Thanks for this pointer! I asked this in my comment about wind, but wanted to ask you: why is a renewal dip (and generation response) so different from several GW of planned maintenance? The renewal dips are actually quite predictable as well.
Hmmmm, I think the difference is that the dip will be ever-increasing to the point where it completely eliminates the need for fossil-based generation. California (and many other places) have 100% carbon-free energy mandates over the next few decades, so this isn't a once-in-a-while situation where you can just ramp up a bit more at other facilities to get by for the maintenance window.