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by Cliff Rose
Financial transmission rights (FTR) traders analyze historical and anticipated congestion patterns to predict future power market conditions. Traders strategically buy and sell FTRs based on their predictions of future market conditions. As part of that process, they analyze a myriad of factors, including historical and forecast congestion patterns, weather forecasts, and expected changes in energy demand (load) and supply to effectively predict market dynamics.
Knowing What Changes Are Coming
Understanding upcoming changes to generation and transmission infrastructure is essential to forward-looking power analysis. Our Infrastructure Insights Dataset provides our clients with deep insights into the ever-changing status of planned generation, transmission, and load center facilities (e.g., industrial, data centers, and bitcoin) coming online or retiring across the US.
Our Infrastructure Insights Dataset can help you:
- Understand upcoming changes to generation, transmission, or demand that will affect prices and congestion in the power markets.
- Increase the accuracy of models related to FTR trading.
Strengthening Your FTR Models
FTR traders often use power flow modeling to simulate how the system will operate in the coming months. A crucial input to these models are upcoming changes to generation, transmission, and load. It's important to understand both changes to the system as well as what lines may be on outage during a specific auction to understand future congestion.
In the image below, we share an example of upcoming transmission projects in Ohio. Incorporating this information into a power flow model would be critical for traders in understanding future congestion. Below, we see new lines as well as line rebuilds – both important in modeling the transmission system for congestion forecasting.
Yes Energy’s Infrastructure Insights Dataset
Gaining Increased Visibility into Upcoming Generation and Transmission
Yes Energy’s Infrastructure Insights Dataset, pictured below, is the deepest and the most thoroughly researched database of all the energy infrastructure projects in North America. It pulls from hundreds of sources, including independent system operator (ISO) interconnection queues, rate cases, investor presentations, OATI OASIS websites, FERC reports, state reports, Public Utility Commission filings, utility transmission plans, company websites, company financials, and news services.
Yes Energy’s Infrastructure Insights Dataset
Our Infrastructure Insights Dataset gives customers access to deep insights into the ever-evolving status of planned generation, transmission, and load center facilities coming online or retiring across the U.S.
For more information on FTRs, learn how to elevate your trading with FTR auction constraint data and learn how to use geo data to analyze FTR risk.
Watch our on-demand webinar to learn how our Infrastructure Insights Dataset can help you make accurate, forward-looking decisions related to FTR trading.
