Episode 161

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Published on:

19th Apr 2023

ReSolve Riffs with Vlad Aldea & Ross Fortune on Arbing the Electricity Markets

In this episode, the ReSolve team is joined by Vlad Aldea and Ross Fortune from ATNV Energy LP for an insightful conversation exploring the intricacies of the electricity markets, and how their careers led to the creation of ATNV Energy.

During the episode, Vlad and Ross cover a wide range of topics related to electricity markets, including:

• The similarities and key differences between electricity markets and other energy commodities like natural gas and oil

• The importance of a strong foundation in understanding the physical grid, including generation, load, and transmission aspects

• The concept of load hedging and its relevance in the electricity market

• The role of Independent System Operators (ISOs) in managing regional grids in the United States

• The significance of financial transmission rights (FTRs) and their role in the electricity market

• The increasing impact of storage technologies like hydro storage, pumped storage, and batteries on the electricity market

• The fungibility of electrons and the accounting abstractions used in electricity markets

• The challenges and opportunities in analyzing and trading within the electricity market

• The evolution of ATNV Energy and its focus on transmission analysis and financial trading in the electricity market

• The importance of adaptability, risk management, and collaboration in the ever-changing landscape of electricity markets

• The critical role of transmission in the electricity markets and its impact on the grid’s reliability and accounting

 

This episode is a must-listen for anyone interested in understanding the complex world of electricity markets, providing valuable insights and strategies to navigate this unique and rapidly evolving sector.

 

This is “ReSolve’s Riffs” – live on YouTube every Friday afternoon to debate the most relevant investment topics of the day, hosted by Adam Butler, Mike Philbrick and Rodrigo Gordillo of ReSolve Global* and Richard Laterman of ReSolve Asset Management Inc.

 

*ReSolve Global refers to ReSolve Asset Management SEZC (Cayman) which is registered with the Commodity Futures Trading Commission as a commodity trading advisor and commodity pool operator. This registration is administered through the National Futures Association (“NFA”). Further, ReSolve Global is a registered person with the Cayman Islands Monetary Authority.

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About the Podcast

Resolve Riffs Investment Podcast
Welcome to ReSolve Riffs Investment Podcast, hosted by the team at ReSolve Global*, where evidence inspires confidence.
These podcasts will dig deep to uncover investment truths and life hacks you won’t find in the mainstream media, covering topics that appeal to left-brained robots, right-brained poets and everyone in between. In this show we interview deep thinkers in the world of quantitative finance such as Larry Swedroe, Meb Faber and many more, all with the goal of helping you reach excellence. Welcome to the journey.

*ReSolve Global refers to ReSolve Asset Management SEZC (Cayman) which is registered with the Commodity Futures Trading Commission as a commodity trading advisor and commodity pool operator. This registration is administered through the National Futures Association (“NFA”). Further, ReSolve Global is a registered person with the Cayman Islands Monetary Authority.