As of 9am, here is a map of power failures across the Lower 48. In many areas in the Northeast, the high winds are responsible for the outage. But, in the South, it is poor planning ("we didn't know it was going to be this cold") and, you guessed it, renewables. From this morning's Nashville Tennessean , "Demand ran 35% higher than a normal winter day." Remember how yesterday I wrote about how we forecasted this extreme cold wave an amazing 13 days in advance? I also wrote, It is hard to believe that they claim they were expecting a "normal winter day." And, it isn't just Nashville. Once we ignore the spin, I suspect there were two problems: Thanks to wind and solar, we no longer have excess capacity. As during the Texas 2021 power catastrophe, there isn't enough power anymore, especially when (as happened in Texas) wind drops to 2% of capacity. They didn't believe the weather forecasts in time to maximize the power they had. From ...