u/Arcana_intuitor

**The oil futures curve isn't predicting a quick end to the Hormuz crisis — it's just showing how tight inventories are right now. Don't confuse a storage signal for a geopolitical forecast. BCG draws the parallel to COVID, when nobody used the curve to predict vaccine timelines — same logic applies here.**

https://www.linkedin.com/posts/jaime-ruiz-cabrero-393107\_i-remember-when-i-first-realized-that-the-ugcPost-7458230192080240641-0-wf?utm\_source=share&utm\_medium=member\_android&rcm=ACoAADYnksoBD39fX0r7ApJpmIlAu4IM20jg52A

But the greens can fly on renewable gliders

You can't run your F150 on solar, so stock up on toilet paper https://x.com/i/status/2053999568908374367

Yeah, the greens can run their tesla on solar panels, but does it make sense if you have to run away from your home? Guys, you really need a bunker full of toilet paper and ammo

If solar and wind infrastructure used power from solar and wind, it would be wiped out immediately

https://x.com/i/status/2052650065412628655

That's why I'm all in on perpetual motion machines

Yeah, they have 1,3% above peak demand and it's ok the greens say

Here's the summary:

**New York's Grid Is in Serious Trouble This Summer**

New York's Independent System Operator (NYISO) released its Summer 2026 Capacity Assessment, and the numbers are alarming.

**The margin is collapsing**

Under baseline conditions, the capacity margin peaked at 1,918 MW in 2022 and has fallen to just 417 MW this summer — a 78% decline in four years. That's only 1.3% above peak demand, getting dangerously close to zero.

**Heat waves push it negative**

Under a 90th-percentile heat event (95°F for three or more days), the margin has been negative every year since 2021, reaching a 1,679 MW shortfall this summer. An extreme scenario projects a -3,370 MW deficit.

**NYC is already in deficit**

New York City is already short on power under normal summer conditions — before any heat wave — partly due to the closure of Indian Point nuclear plant five years ago.

**Zero new dispatchable resources added**

New York has added zero dispatchable resources since last summer. All new additions were 15 MW of battery storage, 90 MW of solar, and 120 MW of wind — none of which are reliably available on demand.

**The political trap**

Governor Hochul wants "breathing room" on the state's aggressive climate law timelines, but her own party is blocking her — Democrats in the legislature filed a legal brief arguing they knew the law would hurt New Yorkers and voted for it anyway.

**The punchline**

New York's CO₂ reductions will have no measurable effect on global temperatures, but they will have a measurable effect on electricity bills and whether the grid survives a July heat wave.