Aniruddh Mohan @aniruddh_mohan
Working in the electricity industry. Views deeply personal. Washington DC Joined July 2010-
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Insane numbers from @WoodMackenzie: US utilities are planning 116 GW of large load capacity (15.5% of current peak demand), with 147 GW total including projects in discussion (20% of peak). 60 GW expected by 2030 (8% of current US peak demand). Notable shift from regulated to…
Federal appeals court shakes up transmission line siting. 3rd Circuit holds PA PUC's permit denial based on lack of need is preempted by PJM's regional planning process. Opinion on PACER (and I'm at an airport w delayed flight so time to kill)
AI training is synchronous, so thousands of GPUs spike during compute and sag during communication. Aggregated, that creates big, rhythmic power swings that can excite grid 'bad frequencies'. Utilities are starting to cap both: (1) how fast/how far power moves (time-domain), and…
AI training is synchronous, so thousands of GPUs spike during compute and sag during communication. Aggregated, that creates big, rhythmic power swings that can excite grid 'bad frequencies'. Utilities are starting to cap both: (1) how fast/how far power moves (time-domain), and… https://t.co/cp3KyuA8Qn
Maybe someone can explain this to me: if Mass EDCs sign PPAs for offshore wind at higher than market prices of $140 a MWh+ how can they also be the beneficiaries of a lowered energy market clearing price. Aren't they the ones on the hook for buying power at the PPA price for the…
Palisades nuclear plant officially returned to operational status today after receiving appropriate approvals from the NRC. This is the first plant to officially transition from decommissioning status back to operational. Truly blazing a trail for other restarts to follow.
Looks like @miso received 26.5 GW of requests for new generators under its ERAS expedited interconnection study process. ~20 GW of it gas generation. Much of the gas in LA, MS, IN, WI, IA.
Some argue data centers should pay 100% of their own transmission costs. Sounds fair on the surface — but that’s not how our electric system was built. Transmission has always been socialized across customers and classes. In defense of data center transmission cost allocation.🧵
Update from SPP: Stakeholders have punted for later 2 novel options SPP proposed in July for rapid large load interconnection under CHILL/HILLGA: ❌90 day interconnection for large loads if load signs up for curtailment. Member concerns around congestion, shifting costs onto…
There are a lot of really interesting parts to this approved deal! - This isn't an off-grid project. The resources will be grid connected to MISO and sell energy + capacity into MISO. So a front of meter PPA, something FERC has no issues with. Once again, grid connectivity wins…
There are a lot of really interesting parts to this approved deal! - This isn't an off-grid project. The resources will be grid connected to MISO and sell energy + capacity into MISO. So a front of meter PPA, something FERC has no issues with. Once again, grid connectivity wins… https://t.co/4NUXFOTzWZ
On the heels of PJM's proposal released last week, I wrote an overview of the (current) RTO plans re: interconnecting data centers and large loads whitecase.com/insight-alert/…
🚨New large reactors in NJ? "I'm going to immediately develop plans for new nuclear capacity at Salem County...We already have a pre-approved site there...I'll sit down with neighboring states so that we can act together to drive down the cost of building new nuclear" All good…
🚨New large reactors in NJ? "I'm going to immediately develop plans for new nuclear capacity at Salem County...We already have a pre-approved site there...I'll sit down with neighboring states so that we can act together to drive down the cost of building new nuclear" All good…
New York’s large load queue is not as big as PJM or ERCOT but it’s the only ISO that publishes large load requests at a project level. April 2023 - April 2024: 250 MW of ‘data centers’ joined the queue April 2024- July 2025: +1700 MW 8x increase in 15 months. Total large…
🎤 Now up: Episode 2 of Right of Way. @ThomasHochman and I talked to @PeterStahley and @RichardMeyerDC about how laws like the National Environmental Policy Act and the Clean Water Act work, how they can be a barrier to deploying projects of all kinds, and how to fix them.
The U.S. Treasury issued its much-anticipated updated guidance on how wind and solar projects can qualify for subsidies under the One Big Beautiful Bill Act. A brief thread. news.bloombergtax.com/daily-tax-repo…
Interesting proposals from PJM on large loads that they want to file before FERC in December. - Non Capacity Backed Load (NCBL) not subject to capacity charges, curtailed first in pre-emergency conditions - NCBL still counts towards system peak for transmission planning so load…
Interesting proposals from PJM on large loads that they want to file before FERC in December. - Non Capacity Backed Load (NCBL) not subject to capacity charges, curtailed first in pre-emergency conditions - NCBL still counts towards system peak for transmission planning so load… https://t.co/3KRmL5uRwM
It's probably one of the most chaotic economic environments in a long time. @tracyalloway and I talked to @IrvingSwisher about the case for rate cuts. The case against rate cuts. Tariffs. Attacks on the Fed. Jackson Hole. AI. Electricity prices and more. podcasts.apple.com/us/podcast/lot…

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