Publications

Recent Reports

Regulatory change raises expected Maryland SREC prices modestly

September 15, 2021
By 
Andrew Kinross & Wesley Stevens

On June 1, 2021, Senate Bill 65 became effective which decreased the Maryland solar RPS and increased the ACP. SREC prices immediately gravitated toward the new ACP schedule, and are expected to remain at about 98% of ACP for the foreseeable future.

Read Full Report

Power Advisory Commentary on IESO Annual Acquisition Report

July 29, 2021
By 
Brady Yauch, Travis Lusney, Sarah Simmons, Michael Killeavy, Jason Chee-Aloy

Read Full Report

Maine Tranche 2 RFP Term Sheets Approved

June 29, 2021
By 
Carson Robers

Power Advisory LLC continues to closely track the Northeast electricity markets and support the development of clean energy projects. Find a summary of the latest news from the Maine Public Utilities Commission below, with the approval of term sheets from the 2021 Maine Tranche 2 RFP for renewables this morning.

Read Full Report

Climate change and ESG goals: What Options do Ontario companies have to source renewables?

May 12, 2021
By 
Power Advisory

Addressing the climate crisis has renewed focus in Canada and across the globe. On the heals of announcing a strengthened climate plan with a goal of net-zero emissions by 2050, Prime Minister Trudeau announced that Canada will enhance its commitment to the Paris Agreement by reducing emissions to 40-45% below 2005 levels by 2030 during the World Leaders Climate Summit.

Read Full Report

RECs and SRECs Still Playing an Important Role in East Coast Renewable Energy Project Economics

April 13, 2021
By 
Andrew Kinross

The environmental attributes associated with renewable energy projects can be an important part of project economics. Thus, having an opinion on the outlook for the value of these attributes is necessary. Power Advisory models the supply and demand for REC (Renewable Energy Credit) and SREC (Solar Renewable Energy Credit) markets; and we provide price forecasts for as long as 30 years.

Read Full Report

PJM Offshore Wind Transmission Competitive Procurement

March 26, 2021
By 
John Dalton

On April 15th PJM will begin soliciting transmission proposals that would expand its network and identify system improvements to enable the interconnection of New Jersey’s 7,500 MW OSW target. This is the first “market test” in the US where transmission developers will compete for the right to develop the transmission need to realize a state or region’s OSW goals. Transmission developers will submit competing transmission proposals to PJM.

Read Full Report

Using Market Forces to Support Tx Investment Mar 8, 2021

March 8, 2021
By 
John Dalton

The figure below shows the various New York State transmission projects that are being developed to respond to NYSERDA’s Tier 4 RFP. The Tier 4 RFP requires that qualifying RECs, which include incremental hydro at existing dams, be generated in or delivered to NYISO’s Zone J (NYC), with delivery occurring over new transmission facilities. When the Tier 4 concept was originally announced there were only a few eligible transmission projects. See what the prospect of a 25-year contract has engendered.

Read Full Report

New Trends In Corporate Renewables: Ppa Case Studies Of The Future

February 24, 2021
By 
Ami Khalsa

Over the past decade, we have witnessed rapid growth in corporate PPAs as companies and institutions seek operational savings and to achieve sustainability objectives. Even in their dramatic growth from the early 2010s, corporate PPAs and the needs they fill for companies have evolved and will continue to do so. Recently, there have been a number of notable changes and advancements made to corporate PPAs foreshadowing additional changes to come.

Read Full Report

UK OSW Leasing: Insights for Potential Forthcoming BOEM Lease Sales?

February 17, 2021
By 
John Dalton

Last week, the UK Crown Estates concluded its fourth round of offshore wind (OSW) leasing. The results of this auction offer some potential insight into forthcoming BOEM OSW lease auctions. First of all, the option fees paid to secure leases were at record levels (e.g., up to $214/kW). This is explained in part by the relatively modest amount of capacity covered by the lease areas offered (8 GW) relative to the UK’s OSW ambitions (an incremental 60 GW by 2050).

Read Full Report

ICYMI: UK National Grid Presentation on Benefits of Coordinated Development of Offshore Transmission

February 17, 2021
By 
John Dalton

Earlier this month there was a compelling presentation by Dr. Stojkovska, Technical Manager Offshore Coordination at National Grid, that reviewed work completed by National Grid identifying the benefits of coordinated development of offshore transmission in the UK. The study estimated that potential savings in transmission investment to be 18% (US$8 billion) with 60 GW of additional offshore wind (OSW) development, with the number of landfalls reduced by 70%.

Read Full Report