It really doesn't have anything to do with transformers, wires, substations. It has to do with power useage in the nation. This is the time of year air conditioners are not being used in about all the nation. Natural gas, fuel oil, and propane use goes up for heating. Also with colder weather, most plants will produce more power based on lower air ambient temperatures as well as lower cooling water temperatures. With this lowering of electrical useage, all the 'peaker plants' which cost more to produce power will not be needed.