ERCOT panel ‘hand-wringing’ about reserves

摘要

Electric Reliability Council of Texas stakeholders’ concern that ERCOT’s next capacity and demand report might show a reserve margin below its 13.75% target prompted “hand-wringing” Friday about possible consequences from the North American Electric Reliability Corp. ERCOT’s next Capacity, Demand and Reserves Report “is going to look really bad,” said Clayton Greer, Morgan Stanley vice president for commodities, during the council’s Supply Analysis Working Group meeting. ERCOT has since late September approved the retirement of 4,618 MW of generation by mid-February. Based on these retirements, plus expectations for delayed commercial operations dates for a number of planned ERCOT resources, Dana Lazarus, senior analyst for North American power at PIRA Energy Group, a unit of S&P Global Platts, estimates that ERCOT’s planning reserve margin would be in a 10%-11% range for summer 2018 and a 9%-10% range for summer 2019.