“The first rule of holes is if you’re in one, stop digging. “If the fundamental problem we’re facing is we’re shutting down dispatchable resources far too prematurely, then the answer is to stop shutting down dispatchable resources far too prematurely.”

“PJM has recently said that we are facing imminent resource scarcity and yet in the last procurement auction the capacity prices dropped. During times of scarcity, if a market functions correctly, obviously the prices should go up. This is proof that the subsidies are working ill on the markets right now.” 

“You can’t just shut down your dispatchable generation overnight or within the matter of a few years and think that you can keep the lights on by simply trying to replace. My point of the megawatt versus a megawatt is the capacity value of the wind or solar megawatt is simply not equal to the capacity value of a megawatt. You can’t just keep the grid running with a 1-1 replacement – the numbers don’t add up.” 

“… there’s an accusation there’s fear mongering going on with those of us expressing concerns about loss of dispatchable resources. I don’t think the head of NERC is fearmongering when he repeatedly says that this is a coming danger. I don’t think the head of PJM is fearmongering when he has said, we’re losing dispatchable resources at a rate we cannot sustain.” I don’t think the head of MISO is fearmongering when he says we’re losing dispatchable resources at a rate we can’t sustain.” I don’t think it’s fearmongering when the head of New York ISO last week said the same thing. I think we need to listen to the engineers, not the lobbyists. And I think we need to be doing what’s right for rate payers and not political narratives.”

“Based upon what we currently know about this proposal, it is not going to be upheld, and it just seems designed to scare more coal-fired power plants into retirement—the goal of the Biden administration.”