Adam Levey
@adamlevey.bsky.social
Power Market Quant. Optimizing Storage at Habitat Energy. Opinions my own
I’m hiring a fundamentals analyst to help with everything from dispatch limits/price elasticity to FTRs and forward curves. In the last year Habitat has grown from operating 50MW of storage to over 1GW in ERCOT alone with more growth on the way! Pls reach out!
habitatenergy.bamboohr.com/careers/140
habitatenergy.bamboohr.com/careers/140
Fundamentals Analyst
Fundamentals Analyst
Habitat Energy is a fast growing company focussed on the trading and algorithmic optimisation of energy storage and renewable assets around the world. Our mission is to deliver ou...
habitatenergy.bamboohr.com
February 3, 2025 at 4:32 PM
I’m hiring a fundamentals analyst to help with everything from dispatch limits/price elasticity to FTRs and forward curves. In the last year Habitat has grown from operating 50MW of storage to over 1GW in ERCOT alone with more growth on the way! Pls reach out!
habitatenergy.bamboohr.com/careers/140
habitatenergy.bamboohr.com/careers/140
Ummm is this real? Is Enron back? Anyone know anything about this? #EnergySky
December 1, 2024 at 12:35 AM
Ummm is this real? Is Enron back? Anyone know anything about this? #EnergySky
I also think it's worth considering that offer caps may actually operate like offer targets and removing them could lead to lower prices
#EnergySky
#EnergySky
In case anyone was wondering it appears Sunday afternoons in November are the new summer 2023
#EnergySky
#EnergySky
November 17, 2024 at 9:15 PM
I also think it's worth considering that offer caps may actually operate like offer targets and removing them could lead to lower prices
#EnergySky
#EnergySky
In case anyone was wondering it appears Sunday afternoons in November are the new summer 2023
#EnergySky
#EnergySky
November 17, 2024 at 9:13 PM
In case anyone was wondering it appears Sunday afternoons in November are the new summer 2023
#EnergySky
#EnergySky
Big reason why benchmarking battery performance is non-trival - still doesn't even touch on nodal dynamics + battery size/price elasticity. And don't get me started on re-supply and SASM costs not being in 60 day data
#EnergySky
#EnergySky
another way to look at power prices over time, this one may be the way forward
thinking about how much *useful* information can be condensed into the least amount of digital ink to start more automated reporting that's not just a line graph where one price blowout ruins the y-axis
#energysky
thinking about how much *useful* information can be condensed into the least amount of digital ink to start more automated reporting that's not just a line graph where one price blowout ruins the y-axis
#energysky
November 14, 2024 at 6:09 PM
Big reason why benchmarking battery performance is non-trival - still doesn't even touch on nodal dynamics + battery size/price elasticity. And don't get me started on re-supply and SASM costs not being in 60 day data
#EnergySky
#EnergySky
The important thing here isn’t that the TB4 is an effective hedge - it’s not. What matters is the framework shift from 10-15 year insurance/ revenue floors to hedges that can be actively managed #EnergySky 🔌💡
ICE recently announced they are adding TB4 futures to help mirror the exposure that battery assets are carrying. I bet the revenue floors that have financed batteries until now may disappear as the asset class becomes better understood and more effective hedges become available #EnergySky 🔌💡
November 11, 2024 at 4:29 PM
The important thing here isn’t that the TB4 is an effective hedge - it’s not. What matters is the framework shift from 10-15 year insurance/ revenue floors to hedges that can be actively managed #EnergySky 🔌💡
ICE recently announced they are adding TB4 futures to help mirror the exposure that battery assets are carrying. I bet the revenue floors that have financed batteries until now may disappear as the asset class becomes better understood and more effective hedges become available #EnergySky 🔌💡
November 11, 2024 at 2:37 PM
ICE recently announced they are adding TB4 futures to help mirror the exposure that battery assets are carrying. I bet the revenue floors that have financed batteries until now may disappear as the asset class becomes better understood and more effective hedges become available #EnergySky 🔌💡
Just ERCOT doing ERCOT things on this calm Sunday evening
November 11, 2024 at 1:17 AM
Just ERCOT doing ERCOT things on this calm Sunday evening
AS saturation in ERCOT is getting crazy. Despite the higher effective net load and steeper ramp this October (shout-out solar) AS prices were down between 50-70% YoY. This is with DA price only down ~15%. Expect to see batteries cycling more and start engaging in DA energy 🔌💡 #EnergySky
November 11, 2024 at 12:10 AM
AS saturation in ERCOT is getting crazy. Despite the higher effective net load and steeper ramp this October (shout-out solar) AS prices were down between 50-70% YoY. This is with DA price only down ~15%. Expect to see batteries cycling more and start engaging in DA energy 🔌💡 #EnergySky