Comment by toomuchtodo
2 years ago
Good callout wrt queue completion ratios. Unfortunately, there aren't many comparable leading indicators of future generation to rely on (maybe EIA's 860M survey? [1] [2], but it only gives you a short look into the future). Plans are plans until steel is in the ground and glass is getting racked. Open to other suggestions if it improves modeling and forecasting.
Regardless, the amount of renewables and batteries coming online (at least in the US) can't be overstated [3].
[1] https://www.eia.gov/electricity/data/eia860m/
[2] https://www.eia.gov/electricity/monthly/
[3] https://www.eia.gov/electricity/monthly/images/figure_6_01_c...
> Regardless, the amount of renewables and batteries coming online (at least in the US) can't be overstated [3].
> [3] https://www.eia.gov/electricity/monthly/images/figure_6_01_c...
The "Other" generating unit type on that map is all over CA and TX. Looking at the source data for the map [1], it's mostly batteries. I'm surprised they didn't break those out as their own category.
1. https://www.eia.gov/electricity/data/eia860m/