Micah Aldrich @notsoquant
building power market models. @UofIllinois (learning things) @LPL (prev. swe intern) @TradersPostInc (prev. technical analyst) micahaldrich.com Champaign, IL Joined September 2023-
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simple battery definition for a dispatch model, with cycling cost sensitivity.
@neelsomani good point, fixed schedule is very naive lol. appreciate the feedback. ill definitely try rerunning with a daily DA-optimized single-cycle schedule settled against RT, with perfect-foresight RT as the ceiling
tested the “batteries charge midday, sell evening” shortcut from @neelsomani’s power 2026 on ERCOT data. fixed 10–2 / 6–9 gets ~half the best possible revenue. the best window only adds 2–5 points. timing isn’t the problem. money is in a few spike days you can’t schedule for.
use these 9 python libraries to build a battery dispatch model. 1. gridstatus (@grid_status) 2. pandas 3. pyarrow 4. numpy (@numpy_team) 5. cvxpy (@cvxpy_team) 6. highspy 7. scikit-learn (@scikit_learn) 8. matplotlib (@matplotlib) 9. pytest (@pytestdotorg)
west texas had 638 hours of negative power prices in 2025. i assumed it was wind at night. it wasn’t. most happened between 9am and 4pm. solar is big enough now to push prices below zero at lunch.
battery discharge model in 4 steps 1. hourly DA + RT prices, cached to parquet 2. daily linear program, the revenue ceiling 3. fixed rule: charge 10–14, discharge 18–21 4. forecasts: plan on DA/last week/ML, paid RT
spent some time building a battery trading simulator for the texas grid. 100 MW battery. real 2025 ERCOT prices. 5 strategies. perfect hindsight: $4.7M. a dumb fixed schedule: about half that. what i learned 👇
a bad forecast is worse than no forecast, appears to be true for weather and battery dispatch models
best internship advice I got: treat every ticket like it deals with PII.
reads if you are learning power markets 1. power 2026 by neelsomani: best free primer, plants to pricing to trading 2. cramton on winter storm uri: what happens when market design meets a real crisis 3. modo’s “ercot battery storage in 2026”: where the money is going now
why do non-US banks dominate US battery project financing?
a market works best when rules evolve from first principles. as students we should study the principles, and stop trying to hedge political risks as much.
50 million people without power due to inadequate tree trimming. there are lots of small edge cases with large consequences in the energy markets.
no free lunches in an efficient economy. i think thats a reminder to build technical and non-technical skills, don't expect the market to just hand you a position.
@shafu0x depth of knowledge will always be more valuable when working in an highly efficient environment. find what is not efficient yet and I am sure there will be lots of junior hires.
@adcock_brett 🍕 at scale, production breaks (i got my pizza)
@msg 🍕 at scale, production breaks (i got my pizza)
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