Posts

Generation Asset Monitor

PJM Interconnection Process Update | Generation Asset Monitor Blog

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Earlier this month, PJM issued an update on its new process for studying New Service Requests from generators seeking Interconnection Service Agreements (ISAs) or Wholesale Market Participant Agreements (WMPAs). This new process was approved by the Federal Energy Regulatory Commission (FERC) on November 29, 2022, and was implemented to address the significant backlog of generation projects with queue positions awaiting ISAs or WMPAs.

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Capacity Watch Blog

NYISO Capacity Price Forecast | Capacity Watch Blog

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In ESAI’s latest Capacity Watch update, ESAI delivers our NYISO Capacity Market Forecast out to 2032/33 Capability Year.

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Capacity Watch Blog

MISO PRA Scheduled to start April 18th | Capacity Watch Blog

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ESAI brings 20 years of experience analyzing and forecasting the Capacity Markets in PJM, ISO-NE and NYISO, into our new Capacity coverage of MISO. ESAI also maintains a MISO Energy Asset Database (Delivered to subscribers in excel) that tracks the MISO Interconnection queue to forecast Renewables Additions that produces a Probability Weighted Renewable Additions forecast, any Fossil Additions, and also any plant Retirements or forecasting plants at risk of retirement. 

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Capacity Watch Blog

ISO-NE FCA17 Auction Dynamics and Capacity Price Forecast | Capacity Watch Blog

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In ESAI’s latest Capacity Watch report, we analyze the ISO-NE FCA17, Forward Capacity Auction. ESAI’s coverage includes auction parameters, qualified capacity, and expected auction dynamics. These are all detailed in our Capacity Watch report.

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Capacity Watch Blog

MISO Capacity Price Forecast PRA 2023/24 | Capacity Watch Blog

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ESAI brings 20 years of experience analyzing and forecasting the Capacity Markets in PJM, ISO-NE and NYISO, into our new Capacity coverage of MISO. ESAI also maintains a MISO Energy Asset Database (Delivered to subscribers in excel) that tracks the MISO Interconnection queue to forecast Renewables Additions that produces a Probability Weighted Renewable Additions forecast, any Fossil Additions, and also any plant Retirements or forecasting plants at risk of retirement. 

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Capacity Watch Blog

PJM BRA 2024/25 Capacity Price Forecast | Capacity Watch Blog

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For Energy Investors and Generation Owners investing and trading in PJM, it’s vital to have an in-depth market model with deep analysis of the market fundamentals, the latest regulatory updates, and insight into the rule changes and planning parameters that impact PJM BRA clearing prices moving forward. Surface level analysis is not enough when it comes to making investment decisions in the PJM Capacity Market. The PJM BRA for 2024/25 Delivery year is set to begin December 7th, 2022

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Capacity Watch Blog

PJM BRA 2023/24 Capacity Price Forecast | Capacity Watch Blog

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ESAI Power’s recent Capacity Watch includes our forecast for the PJM BRA 2023/24. Our PJM analysis this quarter includes ESAI’s forecast for the PJM BRA 2023/24 and reflects upon MOPR, MSOC, ELCC and VRR Curves.

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Capacity Watch Blog

ISO-NE FCA16 Auction Parameters and Capacity Price Forecast | Capacity Watch Blog

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In ESAI’s latest Capacity Watch report, we analyze the ISO-New England Forward Capacity Auction, FCA16. Clearing Prices are expected to decline from the FCA15 Auction due to a decrease in Net Installed Capacity Requirements (Net ICR) and Net Cost of New Entry (Net CONE).

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Capacity Watch Blog

PJM BRA 2023/24 Rule Changes and Auction Parameters: Capacity Price Forecast | Capacity Watch Blog

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In ESAI’s latest Capacity Watch report, we analyze the three major rule changes that will impact pricing in the upcoming PJM Base Residual Auction (2023/24 BRA) and the subsequent influence on clearing prices out to 2030. These rule changes include FERC’s revised approval of ELCC, a default MSOC based upon Net ACR, and FERC’s failure to reach a majority decision on PJM’s proposed MOPR revisions.

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Capacity Watch Blog

Stepping Stones to FCA16 and Beyond | Capacity Watch Blog

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In this blog, we highlight a portion of the analysis in the NYISO section of the recently published Q2 Capacity Watch™. Changes to the New York markets’ supply and demand levels and declining peak load forecasts have sent capacity prices in all directions. New York’s commitment to renewable development has increased considerably in the past year with the approval of CLCPA’s minimum statewide goal of 9 GW of offshore wind by 2035. The upward trajectory of renewables has also shaped LCR and IRM expectations.

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