A recent report from the operators of the PJM Interconnect, the nation’s largest power grid, on the dangers of instability as wind/solar resources are added and plants with predictable/dispatchable output are shut down. (Since I’m in PJM territory, this got my attention even more than it normally would have.)
Interesting analysis of the peak energy delivery by the US gas pipeline network (coldest days) compared with peak delivery by the electrical system (hottest days)
It strikes me that if the Biden administration…and various states & cities…are successful in reducing home demand for natural gas (initially for gas stoves, then for gas heating), one result will be the fixed costs of the pipelines being amortized over a smaller base of sales, resulting in higher prices–which will flow through into electricity prices and into prices for industrial products whose manufacturing requires gas, including fertilizers.