Capacity Watch GraphicCapacity WatchTM – Provides analysis of capacity markets and policy issues that impact capacity price outcomes over a 10-year forecast horizon. The impacts of new generation and retirements on reserve margin surpluses and forward capacity market values is updated and presented in each issue. Coverage includes:

  • An evaluation of the outlook for the construction of each generation project in PJM, NYISO, ISO-NE and MISO via our Generation Asset Monitor monthly updates.
  • Pre & post Capacity auction briefings on PJM BRAs, ISO-NE FCAs, MISO PRAs with ongoing, in-depth NYISO Capacity market analysis.
  • Up-to-date 10-year Capacity Price forecast.

Subscribers can also access ESAI’s Generation Asset Monitor, which provides a detailed evaluation of the outlook for the construction of generation projects and plant retirements in ISO-NE, NYISO, PJM, and MISO.

Posts

ESAI Power Announces Publication Capacity Watch™ 2018 Q2 | Capacity Watch Blog

This issue provides a detailed overview of expectations for the upcoming BRA for 2021/22. RTO and MAAC prices are expected to clear at $86.69/MW-day with EMAAC clearing at $150.69/MW-day and ComEd at $175. For New England, a detailed breakdown of the FCA12 results are provided as well as a discussion of the potential for fuel-based reliability payments for Mystic 8 and 9. Finally in New York, the final 2018 Gold Book load forecasts have been issued and are incorporated into the ESAI outlook.  Please see the accompanying excerpt for review.

ESAI Power LLC Announces Publication of 2018 Q1 Capacity Watch™ | Capacity Watch Blog

ESAI Power LLC is pleased to announce the publication of our 1st quarter of 2018 Capacity Watch™ publication.  The issue presents an overview of the penalties for delays or cancellations in delivery of new generation and the implications for capacity markets.  The New England section discusses the CASPR capacity substitution rule and its potential impact on prices.