In the inaugural post of The REC Whisper series, Bob Grace, one of the nation’s leading authorities on Renewable Portfolio Standards (RPS), explores the theory and practice of RPS Alternative Compliance Payment (ACP) price setting , why ACPs are far more than just compliance mechanics, and where well-intended policy interventions can trigger unintended and unwanted consequences.
Part 2 of a 4-part nuclear arc series. The next installment turns to one of the most consequential—and least settled—questions in the nuclear conversation: cost. Drawing on mainstream, credible sources, it will examine what is known, where the uncertainties lie, and just how wide the range of potential outcomes really is. More importantly, it will explore the conditions that determine where within that range real-world projects are likely to land—and what that means what needs to happen for nuclear to achieving its climate, affordability, and reliability promise.
April 1, 2026 - Understanding the path from promise to practical reality. Nuclear is back in the spotlight, often positioned as a key solution to climate, reliability, and affordability challenges. This post goes beyond the enthusiasm to examine what it will take for that promise to be realized—grounding expectations about what nuclear could cost and when it could contribute to the face of exuberant public, political, and media discourse that often glosses over key realities. It highlights the technical, commercial, and institutional factors that must align for success, and why clarity about those realities matters for sound policy and investment decisions.
Read the full article HERE.
March 4, 2026 - Why flawed comparisons lead to flawed decisions. The follow-on post shows how flawed comparisons can quietly distort decision-making—when one option is evaluated under real-world constraints and another under best-case assumptions. It offers a sharper framework for making fair comparisons and better decisions in energy policy and markets.
Read the full article HERE.
January 30, 2026 - A simple question that sharpens energy decision-making. Energy debates often sound compelling—until you ask a simple question: compared to what? This post introduces a discipline for evaluating energy choices against realistic alternatives, not idealized scenarios. It’s a foundational lens for cutting through rhetoric and grounding decisions in practical tradeoffs.
Read the full article HERE.
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