Our Clean Energy Service delivers deep-dive analysis and long term forecasts for RECs, Carbon, Power and Natural Gas. It assesses the supply/demand balance and pricing trends in PJM, NYISO & ISO-NE. Coverage includes traditional Renewable Energy (solar, wind, hydro, and storage), Carbon Markets and Wholesale Power markets.
- Renewables Watch details regulatory & market factors impacting Class I RECs prices and project the supply and demand balance of Class I RECs through 2032 in each region.
- Energy Watch includes 10-year forecasts of pool-wide and zonal energy prices for both power and natural gas forecasts that reflect fundamental analysis, regional basis spreads, LNG Projects, and key issues impacting the gas market.
- Emissions Watch closely follows the impact of Federal, Regional & State Level regulations on SO2, NOx (annual and seasonal) & CO2 allowance price forecasts with regular RGGI updates.
Long-Term Reports
Renewables WatchTM – Provides quarterly update on significant policies (state and federal) facing the PJM, NYISO & ISO-NE renewable energy markets. In addition, inputs to ESAI’s Class I REC supply and demand models are updated quarterly to provide timely updates to Class I REC forecasts. ESAI also covers federal issues that impact renewable policy and development in the Northeast.
Emissions WatchTM – This quarterly report contains our outlooks and views on the emissions markets ISO-NE, NYISO & PJM. ESAI provides regular updates and analysis on developments in the SO2, NOx and CO2 emissions markets as well as price forecasts for state and regional markets. In addition, regular updates are provided on the RGGI program as well as other state-specific emissions programs.
Energy Watch QuarterlyTM – A quarterly analysis of market & policy issues affecting energy pricing over a 10-years for both power & natural gas. Includes forecasts of pool-wide and zonal energy prices in ISO-NE, NYISO & PJM, and forecasts of fuel inputs. The dynamics of market & policy changes are analyzed and impacts on energy prices are assessed. These impacts are placed in the context of high-level benchmark economics of theoretical plants in specific locations. Report provides annual 7×24 data resolution.
Research Methodology
Energy Asset investment and power trading decisions should always be based upon fundamentally sound inputs and detailed project outlooks. While the demand side of the equation for energy asset valuations and energy pricing is relatively straightforward, getting the supply side data correct relies upon a detailed and accurate understanding of the construction of generation projects, the likelihood of project completion, and energy asset retirements and those at-risk of retirement. Supply forecasts also require a broad understanding of how transmission, emissions, and renewable energy mandates impact capacity and energy price outcomes.
Independent, Unbiased Analysis
For 20 years, ESAI Power has provided investors & generation owners with objective analysis based on sound fundamental modeling. With a deep understanding of market rules and regulatory issues that impact market outcomes in PJM, NYISO and ISO-NE, ESAI’s reports include price forecasts for capacity, energy, emissions, renewables, transmission & RECs. Our forecasts are published to our client base of generators, investors, regulators, and utilities – and must always remain unbiased. We’re committed to covering these markets consistently in our price forecasts. ESAI is well known for publishing “the un-varnished truth” in our forward curve forecasts.
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