@maxk

I like making things. Interested in energy & data. CEO @grid_status. Formerly @mit

 PJM
maxkanter.com/
Joined November 2009
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  • Followers2.5K
187Media
Battery charging pushed ERCOT to a new all-time total demand record today. Let me explain. ERCOT doesn't include load from battery charging in its reported system load number. Once you add demand from battery charging to the reported load, ERCOT set a new all-time total demand record at 92,357 MW. Many pricing nodes across ERCOT were at $10 and below, so there was plenty of opportunity all over the place to charge at attractive prices ahead of a potential price spike during the net load pop later in the evening. Tomorrow's official ERCOT forecast is showing load has the potential to be higher than today's, so once again, this record may not last long.
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Max Kanter retweeted
John Arnold
@johnarnoldJul 22
ERCOT is setting an all-time demand record today at 91 GW, which is +17 GW vs the summer peak in 2021. But over the same period, maximum solar output is +27 GW. Add in the massive battery buildout, and wholesale power prices are actually lower now than they were 5 years ago.
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PJM is saying that maybe the all-time peak was hit last week
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My favorite marketing emails right now are from @crustdata They sell enrichment, but their emails are about hiring and turnover in AI labs They're a fun read, and build confidence in the product without selling it directly (@tryramp and @grid_status do very similar!)
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If you work in ERCOT, you know about GridStatus. Now meet the person behind it. Josh Rhodes recently sat down with Max Kanter, founder of GridStatus, the platform many in Texas rely on to navigate ERCOT’s vast trove of public data.
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Max Kanter retweeted
John Arnold
@johnarnoldJan 26
Minimizing emissions is important and should be one of the goals of the energy system. And yet, we have to be honest about where wind+solar+batteries are today on a very cold day in the northeast. Everything below the red line is conventional generation. via @grid_status
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Max Kanter retweeted
Grid Status
@grid_statusJan 24
You’ve seen the headlines about winter weather stressing the grid this weekend. But what does that actually look like in real time? Our market analysis team is posting live updates all weekend on our site There’s nothing like watching pros track the grid as it happens.
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Set the table, pass the stuffing, and get ready to watch the gridiron and the latest key metrics between the two largest battery markets in the US
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A nuclear unit came offline yesterday in MISO. What started as a normal, unplanned outage may leave MISO without 1.25 GW of nuclear generation for an extended period of time.
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PJM wasn't lying. This is what the "Geomagnetic Disturbance" looked like outside of Chicago
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We're not trying to trick you, but if you factor Halloween into your decision-making, you might be in for quite a treat. Over the past 9 years, real-time load has underperformed almost all of PJM’s forecasts over the evening peak, precisely during prime trick-or-treating hours.
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Cool to see @grid_status in the FT today! Perfect timing to publish this now as Grid Status also identified various new all-time records for battery operations in both California and Texas over the past few days.
Financial Times
@FT13 Oct 2025
How mega batteries are unlocking an energy revolution on.ft.com/4nNNe6k

How mega batteries are unlocking an energy revolution

Vast battery units are shoring up grids and extending the use of clean power

ig.ft.com
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PJM's Capacity Auction (BRA) for 2026/2027 just cleared at the cap for the entire market. This comes on the heel of Google's recent procurement of hydropower capacity in PJM, signaling no end to Big Tech's insatiable demand for datacenter power.
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New forecast from the EIA estimates that wholesale power prices are due to jump 12% this summer with natural gas as the main culprit. PJM’s hot summer with NG as the main generation source is driving most of the increase. h/t @grid_status for the chart
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Good illustration of how much the Texas grid has changed in just 6 years. yellow = solar; purple = batteries; dark green = wind; blue = gas; brown = coal; light green = nuke via @grid_status
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🔥This week saw 72 hours of extreme temps in the Eastern US — here’s how they impacted electricity prices in 60 seconds. It was a clear reminder: summer risk isn’t going anywhere, and cooling for those new demand centers only gets more difficult as temperatures rise.
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About to release a new Forecast Analysis app on @grid_status , and I’m looking for users to test it. Not only does it make pretty visualizations, it helps you understand how forecast vintages evolve over time, compare their historical accuracy, and more. DM or reply for link!
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We’ve already been using this internally to track how load forecasts have been evolving in PJM ahead of next week’s extreme heat wave, which is currently forecasted to hit an all-time record high for load
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Today was #2 all-time for batteries & #4 all-time for solar in ERCOT, per @grid_status. Demand exceeded 76,000 megawatts, well short of the June record, but those batteries were needed as 15,000 MW of gas & coal plants were offline today. Rare to see this many outages in June.
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The @grid_status snowflake DB is so powerful. This query gets every generator's output (MW), resource node price ($/MWh), and therefore revenue for every SCED interval in 2024... in 3.5 minutes. Any visualization requests?
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