Mike Ludkovski
@mludkov.bsky.social
Professor at UCSB. Quantitative Finance and Stochastic Modeling. Interested in renewable energy markets, mortality risk, mathematical finance and Gaussian processes.
Sunny in the USA: all-time solar generation record set today at ISONE (New England), SPP (Great Plains) & MISO (Midwest), also #2 all-time high solar in PJM. That's 4 different grids on the same day! Yesterday ERCOT (Texas) hit all-time solar record too, breaking 25GW. #energysky @gridstatus.io
March 12, 2025 at 5:52 AM
Sunny in the USA: all-time solar generation record set today at ISONE (New England), SPP (Great Plains) & MISO (Midwest), also #2 all-time high solar in PJM. That's 4 different grids on the same day! Yesterday ERCOT (Texas) hit all-time solar record too, breaking 25GW. #energysky @gridstatus.io
The California Duck Curve is no more. In 2025 solar production forms a golden canyon in the CAISO generation mix: the extreme evening ramp of thermal generators is gone and gas gen profile is nearly flat. Instead, as solar ramps up/down it's fully handled by the batteries & imports. #energysky
March 4, 2025 at 8:00 AM
The California Duck Curve is no more. In 2025 solar production forms a golden canyon in the CAISO generation mix: the extreme evening ramp of thermal generators is gone and gas gen profile is nearly flat. Instead, as solar ramps up/down it's fully handled by the batteries & imports. #energysky
Per @gridstatus.io Record Tracker, ERCOT smashed the all-time Solar gen record: it was 24.3GW today at 2:05pm CST, which is 2GW (10%!!) higher than the old record set just 2 weeks ago. While wind and solar had impressive -ve corr, the net load shape is looking distinctly like a Duck Curve #energysky
February 17, 2025 at 5:54 AM
Per @gridstatus.io Record Tracker, ERCOT smashed the all-time Solar gen record: it was 24.3GW today at 2:05pm CST, which is 2GW (10%!!) higher than the old record set just 2 weeks ago. While wind and solar had impressive -ve corr, the net load shape is looking distinctly like a Duck Curve #energysky
What a difference a day makes: generation mix in CAISO today 2/14 and yesterday 2/13. Guess which day was the one with the atmospheric river! And which day had mid-day negative prices #energysky
February 15, 2025 at 5:04 AM
What a difference a day makes: generation mix in CAISO today 2/14 and yesterday 2/13. Guess which day was the one with the atmospheric river! And which day had mid-day negative prices #energysky
The parade of new records of wind and solar generation is continuing: Both #1 and #2 all-time Maximum Solar in PJM; #1 Max Wind in PJM; #2 Max Wind in MISO; #1 & #2 Max Renewables in MISO all happened Jan 27-28. We're in the middle of winter so all these are bound to be broken in the near future.
January 29, 2025 at 3:29 AM
The parade of new records of wind and solar generation is continuing: Both #1 and #2 all-time Maximum Solar in PJM; #1 Max Wind in PJM; #2 Max Wind in MISO; #1 & #2 Max Renewables in MISO all happened Jan 27-28. We're in the middle of winter so all these are bound to be broken in the near future.
from Duck Curve to Icebergs: The ongoing growth in deployed rooftop solar, grid-scale renewables and esp. batteries has created the new normal of *negative* net load in CAISO around mid-day. This now happens regularly on weekends & holidays: already 5 times in 2025! Below is 1/19/25
January 20, 2025 at 10:36 PM
from Duck Curve to Icebergs: The ongoing growth in deployed rooftop solar, grid-scale renewables and esp. batteries has created the new normal of *negative* net load in CAISO around mid-day. This now happens regularly on weekends & holidays: already 5 times in 2025! Below is 1/19/25
First up: the incredible growth of solar power in MISO and PJM continues. Even though we're in January (when due to lower sun angle daily peak is 20%+ lower than summer), both RTOs have set *all-time records* for max solar generation this week. Amusingly, both records are ~8.2GW. Via @gridstatus.io
January 20, 2025 at 5:23 AM
First up: the incredible growth of solar power in MISO and PJM continues. Even though we're in January (when due to lower sun angle daily peak is 20%+ lower than summer), both RTOs have set *all-time records* for max solar generation this week. Amusingly, both records are ~8.2GW. Via @gridstatus.io
Great read blog.gridstatus.io/predicting-e...
on game effects around Net Load (NL) peaks in ERCOT. The 4CP program ties costs to peak NL. Consumers anticipate the peak & ramp down, as designed. What's new is RegDown being absorbed by batteries charging, further reducing NL & doubling the impact.
on game effects around Net Load (NL) peaks in ERCOT. The 4CP program ties costs to peak NL. Consumers anticipate the peak & ramp down, as designed. What's new is RegDown being absorbed by batteries charging, further reducing NL & doubling the impact.
August 23, 2024 at 12:10 AM
Great read blog.gridstatus.io/predicting-e...
on game effects around Net Load (NL) peaks in ERCOT. The 4CP program ties costs to peak NL. Consumers anticipate the peak & ramp down, as designed. What's new is RegDown being absorbed by batteries charging, further reducing NL & doubling the impact.
on game effects around Net Load (NL) peaks in ERCOT. The 4CP program ties costs to peak NL. Consumers anticipate the peak & ramp down, as designed. What's new is RegDown being absorbed by batteries charging, further reducing NL & doubling the impact.
New record solar generation in #CAISO today, over 17 GW! According to gridstatus.io the last record before that was in Sep 2023, so it's been a while.
Hard to overstate how much solar power there is now in California mid-day, every day. It was serving more than 71% of all load at 1pm!
Hard to overstate how much solar power there is now in California mid-day, every day. It was serving more than 71% of all load at 1pm!
April 10, 2024 at 10:50 PM
New record solar generation in #CAISO today, over 17 GW! According to gridstatus.io the last record before that was in Sep 2023, so it's been a while.
Hard to overstate how much solar power there is now in California mid-day, every day. It was serving more than 71% of all load at 1pm!
Hard to overstate how much solar power there is now in California mid-day, every day. It was serving more than 71% of all load at 1pm!