Quote:
Originally Posted by x622
It's more than that actually
- Massive amounts of AI DC's being built right now, so many that there is even a mortarium on new load in Virginia for example. I'm familiar with 9 (yes nine) projects that are 400MW plus.
- Yes, intermittent generation does have an impact on baseload cost, however this is not the primary driver
- Several gigawatts worth of total capacity is being sucked up by companies like yours truly, however it's all curtailable and pretty much all of them curtail when load spikes - but this does absorb baseline generation capacity
- Continued upgrades around the entire system, including new transmission lines being built everywhere to reinforce the grid and have additional redundancy
- More players in the bidding market space makes this even more hyper competitive
- Temperature is pretty hot this time of year, but thankfully not as bad as last year
I hate green morons just as much if not more than anyone else here, but that's not the total story.
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Being told to curtail for any business is expensive. The subsidies are for wind and solar and people are making good money off of the Feds dollar. More and more state utility boards are piping up.
Minnesota building a huge transmission project from SD bringing in solar and wind. At the same time shutting 3 coal fired units in Becker MN. 2 gas fired peaker plants stuck in lawsuit purgatory. When Old Man Winter parks the Polar Vortex on top of MN, god help us at 2 a.m. and -30F.
