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Stay In Touch
Subscribe to our newsletter. Stay updated on commodity market trends, and special announcements.
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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.
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Saturday Nov 16, 2019 |
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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.
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Saturday Oct 12, 2019 |
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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.....
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Friday Oct 4, 2019 |
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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......
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Thursday May 16, 2019 |
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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.
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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.
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Daily Newsletter
A daily brief covering variety of energy topics.
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Monday Jan 27, 2020 |
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The sad news of Kobe Bryant passing away hit not only the sports world yesterday but everyone who he has touched over the years. The tragedy was compounded by eight other individuals on the helicoptor flight, one of which was his 13-year old daughter Gianna. The National Basketball ...
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Friday Jan 24, 2020 |
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Yesterday's short-term natural gas market came out firing on all cylinders, which meant the prompt month was up a measley $0.05 prior to the open. If you looked at the weather model runs, there was a slight HDD uptick in days 14 and 15 that game some hope for a late winter-season ...
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Thursday Jan 23, 2020 |
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Now that we are basically into the final third of January 2020, we though it would be a good time to cover a couple of things that has shaped the natural gas market into its current state. This state is a robust supply situation and a prompt month that has dropped below the $2.00 handle it ...
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Wednesday Jan 22, 2020 |
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Throughout my career in the energy industry, the Pacific Northwest has always been close to my heart as it is a market that reshuffles its cards every year, has a lot of intra-year volatility and is quite interesting to learn about as the Columbia and Snake river basins have a lot of histroy. ...
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Tuesday Jan 21, 2020 |
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While the Lower 48 has seen a record warm winter so far, the temperatures in Western Canada have not been so fortunate. Alberta just experienced one of the coldest weeks in history with average temperatures in the province posting 40 degrees below normal. That sent the Nova Intra demand to a new ...
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Friday Jan 17, 2020 |
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Basis from generation projects to load are of critical importance to all market participants. In recent years, many long-term renewable energy contracts have been written as hub-settled deals, where the resource owner settles with the buyer at a zonal hub price (gen hub or DLAP) and wears the ...
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Thursday Jan 16, 2020 |
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A couple of weeks ago, one of our Newsletter blogs promoted the seminar titled 'Renewables and Wholesale Electricity Markets - Managing Risk, Maximizing Value' which will be led by EnergyGPS's own Tim Belden and Alan Comnes. The two-day event will be held at the Magnolia Hotel in ...
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Wednesday Jan 15, 2020 |
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Growing up with Footloose as one of the top movies, it is hard to pass on anything tied to Kevin Bacon. In fact, most of us have been in a conversation around the '6 Degrees from Kevin Bacon' or stated another way '6 Degrees of Separation'. The sayings are tied to the myth where any two ...
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Tuesday Jan 14, 2020 |
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Just two years ago the total LNG sendout from United States shores was limited to 2.8 BCF. In those past 24 months there has been a prolific growth in liquefaction trains. Multi billion dollar investments at Sabine Pass, Corpus Christi, Cameron, Freeport and Cove Point have now propelled the ...
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Monday Jan 13, 2020 |
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if you are a sports fan, you are privy to Las Vegas betting when it comes to the point spread (better known as the 'line on the game'). As with Oregon and many other states, the betting on professional games is now legal and many are active participants as they can stay at home, sit on the ...
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Newsletter Power and Gas Articles
| Article | Renewable Gas Exposure |
Purchase
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| Article | Basis Story Part 2 - The North... |
Purchase
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| Article | Which hat are you wearing? |
Purchase
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| Article | O Christmas Tree |
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| Monthly | The Learning Curve |
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| Article | Monte Carlo |
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| Article | The Gift that Keeps on Giving |
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| Monthly | Lion's Road vs. Cat's Meow |
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| Article | Wish List Tied to Solar |
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| Article | The Desert Basis Story |
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| Article | Mini Arctic Blast |
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| Report | Battery Modeling using the TB4 |
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| Report | Shouldering the Load |
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| Monthly | Trick or Treating in the Weeds |
Purchase
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| Article | Some PJM Pain for Some Gain |
Purchase
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| Article | Google Renewable Auction |
Purchase
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| Article | Zooming Out on US Renewables |
Purchase
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| Report | ERCOT's Push and Pull |
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| Article | The Constraint of the Day |
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| Article | PacificParadigm |
Purchase
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| Monthly | Regional Sandboxes |
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| Report | The Sumas Story |
Purchase
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| Article | Headed for retirement...CAISO |
Purchase
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| Article | Upcoming Flex Needed in the West |
Purchase
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| Article | What will the grid look like....? |
Purchase
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| Monthly | Everything is big in Texas |
Purchase
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| Article | Back to School in the West |
Purchase
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| Article | The Battery Evolution |
Purchase
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| Article | ERCOT Renewables - Looking For... |
Purchase
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| Article | Profit Shaping - ERCOT Renewables |
Purchase
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| Article | Partly Cloudy with a chance of? |
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| Monthly | Three Days in ERCOT |
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| Article | Summer Chill |
Purchase
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| Article | Brew Fest |
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| Article | SoCal Gas Summer Fundamentals |
Purchase
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| Article | Cap and Trade Tightness? |
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| Article | The Storage Story - Chapter 2 |
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| Article | Officially Summer? |
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| Article | The Battery Storage Story |
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| Monthly | Renewed Interest in the Renewa... |
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| Article | Champion of the Energy Sector |
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| Article | ERCOT's Reliability Percentages |
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| Monthly | Flowers in May? |
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| Article | Hydro doing these days? |
Purchase
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| Article | California's Summer Balance |
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| Article | Opportunity Comes in Many Forms |
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| Article | Renewable CCA |
Purchase
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| Article | The Pick Is In..... |
Purchase
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| Article | Changes in ERCOT Scarcity Pricing |
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| Monthly | Swinging for the Fence |
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| Article | The Waha Squeeze Play |
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| Article | Seriously, how do batteries ma... |
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| Article | The Power of Price in the Burns |
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| Article | Power On...... |
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| Report | End of Winter Season - NG Balance |
Purchase
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| Article | The Storage (Battery) Story |
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| Monthly | The Pacific Northwest Acronym ... |
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| Article | The New EIM Market |
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| Article | The Hydro Bed |
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| Article | Alberta's Growing Demand |
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| Report | Ruby or Not Ruby? |
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| Article | The Pomona Battery |
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| Monthly | Whacky Weather and Wind |
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| Article | Timing Is Everything |
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| Article | Natural Gas Balancing Act |
Purchase
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| Article | Deep Purple - Arctic Blast |
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| Article | Not Any More!!!!! |
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| Article | Significance of December 27th,... |
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| Monthly | Tis the Season |
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| Article | California - What a Year???!!! |
Purchase
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| Article | West Returning to the Danger Z... |
Purchase
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| Article | The 'Eyes of Texas' on Wind |
Purchase
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| Monthly | 'Fro-Vember' |
Purchase
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| Article | Trend is your Friend |
Purchase
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| Report | MISO’s Excess/Deficient Deviati... |
Purchase
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| Article | Sumas heading into Xmas |
Purchase
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| Article | Summer SoCal in November and B... |
Purchase
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| Article | Centralized Capacity Market De... |
Purchase
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| Monthly | The Battle Royale |
Purchase
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| Article | Coal Retirements and Natural G... |
Purchase
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| Article | Mother Nature, did you see tha... |
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| Article | SOS - Sumas Over SoCal |
Purchase
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| Article | The West Playground |
Purchase
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| Monthly | Hunting for Red October |
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| Article | The 2017-2018 Water Year in a ... |
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| Article | The Severity of Florence |
Purchase
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| Article | Two Discussion Points Around S... |
Purchase
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| Article | US Open Heat Event |
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| Monthly | Two out of Three Completed |
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| Article | Now there are Two!!! |
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| Article | A Breath Of Fresh Air |
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| Article | The Motion |
Purchase
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| Article | Early August 2018 |
Purchase
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| Article | Winners and Losers Tied to the... |
Purchase
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| Monthly | Is the Best Pitch a Heater , C... |
Purchase
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| Article | The Dog Days of Summer |
Purchase
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| Article | Hear That Music? |
Purchase
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| Article | Powering the Gas Markets in th... |
Purchase
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| Article | LeHeat in LA |
Purchase
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| Article | Heat of the Moment |
Purchase
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| Article | ERCOT, A Healthy Supply Stack.... |
Purchase
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| Monthly | A Quarter for Your Thoughts |
Purchase
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| Article | PJM's Capacity Performance Obl... |
Purchase
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| Article | ERCOT Market Report |
Purchase
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| Article | ERCOT's Price Spike |
Purchase
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| Article | Weather or Hot (Cold) |
Purchase
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| Monthly | Summer Right Around the Corner |
Purchase
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| Article | Play Me Some Mountain Music |
Purchase
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| Article | The Heat is On (the ERCOT Stack) |
Purchase
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| Article | What is your CCV code West Power? |
Purchase
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| Article | Basis of Natural Gas's Existence |
Purchase
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| Article | Tensions Rising in Southern Ca... |
Purchase
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| Article | Welcome Back BPA Curtailments |
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| Article | Wind, Where Have You Gone? |
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| Article | MayDay - Curtailments |
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| Monthly | April Cold Brings May? |
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| Article | A Look at the Renewable Landscape |
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| Article | The 'basis' of SoCal Citygate'... |
Purchase
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| Article | Alberta Power's Mid-Month Update |
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| Article | Expect the Unexpected - SPP Wi... |
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| Article | Virtual Tour with Mother Nature |
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| Article | The Fools Fool |
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| Monthly | April Fooling |
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| Article | The CAISO's Big Three |
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| Article | That Pesky Groundhog!!! |
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| Article | Track the Tracker |
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| Monthly | A Tale of Two Cities..... |
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| Article | Central Vertical Corridor |
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| Article | Sneak Preview of CAISO Curtail... |
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| Article | Storage 1,2,3 |
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| Article | Glimpse of what is to come in ... |
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| Monthly | Back to Where We Belong??? |
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| Article | Armageddon in February Across ... |
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| Article | Digging in the South Central R... |
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| Article | What is going on with Power Burns |
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| Monthly | SoCal Citygate Hype??. |
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| Monthly | Constraints Everywhere?.. |
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| Monthly | I Just Cleaned This Mess! |
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| Article | Keeping an Eye on the Fundamen... |
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| Monthly | A Dry/Warm October |
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| Monthly | The Fall Classic |
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| Article | AECO, the Red October |
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| Article | SCEeeee What is Happening with... |
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| Article | Snap, Crackle and Pop |
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| Article | Heated Curtailments |
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| Article | What Becomes of the CAISO Supp... |
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| Article | AECO, watching out below!! |
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| Monthly | Storm Chaser |
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| Monthly | H(arvey), I(rma), J??? |
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| Monthly | Blink |
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| Monthly | Cash is King |
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| Monthly | Texas Blowhard |
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| Monthly | May Flowers? |
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| Monthly | Wagon Queen Family Truckster |
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| Monthly | The Dog Days of Winter |
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| Monthly | Convicted |
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| Monthly | Spread It On! |
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| Monthly | Cold meet Precipitation |
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| Monthly | Emperor's New Clothes |
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| Monthly | The ICE in the Dog Bowl |
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| Article | What have we learned from Alis... |
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Product Publications and Alerts
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