FRACMOO

Power, markets, flexible RA,and the money behind the grid

Oct 2026
U.S. electricity demand, 2026 f'cast4,288 TWh
Reserve margin (PJM 2028/29)14.7%
Interconnection queue2,061 GW

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Index

Topics

Cross-cutting topics across Fracmoo's four desks — follow a thread through the archive.

Ancillary Services 2 stories Capacity Markets 4 stories Efficiency 2 stories Interconnection 5 stories Load Growth 10 stories M&A 2 stories Market Design 5 stories Merchant Power 3 stories On-Site Generation 1 story Planning 10 stories Policy 3 stories PPAs 5 stories Project Finance 6 stories Rate Design 5 stories Regulation 10 stories Reliability 6 stories Renewables 1 story Resource Adequacy 6 stories Scarcity Pricing 1 story Siting 1 story Tax Credits 1 story Tax Equity 1 story Transmission 6 stories Utility Stocks 3 stories Wholesale Markets 5 stories

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Try Muse, personal AI. Install Muse, then use this code in Settings within 48 hours of installing to get 1 billion Muse tokens. US only — not yet available in Europe. Use this code 1AUK5P Get Muse →