0:00:14 | welcome mean i'm really pleased to be here i also sort of a a an economist a member group of |
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0:00:20 | engineers and i understand physicist |
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0:00:23 | um |
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0:00:24 | that i've been working closely with a a a group of cornell that sort of dominated by uh |
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0:00:32 | and is uh uh and lang tong is here bob thomas is really are sort of |
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0:00:37 | leader |
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0:00:38 | who's not here the moment |
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0:00:41 | um i one |
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0:00:42 | the paper i wrote was really about to why is it that electricity markets a soap or Q rear |
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0:00:48 | and and just on like any of the market that i of a looked at that |
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0:00:53 | uh and uh i i've got a couple of P here |
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0:00:57 | that i'll mention but i really want to spend more time |
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0:01:00 | on what i think is going to change in the future |
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0:01:04 | um because i think that the way that we've model D my and |
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0:01:08 | up until now with |
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0:01:10 | completely inadequate for the sorts of things that we going to need to do in the future |
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0:01:15 | and in particular |
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0:01:17 | that we're going to |
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0:01:18 | rely more on price feedback |
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0:01:21 | to get a response from the on that really |
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0:01:24 | is is pretty a minimal at the moment in the way that systems have evolved over time |
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0:01:30 | uh |
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0:01:32 | so |
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0:01:33 | one of the |
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0:01:34 | one of the interesting things that that happened off to markets would deregulated in the U |
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0:01:41 | is the prices were so that had never been seen before |
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0:01:45 | that all of a sudden |
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0:01:47 | prices is were sometimes |
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0:01:49 | almost two orders of magnitude bigger than any price is that it that been seen before |
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0:01:55 | so you can see you know a you little little little little prices and then talk |
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0:02:00 | deregulation regulation |
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0:02:01 | yeah |
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0:02:02 | and and and we have price is over a thousand dollars where typically there less than a hundred |
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0:02:08 | um |
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0:02:09 | the strategy in in the east part of the U S |
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0:02:13 | is that um |
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0:02:17 | but the but this is a bad behaviour |
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0:02:20 | and we need to suppress it so they have employ a vast quantities of market monitor |
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0:02:26 | to slap people's hands when they misbehave |
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0:02:30 | and so you can see |
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0:02:31 | that the century |
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0:02:33 | no that initial |
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0:02:34 | exuberant |
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0:02:36 | of of the part of |
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0:02:37 | supply as and their ability to speculated and they're get high prices |
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0:02:42 | i has really been suppressed |
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0:02:44 | if you go to the australian market on the other hand you C Ds price spikes have continued and the |
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0:02:50 | really to |
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0:02:51 | types of markets |
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0:02:53 | one is |
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0:02:54 | highly highly monitored markets and the other one energy only markets where you're let these price spikes six this |
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0:03:01 | and |
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0:03:02 | so an interesting question is why is it that this marketing encourages speculation |
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0:03:09 | and this is a a a a a an analysis that we did with computer agents |
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0:03:13 | and basically these are identical agents |
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0:03:16 | and on the left |
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0:03:17 | the agents |
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0:03:18 | do not speculate i'm on the right they do speculate |
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0:03:22 | and the real issue it is that in an electricity market |
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0:03:26 | there's a lot of uncertainty |
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0:03:28 | uh a about |
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0:03:29 | what exactly is going to happen in the next ten minutes lead a known |
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0:03:34 | a day ahead |
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0:03:35 | so this uncertainty about how much the |
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0:03:39 | system operator is going to buy a essentially makes it possible for some absolutely outrageous speculative off as to be |
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0:03:47 | accepted sometimes |
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0:03:49 | and to set the market price |
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0:03:51 | um so this is a a you know a an interesting feature |
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0:03:55 | of of uh |
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0:03:56 | market so |
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0:03:57 | we model this type of behaviour with the regime switching essentially sensually low price high price for Z |
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0:04:04 | and |
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0:04:04 | and make the probability of switching |
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0:04:08 | uh dependent on |
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0:04:09 | on system conditions and |
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0:04:12 | i in in particular the expected |
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0:04:15 | reserve margin so we were interested in can you predict |
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0:04:19 | price bites the day ahead and |
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0:04:21 | you know the bottom line is |
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0:04:23 | if the or information is good enough yes you can |
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0:04:26 | um |
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0:04:28 | but when price spikes when away way you know we had to move to other things |
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0:04:33 | so the next topic is really |
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0:04:35 | a spatial price differentiation |
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0:04:39 | so |
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0:04:40 | this is a map of new york am for those of you are for not familiar with new york |
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0:04:44 | most of the people live down here in new york city |
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0:04:48 | and this is niagara falls and basically that's the main feature of the electric system the people live down in |
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0:04:56 | one corner and the chief power up the other corner |
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0:05:00 | uh on this C here stands for cornell |
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0:05:03 | um and uh |
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0:05:04 | we are about you know in the middle of the state |
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0:05:08 | but the logic of the system is that you |
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0:05:11 | you we'll power from the inexpensive expensive |
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0:05:15 | west |
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0:05:16 | down to the south the east corner |
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0:05:18 | there are those a lot of congestion that peak periods |
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0:05:22 | so basically the market friend man |
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0:05:25 | and you get substantially higher prices in new york city then the price at the same time |
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0:05:31 | uh in upstate new york |
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0:05:33 | so that that that uh mechanisms what put in to a our generative as |
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0:05:39 | to hedge the price variability between two locations |
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0:05:45 | and as sensually uh that's what |
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0:05:48 | that's what we're talking about |
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0:05:50 | so it |
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0:05:51 | it's very easy |
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0:05:52 | to model |
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0:05:53 | uh energy prices as a recursive system |
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0:05:58 | and basically |
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0:05:59 | um |
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0:06:01 | you model |
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0:06:03 | uh |
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0:06:04 | load is of |
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0:06:06 | a a a a a is a sense you model temperature are |
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0:06:09 | and and time put your proposed i the sort of source of uncertainty about what's gonna happen next some |
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0:06:16 | so i want to hedge prices for the are coming some or all of the upcoming winter |
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0:06:21 | um between |
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0:06:22 | not i fools and new york city |
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0:06:24 | so |
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0:06:26 | we model temperature your those locations |
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0:06:29 | we model the load as a function of time but your |
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0:06:32 | and that |
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0:06:33 | we and model the price |
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0:06:35 | a a different locations as a function of the load |
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0:06:39 | and the the price of natural gas to sort of a price of an input |
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0:06:43 | but basically this work or stiff structure |
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0:06:45 | um is is a |
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0:06:47 | while i should say appropriate for the |
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0:06:50 | in this story |
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0:06:51 | most customers don't actually |
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0:06:53 | see the true market price that just paying regulating prices |
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0:06:58 | so essentially those there's no price feedback |
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0:07:01 | there's is a straightforward forward um |
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0:07:05 | V i ar model |
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0:07:07 | vector autoregressive regressive model |
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0:07:09 | and we just simulated different |
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0:07:12 | uh us mos |
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0:07:13 | and then looked at the price differences |
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0:07:16 | and you could get a |
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0:07:18 | uh |
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0:07:18 | but |
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0:07:19 | a distribution of the payouts |
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0:07:22 | from owning |
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0:07:23 | one of these uh |
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0:07:25 | for contract |
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0:07:27 | so you're contract thing for the price difference as you put your money on the table |
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0:07:31 | and you're buying an on so it an income re |
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0:07:35 | so |
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0:07:35 | there's essentially century |
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0:07:37 | it's the |
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0:07:38 | simulated |
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0:07:39 | density for the house |
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0:07:41 | hey out |
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0:07:42 | and uh the system operators were very can so and |
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0:07:46 | that they kept on paying out more money |
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0:07:49 | in real than than money they talk in from running this distortion |
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0:07:54 | and they eight they were suspicious that a might be |
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0:07:58 | a collective behavior in this market |
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0:08:00 | but in the analysis that we did |
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0:08:03 | but this is a typical result |
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0:08:05 | that the |
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0:08:06 | sure |
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0:08:07 | pay a a a a the actual price |
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0:08:10 | with where the above of the mean of the payouts all the was no the dense that we could find |
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0:08:15 | of a sort of |
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0:08:15 | big risk premium in this market |
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0:08:18 | and therefore the system operated was not interested in this analysis so |
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0:08:23 | didn't sort of support their prize |
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0:08:26 | so uh see her we do not when doing |
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0:08:29 | so now let's that's got on the importance of subject |
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0:08:33 | um |
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0:08:34 | the future joe |
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0:08:35 | smart rate |
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0:08:39 | so |
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0:08:40 | where assuming and this you smart grid that we going to switch from fossil fuels to renewable sources and certainly |
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0:08:47 | your is leading the way and the us to sort of dragging its feet to get into this new era |
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0:08:54 | but |
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0:08:58 | this is basically what we have to deal with |
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0:09:01 | oops not that |
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0:09:04 | more when generation |
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0:09:07 | we got have some storage capacity to deal with the fact that that uh |
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0:09:13 | we in this not a typical |
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0:09:15 | a dispatch able source of supply |
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0:09:18 | as a lot of uncertainty and variability even if you've got lots of different wind far |
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0:09:24 | so |
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0:09:25 | you're displacing |
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0:09:26 | fossil fuels wholesale prices go down but this means that |
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0:09:31 | the warnings |
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0:09:32 | the money above cost |
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0:09:34 | that |
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0:09:35 | conventional generate get is also going down so that those are growing tension |
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0:09:41 | which we |
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0:09:42 | the what we've called financial at a course C |
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0:09:46 | all |
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0:09:47 | the existing generate is |
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0:09:49 | and um |
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0:09:51 | the the |
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0:09:52 | the uh they get in the market so |
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0:09:55 | uh in in the new in the uh us markets we we have established |
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0:10:00 | uh capacity payments |
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0:10:02 | outside the wholesale market to try to supplement |
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0:10:06 | the uh learning self generate |
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0:10:09 | so essentially century |
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0:10:10 | um |
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0:10:12 | lower uh a learnings in the wholesale market means higher uh |
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0:10:15 | payments in the capacity market a higher price for capacity and more reason |
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0:10:21 | for managing the system peak managing to monte in a more |
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0:10:26 | uh i |
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0:10:27 | it's a russian way |
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0:10:29 | we we tend to treat it |
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0:10:31 | the demand on as a as a given as something it you and and those days are basically over |
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0:10:38 | so |
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0:10:39 | customers and not getting the correct economic signals that a lot of them paying regulated prices is this is silly |
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0:10:46 | um |
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0:10:47 | that that that we need to we need to get a team and |
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0:10:50 | participating in this new market in of full way and this doesn't mean just buying |
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0:10:56 | when prices a low |
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0:10:58 | uh it means to shifting |
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0:11:01 | the mine from P periods to one peak period and a little so i think more importantly |
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0:11:07 | i lane and celery is that don't actually a |
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0:11:11 | is this yet into the mark |
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0:11:13 | and ramping service is is the one that |
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0:11:16 | will focus on |
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0:11:17 | so |
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0:11:18 | one of the ways of doing this is with controllable de monte and that doesn't have |
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0:11:23 | to |
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0:11:24 | B |
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0:11:24 | delivered instantaneously like these like |
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0:11:28 | so |
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0:11:29 | so what electric vehicles as a good example "'cause" |
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0:11:31 | charging the batteries in electric vehicles |
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0:11:34 | but |
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0:11:36 | it's not not enough |
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0:11:38 | a an now for a little things around the at to make much difference so we really need a know |
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0:11:42 | the source and and the U S |
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0:11:44 | with the system that's really dominated by the air conditioning a that's sets |
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0:11:50 | the |
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0:11:51 | conditions for a systematic C |
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0:11:55 | almost or is an obvious alternative to using |
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0:11:59 | um air conditioning on the on |
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0:12:02 | so basically making a nice when the system |
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0:12:05 | finds it convenient |
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0:12:06 | and then melting the ice to keep color when you want to keep cool is a smarter way of doing |
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0:12:12 | things and just banging on the air condition |
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0:12:15 | when you want cool your and |
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0:12:17 | and |
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0:12:18 | we we what for |
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0:12:20 | at |
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0:12:21 | how much of the |
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0:12:23 | system load |
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0:12:25 | is is uh |
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0:12:26 | temperature sensitive and in new york city |
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0:12:29 | you know this gives you an idea it's about two thousand megawatts out of |
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0:12:33 | twelve |
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0:12:34 | the potentially |
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0:12:36 | is is uh |
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0:12:37 | champ should |
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0:12:39 | it is temperature sensitive and could be control |
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0:12:42 | hot hot water is obviously another example of these sorts of or |
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0:12:49 | where you can control them |
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0:12:50 | so |
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0:12:52 | when when one starts incorporating a control of all and into the system |
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0:12:57 | this is really the same as as any type of storage |
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0:13:01 | so what we've got here |
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0:13:03 | is |
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0:13:03 | what customers want to buy |
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0:13:06 | the blue line is what customers |
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0:13:10 | by |
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0:13:11 | now of a way in generation so the blue is really what the conventional generate is have to supply |
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0:13:18 | and you can say wind was blowing pretty smoothly and and that that that that that uh we we get |
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0:13:23 | some |
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0:13:24 | some variability that's in how and with this source of generation |
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0:13:29 | so |
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0:13:29 | we propose the that |
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0:13:31 | that in addition to |
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0:13:33 | and a G the or to be a ramp so this where you're was actually |
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0:13:38 | hey |
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0:13:39 | if you |
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0:13:40 | a part of the |
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0:13:42 | majority you're moving the same why that the system is moving but if you could move against that you get |
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0:13:48 | paid in in in a way if you can mitigate |
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0:13:52 | the changes in what conventional generators as a doing |
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0:13:56 | you get paid so once you incorporate that |
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0:13:59 | over on this side |
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0:14:00 | you can see that the |
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0:14:02 | the variability of the |
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0:14:05 | generation from conventional sources is essentially smoothed out |
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0:14:12 | oops |
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0:14:13 | so the same thing is true |
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0:14:16 | of the energy prices |
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0:14:17 | that the energy prices get smooth out by |
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0:14:21 | ramping |
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0:14:23 | and the corresponding |
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0:14:24 | rand being price is a very interesting |
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0:14:28 | but the they |
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0:14:30 | but the real cost |
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0:14:32 | of ramping |
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0:14:33 | the the these prices |
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0:14:35 | a a very very variable because of winn |
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0:14:38 | so you can see you when the wind was well behaved there |
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0:14:42 | ramping prices a pretty mode |
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0:14:44 | but when the wind with variable you got a lot of variability and the |
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0:14:49 | then the marginal cost of ramping |
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0:14:52 | and that when you incorporate the ramp cost in the optimisation |
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0:14:57 | you were essentially smooth out the ramp |
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0:15:00 | the really implication is |
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0:15:01 | that |
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0:15:02 | and |
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0:15:04 | that that this is the sort of a |
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0:15:06 | uh and say laurie of is that i think we need |
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0:15:09 | to allow |
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0:15:11 | but the on side to benefit from |
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0:15:14 | that that we have customers who were complaining about paying higher cost |
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0:15:19 | so the smart grid |
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0:15:20 | i i think the way to make this |
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0:15:23 | economically viable |
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0:15:25 | is that |
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0:15:26 | rather than looking at |
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0:15:28 | uh |
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0:15:28 | customers as has a sink |
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0:15:30 | by energy |
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0:15:32 | that we ought to look at cost or where aggregates |
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0:15:35 | as potential sources of services to support the great |
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0:15:39 | and that's basically |
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0:15:41 | what these are concluding remarks say |
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0:15:44 | um |
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0:15:45 | customers can lower one net payment by having control able uh them on |
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0:15:50 | purchasing more energy a night if you like |
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0:15:53 | mitigating price spikes |
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0:15:55 | and |
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0:15:56 | i |
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0:15:58 | and and reducing them on your system P periods essentially using the amount of |
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0:16:03 | conventional capacity needed for at a course C |
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0:16:07 | and finally |
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0:16:08 | selling ramping services to mitigate wind variability |
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0:16:12 | but if they can get these payments the net payments for |
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0:16:16 | providing the sort the |
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0:16:18 | so this is that they want to get from electricity will be lower and i think that this is the |
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0:16:23 | way for what |
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0:16:24 | i clearly there's be back is something that is not |
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0:16:27 | really integrated fully into the current grade |
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0:16:31 | and |
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0:16:32 | this is the challenge for all you people in communication |
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0:16:36 | thank you |
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0:16:42 | i think we had time are um |
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0:16:46 | lots of people work on this project |
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0:16:49 | the plotted |
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0:16:50 | okay |
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0:18:55 | thank you |
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