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In this episode of Energy Desk, host Alex Melvin explores the shifting dynamics of power markets with guest Rishi Sahay from Mobius. They discuss PJM's record-breaking capacity auction, highlighting the impact of increased load growth expectations and retiring coal plants. The conversation delves into the evolving role of battery storage, transitioning from ancillary services to energy arbitrage. Sahay explains the challenges faced by baseload generators in adapting to increased renewable penetration, particularly the "duck curve" phenomenon. The episode also touches on long-duration energy storage technologies, the future of natural gas in the energy mix, and the persistent hurdles in transmission infrastructure development. Overall, it provides a comprehensive look at the technological and policy trends shaping today's power markets.
00:00 Introduction to This Week's Episode
00:45 PJM Capacity Auction: Record Prices and Controversies
03:39 Understanding ELCC Ratings and Their Impact
09:00 The Role of Batteries in Renewable Energy Integration
14:44 Challenges and Future of Thermal Generation
24:49 Transmission Bottlenecks and Market Dynamics
26:10 Conclusion and Final Thoughts
Ask questions for future episodes or provide feedback: amelvin@mobiusriskgroup.com
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