NYISO Capacity Price Forecast | Capacity Watch Blog
In ESAI’s latest Capacity Watch update, ESAI delivers our NYISO Capacity Market Forecast out to 2032/33 Capability Year.
Capacity 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
ISO-NE FCA17 Auction Dynamics and Capacity Price Forecast | Capacity Watch Blog
In ESAI’s latest Capacity Watch report, we analyze the ISO-NE FCA17, Forward Capacity Auction. ESAI’s coverage includes auction parameters, qualified capacity, and expected auction dynamics. These are all detailed in our Capacity Watch report.
MISO Capacity Price Forecast PRA 2023/24 | Capacity Watch Blog
ESAI brings 20 years of experience analyzing and forecasting the Capacity Markets in PJM, ISO-NE and NYISO, into our new Capacity coverage of MISO. ESAI also maintains a MISO Energy Asset Database (Delivered to subscribers in excel) that tracks the MISO Interconnection queue to forecast Renewables Additions that produces a Probability Weighted Renewable Additions forecast, any Fossil Additions, and also any plant Retirements or forecasting plants at risk of retirement.
PJM BRA 2024/25 Capacity Price Forecast | Capacity Watch Blog
For Energy Investors and Generation Owners investing and trading in PJM, it’s vital to have an in-depth market model with deep analysis of the market fundamentals, the latest regulatory updates, and insight into the rule changes and planning parameters that impact PJM BRA clearing prices moving forward. Surface level analysis is not enough when it comes to making investment decisions in the PJM Capacity Market. The PJM BRA for 2024/25 Delivery year is set to begin December 7th, 2022
PJM BRA 2023/24 Capacity Price Forecast | Capacity Watch Blog
ESAI Power’s recent Capacity Watch includes our forecast for the PJM BRA 2023/24. Our PJM analysis this quarter includes ESAI’s forecast for the PJM BRA 2023/24 and reflects upon MOPR, MSOC, ELCC and VRR Curves.
ISO-NE FCA16 Auction Parameters and Capacity Price Forecast | Capacity Watch Blog
In ESAI’s latest Capacity Watch report, we analyze the ISO-New England Forward Capacity Auction, FCA16. Clearing Prices are expected to decline from the FCA15 Auction due to a decrease in Net Installed Capacity Requirements (Net ICR) and Net Cost of New Entry (Net CONE).
PJM BRA 2023/24 Rule Changes and Auction Parameters: Capacity Price Forecast | Capacity Watch Blog
In ESAI’s latest Capacity Watch report, we analyze the three major rule changes that will impact pricing in the upcoming PJM Base Residual Auction (2023/24 BRA) and the subsequent influence on clearing prices out to 2030. These rule changes include FERC’s revised approval of ELCC, a default MSOC based upon Net ACR, and FERC’s failure to reach a majority decision on PJM’s proposed MOPR revisions.
Stepping Stones to FCA16 and Beyond | Capacity Watch Blog
In this blog, we highlight a portion of the analysis in the NYISO section of the recently published Q2 Capacity Watch™. Changes to the New York markets’ supply and demand levels and declining peak load forecasts have sent capacity prices in all directions. New York’s commitment to renewable development has increased considerably in the past year with the approval of CLCPA’s minimum statewide goal of 9 GW of offshore wind by 2035. The upward trajectory of renewables has also shaped LCR and IRM expectations.
Renewable Expansion in NYISO | Capacity Watch Blog
In this blog, we highlight a portion of the analysis in the NYISO section of the recently published Q2 Capacity Watch™. Changes to the New York markets’ supply and demand levels and declining peak load forecasts have sent capacity prices in all directions. New York’s commitment to renewable development has increased considerably in the past year with the approval of CLCPA’s minimum statewide goal of 9 GW of offshore wind by 2035.
How Low Can PJM Capacity Prices Go? | Capacity Watch Blog
Our Q2 Capacity Watch™ provides clients with an in-depth outlook on PJM, ISO-New England, and NYISO Capacity prices. In this blog, we will highlight a portion of the analysis in the PJM section of the recently published Q2 Capacity Watch™. PJM’s recent release of the 2022/23 Base Residual Auction clearing prices surprised many market participants with prices well below expectations. Prices in each LDA cleared significantly lower than historical auctions, and in particular, the 2021/22 BRA.