructure.

Conversely, efforts to expand cheaper and more reliable electric power across basin operations have been welcomed with open arms.

Three other tidbits to call out:

Demand is almost completely flat hour-over-hour, which speaks to the predominance of industrial load across all seasons as opposed to the typical rise and fall of areas with higher populations.
Starting in 2024, a mid-day bump appears as battery capacity expanded across the region. This has completely disappeared since the implementation of RTC+B, as wholesale storage load is no longer included in real-time load reporting from ERCOT.
Summer months, where AC load was able to produce a small evening peak, shifted to a morning peak from the battery demand. This should shift back in 2026 with the aforementioned RTC+B change.
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Grid Status @gridstatus.io · 31/03/2026
SPP's expanded over the the interconnection DC tie line with the first day-ahead market clear that includes SPP West (SWPW) Day one sees regular congestion spreads, with decent consistency in price impact across locations in the newly-RTO territory. Alt text has more #energysky
Load northeast of Denver, particularly around Reunion, served by United Power Inc., a local co-op, saw persistently higher prices across the entire day-ahead clear.

Conversely, locations south of Denver, away from load, had lower prices. In the midday, Pueblo Hydro was among the lowest priced locations, while in the morning, Colorado Highlands Wind, even further from load in northeastern Colorado, saw the lowest prices.

In the evening, it was another hydro facility south of Denver that had the lowest price, but this time, northwest of Colorado Springs. The 28 MW Tesla (no relation) hydroelectric plant is on the grounds of the US Air Force Academy. This resource is non-dispatchable, but still considered by SPP in modeling the grid.
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Grid Status @gridstatus.io · 27/03/2026
Couple of new blogs in the last few weeks, First, Hype or Hyperscale, on a handful of the largest data center projects, how they're proceeding, where they fit into their markets, are clean promises real? and more! blog.gridstatus.io/hype-or-hype... #energysky 1/5
blog.gridstatus.io
Hype or Hyperscale
A look at the current state of three major hyperscale data center projects across the US, where they fit in their markets, and what their future impact might be.
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Grid Status @gridstatus.io · 18/02/2026
New blog on RTC+B actuals since we're into the 60-day data from ERCOT 🔌💡 blog.gridstatus.io/rtc-b-60-day...
blog.gridstatus.io
RTC+B, 60 Days Later in ERCOT
60 days on from the implementation of RTC+B we have data on the offers and outcomes shaping ERCOT's markets. Plus, a big reporting change that flew under the radar for some.
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Grid Status @gridstatus.io · 26/01/2026
Round-up on the day's events, trends, and outcomes www.gridstatus.io/insights/345...
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Grid Status @gridstatus.io · 25/01/2026
PJM activating demand response for the DMV 🔌💡 www.gridstatus.io/insights/344... ERCOT also got a 202(c) yesterday to force backup power on www.gridstatus.io/insights/344... HQ is still struggling today www.gridstatus.io/insights/344... and more, check out the feed www.gridstatus.io/insights
gridstatus.io
Insights | Grid Status
Stay up to date with our team's live analysis of events happening on the grid
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Reposted by Grid Status
Connor @waldoch.bsky.social · 24/01/2026
ISO-NE is a net exporter atm 🔌💡 www.gridstatus.io/insights/344...
gridstatus.io
Insights | Grid Status
Stay up to date with our team's live analysis of events happening on the grid
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Grid Status @gridstatus.io · 23/01/2026
Winter weather is here for a huge swath of the US, and power market impacts are likely 🔌💡 We've made two winter hazards and grid condition dashboards publicly available to anyone with a free account Outlook: www.gridstatus.io/dashboards/c... Ops: www.gridstatus.io/dashboards/d...
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Connor @waldoch.bsky.social · 16/01/2026
quick insights post on the PJM principles, a mixed bag of course, curious to see how PJM responds 🔌💡 www.gridstatus.io/insights/336...
gridstatus.io
Insights | Grid Status
Stay up to date with our team's live analysis of events happening on the grid
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Grid Status @gridstatus.io · 14/01/2026
PJM’s long-term load forecast saw values rise once again in 2026, but the new forecast is outpaced by 2025’s until the 2030s in both the summer and winter 🔌💡 insidelines.pjm.com/pjms-updated...
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Grid Status @gridstatus.io · 19/12/2025
With winter in full swing, households across the country have dialed their thermostats up, but the fuels and technologies keeping homes warm vary widely by region. This is mostly driven by climate, historical prices, and year of industrialization/electrification 🔌💡
Primary home heating fuel source varies across US regions

This is mostly driven by climate, historical prices, and year of industrialization/electrification.
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Grid Status @gridstatus.io · 17/12/2025
Stop me if you’re heard this one before: the PJM capacity auction cleared at the cap 🔌💡 www.gridstatus.io/insights/310...
gridstatus.io
Unsurprisingly, the PJM 2027/28 BRA cleared at the price cap, procuring 134,479
Unsurprisingly, the PJM 2027/28 BRA cleared at the price cap, procuring 134,479 MW of capacity at the $333.44/MW-day. Today’s BRA clear is another costly symptom of the structural challenges facing th...
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Grid Status @gridstatus.io · 05/12/2025
ERCOT’s cutover to RTC+B systems went smoothly 🔌💡 We’ll be posting live updates on Grid Status Insights as we explore outcomes today and over the weekend. Through the morning peak we’ve already seen real-time AS prices remain far lower than their day-ahead spike www.gridstatus.io/insights/top...
gridstatus.io
Insights - RTC+B | Grid Status
Real-Time Co-optimization plus Batteries, ERCOT's December 2025 market design change that enables seamless dispatching of energy and Ancillary Services in the Real-Time Market and modernizes rules for...
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Grid Status @gridstatus.io · 21/11/2025
New England and New York have new ties with Québec coming online over the next 6 months, but is the power there to support them? 🔌💡 Earlier this year we noticed that flows into the US, and particularly New York, had dropped off, years before the threat of tariffs blog.gridstatus.io/more-hqs-tha...
quebec flipping from a new exporter to importer with nyiso over the last 7 years
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Grid Status @gridstatus.io · 14/11/2025
What started as a normal, unplanned outage may leave Midcontinent Independent System Operator (MISO) without 1.25 GW of nuclear generation for an extended period of time 🔌💡 Read more at Grid Status Insights: www.gridstatus.io/insights/280...
gridstatus.io
Insights | Grid Status from Tim Ennis
What started as a normal, unplanned outage may leave MISO without 1.25 GW of nuclear generation for an extended period of time. During the morning of November 12th, 2025, the Callway Nuclear Plant in...
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Grid Status @gridstatus.io · 11/11/2025
Part two of our Western Markets series went up at the end of last week 🔌💡 this time we focus on SPP West, the undecideds, Canada, and risks in the West blog.gridstatus.io/western-mark...
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Grid Status @gridstatus.io · 28/10/2025
Like any event that changes daily routines, Halloween impacts load curves across the country Over the past 9 years, real-time load has underperformed almost all of PJM’s forecasts over the evening peak, precisely during prime trick-or-treating hours 🔌💡
load forecast error in PJM around Halloween
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Grid Status @gridstatus.io · 23/10/2025
New blog went out yesterday, part one of our look into the overhaul of western markets on the horizon 🔌💡 blog.gridstatus.io/western-mark... little 🧵
blog.gridstatus.io
CAISO's EDAM and SPP's Markets+ Arrive to Tame the Wild West
With new day-ahead Western markets just over the horizon, it's time to take stock of the field of play. Who's joining what, what do these aggregations look like, and what does it mean for the wider We...
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Grid Status @gridstatus.io · 16/10/2025
ISO-NE just became the first multi-state ISO to phase out coal, nearly two and a half years ahead of schedule 🔌💡 short 🧵
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Grid Status @gridstatus.io · 10/10/2025
As PJM prepares its 2026 load outlook utility forecasts show a rapidly shifting landscape, with smaller zones predicting surging demand 🔌💡 A balancing question in play is whether large zones can continue to scale larger, or if small areas have the headroom to steal momentum in the datacenter race
large load demand growth for dominion, aep, ppl, comed, and dayton in PJM, from 2025 thorough 2035, bar chart
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Grid Status @gridstatus.io · 09/10/2025
A little teaser of our next product release: Grid Status Insights. Insights is a real-time feed of expert commentary on energy markets and the electric grid — straight from our team of talented analysts. If you’ve enjoyed our blogs or social posts, you’re going to love this. Stay tuned 🔌💡
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Grid Status @gridstatus.io · 06/10/2025
We’re early in the process of rolling out a new app— Nodal Analysis. DM if you’d like to test it and share feedback 🔌💡 We built it with two key upgrades: 1. A new database that runs on-demand analysis of years of data in seconds 2. An enhanced process for organizing the metadata for 75k+ locations
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Grid Status @gridstatus.io · 03/10/2025
It’s duck hunting season as California’s summer fades away and demand from batteries takes firm grasp of CAISO’s daily demand curves 🔌💡
chart showing load with and without battery charging in CAISO
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Grid Status @gridstatus.io · 19/09/2025
Net load volatility is on the rise as SPP enters shoulder season 🔌💡 In decades past, the fall shoulder season left time for autumn fun like apple picking and the pumpkin patch. Today, new metrics like net load drive markets, and they can be most volatile when outages rise and weather varies
chart of net load in spp on september 6th and 16th, much bigger swings on the 16th
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Grid Status @gridstatus.io · 09/09/2025
ERCOT load-watchers will know that many days this summer have had a strikingly flat peak load curve, driven by curtailment to avoid 4CP intervals. Less clear was just how much of the resulting forecast gap could be driven by extremely flexible crypto demand. It turns out the answer is a lot 🔌💡
On key summer days in 2025, crypto curtailment in ERCOT has met or exceeded the entire day-ahead load forecast error

From January through July, crypto mining in ERCOT grew by ~200 MW on net to ~4 GW, far lower than assumed by forecasts prior to 2025, but more than enough to drastically reshape peak load curves during the 4CP season.


graph showing this
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Grid Status @gridstatus.io · 04/09/2025
New blog! This time on Thunderstorm Alerts in NYISO 🔌💡 TSAs are called when enough lightning strikes the Hudson Valley area in a short amount of time. This triggers line limits on the 345kV system flowing into NYC, to avoid conditions 1977 blackout conditions blog.gridstatus.io/breaking-dow... /1
blog.gridstatus.io
When Thunder Roars- Breaking Down NYISO’s Thunderstorm Alerts
NYISO's Thunderstorm Alerts have a grim origin, but also represent a unique trading opportunity. We dig into the history, impacts, and changes of this weather-induced market mechanism.
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Grid Status @gridstatus.io · 26/08/2025
As Hurricane Erin approached New England last week, a curious thing happened. Wind generation in the ISO plateaued well above forecasts, sitting around the same level through Thursday into Friday Wind was low onshore, and the MW level approximately matches Vineyard Wind's possible output 🔌💡
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Grid Status @gridstatus.io · 18/08/2025
New blog! 🔌💡 Wildfire impacts are now a regular, if unwelcome guest during Northeastern summers, with smoke affecting both solar output and load patterns in New York and New England. blog.gridstatus.io/canadian-wil...
blog.gridstatus.io
High and Dry: Canadian Wildfire Smoke Complicates Northeastern Grid Operations
Wildfire impacts are now a regular, if unwelcome guest during Northeastern summers, with smoke affecting both solar output and load patterns in New York and New England.
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Grid Status @gridstatus.io · 11/08/2025
The Baltimore area (BGE) of PJM just entered load shedding 🔌💡
Msg ID:	104779
Message Type:	Load Shed DirectivePAI Trigger
Priority:	Action
Effective Start Time:	08.11.2025 15:52
Regions	BGE
A Load Shed Directive has been issued to mitigate an N-5 cascade analysis at 115kv Chestnut -Fredrick Rd 110-528-A in BGE .
Additional Comments: Load shed directive to maintain post contingency flow below 115% of load dump rating.
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Grid Status @gridstatus.io · 08/08/2025
Wildfire smoke complicated NYISO’s BTM solar forecast this week, overforecasting by over 500 MW on Monday and underforecasting by 1,000 MW on Tuesday This miss was not even, downstate zones, home to >50% ofload, hewed more closely to the forecast, while upstate zones saw large swings 🔌💡
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Grid Status @gridstatus.io · 29/07/2025
Yup, detailed at the bottom of this blog from last year blog.gridstatus.io/caiso-batter...
blog.gridstatus.io
Batteries Taking Charge of the California Grid
Batteries have taken a huge leap forward in CAISO this spring, shifting from a noteworthy trend into a major force impacting operations of the grid
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Grid Status @gridstatus.io · 28/07/2025
Another hot week across the eastern interconnection 🔌💡 ~5 markets look to beat last summer's peak, while 3 seem likely to exceed this summer's forecast peak You can track the outlook on our summer hazards dashboard: www.gridstatus.io/dashboards/e...
bar charts with load forecasts and demand records across marketsNOAA's HeatRisk map, hot in the east
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Grid Status @gridstatus.io · 25/07/2025
new blog! 🔌💡 Digging further into the PPL zone in PJM and capacity constraints in general blog.gridstatus.io/pjm-ppl-capa... a few notes: 🧵
blog.gridstatus.io
Capacity Constraints in PJM have Grown Beyond Dominion
As tech firms snap up clean firm power with PPAs to power data center load growth, Dominion's demand challenges have spread to PPL. Can PJM as a whole keep up?
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Grid Status @gridstatus.io · 22/07/2025
PJM’s 2026/27 BRA cleared at the market cap across the entire RTO, signaling no end to Big Tech’s insatiable demand for datacenter power Look for a blog from us later this week on recent PPA action in PPL and PJM's tight capacity conditions. 🔌💡
PJM’s 2026/27 BRA cleared at the market cap across the entire RTO,
signaling no end to Big Tech’s insatiable demand for datacenter power
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Connor @waldoch.bsky.social · 22/07/2025
ayyy DOM prices are lower in the 26/27 BRA than last year's auction! oh, wait, the entire RTO cleared at the cap 🥴 funny map from PJM 🔌💡
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