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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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Friday Dec 13, 2019 |
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Long time readers of the Friday edition of the EnergyGPS daily blog know about my admiration for the research and writing of Vaclav Smil, who is the Distinguished Professor Emeritus in the Faculty of the Environment at the University of Manitoba. Professor Smil writes about natural resources, human ...
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Thursday Dec 12, 2019 |
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It is that time of year again where the holdiay parties start to form, Christmas trees are sitting in a place ready for the gifts to be put under them and the decorations are abound around the house. It is a festive time of year no doubt as people generally seem happy. It is also a time ...
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Wednesday Dec 11, 2019 |
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Now that the regular season is over for college football, there will be a pause before some of us get to hear the 'Eyes of Texas' fight song played at every Texas Longhorn football game. If you happen to be in San Antonio for New Years (December 31st, 2019), you will not have much of a choice ...
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Tuesday Dec 10, 2019 |
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Oh how the sentiment for natural gas can change so quick. it was only four weeks ago when the prompt futures had risen to $2.86. The EIA inventory report had come out with a large withdrawal of 94 BCF indicating an early start to the heating season. The forecast was calling for more below normal ...
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Monday Dec 9, 2019 |
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Over the past couple of weeks, California has been hit with some heavy duty storms, including this past weekend in the Bay Area where some of the streets in the city were flooded. This is not uncommon but sometimes goes unrecognized to how it impacts the overall power grid. The first ...
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Friday Dec 6, 2019 |
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It’s been over 2 months since the Northwest Power Pool (NWPP) grabbed the mic and declared that it’s leading the charge to move the Pacific Northwest power industry to a common framework that will assure resource adequacy. In our October article, A Resource Adequacy Paradigm for ...
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Thursday Dec 5, 2019 |
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Over the past couple of days, the California grid lost some of its renewable energy as the cloud cover wiped several gigawatts of solar during the middle of the day. As a result of such an event, the CAISO grid quickly priced itself at a level that warranted natrual gas units to set price as ...
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Wednesday Dec 4, 2019 |
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Over the past few days, we have seen some precipitation in Southern California. As a result, the solar profile within the CAISO footprint shifted quite a bit lower compared to what it looked like prior to the holiday weekend. If you look at the chart in Figure 1, you can definitely ...
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Tuesday Dec 3, 2019 |
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We are now one month into the withdrawal season but it does not seem that way when you start to look at the storage inventory. Despite some early winter weather and the decline in natural gas prices the EIA inventory continues to expand the year on year storage surplus. Since the beginning of ...
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Monday Dec 2, 2019 |
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California always has a storyline when it comes to the energy sector. In years past, you can travel as deep as the Energy Crisis to that of both SONGS nuclear units falling on defected rods and ultimately being retired. Between each of the mentioned events was the aspect of the state ...
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Newsletter Power and Gas Articles
| 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 | 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 | 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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