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Our daily newsletter covers a medley of energy topics driven by market events.
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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.
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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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Tuesday Oct 27, 2020 |
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One month ago there was talk in the industry that the storage capacity issues would cause cash prices to trade at a steep discount to the futures. Prior to the October settle the Henry Hub cash was trading at a $1.38 discount to the November futures reflecting the injection limitations ...
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Monday Oct 26, 2020 |
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Doing my daily Sunday scanning of the professional football games and the weather conditions, you could not help but stop and pause where they were showing the Denver Broncos home stadium Sunday morning. They were preparing to play host to the Kansas City Chiefs later in the day by having the ...
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Friday Oct 23, 2020 |
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Denver has their basketball Nuggets, who actually took on two game sevens only to run out of gas against the Los Angeles Lakers in the Western Conference Finals while in the bubble. When it comes to food, some of the most notable nuggets out there are served under the 'Golden Arches' known as ...
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Thursday Oct 22, 2020 |
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In the sports world, one of the many phrases that became popular over the years comes from Jimmy Johnson who at the time was the head coach of the Dallas Cowboys. He took the job of America's Team under new owner Jerry Jones, who just so happened to be Jimmy's college teammate at the ...
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Wednesday Oct 21, 2020 |
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Northwest Pipeline has been under a force majeure condition since the 16th due to remediation needs in the Goldendale-Willard corridor. Part of the pipe had to be cut out and replaced, as a result the capacity through the path had gone to zero. A notice came out yesterday stating that the ...
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Tuesday Oct 20, 2020 |
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Since the crude oil crash in April the Alberta Intra demand has been hampered by the slowdown in oil sands production and COVID lock down actions. Through the whole summer the demand had been under similar load days from 2018 and 2019. But since the last week in September the demand has been ...
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Monday Oct 19, 2020 |
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It seems like it has been awhile since we have talked about California solar curtailments as they pertain to the CAISO market. If you recall the last time we focused on the volume being curtailed it was last spring when the Covid-19 virus was pushing countries and states into full lockdown ...
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Friday Oct 16, 2020 |
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Determining the shape value of a resource is a deceptively simple task. It is simple because the calculation is an easy one: for a given time period, take the generation-weighted price and divide by the flat average price. It is deceptive because there’s more to it than just what prices ...
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Thursday Oct 15, 2020 |
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As a kid, I remember when leaving the house early in the morning with my grandfather after a night or heavy rain. We would walk around the yard with a flashlight and a bucket. The goal was to fill up the bucket with night crawlers (worms) that have risen to the surface after the rains urged ...
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Wednesday Oct 14, 2020 |
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The 2020 Hurricane/Tropical Storm season will go down in the record books as twenty-five storms have been named since the start. One of the last storms named with the common alphabet letters, Hurricane Laura, hit the heart of Louisiana as it made landfall just east of New Orleans. This ...
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Newsletter Power and Gas Articles
| Article | Chili Recipes |
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| Report | CAISO 2020 Summer Report - The ... |
Purchase
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| Report | New Beginning - West Power Markets |
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| Article | Renewable Shape Value |
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| Article | Ill-Advised Trades |
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| Article | Tiredness before the Storm |
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| Monthly | Mother Nature's Hand |
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| Article | Sumas Island |
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| Report | CAISO – Anatomy and habits of t... |
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| Article | What an Year, Including Pacifi... |
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| Article | Battery Ecosytem |
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| Report | ERCOT - Catching the Summer Rays |
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| Article | Carbon Footprint |
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| Article | Times Have Changed |
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| Monthly | Feeling the Heat - Nymex and West |
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| Article | The Next Phase |
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| Article | The Book's Next Chapter |
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| Article | Change Creates Havoc |
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| Monthly | Summer Lovin |
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| Article | Battery Modeling Continued |
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| Article | CAISO Solar Forecasting..... |
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| Report | SoCal Gas Pickle |
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| Article | The World That We Live In...... |
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| Article | Change is Inevitable |
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| Article | If Only....... |
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| Monthly | The Daily Double |
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| Article | How wide is the net? |
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| Article | Nothing is Roofing but.......... |
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| Report | The Rush - Economy/Water/Gold Ramp |
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| Article | Curtailment Sandwich.... |
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| Article | Throwing Everything..... |
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| Article | The Trajectory |
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| Article | Memorial Day Next Phase |
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| Article | Water Just a Spilling |
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| Article | Road to Recover in West |
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| Article | Wow, What a View |
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| Report | Trading Places to Empty Spaces |
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| Article | PJM and the Pandemic |
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| Article | Slippery Slope with Oil |
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| Article | SPP Landscape |
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| Article | Resource Adequacy in the PNW |
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| Article | Another Round..... |
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| Monthly | Solar Yell Leader Wanted |
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| Article | Cloudy With A Chance of Sunshine |
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| Report | Dwindling California Demand |
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| Article | Tempered Power Demand? |
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| Report | Power Demand Just Got Trickier |
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| Article | Ramping Up/Down |
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| Monthly | The Pandemic |
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| Article | California Reewable Basis Stor... |
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| Article | California Hydro Alert |
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| Article | Winter Storage |
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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 |
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| Article | Some PJM Pain for Some Gain |
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| Article | Google Renewable Auction |
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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 |
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| Monthly | Regional Sandboxes |
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| Report | The Sumas Story |
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| Article | Headed for retirement...CAISO |
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| Article | Upcoming Flex Needed in the West |
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| Article | What will the grid look like....? |
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| Monthly | Everything is big in Texas |
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| Article | Back to School in the West |
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| Article | The Battery Evolution |
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| Article | ERCOT Renewables - Looking For... |
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| Article | Profit Shaping - ERCOT Renewables |
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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 |
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| Article | Brew Fest |
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| Article | SoCal Gas Summer Fundamentals |
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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? |
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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 |
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| Article | The Pick Is In..... |
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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 |
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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 |
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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???!!! |
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| Article | West Returning to the Danger Z... |
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| Article | The 'Eyes of Texas' on Wind |
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| Monthly | 'Fro-Vember' |
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| Article | Trend is your Friend |
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| Report | MISO’s Excess/Deficient Deviati... |
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| Article | Sumas heading into Xmas |
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| Article | Summer SoCal in November and B... |
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| Article | Centralized Capacity Market De... |
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| Monthly | The Battle Royale |
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| Article | Coal Retirements and Natural G... |
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| Article | Mother Nature, did you see tha... |
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| Article | SOS - Sumas Over SoCal |
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| Article | The West Playground |
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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 |
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| Article | Two Discussion Points Around S... |
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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 |
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| Article | Early August 2018 |
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| Article | Winners and Losers Tied to the... |
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| Monthly | Is the Best Pitch a Heater , C... |
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| Article | The Dog Days of Summer |
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| Article | Hear That Music? |
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| Article | Powering the Gas Markets in th... |
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| Article | LeHeat in LA |
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| Article | Heat of the Moment |
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| Article | ERCOT, A Healthy Supply Stack.... |
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| Monthly | A Quarter for Your Thoughts |
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| Article | PJM's Capacity Performance Obl... |
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| Article | ERCOT Market Report |
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| Article | ERCOT's Price Spike |
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| Article | Weather or Hot (Cold) |
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| Monthly | Summer Right Around the Corner |
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| Article | Play Me Some Mountain Music |
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| Article | The Heat is On (the ERCOT Stack) |
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| Article | What is your CCV code West Power? |
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| Article | Basis of Natural Gas's Existence |
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| Article | Tensions Rising in Southern Ca... |
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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'... |
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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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