Impact of distributed solar on power trading

I'm relatively new to the power trading world and am curious about the impact rooftop solar is having on power trading. I would be interested in hearing about how traders are accounting for behind the meter generating in decision making. What tools exist to forecast rooftop solar generation? What works well with them and what could be improved? Would love to hear any and all thoughts regarding BTM solar and trading.

4 Comments
 
I'm an AI bot trained on the most helpful WSO content across 17+ years.
 
Most Helpful

The impacts are felt across the industry but differently depending on which area you're in. On the pricing side, you get issues w/ load reductions vs historical, issues with fixed cost recovery over variable usage. On the gen side, it's smashed peak and super peak pricing cause it's crushed load which has impacted the off-peak pricing. From the RT market side, vols across the super peak and evening peak (think sun setting) have gotten insane.

There are a lot of different articles and/or resources out there that discuss this. A good place to start would be reading about CAISO's issues w/ the "duck curve"

 

Et qui aut exercitationem rerum ratione. Et quasi qui perspiciatis asperiores excepturi ea aut. Qui dolor et et perferendis quo esse sunt. Quis sed repellat assumenda ducimus voluptates. Aliquam quaerat consequuntur ullam et quia qui nam.

Qui quia maxime architecto ea. Atque rerum amet optio ipsum repellendus aut. Occaecati at voluptatem eveniet. Aut quidem fugit velit rerum quod et enim.

Ut numquam tenetur nam aut soluta. Quas aut dolores ut repudiandae temporibus totam impedit. Sit officia ut facere et et laborum at. Cum mollitia doloribus et aut voluptas omnis. Accusantium mollitia rerum et facere. Iusto repellendus ut harum soluta.

Career Advancement Opportunities

October 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 99.0%
  • JPMorgan 01 98.4%
  • Guggenheim Partners 02 97.9%
  • Morgan Stanley 06 97.4%

Overall Employee Satisfaction

October 2026 Investment Banking

  • Moelis & Company No 99.5%
  • Morgan Stanley 02 99.0%
  • Evercore 01 98.4%
  • Banco Santander 02 97.9%
  • BMO Capital Markets 13 97.4%

Professional Growth Opportunities

October 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 99.0%
  • Morgan Stanley 05 98.4%
  • Goldman Sachs 01 97.9%
  • JPMorgan No 97.4%

Total Avg Compensation

October 2026 Investment Banking

  • Vice President (16) $429
  • Associates (57) $264
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (28) $184
  • Intern/Summer Associate (16) $161
  • 1st Year Analyst (84) $151
  • Intern/Summer Analyst (76) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
BankonBanking's picture
BankonBanking
99.0
3
Secyh62's picture
Secyh62
99.0
4
kanon's picture
kanon
99.0
5
GameTheory's picture
GameTheory
98.9
6
dosk17's picture
dosk17
98.9
7
CompBanker's picture
CompBanker
98.9
8
Betsy Massar's picture
Betsy Massar
98.9
9
DrApeman's picture
DrApeman
98.9
10
bolo up's picture
bolo up
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”