William Rawlings @willrawlmodo
Power Markets at @modoenergy. Covering all things energy, batteries, and data centers in MISO and NYISO. @UniofOxford and @DukeU Engineering Alum Joined October 2025-
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ISO-NE's winter peak rises 84% to 37.6 GW by 2046, driven almost entirely by heat pumps (12.4 GW) and EVs (5.9 GW). Winter overtakes summer by 2035-36. The system becomes winter-peaking faster than any neighboring ISO.
GB batteries saved consumers £188 million since December 2024. £141 million from wholesale price suppression, £47 million from balancing services. March 2026 showed constraints at work: reversed bids cost £3.3m but net monthly savings still hit £2.3m.
If you want to stay in the loop on PJM, follow Aaron ⬇️
PJM's capacity market is in a "credibility trap." Prices high enough to spur new builds trigger interventions that cap them. The ISO's white paper offers three paths out of this trap. Which path forward do you think we'll see in the coming years? Source: modoenergy.com/research/en/pj…
Modo Energy had plenty of follow-up questions to the GB wind curtailment documentary... so, here are a few of your questions, answered.
MISO's 2046 load forecast now projects 63% energy growth, but data centers and manufacturing both run flat demand profiles. The system gets tighter without getting peakier. Load factor rises 63% to 68%. That's a different battery value case than daily spreads.
NYC is the only NYISO zone where BESS capacity revenue falls between 2026 and 2049 (even though it peaks in the 2030s). Long Island rises 195% over the same period. Next up: MISO and PJM in Q2!
Today @ModoEnergy is launching full NYISO coverage on the Modo Energy terminal. Capacity, ancillary services, and energy price forecasts across all 11 pricing zones through 2050, with plant-level modeling and Modo Energy's proprietary view on interconnection queue buildout.
Read more on the Modo Energy Terminal: modoenergy.com/research/en/mi…
As the storm cleared on March 17, arctic air drove demand to one of its highest points of the month. Gas generation surged to fill the gap, but wind had collapsed and a large chunk of capacity was offline for planned spring maintenance.
March was a relatively quiet month for prices in MISO, until Winter Storm Iona arrived. Iona was one of the most significant winter storms to hit the Upper Midwest in decades. The result: a single hour where prices across MISO hubs spiked above $1,000/MWh.
Why is it so hard to build renewables in New York?
NY's demand growth components tell a clear story: a fundamentally transformed grid is coming. Steeper ramps, longer overnight stress, and winter overtaking summer as peak season by 2039. Source: modoenergy.com/research/en/ny…
Five MISO states target nearly 8 GW of BESS by 2030 through policies/IRPs. Mandates in IL and MI provide more certainty than utility plans in MN, MO, and IN.
Is PJM the new ERCOT? January DA regulation prices just topped $140/MWh, driven by the market redesign, and still climbing. Meanwhile MISO has quietly doubled to $28/MWh since 2023. Lots to watch in Eastern US markets in 2026.
50% of the BESS capacity that began operating in ERCOT in 2025 was built by companies entering the Texas battery market for the first time New entrants include: esVolta: 500 MW TotalEnergies: 455 MW Intersect Power: 321 MW SER Capital Partners: 314 MW Brookfield Renewables: 280 MW GridStor: 220 MW Eni New Energy: 205 MW Tokyo Gas America: 174 MW ...and more - totalling 3 GW Download the data here: modoenergy.com/research/en/er…
From Texas this morning: Real-Time power prices printed over $1,000/MWh for the first time in 2026 Just a few days ago (25-26th Jan) we saw the opposite happen - load concerns from Winter Storm Fern were resolved well in advance at the Day-Ahead stage (More on the DAM surge in Brandt Vermillion's commentary: linkedin.com/posts/brandtve…) The key difference today: lower wind and higher thermal outages Batteries stepped in to support before Solar came back on the system
ERCOT's real-time energy is printing >$1000/MWh for the first time in 2026 (!!), with freezing temps and very little wind
Day-Ahead prices exceeded Real-Time throughout the peak of Winter Storm Fern in ERCOT. Why? -Peak Load forecast: 86 GW. Actual: 75 GW. -Thermal gen. outages <10 GW. -Renewable production in line with ~8 GW expectations at peak. The market priced in scarcity that didn't fully materialize, and the most sophisticated BESS operators would have reacted accordingly. Here's what happened 🧵
(3/3) MISO's DPP reforms doubled upfront deposits and introduced automatic withdrawal penalties. A 200 MW battery project now commits $1.9 million before studies begin. Read more on the Terminal: modoenergy.com/research/en/mi…
(2/3) Battery projects spend the longest in MISO's queue, averaging 3.2 years from request to agreement. Longer timelines mean more capital locked up and more exposure to the new penalty structure.
(1/3) @ModoEnergy i s expanding to MISO! I'll be covering interconnection queues, capacity markets, and BESS economics across the Midcontinent. First up: how MISO's 2024 queue reforms change the math for battery developers.
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