Winter storm Uri reveals an emerging winter reliability challenge for the energy transition

Winter storm Uri wreaked havoc across the central United States in February, triggering widespread power outages in Texas amid frigid temperatures. The causes of the power system failure in Texas are well understood and have been explored ad nauseum by Wood Mackenzie and other commenters. In this insight, we move beyond root cause analysis and examine what Uri reveals about the emerging winter reliability challenges facing the ongoing energy transition.