nuclear subsidies

Episode 22 (Morgan You Bargained For)

Episode 22 (Morgan You Bargained For)

Jul 7, 2021 |

In which we sit down with Curt Morgan, the president and CEO of Vistra Corp., to discuss his investment philosophy in the power-generation business, the current investment status of generation technologies, how financial markets are disciplining the industry and leading the ESG revolution, the “terminal value” issue with gas-fired generation and why you never want to be the first owner of such a facility, gas pipelines’ dirty little secret, the reality of climate change, putting the power-industry transition into historical perspective, how PJM’s markets have performed, why power markets need to ditch some terminology as they add emissions to their list of must-haves, why carbon pricing and PJM’s MOPR are DOA and ERCOT turning gun-shy.

Episode 18 (Capacity-Market Deep Dive)

Episode 18 (Capacity-Market Deep Dive)

Feb 19, 2021 |

In which Glen and Rory dig deep to break down PJM’s capacity construct: where it’s been, where it’s going, how it compares to other regional grids and the major forces at play in shaping its future.
But that’s not all! (It never is.) TB12 and the Calvin and Hobbes comic strip make appearances in the conversation as Glen coins the phrase “that warm barn of regulation” and presages the devastating blackouts in Texas that would occur just hours after recording the episode. What should become of the MOPR? Are PJM and its member states still invested in competitive markets? What’s the deal with monopsony market-power? Can state statutes play nice with market forces? How does the new-look FERC impact all of this? Does New Jersey’s new market-design idea have legs? No questions barred and all things considered, it’s a discussion about electricity supply and system reliability that you don’t want to miss!

Episode 16 (Season 1 Year-in-Review Holiday Special)

Episode 16 (Season 1 Year-in-Review Holiday Special)

Dec 17, 2020 |

In which Glen and Rory mark the end of Season 1 by kicking back and reviewing the year that was in their own signature way: debating over lists! Without ruining the suspense, expect to hear about the MOPR, action on carbon and climate, the ascendancy of the Washington Football Team and the ending of the Pittsburgh Steelers’ bid for an undefeated season, a return to stronger pandemic restrictions and what that means for PJM, ELCC, nuclear-bailout scandals, interconnection frustrations, stakeholder tensions and organizational challenges at PJM. Don’t like our lists? Send us a note and tell us what we missed… Happy holidays and see you next year!

Episode 12 (How to Handle a Scandal: A Utility Commissioner’s Guide)

Episode 12 (How to Handle a Scandal: A Utility Commissioner’s Guide)

Aug 14, 2020 |

In which we task Todd Snitchler, President/CEO of the Electric Power Supply Association (EPSA), with leveraging his experiences as both a state legislator and utility-commission chairman in Ohio to help us break down the FirstEnergy and ComEd nuclear-subsidy legislation scandals, offer unsolicited advice to state officials across the board and ponder whether the way things are will ever change. The responses may surprise you… We go on to discuss EPSA’s role as the vanguard of competition in electricity markets, Todd’s roots in the Twin Tiers of Pennsylvania and New York, a comparison of dive bars in capital cities and the best golf course for somewhat-middling skills.

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