King of Power @TermPowerTrader
Energy trader with a focus on US Power & Gas markets. Texas based Texas, USA Joined February 2021-
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Another tech company decides to manage its commodity price risk internally.
Another tech company decides to manage its commodity price risk internally.
One of the good parts of SB6 is the requirement for the PUCT to evaluate 4CP and alternatives
One of the good parts of SB6 is the requirement for the PUCT to evaluate 4CP and alternatives
The basic problem with capacity markets is that that have so many regulator-degrees-of-freedom that they become less and less a market and more administratively set capital recovery
The basic problem with capacity markets is that that have so many regulator-degrees-of-freedom that they become less and less a market and more administratively set capital recovery
I love it when my priors are confirmed.
Heard on the Street: Rising electricity demand, in part due to AI needs, along with the increasing cost of alternatives should cushion the loss of subsidies for green energy. wsj.com/business/energ…
It's kinda funny how when ERCOT first went nodal in 2011 it didn't have an ORDC because the argument was hockey stick offers would raise prices high enough during scarcity intervals to drive pricing. That didn't happen so we got the ORDC. But now with batteries it's happening!
RIP @ERCOTAnon You were one of the real ones
So I guess PJM really does need those transmission upgrades in BGE, huh?
"We are not here because of a failure of markets, we are here because of a failure of regulatory design that has no been addressed, but took way too long to address and cast a cloud of uncertainty over the market for too long." PREACH
"We are not here because of a failure of markets, we are here because of a failure of regulatory design that has no been addressed, but took way too long to address and cast a cloud of uncertainty over the market for too long." PREACH
Meta is out here with billion dollar job offers for AI Engineers and you still think they care about your demand response program? Think again anon!
Let's take a look at @pjminterconnect's capacity auction, shall we? This market is tighter than a pair of skinny jeans. Only 17 MWs of capacity [solar, it would seem] was offered but did not clear (out of 134,205 MWs). 🧵
The basic problem PJM has is that load flatlined from 2008 to ~2023, and the capacity market functioning as designed was trying to get old plants to retire, but state legs kept subsidizing them to avoid small town collapses. 15 years going in circles around overcapacity
Most of the resource adequacy issues facing RTO markets today can be explained by this simple graph:

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