physicist_trader
@traderphysicist
Ex-physicist, Natural Gas and Power Market Analyst. Opinions are my own, not my employers. Re-tweets are not an endorsement.
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NERC’s 2025 Long-Term Reliability Assessment spotlights resource adequacy risks throughout the North American bulk power system over the next 10 years. Summer peak demand is forecast to grow more than 69% increase over the 2024 LTRA forecast. Find out more nerc.com/newsroom/resou…
Texas Data Centers, Crypto Miners Reduced Power Use During Storm bloomberg.com/news/articles/…
It's that time of year again! The Volta Foundation battery report is out, and it' bigger and badder than ever before. I read through all 769 slides so you don't have to, and distilled the learnings into one thread. Here we go: 🧵
NEW DATA shows grid-connection applications for batteries in Texas fell to 13.6 GW in H2 2025 - a 50% drop compared to six months prior We're likely seeing the upper-end of the S-curve for ERCOT's growth in battery capacity Battery revenues saturated at $30/kW in 2025 after a…
"There's a wild finding in a new report on gas-fired power: over one-third of the U.S. capacity in development is 'slated to directly power data centers on-site,' the group Global Energy Monitor finds."
Gold futures see largest one day dollar gain in history.
Deploying solar panels north of Virginia is brain dead just like NH’s 25% renewable mandate. You’ll always need redundant generators fueled by sources like natgas and nuclear unless you enjoy freezing to death in winter. I’ll keep burning free wood from my property 🥂🥂
Solar panel production costs are skyrocketing due to silver: Silver now reflects a record 29% of total solar panel production costs. This marks a dramatic surge from 15% last year, as silver prices have more than tripled. By comparison, in 2024 and 2023, the proportion was 11%…
Algorithmic Money Managers Were Burned by Historic Natural Gas Price Surge bloomberg.com/news/articles/…
From Texas this morning: Real-Time power prices printed over $1,000/MWh for the first time in 2026 Just a few days ago (25-26th Jan) we saw the opposite happen - load concerns from Winter Storm Fern were resolved well in advance at the Day-Ahead stage (More on the DAM surge in…
Day-Ahead prices exceeded Real-Time throughout the peak of Winter Storm Fern in ERCOT. Why? -Peak Load forecast: 86 GW. Actual: 75 GW. -Thermal gen. outages <10 GW. -Renewable production in line with ~8 GW expectations at peak. The market priced in scarcity that didn't fully…
Power has been one of the primary winners of the AI capex trade... (chart: Bernstein)
Finally, PJM is staring down cold weather all week, and reportedly is doing a multi-day commitment for gas generation per @naurtorious bloomberg.com/news/articles/…
Crikey what a signal for Greenland heights from the EPS 12z. 14 days away mind... but something to keep watching. #ukweather
2/ Meanwhile, renewed height rises over Scandi look possible as we begin Feb - helping further suppress the Atlantic. Also, it is possible that the upcoming strat disruption could bring about quite a rapid tropospheric response - given the AO remains negative and the events in…
U.S. DATA CENTRES to increase lobbying and public relations efforts: ft.com/content/f45d45…
Oil to the rescue 🇺🇸 🛢️ The largest source of power generation in New England right now is **oil** amid a big winter storm and below zero temperatures Oil kicks in as a dirty and inefficient backup source of power for Northeast US during the coldest winter months
I'm sure it will be fine........
A bit of a longer comment on JPY What happened? 1.BOJ meeting was neutral, no major reaction. 2. Massive sloppy sell off 159.20 to 157.37 shortly after. Speculation was it was an asset manager (not intervention), but nobody knows. Then it bounced to 158.50 and was steady until…
Coal and gas running at full out and it's still not enough for MISO. They drastically underestimated demand. Debates popping. Widespread Distribution outages havent happen. Transfers diminishing. Already in EEA2 for the north. This is where things get scary.
The silver rally is becoming a big issue for solar panel makers ☀️ ⚠️ 💰 The trace amount of silver used in solar cells now accounts for ~30% of the total cost of a panel 👉 It was just just 3.4% in 2023 and 14% last year 🇨🇳 This adds more pressure to China’s solar power firms
Due to significant winter weather, MISO has issued an Energy Emergency Alert 2 (EEA2) for our North and Central regions. EEA2 is triggered when MISO is facing an energy shortage and needs to increase generation available to meet demand. At this time, MISO does not have a need for…
Also over a third of the "renewables" in New England is burning wood and garbage. Using more gas would be cleaner!
currently 1/3 of electricity in New England is coming from oil. we need to learn to build again.
United States Trends
- 1. Zverev N/A
- 2. #AusOpen N/A
- 3. #TheTraitorsUS N/A
- 4. #AO26 N/A
- 5. Cooper Flagg N/A
- 6. #AustralianOpen2026 N/A
- 7. Don Toliver N/A
- 8. Colton N/A
- 9. Carlitos N/A
- 10. Candiace N/A
- 11. #River N/A
- 12. Iron Lung N/A
- 13. Lisa N/A
- 14. OpenClaw N/A
- 15. Sinner N/A
- 16. Warsh N/A
- 17. Dillon Brooks N/A
- 18. Benedict N/A
- 19. Hornets N/A
- 20. Yam Yam N/A
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