Saw it earlier. Some names are redacted but yeah I saw GE, Siemens, and a bunch of _ Capital guys.
Interesting to see A123 Battery company. they probably want to just use the feed and regualation with 20MW already hooked up to the grid. I doubt they have the money to make a big bid here. Although it would be an interesting market for them and they just brought on a large manufactruing facility that is woefully underutilized unless they have some large orders. This may be a market for them to show especially after they have announced two grid projects in Hawaii but for normal generation and not Frequency regulation market.
Interesting that some of the Capital guys ,based purely on some limited googling (having never heard of most of them) own Nat Gas assets. With Nat Gas being cheap these guys should be pretty profitable if the economy picks up. Right now the demand and pricing for these peaking plants should be pretty low as the reduced economy (which is why BCONQ is in Chapter 11) but with increased growth in alternative energy (wind, solar) there absolutely will be more demand for FR as these fuck with the frequency of the grid and Nat Gas is not fast enough to respond where these guys and batteries can.
The problem right from a bidding perspective now is the NY-ISO market is so much cheaper than other markets on Next day pricing and the the FERC ruling has been delayed a year for more input and no firm pricing has been announced for the fast response.
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