large loads

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Feb 12, 2026 by Paul Siegel · across every show →

Everything said about large loads, oldest first

Feb 12, 2026 bullish
Prediction Not checkable as stated
Siegel: Power market volatility will push large loads into long-term contracts
“Volatility itself, I think will encourage them to look at contracting to enter into longer term arrangements to mitigate their risk and to support ongoing construction development of the kind of resources that we're going to need to keep this market in equilib…”
Paul Siegel Feb 12, 2026 ▶ 40:04 PJM and ERCOT navigate a capacity rollercoaster
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