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Industrial Electrification and Market Power in a Hydro-Thermal Power System
Stockholm University, Faculty of Social Sciences, Department of Computer and Systems Sciences.ORCID iD: 0009-0006-3918-3897
Stockholm University, Faculty of Social Sciences, Department of Computer and Systems Sciences.ORCID iD: 0000-0001-9448-6061
Stockholm University, Faculty of Social Sciences, Department of Computer and Systems Sciences. Aalto University, Finland.ORCID iD: 0000-0003-1841-1310
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Number of Authors: 52025 (English)In: IEEE Transactions on Energy Markets, Policy and Regulation, E-ISSN 2771-9626Article in journal (Refereed) Epub ahead of print
Abstract [en]

Ambitious climate packages promote the integration of variable renewable energy (VRE) and the electrification of the economy. With its ample hydro reservoirs and transmission capacity, the Nordic region is well positioned for this transformation. However, the additional need for flexibility and electrification of industrial processes could give power producers more leverage to exert market power. By using a Nash-Cournot model with a detailed spatio-temporal representation of the Nordic power system, we explore how strategic operations may be affected by (i) increased industrial demand and (ii) matching expansion of onshore-wind power. We find that increased electrification, modelled by industrial demand, diminishes firms' market power but simultaneously leads to a higher average price. Meanwhile, matching industry's electricity demand with onshore-wind capacity restores prices to their baseline level but reintroduces market power. In particular, hydro plants are flexible enough to exploit such a power system's additional industrial demand and VRE's intermittent output to actually increase their payoff from market power.

Place, publisher, year, edition, pages
2025.
Keywords [en]
Game theory, hydropower, industrial electrification, market power, variable renewable energy
National Category
Energy Systems Other Electrical Engineering, Electronic Engineering, Information Engineering
Identifiers
URN: urn:nbn:se:su:diva-249808DOI: 10.1109/TEMPR.2025.3627800Scopus ID: 2-s2.0-105020720260OAI: oai:DiVA.org:su-249808DiVA, id: diva2:2014856
Available from: 2025-11-19 Created: 2025-11-19 Last updated: 2025-12-05

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Roberts, KirstineKhastieva, DinaSiddiqui, Afzal S.

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