special-report
The AI Grid Compounder — Willdan Group (WLDN)
Everyone's focused on building more power. Almost nobody is focused on making the existing grid handle the load. One small company is — and its earnings just doubled.
grid-risk
grid-risk
Wyoming Power Grid: How Reliable Is It? Risk Assessment & Outlook
Wyoming's WECC-connected grid sits at the crossroads of America's energy past and future, where legacy coal generation, world-class wind resources, uranium mining, and the pioneering TerraPower Natrium advanced nuclear project converge to create one of the most complex and investment-rich energy transition stories in the nation.
grid-risk
Wisconsin Energy Grid: Blackout Risk, Infrastructure & Reliability
Wisconsin's MISO-operated grid is navigating accelerated coal retirements while the Point Beach nuclear station provides critical firm winter capacity, and growing renewable development must contend with severe winter weather and transmission constraints connecting new generation to load centers. This analysis is part of Energy Macro’s Grid Risk
grid-risk
West Virginia Power Grid: Blackout Risk & Energy Outlook
West Virginia's PJM-connected grid remains the most coal-dependent in the nation, facing an existential transition challenge as coal economics deteriorate while the state's pipeline infrastructure and natural gas resources offer a potential bridge to a more diversified energy future. This analysis is part of Energy Macro’
grid-risk
Washington Power Grid: How Reliable Is It? Risk & Outlook
Washington's WECC-region grid is powered by the nation's largest hydroelectric system and the Columbia Generating Station nuclear plant, but climate-driven drought risk to hydro output, data center expansion east of the Cascades, and the state's 100% clean electricity mandate create growing reliability and investment
grid-risk
Vermont Energy Grid: Blackout Risk, Infrastructure & Reliability
Vermont's ISO New England grid has fundamentally restructured since the 2014 closure of Vermont Yankee nuclear, shifting from nuclear-powered energy independence to heavy reliance on Canadian hydro imports and distributed renewables in a small, rural system with limited indigenous generation. This analysis is part of Energy Macro’s
grid-risk
Utah Power Grid: How Reliable Is It? Risk Assessment & Outlook
Utah's WECC-connected grid faces a critical coal-to-clean transition as the state's legacy coal fleet ages and retires, while data center growth along the Wasatch Front and abundant solar resources in the desert South create competing demands and investment opportunities. This analysis is part of Energy Macro’
grid-risk
Tennessee Power Grid: Blackout Risk, Reliability & Energy Outlook
Tennessee's SERC-region grid, dominated by the Tennessee Valley Authority's diverse nuclear-hydro-gas fleet, faces growing demand from data center expansion in Nashville and Chattanooga while TVA's massive infrastructure investment program positions the state as a Southeast reliability anchor. This analysis is part of Energy Macro’
grid-risk
South Dakota Energy Grid: Blackout Risk & Reliability
South Dakota's SPP-operated grid combines exceptional Great Plains wind resources with Missouri River hydroelectric generation to create a clean energy surplus state, though extreme weather variability and limited transmission capacity constrain the full development of the state's renewable potential. This analysis is part of Energy Macro’
grid-risk
South Carolina Power Grid: Blackout Risk & Energy Outlook
South Carolina's SERC-region grid carries the financial and operational scars of the V.C. Summer nuclear construction failure—a $9 billion loss—while the state's remaining nuclear fleet and military base demand create both reliability needs and investment caution in the post-scandal regulatory environment. This analysis
grid-risk
Rhode Island Power Grid: How Reliable Is It? Risk & Outlook
Rhode Island's compact ISO New England grid pioneered America's first offshore wind farm at Block Island and continues to pursue offshore wind development as the primary strategy to diversify away from its near-total dependence on natural gas generation. This analysis is part of Energy Macro’s
grid-risk
Oregon Energy Grid: Blackout Risk, Infrastructure & Reliability
Oregon's WECC-region grid relies heavily on Columbia River hydropower and faces growing wildfire risk to critical transmission corridors, while Portland-area data center expansion and the state's 100% clean electricity mandate drive transformative infrastructure investment needs. This analysis is part of Energy Macro’s Grid Risk research.