Grid Emergency Bets: A Look at Power Market Predictions #NYISO #EnergyEmergency #GridRisk #PowerMarket #NERC #Trading
Grid Emergency Bets: A Look at Power Market Predictions - Cozzy Energy Solutions
California (CAISO) $40 Vol. 42% Buy Yes 75¢ Buy No 91¢ Texas (ERCOT) $20 Vol. 44% Buy Yes 75¢ Buy No 88¢ Central US (SPP) $40 Vol. 41% Buy Yes 72¢ Buy No 91¢ Midwest (MISO) $40 Vol. 42% Buy Yes 75¢ Buy No 91¢ Mid-Atlantic (PJM) $40 Vol. 42% Buy Yes 72¢ Buy No
cozzyenergysolutions.com
August 14, 2026 at 7:02 PM
Grid Emergency Bets: A Look at Power Market Predictions #NYISO #EnergyEmergency #GridRisk #PowerMarket #NERC #Trading
New analysis shows Texas data-center moratorium delays GPU demand—it doesn't erase it. NVIDIA faces timing risk, not destruction of AI infrastructure thesis. Read more: https://post.kapualabs.com/4yaub89u #NVIDIA #ERCOT #AIInfrastructure #GridRisk
August 13, 2026 at 12:41 PM
New analysis shows Texas data-center moratorium delays GPU demand—it doesn't erase it. NVIDIA faces timing risk, not destruction of AI infrastructure thesis. Read more: https://post.kapualabs.com/4yaub89u #NVIDIA #ERCOT #AIInfrastructure #GridRisk