I assume all these posts will be deleted as non Cozumel related, but
@lionfish-eater ‘s post is pretty accurate. I say reasonably accurate because the exact mix/magnitude/underlying causes of a bunch of interrelated issues is difficult to determine in real time. Analyzing energy markets was exactly my job for decades—even I am not sure yet of exactly how much blame to place where at this point. Wind clearly underperformed, but it wasn’t the primary driver of the issues and probably not even the secondary driver of the issues.
@gopbroek correctly points out wind might be a bigger issue in the future if it’s share continues to grow. Weatherization at power plants would have helped but that is useless for the gas plants if there isn’t natural gas available on the pipeline system. Also, don’t blame ERCOT. I am sure they could have done a little better but the elected and appointed officials above them (governor/legislature/public utility commission) would have never allowed them to implement the very costly measures needed to prevent this sort of an issue. In terms of ERCOT demand forecasting they have been warning for 10 days or so about pending high demand. If you want someone to predict once in 30 year weather a few months out consult your local astrologer. You should also be very thankful they ordered local utilities to shed load. If they hadn’t they would have gone into cascade failure and the entire state would have gone dark and stayed that way for a good while (would make current outages look like child’s play )
Just as background , some preliminary industry estimates say US daily natural gas production has declined approximately 15Bcf/day in the past couple of weeks, presumably concentrated in TX/OK area. I included an industry graph of US lower 48 production at the bottom. This is just one estimate but the only one I could find given I no longer have access to a bunch of very expensive data since I left my job to spend more time in Coz. This is a rough estimate because TX and Oklahoma don’t require nearly the disclosure from pipeline companies that the rest of the country does (blame your elected state officials for this —TX is often referred to as a black hole in the industry due to the lack of pipeline data ). This production decline would be spread across tens of thousands of wells if not hundreds of thousands of wells. As a frame of reference ,if that estimated decline is correct it is roughly equivalent to turning off the entire natural gas production of Canada—which is the 5th or 6th largest producer in the world.
Natural gas prices traded yesterday for delivery today in OK evidently hit just under $1,000/mmbtu. That is equivalent to $6,000 per barrel oil or $140/gallon gasoline. I saw a graph for Katy Hub outside Houston that peaked at $350–not as high as OK but still insane. I am using the prices primarily to indicate how scarce natural gas is in the region right now despite the fact a huge amount of gas demand missing from power plants that aren’t running.
Less wind and more natural gas generation clearly isn’t the solution to that problem. Coal generation usually doesn’t perform too well either when you need it. More nuclear would be insanely expensive and politically impossible and also can have issues. What you probably need is for the gas units to have fuel switching ability to run diesel instead of gas and incentive to keep large inventories of diesel on hand. Diesel that wouldn’t even be needed at all for years at a time. This is a lot of money for something that happens every 30 years or so to this magnitude (we had a smaller magnitude incident 10 years ago ). There hasn’t been the political will for it even though the tail risk was potentially there Batteries are not a solution for multi day power shortages in case someone was going to suggest that. A few hours maybe, but cost for days would be insane.
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Decent industry article for background on gas issues.
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Terminal Frost - Extreme Cold Wreaks Havoc with Natural Gas Producers, Power Generators, and Everybody in Between]