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Real-time pricing (RTP) for industrial customers

Commercial

RTP plans tie supply to wholesale hourly LMP. Industrial customers with shiftable load save 15 to 22 percent in normal years. The risk-reward analysis.

Harry Parker

Energy Consultant, Seenra Inc

Commercial10 min readPublished

Featured infographic

RTP vs fixed: 24-hour wholesale LMP overlay

LMP varies hourly from 2 cents to 14 cents per kWh in normal weeks. RTP customers absorb the curve.

Open graph image · /og/rate-trend.png

Real-time pricing (RTP) ties industrial supply rates to wholesale day-ahead or real-time LMP (locational marginal price). Customers absorb hourly market moves. Industrial customers with shiftable load — data centers off-peak, manufacturing batch shifts — save 15 to 22 percent on RTP vs fixed in normal years. RTP exposes the customer to extreme-weather spike risk. Pair RTP with a partial hedge or curtailment plan to manage the downside.

How RTP actually works

The customer pays the wholesale LMP each hour plus the supplier administrative margin. LMP can range from 2 cents to 14 cents per kWh in normal weeks; during extreme weather it can hit the $9 per kWh ERCOT cap or $1,000 per MWh on PJM.

Customers with shiftable load can curtail or shift production to low-LMP hours, capturing the savings. Customers with inflexible load absorb the LMP curve as-is.

The risk-reward analysis

Industrial RTP customers in normal-weather years save 15 to 22 percent vs fixed-rate contracts. In high-volatility years (winter storms, summer heat domes), RTP customers can spend dramatically more.

Best practice: hedge 50 to 70 percent of load with a fixed-rate contract and run the remaining 30 to 50 percent on RTP. The barbell hedge captures most of the RTP upside while limiting the downside.

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Common questions

Quick answers from the editorial desk

What is the difference between RTP and indexed rates?
Both tie supply to wholesale. RTP typically uses day-ahead LMP for industrial customers. Indexed plans (residential Texas) typically use real-time LMP with no hedging.
How often does RTP change?
Hourly during the day. The supplier publishes the hourly LMP a day in advance (day-ahead RTP) or in real time (real-time RTP). Industrial customers monitor and shift load.
Should industrial customers go RTP?
Only with shiftable load and a partial hedge. RTP without curtailment capability or hedging exposes the customer to extreme weather spikes that can wipe out a year of savings.
Can I hedge alongside RTP?
Yes. Most industrial customers run a barbell: 50 to 70 percent fixed-rate, 30 to 50 percent RTP. The fixed portion provides stability; the RTP portion captures upside.

Further reading

Pillar guide, cluster siblings, and state pages cited above

Sources

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