Doug Lewin Profile picture
May 12 15 tweets 11 min read
In the midst of this historic May heat wave, the @PUCTX meets this morning. Should be some interesting discussions of ongoing market design changes, transmission, etc. Tweet thread with a few updates below.
Agenda and livestream here:
adminmonitor.com/tx/puct/open_m…
#txlege #txenergy
Staff filed a memo to implement #SB1281 on #transmission in #ERCOT. Commissioner Cobos says its important to alleviate congestion "Today's economic problem is tomorrow's reliability problem." We need to get these projects going.

Staff memo here: interchange.puc.texas.gov/Documents/5340…
#txlege
Commissioners and staff having a discussion about how resiliency fits into reliability metrics.

Cmsr Glotfelty said "transmission is hard to build, takes a long time." He knows of what he speaks.
#energytwitter
Cmsr Glotfelty says ERCOT will not approve economic projects until PUCT passes a rule on #sb1281. Talks about the $5000 prices in Houston "because of transmission congestion" to highlight the need for movement on this.
#txenergy
Glotfelty continues: We've never had a resiliency component before but says given hurricane and other extreme weather, incl. winter storm risks, we need to include that.
#txlege
Commisssioner McAdams says we need to "affirm a definition of resiliency." Asks "what are our metrics?" Says this will also play into discussion of distributed energy resources, too.

Yep. #energytwitter
There is also a discussion about increasing interconnections to other grid to increase reliability while not jeopardizing ERCOT and Texas' independence from FERC. Issues discussed in this docket
cc: @ACORE @TheMacroGrid
interchange.puc.texas.gov/search/filings…
Very helpful rulemaking calendar posted, too. There will be a proposal for adoption at the next meeting on power outage alerts, and a proposal for publication on Phase II weatherization which must take into account climate change #txlege

interchange.puc.texas.gov/Documents/5293… Image
@EntergyTX application for smart meters taken up. Cmsr Cobos thinks there will be Green Button Connect functionality. Green Button makes it easy for customers to access their data & share it when/if they want @The_GBA @mission_data
interchange.puc.texas.gov/search/filings…
greenbuttondata.org
Big discussion of interconnecting battery storage on the distribution system. Question is about whether to abate a tariff proposed by @AEPTexas (see docket below) & opposed by Hunt Energy Network while the @pucT figures out a framework for DERs. #txlege
interchange.puc.texas.gov/search/filings…
This is why we need a framework for utilities to act as distribution system operators & be incentivized to roll out the welcome mat for DERs on the *public* utility system. We often refer to it as *their* (the utilities') system. It's not. #energytwitter
renewableenergyworld.com/solar/texas-gr…
Note that @PNNLab found this model would save customers $3-$5 *billion* per year. #txenergy #ercot #energytwitter
pnnl.gov/projects/trans…
Now a discussion of "firm fuel" product which, as proposed by the IMM, would cost Texans up to $135m per year.

Note: if the gas supply system were weatherized this wouldn't be necessary. Texans will pay this so companies that made $11b last February won't have to. #txlege
The Independent Market Monitor memo on firm fuel supply service (FFSS) is here: interchange.puc.texas.gov/Documents/5237…

Proposal is to procure 3-4GW of firm fuel with a cap of $54m budget cap for 48 hour duration and $81m for 72 hours.
#energytwitter #txenergy
This is for 2023 winter procurement. Chair Lake mentions potential expansion of technologies for the '24 winter. Mentions off site gas w/ firm delivery but hopefully they'll take into account long duration energy storage like @FormEnergyInc @quidnetenergy etc., too #energytwitter

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More from @douglewinenergy

May 14
It should surprise no one that the #ERCOT grid isn't fixed. There's a good chance there will be outages at some point over the next 3 days. Here's a look at what's going on.
1/🧵#txlege #txenergy #energytwitter
A LOT of thermal power plants are out for maintenance (~16GW) & Friday, more broke: 6 gas plants = to ~3GW, roughly an Austin worth of power. I'll get into why power plants are breaking below.
#txenergy 2/
bloomberg.com/news/articles/…
Here are four key things to remember as Texans spend the weekend obsessively checking @ERCOT_ISO’s dashboard to see how the grid is holding up. 3/ ercot.com/gridmktinfo/da…
Read 19 tweets
May 2
This Saturday, ERCOT expects 69.3GW of demand, an insane amount for a weekend in early May.

Temps likely to be ~92-93 in DFW and Houston, 95 in Austin, 100 in Midland & 104 (!) in Laredo. These would likely be records (or near records) for May 7.
#txlege #txenergy #txwx 1/5
I believe the previous record demand in May is ~67GW & all time summer peak is 74.8GW. That we would reach that much demand on a Saturday in May is extraordinary. Usually demand is much lower on the weekends. Extreme weather from #climatechange is already happening.
#txlege 2/5
#ERCOT expects 20GW of thermal plants to be offline. Wind expected to be @ 12GW & solar's likely to break a record ~9GW. I expect every battery on the grid will be ready for peak @ 5pm. Still, there will likely be tight conditions. Buckle up.
#txlege #energytwitter 3/5
Read 5 tweets
Feb 24
Ex-@PUCTX Chair DeAnn Walker is testifying in Brazos Electric Co-op's bankruptcy proceeding. They just took a break after the the Judge (I think) basically warned Walker to be very careful about what she says next.

They start again at 10:10.
#txlege

txs.uscourts.gov/content/chief-…
I say "I think" because I couldn't tell who was talking but clearly there was an insuation that either PUCT Chair Walker was perjuring herself or admitting to breaking a law or something equally bad...
#txenergy #energytwitter #txlege
Might have been the Plaintiff's Attorney and not the Judge with the warning...
Read 33 tweets
Feb 23
First off, I do NOT expect outages this evening. I could be wrong but despite the graph below, w/ temps in the 40s in Houston, there shouldn't be any issues tonight.

But this highlights why storage and dispatchable demand response are needed in ERCOT right now.
#txlege
1/🧵
Demand is high bc inefficient heat is driving the peak higher than expected. Because we have very little committed, paid residential #demandresponse, and most of that peak is residential demand, there's little ERCOT can do about it. This is a policy failure. #txenergy
2/
Note that the mismatch between supply and demand is not large, and doesn't last very long. If we had more storage and more dispatchable #demandresponse, this wouldn't be an issue at all.

@maggie_glynn1 did a great job explaining this:
#energytwitter 3/
kxan.com/state-of-texas…
Read 10 tweets
Jan 27
@PUCTX meeting starting now. Agenda and livestream at link below. As usual, I'll tweet some updates throughout the meeting, particularly on items related to winter storm and/or market redesign.
#txlege #txenergy #energytwitter
texasadmin.com/tx/puct/open_m…
First agenda item they take up is #46034, the Southern Cross project to connect 2GW of generation from Texas to the Eastern Interconnect (near MS/AL border). This project is a long time in the making.
Cmsr Glotfelty notes that in the past commissioners didn't choose to move forward. He says "we ought to move forward to this." He filed a memo linked below.
interchange.puc.texas.gov/Documents/4630…
Read 27 tweets
Jan 27
Interesting that ERCOT CEO Brad Jones, when asked if he can guarantee there will be no outages, says something like: I promise we have done everything possible to ensure the lights will stay on.

Hmmm, not quite the same thing...
#txlege #txenergy
@LWVTexas, hosting the ERCOT town hall asks about Jones' concerns with gas supply. He says he "is concerned" about weatherization and is specifically concerned about the 20-25% drop in gas supply on Jan. 2 during a recent cold snap.
ERCOT's Jones: "We don't get enough information about what's going on in the gas system... that lack of transparency is something we have to resolve." Wants to set up a gas desk in ERCOT ops room to advise about gas limitations. Not in place yet.
#txlege #txenergy #energytwitter
Read 25 tweets

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