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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.
» learn more
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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......
» learn more
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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.
» learn more
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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.
» learn more
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Daily Newsletter
A daily brief covering variety of energy topics.
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Friday Feb 28, 2020 |
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As the new year progresses, it is always interesting to take a year-to-date comparison to last year to see how the prospects for CAISO solar are shaping up this year. There are so many moving parts with more solar being added to the grid, changing hydro conditions, changing natural gas prices, and ...
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Thursday Feb 27, 2020 |
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Every year, there is a time at the beginning of February when 'Phil', the groundhog, is taken out of its little nesting place to figure out its shadow situation. This is known across the country as Groundhog Day where people gather around in Punxsutawney for the annual event. If the groundhog ...
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Wednesday Feb 26, 2020 |
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Over a couple of decades, you can clearly see how the recycle movement has made an impact in behaviors of humans throughout the world. If you live in the Portland Metro area, we have gone as far as eliminating plactic bags that were common when getting groceries or ordering from a fast ...
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Tuesday Feb 25, 2020 |
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Each month the EIA puts out their Drilling Productivity Report. In the publication they detail current and forecasted production along with a count of drilled but uncompleted wells (DUC) across the Lower 48. These DUC wells are available in the producer inventory for extracting natural gas.
» read more
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Monday Feb 24, 2020 |
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Growing up in the rural parts of the Midwest exposes one to alot of things that culture you in a way that is a little different than if you lived in a metropolitan city your entire life. For example, depending on the day of week, there was always some sort of sporting league that was in play ...
» read more
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Friday Feb 21, 2020 |
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FERC got a scoop on March Madness, with its “MOPR Madness”—a four-pack of orders issued yesterday (2/20/2020) that collectively increase the scope of resources subject to minimum offer price floors, or MOPRs.
NY’s capacity market is run two times a year, once for each of the ...
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Thursday Feb 20, 2020 |
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The New England long term forward capacity auction (FCA) results were posted a couple of weeks ago with the current 2022-2023 period continuing what would be considered a downward trend over the past five years. Looking at the table below, you can see this trend clearly as the 2016 ...
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Wednesday Feb 19, 2020 |
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Over the past week or so, the Lower 48 has experienced two/three day periods of colder weather wrapped around some above normal temperatures. For example, two weeks ago Denver was basking in 70 degree daytime highs only to be met with 36 inches of snow in the mountains and the airport getting ...
» read more
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Tuesday Feb 18, 2020 |
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SoCal Gas has a problem and it is not the same issue they have faced since the Aliso Canyon rupture in 2015. Because of the early season efforts to conserve storage usage as per the Aliso Canyon Usage Protocols and a lack of heating load the system is now faced with an abundance of in ground ...
» read more
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Friday Feb 14, 2020 |
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We spend a lot of time thinking about renewable energy risk here at the Energy GPS headquarters. Wholesale price risk is driven by the overall level of natural gas prices, the market clearing heat rates in the various wholesale markets, and the shape premium or discount that wind and solar enjoy ...
» read more
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Newsletter Power and Gas Articles
| Article | Winter Storage |
Purchase
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| Monthly | The Golden State |
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| Article | Super Supply |
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| Article | S(OS)PP Distressed? |
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| Article | Renewable Gas Exposure |
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| Article | Basis Story Part 2 - The North... |
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| Article | Which hat are you wearing? |
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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 |
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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 |
Purchase
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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? |
Purchase
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| Monthly | Three Days in ERCOT |
Purchase
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| Article | Summer Chill |
Purchase
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| Article | Brew Fest |
Purchase
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| Article | SoCal Gas Summer Fundamentals |
Purchase
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| Article | Cap and Trade Tightness? |
Purchase
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| Article | The Storage Story - Chapter 2 |
Purchase
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| Article | Officially Summer? |
Purchase
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| Article | The Battery Storage Story |
Purchase
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| Monthly | Renewed Interest in the Renewa... |
Purchase
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| Article | Champion of the Energy Sector |
Purchase
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| Article | ERCOT's Reliability Percentages |
Purchase
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| Monthly | Flowers in May? |
Purchase
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| Article | Hydro doing these days? |
Purchase
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| Article | California's Summer Balance |
Purchase
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| Article | Opportunity Comes in Many Forms |
Purchase
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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 |
Purchase
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| Monthly | Swinging for the Fence |
Purchase
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| Article | The Waha Squeeze Play |
Purchase
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| Article | Seriously, how do batteries ma... |
Purchase
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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 |
Purchase
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| Monthly | The Pacific Northwest Acronym ... |
Purchase
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| Article | The New EIM Market |
Purchase
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| Article | The Hydro Bed |
Purchase
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| Article | Alberta's Growing Demand |
Purchase
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| Report | Ruby or Not Ruby? |
Purchase
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| Article | The Pomona Battery |
Purchase
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| Monthly | Whacky Weather and Wind |
Purchase
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| Article | Timing Is Everything |
Purchase
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| Article | Natural Gas Balancing Act |
Purchase
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| Article | Deep Purple - Arctic Blast |
Purchase
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| Article | Not Any More!!!!! |
Purchase
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| Article | Significance of December 27th,... |
Purchase
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| Monthly | Tis the Season |
Purchase
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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 |
Purchase
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| Monthly | Two out of Three Completed |
Purchase
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| Article | Now there are Two!!! |
Purchase
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| Article | A Breath Of Fresh Air |
Purchase
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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 | I Just Cleaned This Mess! |
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| Monthly | Constraints Everywhere?.. |
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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 | Wagon Queen Family Truckster |
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| Monthly | May Flowers? |
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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 | The ICE in the Dog Bowl |
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| Monthly | Emperor's New Clothes |
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| Article | What have we learned from Alis... |
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Product Publications and Alerts
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