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Assigning environmental attributes to power imports and exports: How might it

work from New England?



At the July 10 inter-regional meeting it was suggested that it might be helpful to try to

think concretely about cross-border information needs from the vantage point of a

particular information system operator who needs to assign attributes to imports and

exports. This is a first, very rough, attempt to conduct that “thought experiment” for

New England.



Background & context:



 As described in the July 10 meeting summary, New England is currently planning to

pursue a certificates approach in which certificates are issued for the output of each

generating unit in the system. Once issued, certificates can be traded independently

in a secondary “attributes” market.

 Ultimately, all retail suppliers subject to information disclosure or other requirements

will have to hold certificates equal to the load they serve; hence it’s been assumed

that almost all suppliers will actively participate in the certificates market. More

recently, there’s been discussion of whether retail suppliers or exporters who are

indifferent to their environmental attributes could be “assigned” a residual or net

value -- similar to Ontario’s approach -- based on an average of all unclaimed

certificates.

 Nevertheless, a very substantial portion of the New England market will be subject to

at least RPS (CT, MA, and ME) and potentially EPS (MA and CT); presumably retail

suppliers in these states will need to actively manage their certificates portfolios. By

comparison, Ontario, New York, and PJM states besides NJ primarily need to support

information disclosure and verify green marketing claims – hence a greater portion of

the power transacted in those regions may be sold with undifferentiated spot market

or net system average characteristics.

 Because several New England states have RPS there is an interest in making it

possible for renewable resources outside the region to help meet these requirements.

That means being able to assign resource-specific attributes to at least some power

imports.

 Most New England states require disclosure information to be updated quarterly.

Accordingly, the New England certificates market may need to be settled on a

quarterly basis. If so, the assignment of attributes to imports and exports would

probably also need to be settled on a quarterly basis.



Information inputs and outputs at the border

It may be helpful to think about information inputs and outputs at the border in the

context of several specific cases:1



(1) The case of power exported from New England where the exporter is indifferent to

the environmental attributes associated with the power.



1

Throughout this discussion, references to the information system administrator are intended to mean

whichever entity is responsible for managing the information system. This may or may not be the ISO.





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(2) The case of “environmentally preferable” power exported from New England where

the recipient of the power wishes to “get credit” for specific environmental attributes.

(3) The case of power imported to New England where the importer is indifferent to the

environmental attributes associated with the power.

(4) The case of “environmentally preferable” power imported to New England where the

importer of the power wishes to “get credit” for specific environmental attributes.

(5) The case of “environmentally preferable” power wheeled to or from New England

across an intermediary power pool (e.g. PJM to New England via NY).



In case (1) there are two options: either the exporting entity is required to obtain

certificates or it is automatically assigned attributes based on a residual pool of unclaimed

certificates. If the exporting entity is required to obtain certificates, it will buy the

cheapest certificates available – presumably those associated with less desirable

generation. Whether the exporter actively procures low or no-cost certificates or is

assigned a residual certificate average, the attributes associated with this export (from the

standpoint of the New England information system) are likely to be dirtier than a default

value based on all New England generation.2 In any case, the New England system

administrator will know what environmental attributes have been assigned to the export

and could report that information to the administrator of the receiving region. If the

receiving region chooses just to apply a default New England average, the information

might not need to be communicated, as long as it is appropriately “netted out” of the New

England information system by the New England administrator.

On the receiving end, if the exporter has a bilateral contract with an importer in

New York, the New York tracking system can make a specific assignment of the

attributes to a receiving entity. It there is no bilateral contract the attributes would

presumably be added to the New York spot market average. If the power is exported to

Ontario, its attributes would likely be incorporated in Ontario’s “net system average”. In

theory, an Ontario importer could claim the environmental attributes of this export by

taking ownership of the associated certificates or, if the New England system has simply

assigned a “residual certificates average”, by demonstrating to the Ontario administrator

that it has a bilateral contract with the New England supplier. However, this seems

unlikely since we are talking about a case where the New England exporter (and hence

presumably the Ontario purchaser) are indifferent to the environmental attributes

associated with the export.



In case (2), certificates would need to be purchased by the New England exporter

(or perhaps directly by the importing entity? 3). Again, the assignment of specific

certificates to a quantity of exported power would be known to the New England system

administrator and could be communicated to the system administrator of the importing

region. At the receiving end, it would be important to require that the importing entity in

2

How much dirtier is hard to anticipate because it will depend on the relative demand for “environmentally

preferable” power in New England, which will in turn depend on the status of EPS and RPS requirements

and on consumer demand for “green” products.

3

Note that if entities outside New England are allowed to participate in New England’s certificates market,

the New England system administrator may need to exercise some control to ensure that the quantity of

certificates sold out of the region does not exceed actual power exports (thereby creating a potential

shortfall in certificates available to New England retail suppliers who need them). .





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fact holds the New England certificates necessary to back up any claims it is making in

the context of its own information system. If an importer in NY or Ontario were allowed

to simply report that it had negotiated a contract or conversion transaction with a New

England generator but the actual certificates stay in the New England market there is an

obvious problem of double-counting. If no claim were made on the part of the importer,

the specific attributes of the New England export in this case would presumably be

absorbed into the importing region’s spot market or net system average, as in case (1).

This situation again seems unlikely, since there would be no reason for the exporter to

obtain environmentally preferable certificates if these were not valued in the importing

region.



In case (3), the New England system administrator could issue certificates to the

importer of environmentally undifferentiated power based on the spot market average in

the case of imports from New York4, the net system average in the case of imports from

Ontario, or some other default average in the case of other importing regions.5 Unlike

certificates generated in New England (which will be unit specific), certificates issued to

imports will generally reflect average emissions rate and fuel mix characteristics from

multiple units.6 Once issued, they would be available to be traded just like any other

certificate. Note, however, that the information on spot market or net system average

needed to assign certificates to undifferentiated imports might be available from

neighboring regions only on a quarterly basis. That could make it difficult to issue

import certificates monthly. Given that New England meets most of its demand with

internal generation, a quarterly rather than monthly release of import certificates might be

acceptable, provided this occurs with adequate lead time before New England’s

certificates settlement period for a given quarter closes.



In case (4), the importer will need to establish a claim to unit (or company?)

specific attributes from the exporting region such that the claim can be accounted for in

the information systems of both New England and the exporting region. For example, the

importer could enter into a bilateral contract with a generator in New York or Ontario, or

– if the imported power were purchased from the New York spot market – the importer

could negotiate a conversion transaction with a New York generator. To verify these

claims, the exporting system’s information administrator could show that it was aware of

such contracts or conversion transactions and had accounted for them in its internal

tracking system. To keep the New England system “whole”, specific claims to attributes

– as established through contracts or conversion transactions with generator(s)in the

4

Obviously, this would be the NY spot market average after deducting all NY conversion transactions.

5

Note that undifferentiated power imports from PJM would have to pass through an intermediary system.

Since this a case where no affirmative environmental claims are being made, I assume for the moment that

those attributes will be “washed through” the information system of the intermediary control area (i.e. they

will be reflected in the net system or spot market average of the intermediary area). A question we may

need to address is what happens in the case where a New England entity contracts for midwestern spot

market power that is wheeled across New York. Is it acceptable (from either New York or New England’s

perspective) for the relatively “dirtier” characteristics of this power (e.g. an ECAR average) to be

incorporated into New York’s spot market average before being accounted for in New England?

6

All certificates for New England generation will be identified with a specific unit or facility. One could

imagine that certificates for imports might be labeled simply as “import”, perhaps also including the source

region (e.g. “NY Import”).





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exporting region – would need to be converted to certificates. Obviously the New

England system administrator would also need to deduct the portion of imported power

that comes with differentiated attributes from the portion of imported power that is issued

certificates on the basis of undifferentiated system average or default attributes.



In case (5), the situation is similar, except that the unit (or company?) specific

attributes need to be conserved as the power is wheeled over an intermediary control

area. It seems that this could be accomplished, provided all information system

administrators involved are aware and can account for the transaction internally. For

example, if a New England company has a unit contract with a New Jersey generator and

the power is wheeled across New York, the New York system administrator would need

to be able to keep that power “separate” and ensure that it isn’t incorporated in its spot

market average. This seems like primarily an accounting issue that should be

manageable, provided the timing issues can be worked out. A more difficult question

might be whether New England is willing to accept an attribute-specific claim in cases

where the exporting region has no information system at all. In that instance, there is no

obvious way to ensure that the “environmentally preferable” attributes aren’t being

double-counted in the exporting region. The policy and legal implications of this

situation need to be further explored.

Finally, there may be a separate issue concerning the ability of some types of

information system designs to value the attributes of intermittent types of resources (such

as wind and some hydro) without “diluting” those attributes through system or spot

market averaging. This could be an issue for potential importers of renewable energy in

New England and potential exporters in other regions.



Summary:

At this time it appears that the information systems being planned for Ontario, New

England, New York, and PJM can, at a minimum, account for all generation within their

systems, for the amount of power exported and imported in a given time frame, and for

all specific claims made concerning the attributes of power generated within their system.

Superficially, at least, it would appear that this information should be adequate to allow

for an assignment of attributes to exports and imports (including the preservation of a set

of attributes across an intermediary control area) in a way that serves each region’s policy

objectives and ensures that there is no double-counting of attributes. To do this,

however, will clearly require that information systems regularly exchange information.

Specifically what information and in what format is a key issue for further exploration.

In addition, timing may prove to be a significant challenge and must be considered in

greater detail. To facilitate matters, regions may wish to consider synchronizing a

common schedule for information exchange. For example it may be helpful to establish a

protocol whereby, within some defined time period after the end of each quarter, each

information system administrator issues a standardized report containing aggregated

information about its own system average, import and export quantities, and a summary

of all specific claims made (or certificates issued, as the case may be) in connection with

imports and exports. Whether and how specific attributes can or should be allowed for

imports from regions that have no information system or a purely claims based system, is

a separate but also important question.







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