ne-remo: new england renewable energy market outlook subscription briefings · 2019-07-17 ·...

Copyright © Sustainable Energy Advantage, LLC.

NE-REMO:New England Renewable Energy Market

Outlook Subscription Briefings

What is the Basis of Your Market Outlook?


What is REMO?Renewable Energy Market Outlook

• An outlook on the regional renewable energy market for new renewable energy sources (supply, demand, drivers, risks, scenarios, price implications) for New England.

• Much more than just a forecast• A briefing on the results of an extensive and timely analysis of supply and demand for

regional “Class 1” or ‘new’ renewable energy◦ As well as all other classes of RPS demand that influence these markets (MA CES, NH-3)◦ Includes modeling distinct state eligibility and potential for state markets to diverge or converge

• A detailed fundamentals analysis◦ We’ve usually seen turns in the market before the broker market

• A source for rapid, deep understanding of a complex marketplace• Prepared by the team that has been doing this since 2005 - longer than anyone – and

who understands the marketplace better than anyone


What REMO is not…

An analysis of renewable energy demand for purely ‘existing’ renewables not dynamic, little value added

An analysis of energy efficiency or alternative resources portfolio standards

A Solar REC outlook (to be) sold separately


REMO DeliverablesSupplementing REMO briefings with a suite of targeted modular products

Always available, updated as needed

REMO “User Guide” (2-pager)Help user understand how to interact with REMO

“Very Basics” Primer (Recorded briefing)Prepare new users & new market participants for briefings,

mitigating the “jumping on a moving train” feeling

Methodology Primer (Slide deck)Provide transparency &

support confidence in REMO approach

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The “Big Picture” Briefing (~1 hr +Q&A)

Key market drivers and changes Core supply-demand & price results Core result implications Q&A

Targeted at participants with limited timed to receive major take-aways needed for executive functions

Scheduled twice, recorded

The “Details” Briefing (~1.5 hrs)

Headlines, trends and observations Market drivers Unknowns Key assumptions Q&A

Targeted at participants with time & interest to dig deeper into the details

Scheduled once, recorded

Updated and delivered for each REMOScenario & Sensitivity Supplement (Slide deck)

Probe impact of import unknows; arm subscribers to anticipate, plan for, or influence alternative futures

Assumptions Appendix (Slide deck)Provide transparency & support confidence in REMO

approach; allow user to adjust for own view where assumptions may differ

Two Live Web REMO briefings (3x per year)1 2


How REMO works?REMO starts with a look back….

& a review of market expectations


How REMO works?REMO provides subscribers with a review of highlights, the trends shaping the RE marketplace…so you can understand why


We Consider Demand…


We Consider Supply…• Extensive project database with project-by-project, situation-specific

projections of probability of success and timing


Putting supply and demand together under a variety of different scenarios…• Helps you understand where the market may go, what could change

its direction, and why


Commodity RevenuesWe consider the revenues available in the commodity market under a variety of future conditions…


Cost of EntryBeyond the near-term horizon, we focus on the cost of entry, based on a detailed and rigorous regional renewable energy supply curve


Combining Supply-Demand Balance, Cost of Entry and Banking for a variety of scenarios….


Uncertainties Abound in the Marketplace

Our market outlook includesexpectations, and a thorough

understanding of risks and their implications/repercussions

How can you believe a forward curve with no context?

“Risk is measurable uncertainty”“Uncertainty is unmeasurable risk”


Insights you won’t find elsewhere


Why do you need REMO?• Whether you are a developer, asset owner, investor, broker, marketer,

load-serving entity, utility, public agency or advocate.... REMO provides actionable understanding and market intelligence

• Meaningful insights you won’t find elsewhere• Objectivity

◦ We don’t have a horse in the race◦ No financial interest in outcome… we don’t take a position in the market◦ Variety of subscribers – sellers (developers, asset owners, utilities), buyers (LSEs,

power and REC marketers, brokers), transmission companies, investors, public agencies, and advocates - assures we have no intentional bias

• Cost? Value!◦ Broad base of subscribers allows us to provide a lot, for a reasonable price◦ Making you just $1/MWh smarter… REMO pays for itself many times over for most

subscribers


Pricing Options• Single subscription (no risk, price goes down with subsequent

briefings)• Term subscriptions – substantial savings/volume discount – with

options tuned to your needs◦ ‘No Regrets’ pricing

• 10% Discount when bundled with an Eyes & Ears subscription• Affiliate discounts• Recorded briefings available ‘between cycle’ at reduced cost• Individual custom briefings can be scheduled, by web or in person

(extra fees apply)


Forward Price Curves:Standard & Customized Market Outlooks

• The cost of entry curves (specific #s) are available upon request• Specific 10-yr price curves, supply/demand graphics and other scenarios,

can be requested• Additional fees will apply

Examples of parameters that could be varied:Load growth • RPS Targets • Banking Scenarios • Supply Layers • PTC Scenarios • Resource Costs •Financing Structure & Cost • FCM • Carbon • Market Electricity Prices • Resource Availability • Imports

• Market Heat Rate • Escalation Factors • Trends in Technology Advance • Impact of Long-Term Contracting Requirements • Project Delay • Project-specific probability of permitting, probability of

eligibility, probability of financing

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Most requests (not requiring programming) can be accomplished for $1000


New England REMO

What is the Basis of Your Market Outlook?

Try it out today!

Sustainable Energy Advantage, LLC161 Worcester Road, Suite 503

Framingham, MA 01701http://www.seadvantage.com

Bob Grace 508-665-5855

[email protected]

Jason Gifford 508-665-5856

[email protected]

For More information. contact Sustainable Energy Advantage, LLC

http://www.seadvantage.com/

mailto:[email protected]

mailto:[email protected]

ne-remo: new england renewable energy market outlook subscription briefings · 2019-07-17 ·...

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