|
We do energy analysis, and we do it really well.
Energy industry professionals (traders, project developers, utilities, private equity firms, information managers, policy professionals and non-profits) use
our analysis to help them make the most informed decisions they can.
Explore our product offerings, consulting services,
or learn more about Energy GPS.
Stay In Touch
Subscribe to our newsletter.
Our daily newsletter covers a medley of energy topics driven by market events.
Stay updated on hot energy topics, and special announcements.
|
Stay In Touch
Subscribe to our newsletter.
Our daily newsletter covers a medley of energy topics driven by market events.
Stay updated on hot energy topics, and special announcements.
|
Webinar Series
Video seminars discussing issues in Power and Natural Gas markets.
Special Research Reports
In-depth analysis on the most significant developments in the energy space.
|
|
Saturday Nov 16, 2019 |
|
A battery can sell three types of products: resource adequacy (RA), ancillary services , and energy. RA revenue is a function of the capacity market rules (e.g., size of battery and duration), and is generally procured on a monthly or annual basis. As such, RA value is not directly impacted by short term energy and ancillary prices or dispatch. Ancillary services, especially regulating reserves, are currently profitable, but the market for them is very small compared to the size of the energy market. In the CAISO, for example, the current regulating reserve market is about 300 MW of “reg up” and 300 MW of “reg down.” Historically, the regulating reserve market was served by flexible hydro and natural gas.
» learn more
|
|
|
Saturday Oct 12, 2019 |
|
This past January, ERCOT implemented the first part of scarcity price policy revisions from the Public Utility Commission of Texas. These changes, affecting the Operating Reserve Demand Curve adder (ORDC), were set to take place in two phases: at the beginning of 2019 and 2020. This past April, EGPS discussed the proposed first change and how it might affect ERCOT pricing. Now, at the end of the summer, it’s time to look ahead at the upcoming second change. This article presents an analysis where the frequency and level of ORDC adders is calculated using defined adjustments. We compute expected adjustments based on the known change to the ORDC adder coming March 2020 (Phase 2 adder) as well as some expected change to the net resource mix.....
» learn more
|
|
|
Friday Oct 4, 2019 |
|
The ‘Sumas Story’ started years ago when cold winter days in the Pacific Northwest had to compete with Northeast winter demand as AECO was the marginal molecule. This created a lively market that saw both Sumas and AGT cash gas prices shoot through the moon. As the grid was going through its evolution of pipeline expansions (REX) and on-shore production, the leverage of AECO diminished to a point that Sumas went to the wayside while AGT was still privy to the winter price spikes. Almost a year ago to the day of writing this report, the Pacific Northwest got a jolt (no pun intended) as the 36 inch Enbridge pipeline near Shelley, BC exploded with a ball of fire that was seen for miles......
» learn more
|
|
|
Thursday May 16, 2019 |
|
EnergyGPS slides from the "Third Annual Northwest Wholesale Power Markets: Transition in Progress" conference by Newsdata LLC and CJB Energy. We explore the power demand, supply, and price conditions in the Pacific Northwest and California markets.
» learn more
|
|
|
|
|
When it comes to Carbon Markets in the region, the Washington State had an initiative on the ballot a couple of years ago that had some traction but did not get over 50% allocated yes votes it needed to pass. Since that time, the groups that support a Carbon Market in the Pacific Northwest, specifically Washington, have put together another proposal that is known as Initiative 1631 and it is on the upcoming ballet on November 6th , 2018.
» learn more
|
Daily Newsletter
A daily brief covering variety of energy topics.
Subscribe now to receive our newsletter to your inbox.
|
|
Monday Aug 3, 2020 |
|
As I drove to a friends house this weekend, I drove through two neighborhood downtowns close to Portland proper. As I entered the first, I decided to count the number of For Lease signs that were present and before I could get two blocks I was up to four. After swinging around a ...
» read more
|
|
|
Friday Jul 31, 2020 |
|
As the market share of grid-connected solar in wholesale power markets continues to grow its worth revisiting the ability to predict solar in time frames relevant to centralized power markets: (1) hourly forecasts made approximately a day in advance, when Day Ahead (DA) markets are ...
» read more
|
|
|
Thursday Jul 30, 2020 |
|
It seems like only yesterday is a saying that fits when it comes to watching SoCal Citygate price itself over PGAE Citygate in the cash market. if you recall, you can go all the way back to the leaky valve at the Aliso Canyon storage facility or the pipeline fire that constrained flows ...
» read more
|
|
|
Wednesday Jul 29, 2020 |
|
U.S. nuclear outages have taken a rather unusual uptick in recent days. In years past, such an occurance would provide the seeds for some bullish uplift of gas demand, but not so much anymore.
The amount of generation capacity taken offline for planned and unplanned maintenance has ...
» read more
|
|
|
Tuesday Jul 28, 2020 |
|
In April of this year we had on one of the most defining moments in the history of the crude industry. Driven by an abundance of supply and limited storage the futures price crashed down to minus $37 for the May 2020 WTI settle causing a seismic shift in energy operations across the ...
» read more
|
|
|
Monday Jul 27, 2020 |
|
It is a whacky world we live in as the coronavirus has plagued the world over the past four months and no real end in sight for many states as the number of cases continue to grow. When it comes to the injustice of inequality Portland has become the hotspot when it comes to the protests ...
» read more
|
|
|
Friday Jul 24, 2020 |
|
In early 2019, Washington State legislature passed and Governor Inslee signed the Clean Energy Transformation Act (CETA, or SB 5116). CETA includes three major mandates on Washington State’s Investor- and Publicly-Owned Utilities (IOUs and POUs). First, CETA mandates that all coal-fired ...
» read more
|
|
|
Thursday Jul 23, 2020 |
|
Historically, by this time of year the Major League baseball season would be well past its halfway mark, we’d be entering the dog days of summer, and conversations about pennant runs would start to take place. But nothing is normal, anymore. Take SoCal weather for example. ...
» read more
|
|
|
Wednesday Jul 22, 2020 |
|
Growing up in the rural part of the Midwest, my summer job was to work with my father as a plumber's assistant, translation a labor job where each and every day was to dig trenches, work under old homes to fix a leaky pipe and work the contraption that unclogged tree roots blocking the sewer ...
» read more
|
|
|
Tuesday Jul 21, 2020 |
|
Alberta's energy dependent economy is on the long road to recovery. They were hit brutally hard by both the pandemic as well as the lifting of Saudi oil limits back in April. StatsCan estimates the provincial economy crashed somewhere between 30 and 68% during the height of the lock down ...
» read more
|
|
Newsletter Power and Gas Articles
| Report | SoCal Gas Pickle |
Purchase
|
| Article | The World That We Live In...... |
Purchase
|
| Article | Change is Inevitable |
Purchase
|
| Article | If Only....... |
Purchase
|
| Monthly | The Daily Double |
Purchase
|
| Article | How wide is the net? |
Purchase
|
| Article | Nothing is Roofing but.......... |
Purchase
|
| Report | The Rush - Economy/Water/Gold Ramp |
Purchase
|
| Article | Curtailment Sandwich.... |
Purchase
|
| Article | Throwing Everything..... |
Purchase
|
| Article | The Trajectory |
Purchase
|
| Article | Memorial Day Next Phase |
Purchase
|
| Article | Water Just a Spilling |
Purchase
|
| Article | Road to Recover in West |
Purchase
|
| Article | Wow, What a View |
Purchase
|
| Report | Trading Places to Empty Spaces |
Purchase
|
| Article | PJM and the Pandemic |
Purchase
|
| Article | Slippery Slope with Oil |
Purchase
|
| Article | SPP Landscape |
Purchase
|
| Article | Resource Adequacy in the PNW |
Purchase
|
| Article | Another Round..... |
Purchase
|
| Monthly | Solar Yell Leader Wanted |
Purchase
|
| Article | Cloudy With A Chance of Sunshine |
Purchase
|
| Report | Dwindling California Demand |
Purchase
|
| Article | Tempered Power Demand? |
Purchase
|
| Report | Power Demand Just Got Trickier |
Purchase
|
| Article | Ramping Up/Down |
Purchase
|
| Monthly | The Pandemic |
Purchase
|
| Article | California Reewable Basis Stor... |
Purchase
|
| Article | California Hydro Alert |
Purchase
|
| Article | Winter Storage |
Purchase
|
| Monthly | The Golden State |
Purchase
|
| Article | Super Supply |
Purchase
|
| Article | S(OS)PP Distressed? |
Purchase
|
| Article | Renewable Gas Exposure |
Purchase
|
| Article | Basis Story Part 2 - The North... |
Purchase
|
| Article | Which hat are you wearing? |
Purchase
|
| Article | O Christmas Tree |
Purchase
|
| Monthly | The Learning Curve |
Purchase
|
| Article | Monte Carlo |
Purchase
|
| Article | The Gift that Keeps on Giving |
Purchase
|
| Monthly | Lion's Road vs. Cat's Meow |
Purchase
|
| Article | Wish List Tied to Solar |
Purchase
|
| Article | The Desert Basis Story |
Purchase
|
| Article | Mini Arctic Blast |
Purchase
|
| Report | Battery Modeling using the TB4 |
Purchase
|
| Report | Shouldering the Load |
Purchase
|
| Monthly | Trick or Treating in the Weeds |
Purchase
|
| Article | Some PJM Pain for Some Gain |
Purchase
|
| Article | Google Renewable Auction |
Purchase
|
| Article | Zooming Out on US Renewables |
Purchase
|
| Report | ERCOT's Push and Pull |
Purchase
|
| Article | The Constraint of the Day |
Purchase
|
| Article | PacificParadigm |
Purchase
|
| Monthly | Regional Sandboxes |
Purchase
|
| Report | The Sumas Story |
Purchase
|
| Article | Headed for retirement...CAISO |
Purchase
|
| Article | Upcoming Flex Needed in the West |
Purchase
|
| Article | What will the grid look like....? |
Purchase
|
| Monthly | Everything is big in Texas |
Purchase
|
| Article | Back to School in the West |
Purchase
|
| Article | The Battery Evolution |
Purchase
|
| Article | ERCOT Renewables - Looking For... |
Purchase
|
| Article | Profit Shaping - ERCOT Renewables |
Purchase
|
| Article | Partly Cloudy with a chance of? |
Purchase
|
| Monthly | Three Days in ERCOT |
Purchase
|
| Article | Summer Chill |
Purchase
|
| Article | Brew Fest |
Purchase
|
| Article | SoCal Gas Summer Fundamentals |
Purchase
|
| Article | Cap and Trade Tightness? |
Purchase
|
| Article | The Storage Story - Chapter 2 |
Purchase
|
| Article | Officially Summer? |
Purchase
|
| Article | The Battery Storage Story |
Purchase
|
| Monthly | Renewed Interest in the Renewa... |
Purchase
|
| Article | Champion of the Energy Sector |
Purchase
|
| Article | ERCOT's Reliability Percentages |
Purchase
|
| Monthly | Flowers in May? |
Purchase
|
| Article | Hydro doing these days? |
Purchase
|
| Article | California's Summer Balance |
Purchase
|
| Article | Opportunity Comes in Many Forms |
Purchase
|
| Article | Renewable CCA |
Purchase
|
| Article | The Pick Is In..... |
Purchase
|
| Article | Changes in ERCOT Scarcity Pricing |
Purchase
|
| Monthly | Swinging for the Fence |
Purchase
|
| Article | The Waha Squeeze Play |
Purchase
|
| Article | Seriously, how do batteries ma... |
Purchase
|
| Article | The Power of Price in the Burns |
Purchase
|
| Article | Power On...... |
|
| Report | End of Winter Season - NG Balance |
Purchase
|
| Article | The Storage (Battery) Story |
Purchase
|
| Monthly | The Pacific Northwest Acronym ... |
Purchase
|
| Article | The New EIM Market |
Purchase
|
| Article | The Hydro Bed |
Purchase
|
| Article | Alberta's Growing Demand |
Purchase
|
| Report | Ruby or Not Ruby? |
Purchase
|
| Article | The Pomona Battery |
Purchase
|
| Monthly | Whacky Weather and Wind |
Purchase
|
| Article | Timing Is Everything |
Purchase
|
| Article | Natural Gas Balancing Act |
Purchase
|
| Article | Deep Purple - Arctic Blast |
Purchase
|
| Article | Not Any More!!!!! |
Purchase
|
| Article | Significance of December 27th,... |
Purchase
|
| Monthly | Tis the Season |
Purchase
|
| Article | California - What a Year???!!! |
Purchase
|
| Article | West Returning to the Danger Z... |
Purchase
|
| Article | The 'Eyes of Texas' on Wind |
Purchase
|
| Monthly | 'Fro-Vember' |
Purchase
|
| Article | Trend is your Friend |
Purchase
|
| Report | MISO’s Excess/Deficient Deviati... |
Purchase
|
| Article | Sumas heading into Xmas |
Purchase
|
| Article | Summer SoCal in November and B... |
Purchase
|
| Article | Centralized Capacity Market De... |
Purchase
|
| Monthly | The Battle Royale |
Purchase
|
| Article | Coal Retirements and Natural G... |
Purchase
|
| Article | Mother Nature, did you see tha... |
|
| Article | SOS - Sumas Over SoCal |
Purchase
|
| Article | The West Playground |
Purchase
|
| Monthly | Hunting for Red October |
|
| Article | The 2017-2018 Water Year in a ... |
|
| Article | The Severity of Florence |
Purchase
|
| Article | Two Discussion Points Around S... |
Purchase
|
| Article | US Open Heat Event |
Purchase
|
| Monthly | Two out of Three Completed |
Purchase
|
| Article | Now there are Two!!! |
Purchase
|
| Article | A Breath Of Fresh Air |
Purchase
|
| Article | The Motion |
Purchase
|
| Article | Early August 2018 |
Purchase
|
| Article | Winners and Losers Tied to the... |
Purchase
|
| Monthly | Is the Best Pitch a Heater , C... |
Purchase
|
| Article | The Dog Days of Summer |
Purchase
|
| Article | Hear That Music? |
Purchase
|
| Article | Powering the Gas Markets in th... |
Purchase
|
| Article | LeHeat in LA |
Purchase
|
| Article | Heat of the Moment |
Purchase
|
| Article | ERCOT, A Healthy Supply Stack.... |
Purchase
|
| Monthly | A Quarter for Your Thoughts |
Purchase
|
| Article | PJM's Capacity Performance Obl... |
Purchase
|
| Article | ERCOT Market Report |
Purchase
|
| Article | ERCOT's Price Spike |
Purchase
|
| Article | Weather or Hot (Cold) |
Purchase
|
| Monthly | Summer Right Around the Corner |
Purchase
|
| Article | Play Me Some Mountain Music |
Purchase
|
| Article | The Heat is On (the ERCOT Stack) |
Purchase
|
| Article | What is your CCV code West Power? |
Purchase
|
| Article | Basis of Natural Gas's Existence |
Purchase
|
| Article | Tensions Rising in Southern Ca... |
Purchase
|
| Article | Welcome Back BPA Curtailments |
Purchase
|
| Article | Wind, Where Have You Gone? |
Purchase
|
| Article | MayDay - Curtailments |
Purchase
|
| Monthly | April Cold Brings May? |
Purchase
|
| Article | A Look at the Renewable Landscape |
|
| Article | The 'basis' of SoCal Citygate'... |
Purchase
|
| Article | Alberta Power's Mid-Month Update |
|
| Article | Expect the Unexpected - SPP Wi... |
|
| Article | Virtual Tour with Mother Nature |
|
| Article | The Fools Fool |
|
| Monthly | April Fooling |
|
| Article | The CAISO's Big Three |
|
| Article | That Pesky Groundhog!!! |
|
| Article | Track the Tracker |
|
| Monthly | A Tale of Two Cities..... |
|
| Article | Central Vertical Corridor |
|
| Article | Sneak Preview of CAISO Curtail... |
|
| Article | Storage 1,2,3 |
|
| Article | Glimpse of what is to come in ... |
|
| Monthly | Back to Where We Belong??? |
|
| Article | Armageddon in February Across ... |
|
| Article | Digging in the South Central R... |
|
| Article | What is going on with Power Burns |
|
| Monthly | SoCal Citygate Hype??. |
|
| Monthly | I Just Cleaned This Mess! |
|
| Monthly | Constraints Everywhere?.. |
|
| Article | Keeping an Eye on the Fundamen... |
|
| Monthly | A Dry/Warm October |
|
| Monthly | The Fall Classic |
|
| Article | AECO, the Red October |
|
| Article | SCEeeee What is Happening with... |
|
| Article | Snap, Crackle and Pop |
|
| Article | Heated Curtailments |
|
| Article | What Becomes of the CAISO Supp... |
|
| Article | AECO, watching out below!! |
|
| Monthly | Storm Chaser |
|
| Monthly | H(arvey), I(rma), J??? |
|
| Monthly | Blink |
|
| Monthly | Cash is King |
|
| Monthly | Texas Blowhard |
|
| Monthly | Wagon Queen Family Truckster |
|
| Monthly | May Flowers? |
|
| Monthly | The Dog Days of Winter |
|
| Monthly | Convicted |
|
| Monthly | Spread It On! |
|
| Monthly | Cold meet Precipitation |
|
| Monthly | The ICE in the Dog Bowl |
|
| Monthly | Emperor's New Clothes |
|
| Article | What have we learned from Alis... |
|
Product Publications and Alerts
|
