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Two data points from WoodMack
-Wood Mackenzie highlights a recent divergence at a Giga node in ERCOT where nodal prices diverged from standard signals by nearly $40/MWh - asset owners & utilities may need to update hedging strategies
-WoodMack forecasts ~90 GW of US peak demand growth by 2030, with existing coal and gas able to cover only ~37 GW, leaving a 50+ GW gap
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