My new article covers the US electrical grid from the ground up.

I walk through generation types, merit order dispatch, transmission constraints, and interconnection queues. Then I compare PJM and ERCOT head-to-head, showing how a simulation-driven capacity market produced a 9.3x price spike while a market-based design handled the same demand growth at a fraction of the cost.

We also discuss and compare various IPP stocks! The piece ends with two categories of solutions that bypass the grid's bottlenecks entirely and what I actually buy today.

Read on to power up your day with electrifying insights!