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Strategic Energy Portfolio Optimization

Our Patent-Pending Approach Maximizes the Value of Energy Portfolios by +20%

Developing? Procuring? We uniquely account for network effects, the hidden value created when assets are planned in relation to each other, rather than in isolation.

A Case Study: Maximizing Portfolio Hedging Power

In this study, we used a subset projects from publicly available data of NextEra portfolio. When planning a new project, we demonstrate how incorporating interactions with existing assets can be leveraged to optimize overall portfolio value.

Watch: Network-Aware Portfolio Planning

Elahe Naghib, lead inventor of 5 energy patents, introduces the concept of network-aware portfolio planning and provides a high-level intro for this case-study.

Strategic siting of new assets can reduce congestion exposure by the equivalent of 20% of revenue

By choosing locations that naturally offset price volatility in your existing portfolio, you can capture substantial value through avoided CRR premiums. This analysis shows that network-aware planning can offer congestion hedging benefits equivalent to 20% of a project's revenue, without relying on purchasing financial instruments.

Case Study Scenario

Imagine you’re deciding where to build/procure a new natural gas power plant. You have several possible locations to choose from. But which location will work best considering your existing operational and planned projects?

Our Approach

We use real market data to compare sites and quantify their “Network Benefit” within the existing portfolio. In this study, we target how well a new plant at each location can offset price spikes and drops at the current assets locations caused by grid bottlenecks.

While the full network effect spans many dimensions including capacity value, energy arbitrage, reliability contributions, and operational synergies. This study focuses specifically on one critical aspect: congestion pricing risk.

In plain terms: Which site helps your current and future assets avoid revenue losses when congestion distorts local prices? The charts below provide a simple, data-driven answer for decision makers.

Financial Benefits of Strategic Plant Placement

What this chart shows: Each line represents an existing or planned project in the portfolio. The X-axis shows the percentile ranking of possible locations for building a new complementary power plant. Higher percentiles correspond to better locations for reducing price volatility for that project.

Example: At the 95th percentile, selecting one of the very best locations for hedging Bluebell Solar’s congestion risk results in a value gain of approximately $11.6 per MWh.

Importantly, you don’t need to choose the absolute best location to benefit—any site chosen with network effects in mind can provide meaningful returns. This means you can factor in other priorities, like permitting or land availability, without sacrificing the core financial advantage of a well-placed plant.

Over time, this translates into substantial risk reduction and cost savings across your portfolio.

Frequently Asked Questions

It shows how much extra value a project could gain if a new complementary project is located in a way that helps hedge against congestion-related price swings without having to purchase a CRR.

Each line corresponds to an existing or planned project. It shows how much value could be added by placing a complementary project in increasingly better locations.

It ranks all viable locations for the complementary project. A higher percentile means a better-performing location. For example, the 80th percentile means you're looking at the top 20% of all options.

It shows the estimated financial benefit (in $/MWh) that a complementary project would provide by reducing congestion-related price risk for the paired project.

No. Even moderately good, network-aware locations provide meaningful value. This allows flexibility to consider other factors like permitting, land, and interconnection.

Even without optimization, placing new projects at different locations tends to create natural hedges. That’s because price movements are not perfectly correlated across the grid—so just introducing geographic diversity can help offset localized price risks in the portfolio.

Yes. We can re-run the analysis with any set of nodes or date ranges. Contact us for a custom report.

Traditional siting often focuses ONLY on access to land, interconnection, or infrastructure. This model adds a strategic layer by evaluating how a location improves financial performance across the entire portfolio.

Deep Dive

Using CRR Auction Results to Measure Hedge Value

What this chart shows: How ERCOT CRR Auction results are used to estimate the dollar value of hedging against congestion pricing by strategically placing a new plant.

Key insight: The top curve shows the hourly volatality of the LMP difference between the Pandora's location and SWOSEII another pricing node, and the bottom is between Pandora's node and CFLATS LMP's. Because of the high variations CRR bids between those two pairs are expected. Indeed, participants have placed bids for the time periods where the maximum variability is expected. Using the bids winning prices placed for the first pair, we can estimate the value of hedging Pandora against congestion pricing by placing a plant at the SWOSEII node. Similarly, we can estimate the value of hedging Pandora against congestion pricing by placing a plant at the CFLATS node. Repeating the experiment for all the nodes in the auction, shows that SWOSEII node is within the top 5% of locations and CFLATS node is within the top 25% of locations for hedging Pandora against congestion pricing.