“The Polar Vortex is Coming”: Fracked Gas’ clarion call to build more pipelines

NYISO Day Ahead ‘Deep Winter’ Season — blue dots = price recording + magenta line = smoothed data curve | Chart by Author.

Like clockwork, each winter season’s impending polar vortex invites a new series of invectives against policy makers and their keep it in the ground constituents to ‘lift the blockage’ against northeast pipelines. But complex market conditions and regulatory regimes that determine actual pipeline development are often absent from the conversation. The following post considers three components of a more detailed analysis of northeast pipeline ‘need’ and development:

  • Historical price data analysis of northeastern Regional Transmission Organizations (RTOs)
  • Mapping of existing delivery infrastructures
  • Review of annual regulatory disclosures by northeastern RTOs and industry market materials

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