Deciphering Minerals Upside: An Analytics-Intensive Approach
With West Texas Intermediate oil at $100+ per barrel and Henry Hub natural gas quadruple its 2022 open, non-operated interest investors have an unprecedented opportunity to cash in on commodity prices as each operator drills to drive their own capital return strategy. But absent a working interest, non-ops lack any decision-making power in an operator’s […]
Impact of Electric Vehicles on the North American Power Grid
There is growing speculation that electric vehicle (EV) charging could threaten the stability of the North American electrical grid. According to Enverus Intelligence Research, EV charging could significantly impact the power grid in 2035 or at 70% adoption of EV. In this analysis, Enverus Intelligence Research reviewed the residential load profile and effects on EV […]
Why Shift Factors Matter – Marblehead Congestion
Marblehead Xf has been one of the top day-ahead and real-time MISO constraints this year. What you might not know is that some transmission outages caused dramatic changes in shift factors for this constraint. Our product, Panorama, uses topology-based shift factors to accompany our other market-leading congestion tools. Why does this matter? Identifying these changes […]
70% of the Interconnection Queue Will Be Scrapped. Who Will Be a Winner?
There has been an increase in demand and adoption of renewable power sources in North America. Since 2007, we have experienced a boom of solar and wind power joining the grid, generating a hefty amount of clean power. In the next four years, ISO interconnection queue are crammed with 700 gigawatts of planned projects across […]
Preparing for Summer Load? Don’t miss our 2022 Summer Outlooks
One thing is for sure, it’s going to be a hot one this summer. Our expert power market analysts break down the summer forecasts for ERCOT, PJM and CAISO SP-15 in our recent Summer Outlook Series. Get a first look at the weather forecast and analog years, the load growth or demand destruction, how new […]
The Interconnection Queue: An Introduction
The interconnection queue is a collection of power generation and transmission projects requesting to connect to the power grid. Generation projects can be pre-construction, construction, built/non-operational and operating. How do power developers submit projects to the queue? As power developers start the process of new generation projects, they submit an interconnection request to the ISO […]
Enverus Oil & Gas 101
To kick off our series on the basics of oil and gas exploration and development, we wanted to answer some fundamental questions on the topic, including: Where do we find most oil or gas, and why? We’re looking for oil. So … why do we like holes in our rocks? Which is objectively better, a […]
Shifting to the ESG Mindset
Just two years ago, the environmental, social and governance (ESG) conversation was nascent, with general uncertainty as to its staying power. The E in ESG and, more specifically, emissions in the energy value chain have risen to the top of investor concerns. Wall Street and energy companies are now much more focused on ways to […]
Coal Trips, Congestion Hits: Taking a Look at Blessing – Pavlov Congestion
With the recent heat in Texas, you may have noticed pockets of congestion which result in large price spikes, especially along the coast. But is the heat the only cause for the congestion? Are there other factors at play? To make better forecasts and confident trades, we need to get a comprehensive understanding of the […]
Podcast Review: Green Trends and Looking for Winners and Losers
Bill Farren-Price and Morgan Kwan, hosts of Energy Levelized, sit down with Ryan Luther, senior vice president of Enverus’ Power & Renewables Intelligence research team. The energy transition is gaining investment momentum in some areas more than others, and the hosts chat with Ryan about the impacts of “greenflation” and the investment opportunities in this […]