Clarity Grid Blog

This is installment 3 of Decoding Grid Economics The Symbiotic Relationship Nodal price location data and utility tariffs are two sides of the same coin when it comes to understanding US grid economics. Nodal pricing provides the granular, real-time economic signals that drive wholesale market efficiency and investment decisions, reflecting the physical realities of the...

This is installment 2 of Decoding Grid Economics Utility Tariffs: The Retail Bridge to the Consumer While nodal prices govern the wholesale market, Utility Tariffs are the rates that end-use customers—residential, commercial, and industrial—actually pay for their electricity. Often referend to as simply your “plan”, these tariffs are designed to recover the utility's...

Decoding Grid Economics: Why Nodal Market based Price and Utility Tariffs are key to understanding US Energy Economics Understanding how electricity flows and is priced in the United States is a complex puzzle. But for anyone serious about navigating the energy landscape—from developers and investors to policymakers and large industrial consumers— understanding exactly...

AI-driven demand has now become a major factor shaping grid development. In our Nodal Quarterly Update report, Clarity Grid Solutions takes a deep dive into specificLoad Nodes supporting the new Data Centers that are becoming operational acrossthe entire country. We break down the over 900 new Price Nodes that were addedto the Grid this quarter.   Brickyard-Digital...

In the past few years, microgrids and behind-the-meter storage and generation have surged in popularity for both commercial and residential customers. Residential behind-the-meter storage saw a 57% increase between 2023 and 2024, with commercial behind-the-meter storage increasing by 22% during the same time period, according to a study by Wood Mackenzie and the American...

In the past three years, the volume of energy storage resources (ESRs) on the US power grid has increased dramatically, encouraged in part by the tax incentives in the 2022 Inflation Reduction Act. 3,008 MW of storage was added to the grid in 2023, joined by another 4,255MW, mostly in CAISO and ERCOT. This influx of ESRs, which by their nature are both generation and...

Clarity Grid Solutions maintains a comprehensive price node database of locations and hourly price histories for over 99% of price nodes within the seven US ISOs. Since 2023, Clarity Grid has leveraged this store of data to create comprehensive reporting on generation and renewable facilities throughout ERCOT. Unlike other reporting services, Clarity Grid offers an...

Executive Summary As the calendar turns it is a good time to summarize the progress of each of the ISOs in adding both generation and storage capacities and the role of renewables. Solar dominated additions in 2024 and were much stronger than 2023 in all regions except NEISO and NYISO where only minor additions were recorded. Battery additions were very strong in ERCOT...

Executive Summary ISO PNode counts for the 7 US ISOs increased by 1,213 over the 3Q 2024;361 Generation and 852 Load nodes., bringing Total Node count in the Clarity library to 81,361.  In aggregate, the 7 US ISOs added 3.2 gigawatts of Generation and 1.26 gigawatts of Storage.  In keeping with the lumpiness of capacity additions, only ERCOT and CAISO registered...

Executive Summary ISO PNode counts for the 7 US ISOs increased modestly by 761 over the 2Q 2024,  with 122 Generation and 639 Load nodes.  In aggregate, the 7 US ISOs added almost 11 gigawatts of Generation and Storage, comprised of 7.702GW  Gen and 3.285GW Storage. Not surprisingly, ERCOT and CAISO led all ISOs in both Node counts and Capacity additions although...