|
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.
|
|
Sunday Dec 13, 2020 |
|
This artilce sets the stage for how batteries within the CAISO footprint are impacting the grid/markets. As the capacity continues to grow, the impacts will be seen in various markets and at different levels. As this technology unfolds, we will be there with the analytical foresight to understand how the current habits evolve.
» learn more
|
|
|
Sunday Dec 13, 2020 |
|
ERCOT continues to be the leading when it comes to overall wind capacity within its electricity grid. It was not until the past couple of years that solar generation has started to pop up across the middle of the day. It is nowhere near that of California but it is a start. As we continue to dive into the analysis, the one thing is clear, the solar output matches better to the peak load unlike that of the Golden State.
» learn more
|
|
|
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
|
Daily Newsletter
A daily brief covering variety of energy topics.
Subscribe now to receive our newsletter to your inbox.
|
|
Friday Jan 22, 2021 |
|
The beginning of a new year is always a great opportunity to reflect on the previous one, and renewable energy is no exception. With so many factors affected by the seasons—load, gas prices, solar irradiance, wind speed—it often requires a whole year to make observations about any given ...
» read more
|
|
|
Thursday Jan 21, 2021 |
|
The wind across the Lone Star state has taken it personally that solar started getting all the attention over the summer as the sun shined bright and the cumulative peak output jumped up to over 3.7 GW after ending the 2019 year around 1.8 GW. The graph below illustrates just how the ...
» read more
|
|
|
Wednesday Jan 20, 2021 |
|
The U.S. LNG market is a bit like the 2007 Major League Baseball season. That year was the first time the league had two division champions who had finished the prior year in last place. The U.S. LNG market is currently posting repeated record-high sendouts this winter thanks to a ...
» read more
|
|
|
Tuesday Jan 19, 2021 |
|
Some times the prospect of having a long holiday weekend is not as rosy as it seems. Carrying risk into a three day holiday is no fun noting that energy markets can turn on a dime with just one change in the weather modeling. It is hard to have rest and relaxation while the markets are closed in ...
» read more
|
|
|
Friday Jan 15, 2021 |
|
ERCOT has been a poster child for wind energy in the US, with only SPP rivaling its capacity. Recently, however, more focus has turned towards increasing solar and battery installations. While wind is still unquestionably the dominant renewable resource in Texas, solar generation lines up nicely ...
» read more
|
|
|
Thursday Jan 14, 2021 |
|
The Lone Star State is getting a lot of attention these days as the star that we are dependent on for our ray of light each and every day is shining bright. In the latest EnergyGPS Monthly report (Platinum Package), titled Rising Star(s), we take a look at how renewable technologies have slid ...
» read more
|
|
|
Wednesday Jan 13, 2021 |
|
There have been rumblings of late that conditions are setting up for a polar vortex to emerge and make its way into lower Canadian and upper U.S. markets. This could be the first polar vortex of the 2021 Winter Season and if all the stars align, the most drastic one since 2018. If it ...
» read more
|
|
|
Tuesday Jan 12, 2021 |
|
Coming into the winter the natural gas storage in Alberta was at record levels thanks to a banner injection season. From April through October of last year the province was able to put 240 BCF into the cavern complex taking the inventory up to 425 BCF prior to the start of this winter. Since then ...
» read more
|
|
|
Monday Jan 11, 2021 |
|
As the calendar turned and 2020 went into the books and 2021 was initiated, the Pacific Northwest hydro Water Year was starting to form as the month of December was filled with plenty of precipitation. Since the temperatures were somewhat mild during the holiday season, that meant that the lower ...
» read more
|
|
|
Friday Jan 8, 2021 |
|
In June of 2020, we noted that CAISO curtailment had already exceeded the total amount for 2019. Now, at the beginning of 2021, we can examine the entirety of 2020 curtailments:
Figure 1 | Cumulative Renewable Curtialments by Year - Aggregated Total (System and Local)
This figure shows a running ...
» read more
|
|
Newsletter Power and Gas Articles
| Article | Solar Forecasting in CAISO |
Purchase
|
| Report | Situational Fundies - West Power |
Purchase
|
| Article |The First Battery Domino Falls? |
Purchase
|
| Article | Reading the ERCOT Renewable Ca... |
Purchase
|
| Article | Alberta's New (Old) Supply Stack |
Purchase
|
| Monthly | Rising Star(s) |
Purchase
|
| Article |Wrapping up a big year in batte... |
Purchase
|
| Report | Eyes on Texas Solar |
Purchase
|
| Article | Meeting its Target - NV Energy |
Purchase
|
| Article | Capacity Market RoundUp - 2020 |
Purchase
|
| Report | CAISO Value Stacking 101 |
Purchase
|
| Monthly | November - A Big Ole Turkey |
Purchase
|
| Article | NP15 Battery Analysis |
Purchase
|
| Report | Who Wins the Third Quarter? |
Purchase
|
| Article | Unlucky and Scariness - Friday... |
Purchase
|
| Report | CAISO’s New Market Metrics |
Purchase
|
| Monthly | The Election - Change is Inevi... |
Purchase
|
| Article | Saved by the Bell? |
Purchase
|
| Article | Chili Recipes |
Purchase
|
| Report | CAISO 2020 Summer Report - The ... |
Purchase
|
| Report | New Beginning - West Power Markets |
Purchase
|
| Article | Renewable Shape Value |
Purchase
|
| Article | Ill-Advised Trades |
Purchase
|
| Article | Tiredness before the Storm |
Purchase
|
| Monthly | Mother Nature's Hand |
Purchase
|
| Article | Sumas Island |
Purchase
|
| Report | CAISO – Anatomy and habits of t... |
Purchase
|
| Article | What an Year, Including Pacifi... |
Purchase
|
| Article | Battery Ecosytem |
Purchase
|
| Report | ERCOT - Catching the Summer Rays |
Purchase
|
| Article | Carbon Footprint |
Purchase
|
| Article | Times Have Changed |
Purchase
|
| Monthly | Feeling the Heat - Nymex and West |
Purchase
|
| Article | The Next Phase |
Purchase
|
| Article | The Book's Next Chapter |
Purchase
|
| Article | Change Creates Havoc |
Purchase
|
| Monthly | Summer Lovin |
Purchase
|
| Article | Battery Modeling Continued |
Purchase
|
| Article | CAISO Solar Forecasting..... |
Purchase
|
| 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
|
