Why Grid Operators Are Abandoning the First-Come-First-Served Queue
SPP's consolidated planning is the first credible test of whether the interconnection bottleneck is process or politics; if it works, $500B of stranded renewables ships.
Section
Climate / Energy
Climate policy, energy markets, and the grid.
3 articles archived. Newest first.
Strait of Hormuz Shutdown Tests Whether Markets Priced Supply Fragmentation
A 10-million-barrel-per-day disruption reveals traders had not hedged for a tail risk they explicitly modeled.
Strait of Hormuz Crisis Drains 10 Million Barrels Daily; Brent Crude Surges to $111
Geopolitical tensions halt one-third of global seaborne oil trade; prices hit seven-month highs despite demand forecasts declining