Post by GridPoint

Summer is the most financially consequential energy season of the year for multi-site operators. It's also the one most often managed reactively — addressed when bills arrive and equipment fails, rather than prepared for as a known exposure. That's a missed opportunity. Summer energy cost is one of the few large operating exposures that's both predictable in timing and controllable in magnitude. And this year is shaping up expensive: • NOAA: above-average temperatures across much of the US • ERCOT: possible record peak demand, ~10% above last year • EIA: 2026 wholesale prices up, ERCOT-North hub ~45% on summer spikes Why summer is a financial event, not just a hot stretch: • Cost concentration — a disproportionate share of annual energy spend (and margin variance) lands in Q3 • Equipment stress — heat-driven failures become unplanned CapEx in your most expensive quarter • Same-store distortion — climate exposure reads as operational underperformance • Forecasting risk — reactive summers make Q3 hard to predict The discipline is simple: prepare before the exposure window, not inside it. Verify readiness across the portfolio, establish a baseline, and prioritize intervention by climate risk — before the heat arrives. The metric you can't see in June is the variance you can't explain in September. https://hubs.la/Q04mvDbW0 #EnterpriseRisk #CFO #MarginProtection #MultiSiteOperations #EnergyManagement