AEC Market Education - Module #2

How Electricity Futures Markets Work

Electricity has a price right now - and a price for next July. Those two numbers are almost never the same. Understanding why is how you stop reacting to your bill and start getting ahead of it.

How Electricity Futures Markets Work · Alden Energy Consulting
Part 1
Spot vs. forward: two prices for the same thing
Think about concert tickets. Buy six months out and you lock in a price based on expected demand. Wait until the night of the show and you pay whatever the market bears — could be double, could be triple. You took a risk buying early; the seller took a risk pricing too low. Electricity works exactly the same way, just at a scale of millions of kilowatt-hours and with a market that runs 24 hours a day, 365 days a year.
Spot price — right now
$34.18
per MWh · updates every 15 min
Real-time price
What electricity costs this moment in ERCOT’s real-time market. Fluctuates constantly with demand, generation availability, and grid conditions. A mild spring afternoon might show $25/MWh. A heat wave can push it to hundreds — or in extreme cases, thousands.
View live LZ_North prices on ERCOT →
Forward price — locked in
$58.40
per MWh · next August · agreed today
Fixed future price
What someone will agree today to sell you electricity for, delivered at a specific future date. Negotiated now, honored later — regardless of what spot does between now and then. A fixed-rate electricity contract is essentially this: a forward price for your load.
ERCOT real-time spot — live LZ_North → · price below is simulated
$34.18
/MWh
▲ $2.41
Your fixed contract rate (example)
$58.40 /MWh
locked · doesn’t move
Difference today
Fixed is $24.22 higher · summer premium
Part 2
The forward curve: a map of future prices
Scenario:
Hover any data point to see the price and market driver for that month.
Forward price
Summer peak
Spring / fall valley
Hover any point on the curve to see what’s driving that month’s price. Switch scenarios to watch the curve reshape.
Part 3
The four forces that shape the curve
Part 4
How a REP turns the forward curve into your rate
For additional reading
ERCOT public market information
Real-time and historical pricing data, forward curve snapshots, and daily market reports. Free and public.
ercot.com/mktinfo →
Henry Hub natural gas spot price — EIA
The daily gas benchmark most correlated with ERCOT electricity forward prices. Updated daily by the U.S. Energy Information Administration.
eia.gov →
Potomac Economics — ERCOT state of the market
The independent market monitor’s annual review of how ERCOT’s wholesale market performed. Dense but authoritative; readable executive summaries available.
potomaceconomics.com →
ERCOT nodal protocols
The complete rulebook for how ERCOT’s market works. For the truly curious — and future energy lawyers and engineers.
ercot.com/mktrules →