The Reliability Crisis Utilities Don't Want to Talk About

OPEC Sees Oil Demand Growth Outpacing Supply Through 2027 U.S.
gasoline inventories remain adequate,… Leonard S.
Hyman is an economist and financial analyst specializing in the energy sector.

He headed utility equity research at a major brokerage house and… What are the optics? AI centers are gobbling up power production, transmission space, and water.
Transmission line expansion at a pitiable pace.
The Trump administration plans to solve power shortages by cancelling windmill projects and subsidizing coal-fired power plants.
(Why not quash the sales of electric vehicles by subsidizing horses? Just a question.) And, of course, in the meantime, pictures of utility executives at the EEI convention congratulating themselves on all the good work they do.
Does this look like an impending train crash? Or, more likely, a decline in system reliability as the grid struggles to meet all these challenges.
If we read the numbers correctly, the industry gets closer to running off the rails each year.
That’s where SAIDI, SAIFI, and CAIDI tell the story.
But, for background, the federal government used to collect and release information about “events” or “disturbances”, as they were called, that interrupted electricity service, detailed stuff, where, how many customers affected, size of load cut off, really embarrassing stuff, although not compiled in a user-friendly fashion.
We don’t know why. Now the government issues SAIDI (system average interruption duration index), SAIFI (system average interruption frequency index), and CAIDI (customer average interruption duration index).
| Product | Price | Change |
|---|---|---|
| Brent Crude | $102.14/bbl | +0.34% |
| WTI Crude | $96.90/bbl | +0.21% |
| EN590 Diesel | $846/MT | +0.18% |
| Jet Fuel A-1 | $1090/MT | +0.55% |
| Mazut M100 | $450/MT | -0.15% |
| Bitumen 60/70 | $470/MT | +0.08% |
| Sulphur Gran 99.5% | $470/MT | -0.44% |
| Urea 46% Gran | $650/MT | +1.12% |
| NPK 16-16-16 | $460/MT | -0.28% |
| Nat Gas TTF | $15.42/MMBtu | +0.92% |


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