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Power and Renewables reports
The carbon-free clause and the next stage of power sector transformation
* Wind and solar are cost competitive, but in high-penetration markets the value of power will become the more valuable metric. * Market design is ...
The fog of volatility: will proper resource planning be increasingly challenged in the current ERCOT energy only market?
Despite tightening reserves this year and higher forward pricing, ERCOT has seen a continuing trend of gas project cancellations from the ERCOT gen...
The Majors: positioning in low-carbon energy
The Majors have stepped up new energy growth over the last year. In renewable power alone, capacity has jumped by 95% or 40 GW. More investment is ...
The new balance: long term implications of Asia gas and LNG
Oversupply in the LNG market will not last forever as Asian gas demand continues to grow strongly. But the development of new LNG supply is being c...
The operational dynamics of a (nearly) carbon-free grid: Lessons from Uruguay
In this insight we continue our discussion of the market and operational impacts of high-penetration renewable energy systems by focusing on Urugua...
The post-coronavirus recovery: ERCOT power and renewables April 2021 STO
Power markets are generally seeing a continuing return to normal as they shake off the lingering impacts from last year: - Average daily demand in ...
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