NESO Winter Outlook

From NOT A LOT OF PEOPLE KNOW THAT

By Paul Homewood

NESO have published their Winter Outlook, assuring us that we won’t run out of electricity this winter:

Britain’s electricity supplies expected to remain secure this winter

Building on our Early View of Winter Outlook published in June 2026, our outlook remains largely unchanged, with enough electricity supplies to meet demand throughout the winter.

This report provides a more detailed assessment of the winter ahead. The reported margin is higher than in our June outlook but this is due to improvements in the assessment methodology, not a change in the overall outlook. For a complete picture, this report should be read alongside National Gas’s Winter Outlook 2026/27.

https://www.neso.energy/publications/winter-watch

That’s all very reassuring.

But just one minor problem – their outlook assumes the wind does not stop blowing!

As their report describes, they take into account “de-rated” margins. This is designed to allow for the fact that generators will never work 24/7. A CCGT plant, for instance, is assumed to be available for 90.5% of the time, as there are always breakdowns and planned maintenance.

Individual plants might be unavailable for days at a time, but across the whole CCGT fleet, we should be able to rely on at least 90.5% being available at any one time.

But, as the last box notes, NESO are assuming a de-rated factor of 16.5% for wind power, which works out at 5.4 GW.

We know that wind power across Britain sometimes drops well below 5.4 GW. Indeed only yesterday it ran at less than 3 GW for several hours:

https://gridwatch.co.uk/

In extremity, there have been some winters when wind power has dropped below 1 GW. Wind is so unreliable that it should not really even be factored into NESO’s contingency planning.

Below is the relevant section in NESO’s Workbook:

They claim they have a safety margin of 5.9 GW, but this all but disappears when wind power is taken out.

They are already relying on 6.6 GW of interconnector imports, not to mention 6.4 GW of storage, which will only be available for an hour or so at peak times:

If we don’t get a dunkelflaute, we will probably just about muddle through, but only by maximising gas power and imports.

In the meantime, keep your fingers crossed.

NESO are trying to pull the wool over our eyes and it shows just why they should never have been set up as a Government owned body.

They clearly are not independent and from the start have had imposed on them the twin conflicting of objectives of pursuing clean and reliable energy. The two are totally incompatible.

Their first priority should always have been reliable energy.

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November 1, 2026 11:21 pm

The IPCC AR4 Chapter 10 tells us:

Temperature Extremes
“It is very likely that heat waves will be more intense, more frequent and longer lasting in a future warmer climate. Cold episodes are projected to decrease significantly in a future warmer climate. Almost everywhere, daily minimum temperatures are projected to increase faster than daily maximum temperatures, leading to a decrease in diurnal temperature range. Decreases in frost days are projected to occur almost everywhere in the middle and high latitudes, with a comparable increase in growing season length.”
__________________________________________________________________________________________________________

After posting that passage up here at WUWT over the years, I finally notice that only heat waves is given the “likelihood” treatment. They go on to say, “Cold episodes are projected to decrease significantly” whatever that exactly means.

All that aside, I don’t need a thermometer, the IPCC or any other body of data or predictions to know that recent winters here in Milwaukee have been warmer than they were in the ’60s & ’70s.
I’ve grown to expect that the winter of ’26 & ’27 will follow suit.

comment image

November 2, 2026 12:39 am

Now you know why the UK Government is currently telling its citizens to make sure they have three days supplies, including drinking water and wind-up radio.

Though, if a national blackout occurs, three days is not going to make much impression, it will need to be a couple of weeks’ worth.

Why wind-up? The only explanation must be that people will be asked to keep their radio permanently on. So if the radio is battery powered they will go flat. And they must be imagining a scenario where its impossible to buy batteries. But if its wind-up you just wind it up and you’re ok for another session.

There is one other thing worth noticing in this connexion. The UK now appears to be carefully backing away from Net Zero, while denying its doing any such thing. This is from the Telegraph:

John Healey has effectively killed off Ed Miliband’s manifesto pledge to deliver green energy by 2030 to cut energy bills, The Telegraph understands.

The Chancellor told the Department for Energy Security and Net Zero (DESNZ) in the Budget on Wednesday that it should grant funding only for green energy projects that bring down bills and can easily be connected to the National Grid.

The change will make it more difficult for the Government to approve new offshore wind farms, and effectively impossible to fulfil Labour’s promise to generate 95 per cent of electricity from renewable sources by 2030.

Whitehall sources told The Telegraph that the changes were required to cut electricity bills by bringing more power sources online more quickly.
……
Mr Healey is frustrated about the severe backlog in connecting new green energy projects to the National Grid, which is especially difficult for offshore wind farms.

He has also complained about the cost of green levies on energy bills and “wasted wind” payments, which are given to wind farms to switch off their turbines because the grid lacks capacity to carry their power to homes…. multiple government sources said that [Miliband’s] plan to reach clean power by 2030, which was already difficult to achieve, was now effectively dead.
………
The Government is also highly unlikely to fulfil Mr Miliband’s election promise to lower customer bills £300 by 2030 because of the war in Iran.

Independent estimates suggest that the price cap for the average household is likely to rise to more than £2,000 a year in January, up from its current level of £1,723 and £1,568 at the time of the last election.

In his Budget, Mr Healey said the Government “will only buy and build new projects when they lower bills and when they can connect to the grid”.

It has been obvious for quite some time that the Miliband plan, far from resulting in lower prices and more energy security, was only going to lead to greater energy insecurity, an unreliable grid, and higher energy prices. What is new is that the Cabinet is now making policy on this basis. No, they are not coming right out and saying so. But there is no other construction to be placed on what they are in fact doing.

rayswadling
Reply to  michel
November 2, 2026 3:15 am

Yes, my first thought was Gov given private info suggesting blackouts likely.
Having the Defence Minister make the announcement was deflection implying a military cause.

Reply to  michel
November 2, 2026 3:20 am

Green is the only power generation that is in the mix for investment and could go forward.

There is nothing in the pipeline for the hydrocarbons market that could be brought online without years of environmental cases, appeals and judicial reviews.

The only way is to bring it in from Europe on the sly, where it suddenly cleanses itself as it passes through the interconnectors.

Harry Durham
Reply to  michel
November 2, 2026 7:10 am

You missed one of the major reasons to have a wind-up radio.

The exercise of cranking to raise the radio’s limited storage above zero could be the only warming the victims will get for extended periods.

Reply to  Harry Durham
November 2, 2026 10:25 am

I see your practical point in doing some excercise. Back in the days I had a wind-up flashlight, after a couple of tries I changed the excercise to “throw that crap away as far as you can”.

In a related matter, honestly who on earth wants to sweat just to be blasted with broadcasted government propaganda?

I recall the 28.4.2025 when you could sit in a bar and enjoy your still cool beer with no fuckin TV transmitting BS news….what a great blackout that was, sadly it only lasted 24h

Going back to the wind-up gimmicks, people might be better off purchasing bottled water for the same amount of money and maybe some matches and (scented)candles – for those who still fancy “ambiente romantico” lol.

ResourceGuy
Reply to  michel
November 2, 2026 8:20 am

Don’t forget the other suggested supplies of clean flags of North Korea, Russia, China, and the EU. Your house may get skipped for service in the long list of recovery in your area without them. Also have a solar powered camera system to point at the posted flags with smiling or saluting comrades near the flags.

November 2, 2026 3:04 am

Vibecoding the last year of data from NESO, gives about 9% of wind generation below 5.4GWh.

windgen
Reply to  GiraffeOnKhat
November 2, 2026 3:50 am

Silly Gemini, I mean 20%.

windgen
Bruce Cobb
November 2, 2026 5:05 am

Meanwhile, the Foxy Loxy chicken outlook is that the henhouse will not need to be raided at all. Hardly ever. Most of the time. They promise.

Kevin Kilty
November 2, 2026 6:16 am

If one bothers to read the Integrated Resource Plans (IRPs) of any utility, what one will notice is that resources in about three or four places consist of adding wind+solar+thermal plants+batteries+demand management+efficiency gains and they show that this exceeds load by, say anywhere from 13% to 20%, which becomes their reserve margin.

But how do batteries act as a margin unless they are fully charged and sized for the task? What does using the seasonal averages wind and solar capacity factors in a reserve calculation actually accomplish? How do reasonable technical people add quantities that have different units (MW vs MWhr) and obtain a sensible result?

The summer of 2025 was nowhere near as difficult weatherwise as the summers of 2021 or 2023. Yet, we had more troubles in the balancing authority area this July through September than I ever recall. We are getting closer and closer to the operating margin and a bit late in addressing the issue.