Unbiased Market Experts
We are uniquely qualified to provide consulting services to support power generation asset market studies in the power markets. We have deep expertise in forecasting prices, modeling power generation assets, conducting buy-side M&A valuations, and monitoring market and regulatory issues.
Our Energy Models are always kept up to date for our Capacity, Energy and RECs market forecasts published to our Investor client base. Our forecasts on capacity, power, gas, emissions & REC prices are constantly updated for PJM, NYISO & ISO-NE. We have conducted extensive valuation work with assets of all different fuel types across these pools. Additionally, ESAI regularly follows market and regulatory/policy issues.
Over the past 20 years, ESAI’s experts have supported hundreds of Power Markets asset/portfolio valuations in PJM, NYISO and ISO-NE and provided detailed revenue & gross margin forecasts for every major asset in these RTOs.
Through detailed monitoring of stakeholder processes in the PJM, NYISO, ISO-NE & MISO and FERC proceedings, we maintain a view on key changes to market rules and regulatory risks that may impact market prices and asset values. ESAI is continuously involved in asset valuation transactions, that provide additional insights about the details in each of the RTOs, along with perspectives on potential investment theses and inherent risks.
Download Our Consulting Services Brochure
Download our Consulting Services for Energy Markets Brochure to learn how we are uniquely qualified to provide consulting services to support asset acquisition or sales processes in the energy sector. We have deep expertise in forecasting prices, modeling assets, conducting valuations, and monitoring market and regulatory issues.
Deep Energy Experience
ESAI has well-established, finely calibrated models and databases as input to our detailed, asset-specific assessments. We also have historical databases and extensive expertise about the key factors that have shaped market outcomes, power and gas prices, and generation asset performance over the last 20+ years. The market intelligence, model calibration, and regular data collection and updates that support our base case market outlooks provide a solid basis for the analysis of specific generation facilities valuations. Starting from this modeling framework, ESAI analysts incorporate market assumptions and details related to an asset in order to provide a fully transparent, detailed, facility-level, hourly forecast.
Our experts will work closely with you to scope out your custom consulting project. We prepare detailed proposals at no cost for your upcoming strategic initiative or asset investment process.
Consulting Benefits
This combination of publication and consulting business lines provides ESAI with several unique advantages for supporting asset sales, these include:
- Deep Expertise in Northeast Wholesale Power Markets – For the past 20 years, every month, every quarter, ESAI Power analysts have been producing monthly and quarterly price forecasts and assessments in PJM, NYISO and ISO-New England. ESAI is unmatched in terms of depth and experience covering the Northeast wholesale power markets. ESAI experts work with investors and generation owners on a wide range of topics, including asset valuation, due diligence, strategic planning and regulatory support.
- Capacity, Transmission, Emissions, and Renewables Specific Experience – ESAI has been deeply involved supporting participants in PJM, NYISO, and ISO-NE in relation to the Capacity Markets and capacity policy issues, Transmission investment and development in the context of RTO planning, Emissions price forecasts, the RGGI Program, Tier 1 REC Pricing, and zonal pricing dynamics. ESAI experts have a deep understanding of past market developments and the expected impact and key uncertainties associated with the regional Capacity and Energy markets.
- Independent third-party experts – We work for a wide range of market participant with differing objectives and interest. Clients frequently note that our forecasts are balanced and credible, and that our market reports objectively highlight the uncertainties and on-going developments in the relevant market, along with the associated upside potential and risks.
- On the Pulse of the Market – Our views are well-informed by routine feedback from our clients who are actively participating as buyers, seller, or lenders. We understand and help shape how participants view different investment theses and key investment considerations, what issues they perceive as significant risks, and where they see valuable opportunities.
- Research Basis – Our analysts leverage a solid base of data and knowledge related to key factors driving market fluctuations, such as generator additions and retirements; transmission projects and outages; Demand Response (DR); impact of compliance with environmental regulations on the generator stack; generator outages; demand patterns; fuel pricing; natural gas basis issues; and regulatory insights and risk.
- Energy Analytics – ESAI leverages multiple analytical tools for energy and capacity analysis, including the AURORAxmp nodal production cost model and the Power World optimal power flow simulation tool.
- LMP Market Analysis – The ESAI team’s collective experience with modeling LMP markets and monitoring and forecasting long-term energy and capacity prices, including on a routine basis through Northeast EnergyWatchTM and Capacity WatchTM;
Free Trial Report Request
Please visit our Free Trial Report Request form to request up to (3) three of our research product reports.
- Capacity Watch includes a regional 10-year Capacity price forecast, and in-depth analysis of current market issues.
- Energy Watch report includes reviews of market conditions, granular forecasts of pool-wide and zonal energy pricing.
- Transmission Watch analyzes regional reliability issues, congestion in the context of RTO & State transmission policies.
- Renewables Watch analyzes regulatory and market factors for solar, wind, hydroelectric, & storage for most of the Eastern United States.
- Emissions Watch provides analysis and price forecasts of the SO2, NOx and CO2 emissions markets.
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Please contact us for more information about our research product publications or our consulting services.