Rexon Carvalho
Rexon is a US power Analyst whose work focuses on modelling and analysing US electricity markets
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Batteries included
Published 19 Dec 2019
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OverviewEastern power markets are caught between winters and losers. In winter, constrained pipeline capacity and resulting high natural gas basis prices create healthy spark spreads, especially for units at the bottom of the stack or that generate electricity using materials other than gas. Gas.. -
ERCOT estimates the reserve margins for summer 2020 to be higher due to lower peak demand
Published 5 Dec 2019 by -
ERCOT's supply forecast to show higher reserve margin driven by renewables
Published 4 Dec 2019 by -
Tracking panels
Published 27 Nov 2019
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Expanding wind and solar capacity will push power prices lower in ERCOT, and to a lesser extent in PJM and New England in the near term (though the latter will be more driven by rooftop solar rather than large utility-scale arrays). Our view of lower gas prices, with Henry Hub near $2/mmbtu for s.. -
ERCOT wind capacity growth now expected at record 3.8 GW y/y in 2019, 4 GW in 2020
Published 4 Oct 2019 by -
Mixed renewables performance during ERCOT heat highlights summer 2020 price volatility risks
Published 16 Aug 2019 by -
PJM power demand extremely soggy as manufacturing slows, solar rises
Published 3 Jun 2019 by
Recent alerts
- ERCOT estimates the reserve margins for summer 2020 to be higher due to lower peak demand 1 month ago
- ERCOT's supply forecast to show higher reserve margin driven by renewables 1 month ago
- ERCOT wind capacity growth now expected at record 3.8 GW y/y in 2019, 4 GW in 2020 3 months ago
- Mixed renewables performance during ERCOT heat highlights summer 2020 price volatility risks 5 months ago
- PJM power demand extremely soggy as manufacturing slows, solar rises 7 months ago
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