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Can we trust the latest reliability data?

Twenty-six state summaries fail reconciliation in the 2025 release. The workbench keeps that release out of its decision inputs.

Utility Reliability Due Diligence Lab · Added 2026-10-18

Independent portfolio research. An interactive workbench runs in your browser using the project’s pinned data. Scenario assumptions are separate from observed results.

Finding

All 51 available state summaries reconcile in each of 2023 and 2024. Twenty-six summaries in 2025 exceed the 0.11-minute reconciliation tolerance. The workbench uses 2024 and retains the newer discrepancies for investigation. A separate predictive candidate also fails its approval checks.

Why it matters

Check a release before treating it as an upgrade. Analysts can inspect comparable utility groups using the reconciled year while pursuing the unresolved source differences.

Who could use this

An analyst reviewing utility peers and deciding which source releases can inform due diligence.

Data and scope

Six official EIA reliability workbooks from 2020–2025: 11,552 method-specific records across 1,010 utility-state keys, with original workbook, sheet and row lineage.

How the analysis works

Python ETL, SQLite aggregation, method-consistent peer cohorts, state-total reconciliation and report-year-separated model testing. Utility-cluster bootstrap uncertainty checks whether an apparent accuracy gain is convincing.

Limits of the evidence

The predictive candidate also fails promotion: its improvement interval crosses zero and nominal interval coverage falls short. That diagnostic uses the quarantined source year. No engineering recommendation or actual upgrade saving is established.