Benchmark Energy Research© for ISO-NE
ESAI’s Benchmark Energy Research™ for ISO-NE delivers fundamental-based market outlooks to help private equity investors, lenders, IPPs, and energy traders to make informed investment and trading decisions in the ISO-NE Power market. Subscribers receive regular updates on key events like Capacity and CO2 Auctions, changes in renewables legislation, along with long-term price forecasts for Capacity, Power, Gas, Emissions, and RECs. ESAI’s Benchmark Energy Research for ISO-NE insights help investors:
Benchmark Energy Research™ for ISO-NE coverage includes the following:
Benchmark Energy Research™ for ISO-NE includes ongoing market coverage and ad-hoc market updates and analyst calls with our market experts.
Capacity Watch™ provides financial analysis of capacity markets and capacity policy issues in ISO-NE, NYISO, PJM & MISO regions. This report includes ESAI’s outlook for regional 10-year capacity prices as well as an in-depth analysis of current market issues that affect price outcomes. Our coverage includes pre-auction forecasts, and updated post-auction forecasts along with what the auction results will mean for clearing prices moving forward over the next 10-years.
Energy Watch™ provides a financial analysis of market and policy issues affecting the energy price forecast over a 10-year time period for power & natural gas. Includes forecasts of pool-wide and zonal energy prices in ISO-NE, NYISO & PJM, and forecasts of fuel inputs. The dynamics of market & policy changes are analyzed and impacts on energy prices are assessed. These impacts are placed in the context of high-level benchmark economics of theoretical plants in specific locations.
Emissions Watch™ provides financial price outlooks and views on the emissions markets ISO-NE, NYISO & PJM. ESAI provides regular updates and analysis on developments in the SO2, NOx and CO2 emissions markets as well as price forecasts for state and regional markets. In addition, regular updates are provided on the RGGI program as well as other state-specific emissions programs.
Renewables Watch™ provides a quarterly update on significant policies (state and federal) facing the PJM, NYISO & ISO-NE renewable energy markets. In addition, inputs to ESAI’s Class I REC supply and demand models are updated quarterly to provide timely updates to Class I REC forecasts to inform investment decisions. ESAI also covers federal issues that impact renewable policy and development in the Northeast RTOs.
Transmission Watch™ provides an in-depth look at transmission investment and development. Regional reliability issues, economic relief and policy drivers in the context of RTO planning processes. Regulatory and policy initiatives, as well as updates on significant projects. We provide detailed quarterly reports that deliver insights into Transmission concerns, financing of projects, key policy changes, and merchant vs. utility build-outs.
Generation Asset Monitor™ (GAM) tracks interconnection queues and forecasts generation project developments and retirements in PJM, NYISO, ISO-NE, and MISO. Each project is assigned a probability of completion to project likely future capacity changes, with detailed project data updated monthly. GAM provides investors, developers, and asset owners with critical insights into new renewable and fossil additions, retirements, and market impacts.
Energy Asset investment and power trading decisions should always be based upon fundamentally sound inputs and detailed project outlooks. While the demand side of the equation for energy asset valuations and energy pricing is relatively straightforward, getting the supply side data correct relies upon a detailed and accurate understanding of the construction of generation projects, the likelihood of project completion, and energy asset retirements and those at-risk of retirement. Supply forecasts also require a broad understanding of how transmission, emissions, and renewable energy mandates impact capacity and energy price outcomes.
For 20 years, ESAI Power has provided investors & generation owners with objective analysis based on sound fundamental modeling. With a deep understanding of market rules and regulatory issues that impact market outcomes in PJM, NYISO, MISO and ISO-NE, ESAI’s reports include price forecasts for capacity, energy, emissions, renewables, transmission & RECs. Our forecasts are published to our client base of generators, investors, regulators, and utilities – and must always remain unbiased. We’re committed to covering these markets consistently in our price forecasts. ESAI is well known for publishing “the un-varnished truth” in our forward curve forecasts.
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ESAI Power2022-04-04 16:00:462024-08-22 12:18:01ISO-NE Proposes Ending MOPR in 2025, with a Transition Aimed at Protecting Grid Reliability | Energy News
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ESAI Power2022-03-23 11:00:452024-09-12 10:39:43Outage-Related Transmission Constraints to Impact Power Prices in PJM, NYISO & ISO-NE | Congestion Watch Blog
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ESAI Power2022-01-14 15:30:332024-08-22 12:43:24ISO-NE FCA16 Auction Parameters and Capacity Price Forecast | Capacity Watch Blog
Please contact us for more information about our research product publications or our consulting services.
