Connor
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waldoch.bsky.social
Connor
@waldoch.bsky.social
Energy and other stuff. Some coding, some reading. Graphs and maps, birds and sports
Pinned
the weather is nice, so we are back in the bird zone 🧵

all taken in a kayak with a canon r6 mk2 and the RF 800mm f11

I use a waterproof flyfishing bag from fishpond for the camera, but it's still a fraught endeavor

first up, some osprey action

#birds
February 9th of this year vs today

absolutely insane, glad I built a new PC to start the year instead of end it
November 25, 2025 at 12:29 AM
The “real estate investors” posting about new 765kV backbones on LinkedIn and clearly understanding, well, not a single lick of anything associated with what they’re trying to say are maybe the best example of how frothy power is right now.
November 23, 2025 at 4:03 AM
Three Days of the Condor *with* an in-person intro from James Grady, the author of the book it was based on.

It’s so cool being able to walk to this theater
November 22, 2025 at 2:55 AM
I spent 5 years looking at NYISO ops daily, pulled up interchange with HQ on a call recently and was shocked - completely different from what I remembered

I still have hope that CHPE can ease pressure on Central-East by backing off flows coming into Edic-Marcy from the north, but we'll see! 🔌💡
New England and New York have new ties with Québec coming online over the next 6 months, but is the power there to support them? 🔌💡

Earlier this year we noticed that flows into the US, and particularly New York, had dropped off, years before the threat of tariffs

blog.gridstatus.io/more-hqs-tha...
November 21, 2025 at 3:44 PM
is Uruguay just terrible? not sure I can reckon with the US up 4 goals against a South American team before half
November 19, 2025 at 12:51 AM
An interesting thing about IL and coal is that only WY has more recoverable at operating mines, but IL's production is less than PA, which has ~half the coal, and only 30% more than KY, which has ~22% of IL's reserves

in terms of demonstrated reserve base, IL has nearly double WY (only MT has more)
Well ok but you still mine coal.
November 17, 2025 at 10:45 PM
Reposted by Connor
Chicago Trib on teenage anti-ICE activists: "If I get the opportunity to fight like this for the rest of my life, I would be totally OK with that."

The future of our country depends, in part, upon whether the Democratic Party does or does not have space for young people like that.

archive.ph/qsazc
November 17, 2025 at 4:06 PM
Appreciate when a hawk swings by to reward me for doing yard work #birds
November 15, 2025 at 5:58 PM
On Pennsylvania leaving RGGI 🔌💡

and on a personal note, wow prices are a lot higher than the five years I was doing market monitoring for RGGI

www.gridstatus.io/insights/281...
Insights | Grid Status from Connor Waldoch
In the last RGGI auction, allowances cleared at $22.25/ton. How could this have affected bids from fossil units in the newly departing Pennsylvania? The most recent auction, the 69th in RGGI's histor...
www.gridstatus.io
November 14, 2025 at 8:47 PM
Reposted by Connor
What started as a normal, unplanned outage may leave Midcontinent Independent System Operator (MISO) without 1.25 GW of nuclear generation for an extended period of time 🔌💡

Read more at Grid Status Insights:

www.gridstatus.io/insights/280...
Insights | Grid Status from Tim Ennis
What started as a normal, unplanned outage may leave MISO without 1.25 GW of nuclear generation for an extended period of time. During the morning of November 12th, 2025, the Callway Nuclear Plant in...
www.gridstatus.io
November 14, 2025 at 2:15 PM
on the most recent capacity-construct-looking proposal in ERCOT 🔌💡

www.gridstatus.io/insights/280...
Insights | Grid Status from Connor Waldoch
If it pays for availability like a duck, suppresses LMPs like a duck, and bases its budget on CONE like a duck, it's a duck capacity construct. The PUCT (Public Utility Commission of Texas) meeting ...
www.gridstatus.io
November 13, 2025 at 10:39 PM
Reposted by Connor
Part two of our Western Markets series went up at the end of last week 🔌💡

this time we focus on SPP West, the undecideds, Canada, and risks in the West

blog.gridstatus.io/western-mark...
November 11, 2025 at 10:11 PM
I really appreciate when an entity gets right at it when explaining their vote
November 11, 2025 at 5:28 PM
when your holiday cookie ambitions require spreadsheets
November 11, 2025 at 12:43 AM
Which way, Transistor Man?
November 7, 2025 at 7:40 PM
huge congrats to everyone credulous of Elon Musk, don't forget to claim your own small piece of credit for this humanitarian catastrophe
One analytical model shows that, as of November 5th, the dismantling of U.S.A.I.D. has already caused the deaths of 600,000 people, two-thirds of them children. https://newyorkermag.visitlink.me/jUzNSc
The Shutdown of U.S.A.I.D. Has Already Killed Hundreds of Thousands
The short documentary “Rovina’s Choice” tells the story of what goes when aid goes.
newyorkermag.visitlink.me
November 7, 2025 at 2:51 AM
randomly thinking Enron, and in 2025 they're just directly bribing their way through their various scandals and myriad fraud, right?

obviously crypto is involved somewhere, plenty of money for *whatever* they wanted to do in power sloshing around atm too

so, then, who is the most Enron of now?
November 6, 2025 at 3:49 AM
love to leave the movie theater (new 4k restoration of Hard Boiled, it rips) to see these kinds of results

particularly happy with Virginia, which we had to move from this summer due to the whole dismantling of the civil service thing, losing the opportunity to vote in these elections
November 5, 2025 at 3:09 AM
I appreciate that half the baseball records that come up on the broadcast are like 100 years old and set by someone whose name sounds like a forgotten Vice President
November 2, 2025 at 3:59 AM
We went through 150+ full-size candy bars in 30-45 minutes

#blessed to live in a Halloween neighborhood, but Friday couldn’t have hurt
Feel like, as a society, we might consider moving Halloween to the last Friday in October (observed.) Vibes truly immaculate tonight.
October 31, 2025 at 11:32 PM
“Some NBA players were doing artificial curtailment, if you will”

Perfect crossover of energy markets and the NBA at ESIG 🔌💡
October 29, 2025 at 8:13 PM
Reposted by Connor
Like any event that changes daily routines, Halloween impacts load curves across the country

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 🔌💡
October 28, 2025 at 5:23 PM
Gotta get that bag (of apples)
October 26, 2025 at 5:35 PM
it's kinda funny to see the current crop of energy "influencers" on LinkedIn (who have all sort of glommed onto demand and AI and data centers broadly) post breathlessly about the "innovation" of throwing down jet engines for power 🔌💡

it's just. . . not new
October 25, 2025 at 5:49 PM
ya know, as a resident of the DMV, I always assumed the odds for "the White House is rubble" and "I have been vaporized" were much more tightly linked
Picture of the East Wing demolition of the White House taken on my flight out of DCA.
October 23, 2025 at 6:06 PM