Huge thanks to Jacob Steubing, CFA and Gregory Hall for participating in our webinar the other week focused on pricing BESS offtake in ERCOT. So many insights from the discussion, but here are a few excerpts: “When we're looking at the expectations of load growth and the continued strong tailwinds behind solar penetration, that net load shifting should be strong. We have a bullish outlook on that, and I think that that's reflected in the RenewaFi BESS TB2 price forecast. If you move forward in the start date or if you extend the term, there's not really significant backwardation in those curves. We believe that that reflects the fairly strong fundamentals for the intrinsic value [of BESS].” - Jacob   "We do look at the development risk of the asset, and we do obviously like to see a pretty high level of development and de-risking, especially if [the developer is] able to get out ahead of procuring equipment. There is consensus that these assets are easier to build...but projects that are mechanically complete can still take months and months to fully test and qualify to get up and running for the offtaker. That's probably the thing you'd want to be most aware of upfront." - Greg View the full recording here: https://lnkd.in/eHzJunJp

Check out this on-demand webinar to understand the impact of demand growth on the power markets. My ICF energy colleagues also share their views on the PJM, ERCOT, and WECC markets. https://bit.ly/3Ajt8Ny

Check out this on-demand webinar to understand the impact of demand growth on the power markets. My ICF energy colleagues also share their views on the PJM, ERCOT, and WECC markets.

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Check out this on-demand webinar to understand the impact of demand growth on the power markets. My ICF energy colleagues also share their views on the PJM, ERCOT, and WECC markets.

Check out this on-demand webinar to understand the impact of demand growth on the power markets. My ICF energy colleagues also share their views on the PJM, ERCOT, and WECC markets. https://bit.ly/3S2p2PY

Check out this on-demand webinar to understand the impact of demand growth on the power markets. My ICF energy colleagues also share their views on the PJM, ERCOT, and WECC markets.

Imperial Oil has set its 2025 capital and exploration expenditures in a range between $1.9 billion and $2.1 billion 🔗 Read here: https://lnkd.in/gvjerCKh 🟩 Interested in more energy news, data and features? Take a free DOB Energy trial here: https://ow.ly/PF8A50UqaC4 #oilandgas #energy #capitalspending

How is recent demand increase across power markets impacting the reliability needs, prices, and future capacity expansion? Join us for a deep dive into PJM, WECC, and ERCOT power markets with Market Experts Lalit Batra, Shubhangi Sharma and Venkat Krishnan to unravel the latest developments from ICF's perspective. Register here: https://lnkd.in/gXZqBWkJ

What a day for energy traders that Thursday was. Yes, there was a good attempt across the energy complex to push higher but the bearish market structure was maintained after all. That is a good reminder for the classic lesson: The trend is in place until there is irrefutable evidence that it has reversed. Contact me today to get a seat at the 5-week technical analysis academy starting on 30 September. This is your last chance of the year. #TTF #energytrading