Let's say that you sell bait down in Corpus Christi where the vast majority of the demand is during the summer and fall.

A guy opens up a shop next door selling organic, all natural bait and takes 20% of your business during the summer and fall, let's call him Alberto Gorte.

Turns out this year a famous fisherman let's it out that the best fishing is really in the winter time, call him Climato Chango. Problem is Alberto Gorte lives in Florida during the winter.

Because you got used to only supplying 80% of the demand and you don't order as much bait in the winter you can't keep up so you have to jack up your prices and you eventually run out of bait. Meanwhile Alberto Gorte is getting Old Fashions at the massage parlor in Tampa.

Hope that helps explain the Texas Power Grid situation.