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Rexon Carvalho

Rexon is a US power Analyst whose work focuses on modelling and analysing US electricity markets

  • ERCOT estimates the reserve margins for summer 2020 to be higher due to lower peak demand

    • Power
    • North America Power
    • E-mail alerts
    Published 5 Dec 2019 by
    • Rexon Carvalho
  • ERCOT's supply forecast to show higher reserve margin driven by renewables

    • Power
    • North America Power
    • E-mail alerts
    Published 4 Dec 2019 by
    • Rexon Carvalho
  • Tracking panels

    Tracking panels cover image
    • Power
    • North America Power
    • Outlook
    Published 27 Nov 2019 by
    • Peter Rosenthal
    • Rexon Carvalho
    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..

    Read more

  • ERCOT wind capacity growth now expected at record 3.8 GW y/y in 2019, 4 GW in 2020

    • Power
    • North America Power
    • E-mail alerts
    Published 4 Oct 2019 by
    • Peter Rosenthal
    • Rexon Carvalho
  • Mixed renewables performance during ERCOT heat highlights summer 2020 price volatility risks

    • Power
    • North America Power
    • E-mail alerts
    Published 16 Aug 2019 by
    • Peter Rosenthal
    • Rexon Carvalho
  • PJM power demand extremely soggy as manufacturing slows, solar rises

    • Natural Gas
    • North America
    • North America E-mail alert
    Published 3 Jun 2019 by
    • Rexon Carvalho
    • Peter Rosenthal

Recent alerts

  • ERCOT estimates the reserve margins for summer 2020 to be higher due to lower peak demand 1 week ago
  • ERCOT's supply forecast to show higher reserve margin driven by renewables 1 week ago
  • ERCOT wind capacity growth now expected at record 3.8 GW y/y in 2019, 4 GW in 2020 2 months ago
  • Mixed renewables performance during ERCOT heat highlights summer 2020 price volatility risks 3 months ago
  • PJM power demand extremely soggy as manufacturing slows, solar rises 6 months ago
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