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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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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.
» 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......
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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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Friday Sep 25, 2020 |
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There has been a lot of attention (and rightfully so) on California and the Desert Southwest this summer. EGPS has written extensively about the events of August 16th-18th when the Desert Southwest prices ripped amidst a heat wave blanketing the West, and CAISO was left scrambling for ...
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Thursday Sep 24, 2020 |
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The volatility is real when it comes to the natural gas prompt month movement. It all started post Labor Day and accelerated at the start of the week when it dropped from just over $2.00 to $1.83. The cash basis markets followed suite as we saw prices down around the production ...
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Wednesday Sep 23, 2020 |
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As we drill down into the the deeper market fundamentals tied to the auction clears in the CAISO market, the focus is usually on the flex ramp time perriod between HE16 and HE20. These are the hours when the sun starts to set (solar profile shifts lower) and the power demand profile is still ...
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Tuesday Sep 22, 2020 |
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Since the beginning of the summer injection season the total net pipeline flows from Canada into the United States has been posting near 5 BCF. This was.3 BCF below last year. Maintenance and construction on GTN and Westcoast Pipelines trimmed volume delivered into the Pacific Northwest. But since ...
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Monday Sep 21, 2020 |
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Fall is in the air across the northern portion of the country while the Gulf of Mexico/South Central region is looking at yet another hurricane to move onshore later today. The constant movement of the jet stream across North America keeps each region on its toes as both power and natural gas ...
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Friday Sep 18, 2020 |
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EGPS’ recent work in the battery space has been enlightening to say the least. More so than any other market we’ve looked at, the value drivers of batteries are not well understood and there is a tremendous disparity in people’s views of battery revenue opportunities in the ...
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Thursday Sep 17, 2020 |
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In the energy space, getting a handle of what Mother Nature has up her sleeve is important as it is a key driver to the overall supply/demand picture when it comes to the electricity supply stack and the natural gas storage levels. When you think about the electricity landscape, the days of ...
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Wednesday Sep 16, 2020 |
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Sports have been around for ages and fun to watch. Being a loyal Green Bay Packer fan, nothing is better than watching the 'Green and Gold' take on the might 'Purple' team to the northwest (Minnesota Vikings) and come out victorious during Week 1 of the National Football season ...
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Tuesday Sep 15, 2020 |
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Today is landing day for Hurricane Sally. The storm is expected to hit as a category 2 hurricane on the Alabama Coast and immediately weaken back to a tropical storm. Unlike Hurricane Laura this storm is going to move over land very slowly dropping heavy rains throughout the Southeast. As a result ...
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Monday Sep 14, 2020 |
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It has been a couple of weeks since Hurricane Laura rumbled through the Gulf of Mexico and made landfall in the heart of Cameron Parish, LA. The point where the winds and rain swirled from water to land was at the heart and center of the Liquified Natural Gas (LNG) facilities known as Cameron ...
» read more
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Newsletter Power and Gas Articles
| Article | What an Year, Including Pacifi... |
Purchase
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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 |
Purchase
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| Article | ERCOT Renewables - Looking For... |
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| Article | Profit Shaping - ERCOT Renewables |
Purchase
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| Article | Partly Cloudy with a chance of? |
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| Monthly | Three Days in ERCOT |
Purchase
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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..... |
Purchase
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| Article | Changes in ERCOT Scarcity Pricing |
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| Monthly | Swinging for the Fence |
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| Article | The Waha Squeeze Play |
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| Article | Seriously, how do batteries ma... |
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 |
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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'... |
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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