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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
Published 5 Dec 2019 by
- Rexon Carvalho
ERCOT's supply forecast to show higher reserve margin driven by renewables
Published 4 Dec 2019 by
- Rexon Carvalho
Tracking panels
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..
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ERCOT wind capacity growth now expected at record 3.8 GW y/y in 2019, 4 GW in 2020
Published 4 Oct 2019 by
- Peter Rosenthal
- Rexon Carvalho
Mixed renewables performance during ERCOT heat highlights summer 2020 price volatility risks
Published 16 Aug 2019 by
- Peter Rosenthal
- Rexon Carvalho
PJM power demand extremely soggy as manufacturing slows, solar rises
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