miércoles, julio 25, 2007

Modificada la LGE, Arreglemos el Reglamento

La LGE recién modificada no era aplicada correctamente con el Reglamento de Aplicación. Ciertos cambios en dicho Reglamento pueden aumentar grandemente el valor que ofrece la electricidad a los clientes y al mismo tiempo aumentar los ingresos del sector. Uno ya mencionado recientemente en la nota A los Presidentes Fernández, Pared Pérez y Valentín es el de operar el sector lo más cercano al mínimo costo, incluyendo los costos de racionamiento a la población, lo que el Organismo Coordinador no está en capacidad de tomar en cuenta todavía.

La idea sería pasar el control de la interrupción de los circuitos al Organismo Coordinador, de forma que se publique en la prensa los resultados del proceso de optimización conjunta en la programación semanal y así pueda ofrecer un servicio más seguro a la población, al tiempo de que la administración de la demanda aporte a la seguridad del sistema interconectado.

Se puede anticipar la respuesta de algunos funcionarios y agentes del mercado, de que lo anterior no es factible llevarlo 100% a la práctica. Y tienen razón, será casi siempre menor que el 100%.

No obstante, para hacerlo factible por encima de un 95%, por ejemplo, simplemente las violaciones al programa debería conllevar penalizaciones que ciertamente facilitarían su administración, cuando una central declare una disponibilidad que no está en capacidad de cumplir. Esas penalidades se podrían emplear para compensar a los clientes con sus pagos al día.

La iniciativa debe diseñarse, ponerse en práctica y que sea la realidad la que demuestre lo contrario. En 1976 hice algo parecido y el programa se cayó luego de varios día de éxito porque los circuitos intocables se veían afectados. Creo que hoy todos son de 24 horas.

NERC Compliance and Power Sector Structure

I just placed the following comment under the article The Rules Have Changed and the Stakes Are High by Tamar June, Vice President, Strategic Marketing, AssurX, Inc., posted on 7.24.07 on energypulse.net.


The rules have changed, but is the power sector structure the right one everywhere? The stakes would not be as high if structure were right, again, everywhere. Below is what I see emerging under the Electricity Without Price Controls (EWPC) paradigm:

Transportation (transmission and distribution) should remain integrated or be reintegrated to manage physical long run (system adequacy) and short run (system security) properly - that is what I termed ultraqualiity transportation. By imposing NERC standards without proper power sector restructuring a lot of value destruction is bound to happen.

As demand will no longer be exogenous, physical systemic risk should be done with the proper mix of supply side resources and demand side resources. The November 2006 large blackout of Western Europe gave a great signal on the weaknesses of having transmission separated from distribution.

Under EWPC restructuring the essential entities are: system engineer (in charge of physical systemic risk), generation, transportation and retailing. The compliance of NERC standards will no fix the structural flaws remaining.

The above is not a position. Comments are invited, under the principle that "I am not my opinion," as part of an Ongoing Generative Dialogue to learn about what power sector market design and architecture is emerging. So far there are 15 energypulse.net articles on the red link.

Ongoing Generative Dialogue

1. The Rules Have Changed and the Stakes Are High
7.24.07 Tamar June, Vice President, Strategic Marketing, AssurX, Inc.

2. The Next Innovation in Energy Efficiency - Extending Advanced Metering into the Home
7.16.07 Jeff Lund, Vice President, Business Development, Echelon Corporation

3. All Monopoly Markets created by Regulation Are a Risk
7.2.07 Thomas Lord, President, Volatility Managers, LLC

4. The Dawn of Electricity Competition: Efficient Prices and Efficient Choices
6.6.07 Nat Treadway, Managing Partner, Distributed Energy Financial Group, LLC

5. Utility Deregulation Revisited... Still a Bad Idea
3.14.07 Paul Weinberger, Partner, Technology Management

6. Playing with Fire - Part II
1.2.07 Andrew Weissman, Editor-in-Chief & Publisher, EnergyBusinessWatch.com

7. The Potential for Residential Demand Response on Transmission and Distribution Assets
12.29.06 Rick Boland, CEO and President, e-Radio USA, Inc.

8. Playing with Fire - The 10 Tcf/year Supply Gap -- Part I
12.15.06 Andrew Weissman, Editor-in-Chief & Publisher, EnergyBusinessWatch.com

9. The Future Utility Customer Service Model
12.11.06 Jamie Wimberly, CEO, Distributed Energy Financial Group and Peter Shaw, Director of Customer Strategy, Navigant Consulting

10. Technology Transforming Distribution
12.1.06 Charles Newton, President, Newton-Evans Research Company, Inc.

11. Demand Side Management & Time of Use Billing in Indian Utilities
11.30.06 Ashish Sethia, Consultant

12. The Power Will Be There But Will It Get to Market?
11.28.06 Michael Morrison, National Energy and Infrastructure Industry Group Manager, Gowlings Lafleur Henderson LLP and David McFadden, Chair, National Energy and Infrastructure Industry Group, Gowling Lafleur Henderson LLP

13. TXU Displacing Older Generation With Advanced Technologies
11.27.06 Bill Opalka, Editor-in-Chief, Topic Centers, Energy Central

14. AMI Services Solutions for Alberta's Deregulated Market
11.21.06 Nick Clark, Managing Partner, UTILITYnet

15. Condemned to the Fourth Quartile?
11.20.06 Matt Chwalowski, Principal Consultant, PA Consulting