129 - Energy Risk Management made Simple for Insiders
Insider's Guide to Energy
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The Role of Location in Power Purchase Agreements
Most of the, a lot of the power purchase agreements that we're seeing are in what are the competitive power markets or the deregulated power markets. A hub is essentially an aggregate of many nodes. And it's kind of a synthetic quantity that is traded on in the market. The biggest difference is the non-dispatriability. That's really... Then this is... At this stage of the game here in 2023, the idea of intermittency and the idea that that is a fundamentally different paradigm than centralized, dispatchable thermal generation is nothing new. But I will say the market is still grappling with how to manage those risks.
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