NERC
2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Mar 28, 2024 by Andy Lubershane · across every show →
Everything said about NERC, oldest first
Mar 28, 2024 bearish
Lubbershane: NERC upgraded multiple US regions to elevated grid failure risk
“NERC, the North American Electric Reliability Council Back in December of last year, they released their annual risk assessment, which they do every year, and all of a sudden it sort of showed that many areas of the country, which previously had been at sort o…”
Apr 9, 2026 neutral
Data centers drive 94% of PJM load growth, 17% of US power
“The latest numbers show that in January of this year, NERC forecasts a summer peak increase of 224 gigawatts, almost all of which will come from data centers. Data centers now account for 94% of PJM's projected peak load growth, and by 20:30 EPRI forecast that…”