Is the price due to expected inflation? Since that would proportionally affect DERs too

Inside the Secret Meeting Where Mathematicians Struggled to Outsmart AI The world's leading mathematicians were stunned by how adept artificial intelligence is at doing their jobs

At the same time, an article in Scientific American details the story of how ai is so advanced the world’s leading mathematicians consider them nearing “mathematical genius”.

How do we reconcile multi-step reasoning with with a lack of comprehension?

www.scientificamerican.com/article/insi...

@jessedjenkins.com With sky high capacity charges, what’s your opinion on unbundling capacity charges?

Would it create individual incentives for people to flex loads?

It’s bundled into the kWh rate for most, but here’s a direct example of how it will increase when broken out as a separate line item.

An increase from $0.91 to $8.34 per kWh. At 3kW it’s $25. You’re paying a Netflix subscription every month for capacity.

hourlypricing.comed.com/capacity-cha...

So far it’s mostly been pilots/demonstrations. Maybe once someone successfully offers it widely.

Still lots to figure out. Not just technology but developer financing

This would probably result in even less money earned by rooftop solar — but what if..

Everyone was required to buy and sell energy on wholesale markets, and people were just paid whatever the market price was at that instant?

Then you just paid the utility to deliver the energy.

But where is the need/demand in MA?

At the residential, commercial or community solar level?

What are the downstream effects? I’ve heard some developers stockpiled panels to ride through tariffs. What happens when the credits dry up and cost to interconnect skyrockets?

A fire sale and developers shutting down

What kinds of flexible interconnections are needed there? Is there demand?

I suspect flows are generally into PJM during peaks, but out of PJM during cool days like today

Just limits capacity to transfer energy - there are probably a handful of connections between Ameren (MISO) and ComEd (PJM)

What does that mean for PJM capacity auctions when a tech company buys all of the generation?

MISO not PJM. All the nukes are in Northern IL

Good call by consumer advocates

@ferc.gov has spoken and #PJM has an approved #FERC2222 order.

Delay to 2/1/2028 approved. More to come

Their Twitter handle is PJMinterconnect, lol

35kW is surprisingly low. How many busses in total?

What would the battery be for?

It’s an energy market right? So members include generation owners, transmission owners, other suppliers and participants in the market.

www.pjm.com/about-pjm/me...

Finally, PJM responds to the proposal that delaying implementation until 2028 is unreasonable:

“It is unclear from what source(s) of information United/SEIA draw their sweepingly
speculative and conclusory statements”

On device level metering, PJM states AEU “misreads the first compliance order entirely”.

#FERC already approved PJMs approach to device level metering and they’re not going to entertain alternate options until after initial implementation

#PJM has responded to Advanced Energy United’s complaints of their last #FERC 2222 filing.

Things are getting spicy.

PJM says of #AEU characterization of the cost of metering as a barrier to entry, “may be valid in their minds”.

It’s not PJMs problem, take it to the state regulators #energysky

You use their full name like when you’re children are in trouble: PJM Interconnection

So… PJM sync reserves are worthless? What does this mean? #energysky

What is a gas DERMS?

This would have been better:

Will they inadvertently reduce emissions by strangling economic activity?

What would the numbers look like?

So how did I do? Reviewing my AMI data, my average usage during the PJM 5CP was -2.7kWh.

Since ComEd allows negative PLCs, this will result in a $22.78 credit each month on my bill.

Going from a $39.56 charge to a $22.78 credit is a net change of $62.33/month!

Reducing this charge is simple in principal. Reduce consumption during the five peak hours on the system. The difficult part is timing.

But using #HomeAssistant, timing the peak was simple.

Monitor the load, and the derivative of the load is the slope. When the slope is 0, that’s the peak.

Last year my PLC was 4.69kW and cost approximately $0.90385/kW resulting in a $4/mo charge on my monthly bill

PJM’s capacity price soared from $28.92/MW-day to $269.92/MW-day. 9.3x higher

Applying the increase to our $0.90/kW capacity charge will result in $8.4359/kW, or a $39.56/mo charge!