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How Options Provided by Storage Affect Electricity Prices

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Author Info
Lewis Evans () (School of Economics and Finance, P.O. Box 600, Victoria University of Wellington, Wellington, New Zealand)
Graeme Guthrie () (School of Economics and Finance, P.O. Box 600, Victoria University of Wellington, Wellington, New Zealand)

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Abstract

Generators supplying electricity markets are subject to volatile input and output prices and uncertain fuel availability. We show that a price-taking generator will generate only when the output price exceeds its operational marginal cost by the value of the option to delay the use of stored fuel. This option value, which is an increasing function of spot price volatility and the uncertainty about fuel availability, must be considered when evaluating whether market power is present in electricity markets. We calibrate our model to the California electricity market and show the implications of Hurricane Katrina for generators’ offers. The standard approach for simulating electricity supply curves for use in market power evaluations just uses operational marginal cost. Our work demonstrates that operational marginal cost is a lower bound for total short-run marginal cost and may considerably underestimate actual short-run marginal cost even in the complete absence of market power.

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Publisher Info
Article provided by Southern Economic Association in its journal Southern Economic Journal.

Volume (Year): 75 (2009)
Issue (Month): 3 (January)
Pages: 681–702
Download reference. The following formats are available: HTML (with abstract), plain text (with abstract), BibTeX, RIS (EndNote, RefMan, ProCite), ReDIF
Handle: RePEc:sej:ancoec:v:75:3:y:2009:p:681-702

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Find related papers by JEL classification:
D4 - Microeconomics - - Market Structure and Pricing
L1 - Industrial Organization - - Market Structure, Firm Strategy, and Market Performance
L4 - Industrial Organization - - Antitrust Issues and Policies

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This page was last updated on 2009-11-6.


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