Project Executive Summary with Status Report
(status as of insert date here)

 

 

Project Title:

Market Interactions and Market Power

Research/Application Need:

As the US moves towards competitive markets in electric power generation, considerable effort has been focused on issues of ancillary service markets, and potential system security consequences of differences between contracted services and the physical supply of power services.  Such service requirements introduce uncertainties that must be included in the security of delivery.  These issues relate primarily to the contingent state behavior of the system, on time scales of minutes to hours.  The impact of changes and uncertainties in system operation on contingent contracts has also, to date, been largely overlooked.  The decoupling of responsibility for maintaining system security from the ownership of facilities provides a source of new problems.  The natural question arises as to what contract terms and incentives will exist for all agents to invest engineering time into the careful design, operation, and maintenance of the overall system.  This question becomes more pressing if the added operational uncertainties in a restructured environment make generation scheduling, demand scheduling, and operation more difficult.  Note that most decisions have significant impact on the scheduling of the system, and therefore significant impact on the economic "bottom line." 

Research Stem

1.

Academic Team Members:

Gerald B. Sheblé lead  (ISU); D. Berleant (ISU); R. Thomas (Cornell)

Industry Team Members:

Dale Stevens (MidAmerican)

Research/Application Area:

Markets

Start and End Dates:

Start – September 2000. End – September 2001

Budget

$###

 

Project Description:

 

This project is intended to achieve two goals.  First will be the characterization of market interaction between primary energy exchange and reserve margin requirements as driven by market actions given market forecast uncertainty.  Second will be proposals of market power philosophies, and specific market designs, that offer quantitative schemes for ensuring system enhancement under a wide range of operating condition uncertainties.  The theoretical underpinnings of such an approach are known in the economic and market literature.  It is primarily proposed to evaluate the effect of uncertainties in the price bidding and matching of such systems for such an array of contracts.  Some the recent tools of probability and statistics theory, such as interval analysis, and parametric programming will be brought to bear on these problems.

 

Potential Benefits:

 

Standardized market interaction and base line strategies to facilitate secure addition of competitive resources from all agents units, including widespread distribution level equipment.  The benefits of properly assessing uncertainties, even when such uncertainties can be measured, enable the proper pricing of the primary product, energy, and all supportive, ancillary services.

 

Deliverables:

 

Biannual project reports on progress.  Prototype designs for market models for primary energy delivery and for contingent services (spinning reserves, regulation, load balance, ready reserves, and credit reserve) for competitive agents.  Test-bed system indicating system benefits of these uncertainties evaluation tools when interacting with competitively driven bidding of energy dispatch and ancillary service provisions.


Technical Approach:

 

The objective in previous studies was to guarantee that market risk was not dominated by any single contract.  Clearly, contract behavior and control challenges arise as large numbers of independent, for profit companies trade for risk management based on the latest information of the equipment and the capability of system operation.  The proposed project would consolidate and extend these preliminary results, considering their application to more widespread supportive markets such as spinning reserves, ready reserves, load balance and regulation markets.  This project would tailor auction and bidding designs to a competitive power system environment, as well as examine results in trajectory sensitive markets as contracts change based on new information.

 

The technique we will use, IBDO, discretizes input distributions by using a list of numerical intervals that span the range of the distribution and associating with each interval the probability that a sample drawn from the distribution would fall within it.  A relatively straightforward convolution process does a sum, product, or other operation on two inputs that are known to be independent.  In the case of unknown dependency, an optimization process is used to calculate strategic points on the envelopes describing the outputs.  This process (Berleant and Goodman-Strauss 1998) is both simpler and more flexible than a technique addressing the problem described by Williamson and Downs (1990).

 

Work Plan:

 

Task

Description and Completion Date

1

6 months:               Extend ISU contract models with existing contingent strategies for risk management.

2

9 months:               Augment model system to examine significant uncertainties at transmission and distribution levels as well as generation and demand levels.

3

12 months:             Examine interaction of generator company and energy service company contracts with transaction-based unit commitment and dispatch algorithms.  First proposal for active bidding designs for generation companies in competitive generation units.

4

18 months:             Prototype "cooperative" contract strategies for generation companies, integrating ISO operational decisions with local decisions of unit owner. 

5

24 months:             Prototype "cooperative" contract strategies for energy service companies: integrating enhanced configuration estimation for market analysis, incorporate ancillary services of demand responsive to supportive services.

 

Related Work:

 

Various PSERC teams have and are investigating the impact of market designs and of market interaction with the network.  Such work includes the following projects:

·         Costing and Pricing of Ancillary Services

·         Market Mechanisms for Competitive Electricity.

·         An Internet Platform For Simulating Competitive Bidding For Unit Commitment and Schedule

·         Assessment of Transmission Constraint Costs: Northeast U.S. Case Study

·         Fast Determination of Simultaneous Available Transfer Capability (ATC)

·         Optimal Power Flow Formulation in Market of Retail Wheeling

·         Designing Cost Effective Demand Management Contracts using Game Theory

·         Markets for Electric Power: Experimental Results for Alternative Auction Institutions

·         The Design of Optimal Demand Management Programs

·         Market Power: A Dynamic Definition

·         Alternative Auction Institutions for Purchasing Electric Power: An Experimental Examination

·         The Efficiency of Multi-Unit Electricity Auctions

·         Exotic Electricity Options and the Valuation of Electricity Generation and Transmission Assets

·         Multi-unit Auctions With Complementarities: Issues of Efficiency in Electricity Auctions

·         Capturing Non-Convexities in Multi-Unit Electricity Auctions

·         Priority Network Access Pricing for Electric Power

·         Combining Financial Double Call Options with Real Options for Early Curtailment of Electricity Service

·         Price-Based Adaptive Spinning Reserve Requirements in Power System Scheduling

·         Energy Auctions and Market Power: An Experimental Examination

·         Analytic and Experimentally-Derived Estimates of Market Power in Deregulated Electricity Systems: Policy Implications for the Management and Institutional Evolution of the Industry

·         Market Power and Price Volatility in Restructured Markets for Electricity

·         Managing Transmission Risk: The Theory of Spatial Hedging and Arbitrage

·         Stochastic Models of Energy Commodity Prices and Their Applications: Mean-reversion with Jumps and Spikes

·         Designing Cost Effective Demand Management Contracts using Game Theory

·         Estimating the Volatility of Spot Prices in Restructured Electricity Markets and the Implications for Option Values

Such projects are related to this project but do not include uncertainty on a contract or market basis while considering multiple market efficiency.  Risk management requires efficient contract trading through efficient, liquid markets.

 

How This Work Differs From Related Work:

 

Many useful calculations are simple when we know precisely what the values of the variables are.  However, when we apply such calculations to real world problems, precise values are frequently not justified by the knowledge available, and indeed may not be practically obtainable at all.  Too often, the approach taken in such cases is to use precise values despite there being only approximations of unknown actual values. While this allows easy calculation of numerical outputs, those outputs generally deviate to a greater or lesser degree from the true values.  When the implications of an inaccurate output are significant, as when significant amounts of financial or other resources are involved, such approximations can be costly; on the other hand, techniques that account for uncertainty in the inputs can lead to significant savings.

 

Diverse techniques have been described for calculating with variables that are uncertain.  Ideally, a technique should avoid approximating distributions used to describe uncertain inputs, because avoidance of approximation is the reason for applying such a technique in the first place.  A technique should also be robustly applicable, and not require that uncertainty be expressed using Gaussian or other predefined distribution types.  Finally, a technique should avoid assuming that input distributions are independent of one another or have any other predefined dependency relationship, a non-trivial requirement.  These factors lead us to propose using the technique of interval-based distribution operations (IBDO).  This technique discretizes input distribution curves and hence can handle arbitrary distributions.  Further, this technique avoids approximations by using discretizations that provide an envelope around the input curve being discretized, thereby using a strategy of bounding instead of approximating.  Outputs are also bounding envelopes.  In this technique, inputs for which the dependency relationship is unknown lead to widened output envelopes that incorporate the additional uncertainty this poses while retaining the philosophy of bounding instead of approximating.

 

Status

 

Started October 15, 2000