Nathan Perry
897 posts
@nathan2grid
Solar Energy Advocate | Policy Consultant | Customer Education Specialist
Well they paid for 150mw regardless. That is how much they are going to be forwarding their bill to their ratepayers. So it's a constant cost . So analogy here. If you buy a Netflix subscription that is $20 a month does it matter from the point of view of how much you spend if you watch 1hr or 200hrs
Given the incoming solar that TVA has if you optimize across your entire range of assets you have to ask does the extra solar contribute to hitting peak net load? Does the energy it puts in mostly displace an already low marginal cost generation like a CCGT or nuclear at lcoe comparable to marginal cost? If no to the first and yes to the second you might not want to build the solar in the first place.
How does the California ratepayer who is subsidizing the low priced daytime solar actually get to benefit from the low market prices . They were already signed up to be underwater on the hedge in the first place! 😂
@loganb So if you were a California CCA that decided to pay for a PPA for $60 when gas marginal is $40 that gives the price opportunity for a battery to come in an charge at $10 so that it can come back and sell it to you again later in the day for $150. Who paid the difference here
