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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 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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West Power will be interesting as we move into the back half of May and look forward to June and all of Q3. This article takes an in-depth look at how the Renewable penetration has impacted curtailments, how the constraints at SoCal Citygate are impacting the market and the volatility that is in store once we get into the summer months.
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Daily Newsletter
A daily brief covering variety of energy topics.
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Friday Oct 18, 2019 |
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The Western markets have grabbed the attention of many over the past few years as SoCal Gas's infrastructure seemed to be falling apart starting with Aliso Canyon and then moving to the pipelines themselves as a fire broke out around the Mojave compressor. The constrainted the North Zone of ...
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Thursday Oct 17, 2019 |
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Over the past few weeks, the Pacific Northwest gas system has been restricted in a way that the Jackson Prairie storage facility has not been able to pull gas out of the ground. In essence, it has not been able to help balance the system at a time Mother Nature has brought in colder weather ...
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Wednesday Oct 16, 2019 |
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The weather forecasts have been adding HDDs to the 11-15 day forecast and that alone has prompted the November contract to move up roughly $0.15 since the open on Monday. This is a pretty big move all things considered.
Figure 1 | HDD Accumulation broken down by Day Buckets
** WSI ...
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Tuesday Oct 15, 2019 |
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In gymnastics, a perfect score is a 10.0 and is reflective of an athlete doing everything technically correct along with have some major difficulty in the routine itself. The scoring is based on experienced judges who have a trained eye to look at the sub-items tied to the two categories ...
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Monday Oct 14, 2019 |
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This past January, ERCOT adopted a proposed set of changes from the Public Utility Commission of Texas. These changes, affecting the Operating Reserve Demand Curve adder (ORDC), were set to take place in the beginning of 2019 and the beginning of 2020. The first change was in effect this past ...
» read more
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Friday Oct 11, 2019 |
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A couple of things happened this week that brough back old memories as well as defined the era that we live in when it comes to safety/litigation risk. The first item is detailed in this week's Newsletter article titled 'The Constraint of Day', if you would like purchase the report a la carte ...
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Thursday Oct 10, 2019 |
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The recent weather extremes over the last couple weeks have finally given way to moderate weather. In the Northeast, temperatures have shifted into a comfortable range calling few degree days onto the board. With weather across the country shifting into the mild shoulder season, demand for ...
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Wednesday Oct 9, 2019 |
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As we start to move into the middle third of October, the weather starts to feel a little brisk in the mornings as the overnight lows are dropping across the country. In the power markets, this is usually the time of year when planned maintenance occurs for both the power plants and ...
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Tuesday Oct 8, 2019 |
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Summer came to an abrupt end in the Northeast and Midwest this weekend when daytime highs made one of the most drastic changes we have ever seen. After bumping along for most of the summer in the low 90's, the temperature highs fell off to the low 70's. No smooth transition to fall weather was ...
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Monday Oct 7, 2019 |
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Over the past few days, the EnergyGPS Newsletter product has been putting content tied to both the daily blog and the Gold/Platinum packages. The topic of the former was tied Pacific Northwest Regional Resource Adequency while the latter focused on the Pacific Northwest Sumas gas market ...
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Newsletter Power and Gas Articles
| Article | Zooming Out on US Renewables |
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| Report | ERCOT's Push and Pull |
Purchase
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| Article | The Constraint of the Day |
Purchase
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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 |
Purchase
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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 |
Purchase
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| Article | Wind, Where Have You Gone? |
Purchase
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| Article | MayDay - Curtailments |
Purchase
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| Monthly | April Cold Brings May? |
Purchase
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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 | The Fall Classic |
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| Monthly | A Dry/Warm October |
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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 | Convicted |
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| Monthly | The Dog Days of Winter |
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| Monthly | Cold meet Precipitation |
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| Monthly | Spread It On! |
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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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