ESAI Power

ESAI Power is a market research & consulting firm focused on forecasting Capacity, Energy, Carbon & RECs in ISO-NE, NYISO, PJM & MISO. We publish market reports for equity investors, lenders, generation owners, developers, traders, & RTO's to support better investment and trading decisions in the US Power & Renewables markets. ESAI Power is dedicated to ongoing analysis of market conditions with specific focus on: • Capacity - in-depth analysis of market and policy issues that impact capacity price outcomes in PJM, NYISO, MISO & ISO-NE. Our Capacity coverage includes a 10-year outlook for capacity prices, detailed Capacity auctions forecasts & access to our GAM to asses the long-term supply stack for every RTO. • Power & Natural Gas – Energy Watch looks at market & policy issues that influence energy pricing dynamics for next 10-years in Power & Natural Gas. This publication includes outlooks for Northeast Hub, Zonal power prices & forecasts for delivered regional gas prices. • Renewable Energy - policies facing PJM, NYISO & ISO-NE renewable & clean energy markets inc. REC supply/demand balance, T1 RECs, & renewable energy standards and Renewables & Storage energy asset database. • Emissions Watch covers regional emissions markets including federal, regional and state-specific CO2 regulatory emissions programs such as RGGI. Price forecasts are provided for SO2, NOx (annual / seasonal), & RGGI CO2. • Transmission Watch provides insights into regulatory & market issues that drive investment in transmission infrastructure. We analyze public policy & regulatory rulings that shape transmission development in PJM, ISO-NE & NYISO. Generation Asset Monitor - The GAM assesses every project in the PJM, NYISO, MISO & ISO-NE Interconnection queues and provides a weighted forecast for the going forward supply stack. It also tracks retirements. ESAI Power also delivers buy-side / refinancing asset valuation market studies for investors considering M&A investments.