1. The Genie is Not Back in the Bottle
Some of the Forces that drove regionalization are still present
Integration of Renewables
Carbon Agendas
Operational Concerns
Just Plain Religion
Letter from Diverse Interests to Push Legislative Action This Year
Bay Area Council, NRDC, SEIA, UCS, SVLG, IEP, Sunpower

2. Some of the Concerns About Integration are Real
Overgeneration (Economic or Commercial)
Ramping Requirements
Negative Pricing
Overall Pricing in Energy Markets
Local Generation Viability

3. NOT the Duck: ISO gross load curve is changing
2/15/2017
NOT the Duck: ISO gross load curve is changing
Dip is attributable to rooftop solar

4. Frequency of negative system prices has steadily increased year over year
16%
14%
12%
10% 8% 6% 4% 2% 0%
Frequency
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
2014
2015
2016
2017

5. Hydro production is trending higher for Spring

6. RTD renewable (VERS) curtailment trended upward since last August

7. But There is a Regional Market Right
EIM is Growing
Includes Public Power
Most Larger Balancing Authorities Have Committed to Join
Volumes are Up
What are the Next Steps for EIM?
Mountain West Transmission Group
Peak RC

9. The gross volume of transfers out of the ISO BAA occurs during midday hours
500
450
400
350
300
250
200
150
100 50
Transfer (MW)
2016
2017

10. Transfer from the ISO to other EIM areas has increased
250
200
150
Average Transfer (MW)
100 50
Aug 2017
Jan
Feb
Mar
Apr
May
2016
Jun
Jul
Sep
Oct
Nov
Dec

11. EIM transfers between BAAs*
PSE I
PAC E
PAC W
(88MW, 300MW)
(0MW, 0MW)
(244MW, 963MW)
(93MW, 766MW)
NEV P
AZP S
(123MW, 917MW)
(304MW, 1230MW)
*Notation: (average, maximum)