ESAI Power LLC Announces Publication of 3rd Quarter of 2019 Capacity Watch™

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This issue of Capacity WatchTM examines the development of the offshore wind industry in the Northeast and its potential impact on capacity markets.  The New York section discusses the upcoming winter strip outlook and the impacts of the PJM Transmission Owners filing to increase PJM export tariffs for exports to New York.  The PJM section examines the outlook for the next BRA and implications for the cancellation of the BRA that was scheduled for August and in New England, a significant drop in the Installed Capacity Requirement (1,260 MW) has shifted the outlook for FCA clearing prices lower.  Please see the accompanying excerpt for review.

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ESAI Power LLC Announces Publication of Energy Watch™ for 2018 Q3

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This quarterly issue of Energy Watch provides long-term outlooks for energy prices and regional gas prices for the three Northeast pools: PJM: New York; and New England.  In addition to a discussion of the outlooks for key pricing points in the region, ESAI presents assessments of energy gross margins for both simple cycle and combined cycle gas-fired units at varying pricing indexes in each region. 

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

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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.

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ESAI Power LLC Announces Publication of 2018 Q1 Northeast Energy Watch Quarterly™ | Energy Watch Blog

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ESAI Power LLC is pleased to announce the publication of our 1st quarter of 2018 Northeast EnergyWatch Quarterly™ publication. The issue addresses recent growth in natural gas production and expected costs of future supply.  ESAI has revised its long-term natural gas price forecast down compared to previous recent quarterly projections. 

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

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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.

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