Writing
Writing on energy markets and policy
Articles by Anshul Saxena on US power markets, capacity markets, FERC, planning tools and India’s power sector. Each one was first published on LinkedIn.
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Navigating the Currents: Key Shifts in US Energy Markets
US energy policy is shifting from using less fuel to producing more of it at home. The article connects the Strategic Petroleum Reserve refill, the nuclear push (enrichment and small modular reactors), data center “bring your own power” models, FERC’s co-location ruling, ERCOT’s batch studies for large loads and battery supply chain security.
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Is the PJM Capacity Market Entering a New Era?
Retirements and rising demand from data centers and electrification pushed PJM capacity prices to the $329.17/MW-day cap, while new capacity stayed modest and demand response shrank. The article covers the price collar, supply chain delays and why market participants need to rethink their strategies.
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FERC 2024 State of the Market Report
A walk through FERC’s 2024 report: solar, gas, battery and wind additions against coal retirements, 2.8% demand growth, falling wholesale and rising retail prices, and the reliability, storage and transmission investment the transition now needs.
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Planning for Production Cost Model Migration
An eight-phase plan for moving a planning team to new production cost modeling software, from needs assessment and vendor trials to training, a phased rollout with a two-to-three-month overlap, and monitoring after go-live.
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Decoding India’s Climate Action
Why India’s climate strategy puts energy security and diversity alongside emissions: renewable targets, coal plant upgrades, EV promotion under FAME, city gas grids, regional energy diplomacy and the lithium and cobalt supply question.
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Indian Power Sector needs Strong Political Will
How cross-subsidies, where industry pays more so farms and homes pay less, weakened India’s distribution companies, raised AT&C losses and theft, and why solar pumps and direct solar access could do more than tariff politics.