By cEntellect
In Daily Hot Topics - Natural Gas, Daily Hot Topics - Power, Research & Analysis - Natural Gas, Research & Analysis - Power
Posted

Sound the alarm: we have a winter problem

In normal/cold winter, natural gas and power will exhibit price volatility.

By cEntellect
In Research & Analysis - Power
Posted

Power Research & Analysis – cHedgeTM

cHedgeTM is a cEntellect proprietary dynamic hedging process applicable to all energy assets, including but not limited to power plants, refineries, pipelines, and storage. With over [...]

By cEntellect
In Research & Analysis - Power
Posted

Mexico Power Price

Attributes Mexico’s aggregate real time round the clock power price has averaged $93 MWh year to date, and $111 MWh June-August to date. This compares to US $37 MWh year to date, and $37 MWh [...]

By cEntellect
In Research & Analysis - Power
Posted

U.S. New Builds vs. Retirements

This is a 5+ year lookback since 2013 to focus on; Market share what the U.S. is retiring Market share what the U.S. is building Are the new U.S. builds economically optimal? Generation Type [...]

By cEntellect
In Research & Analysis - Power
Posted

The Economics of Battery Energy Storage

Now that wind and solar renewables have met and in certain cases exceeded fossil generation cost parity, battery energy storage (BES) to convert non-firm renewable power to firm renewable power [...]

By cEntellect
In Research & Analysis - Power
Posted

Merchant Power Generation Out-Of-The-Money

This research and analysis will focus on (4) topics; Causality of merchant power generation out-of-the-money New generation levelized cost of electricity (LCOE) cost comparison Supply stack [...]

By cEntellect
In Research & Analysis - Power
Posted

Cryptocurrency Power Demand

The estimated US cryptocurrency power demand in 2018 is ~686 MW and estimated to grow to ~1,649 MW by 2020. There seems to be a bit of market hysteria on the magnitude of power demand [...]

By cEntellect
In Research & Analysis - Power
Posted

Change: Reserve Margin Surprise Risk

Takeaways: WECC-RMRG, WECC-AB, PJM, SERC-SE, and SPP are largely immune to surprise reserve margin changes, so low price risk. SERC-E, WECC-CAMX, WECC-BC, NPCC-Maritimes, MRO-Manitoba Hydro, and [...]

By cEntellect
In Research & Analysis - Power
Posted

ERCOT

ERCOT August 2018 peak market started the jump from ~$110 MWh to ~$175 MWh one week before the release of the ERCOT “Seasonal Assessment of Resource Adequacy” (SARA) on 3/1/2018, which jumped [...]