GDS Associates, Inc

Utilities Developing and Owning Energy Storage

Battery Energy Storage Systems (BESS) are no longer considered an emerging technology because of the large-scale deployment of lithium-ion-based battery storage across the United States. Battery manufacturing global expansion combined with Investment Tax Credits (ITC) have...

Examination of Utility Betas - An Update

Utility betas increased sharply as part of the Covid-19 related market volatility experienced in the early 2020s and have only now, five years later, dropped back to much lower levels, albeit not back down to the level of earlier beta estimates. It has been an incredible...

Transactions 2025 Issue Q1

Download PDF

Getting to know the NERC Inverter-Based Resource Strategy

The North American Electric Reliability Corporation (NERC) presents a comprehensive strategy to safeguard the reliability, resilience, and security of the Bulk Power System (BPS) as inverter-based resources (IBRs)—including wind, solar photovoltaic, battery storage, and...

A Look at the 2025 ERO Enterprise Compliance Monitoring and Enforcement Program Implementation Plan

The 2025 ERO Enterprise Compliance Monitoring and Enforcement Program (CMEP) Implementation Plan, published by NERC in October 2024, outlines the Electric Reliability Organization (ERO) Enterprise’s priorities for ensuring the reliability, resilience, and security of the...

Potential NERC Alert Based on Newly Discovered Supply Chain Risks

Recent reports from multiple news outlets, including Reuters, Fox News, have revealed the presence of undocumented communication devices in Chinese-manufactured solar power inverters, posing a significant cybersecurity risk to the U.S. power grid. These hidden devices could...

MISO Capacity Auction Results Reflect National Changes

On April 28, the Midcontinent Independent System Operator (MISO) released the results of its capacity auction (called the Planning Resource Auction or PRA) for the upcoming 2025-26 year starting June 1. Prices spiked to over $20/kW-mo. in the summer season for the entire...

Transactions 2024 Issue Q4

DOWNLOAD PDF

Artificial intelligence: The moment it's been waiting for

Artificial Intelligence (AI) is having a moment—actually, it’s having the moment. Like a wildfire spreading across a dry prairie, its influence is touching every industry and reshaping the way we work, live, and consume energy. From virtual assistants like ChatGPT to image...

Federal Grant Funding Opportunities for Agricultural and Rural Small Businesses

Did you know that federal grants are available to farms and rural small businesses for installation of energy efficient equipment and renewable energy systems? Did you also know that these grants can be combined with state and utility program incentives to make a project...