Rung 7 · Gated
US power market design and datacenter load
Primary documents · PJM, ERCOT, FERC, LBNLfreeSource ↗
Pinson teaches the market in general; this is the market the AI build actually hits. The capacity auction, the interconnection queue and the co-location fight are where a datacenter’s power is won or lost, and where merchant generators and regulated utilities part company. The last reading needs Options 101 lecture 2, because a peaker plant is a call option on the spark spread.
0 / 6 readings
Progress
Allocated
Quota
Gated
State
Takes the Track A weekday block when its turn in the order comes. No extra slot.
Gate
Opens once the general market design is understood. The US rules are exceptions to it.
Segments
The named subset — the scope above is the count| Ref | Title | Done | Artifacts | Note |
|---|---|---|---|---|
| R1 | PJM capacity auction — how the Base Residual Auction prices availability | · | NBBLDGMEBTL0/0 | |
| R2 | Interconnection queues — LBNL Queued Up | · | NBBLDGMEBTL0/0 | Already a source on the energy rung. |
| R3 | ERCOT large-load integration | · | NBBLDGMEBTL0/0 | |
| R4 | FERC and co-location — Talen–Amazon at Susquehanna | · | NBBLDGMEBTL0/0 | |
| R5 | State large-load tariffs — who pays for datacenter load | · | NBBLDGMEBTL0/0 | |
| R6 | Spark spreads and peakers as call options | · | NBBLDGMEBTL0/0 | Needs Options 101 lecture 2 first. |
Artifacts
Consume → do → output- Who earns from AI power demand and who pays for it, from the auction and tariff documentsNot yet — nothing has landed for this slot.
- Capacity, queue and tariff mechanics, spacedNot yet — nothing has landed for this slot.
Feeds
What closing this sharpensNo notes on this unit yet.
A note lands here when a Learning Log entry tagged study-us-power-market-design is published.