I monitor PJM and ISO-NE telemetry feeds real-time for a grid data project.
From a reliability standpoint, losing the 2.3GW from CVOW and the ~700MW from Revolution Wind would be a nightmare for the 2026 outlook.
The LMP volatility in these regions is already high. If this planned supply gets cut or delayed indefinitely, the spread on wholesale prices is going to get wider and stay there. It just reinforces the need for automated demand response logic because the grid isn’t going to have the capacity buffer these projects were supposed to provide.
1 Comment
I monitor PJM and ISO-NE telemetry feeds real-time for a grid data project.
From a reliability standpoint, losing the 2.3GW from CVOW and the ~700MW from Revolution Wind would be a nightmare for the 2026 outlook.
The LMP volatility in these regions is already high. If this planned supply gets cut or delayed indefinitely, the spread on wholesale prices is going to get wider and stay there. It just reinforces the need for automated demand response logic because the grid isn’t going to have the capacity buffer these projects were supposed to provide.