Influence of feasibility constrains on t (1)
Electric Power Systems Research
journalhomepage: www.elsevier.comlocateepsr
Influence of feasibility constrains on the bidding strategy selection in a day-ahead electricity market session
a ,
Alberto Borghetti b ∗ b , Stefano Massucco , Federico Silvestro
a Dept. of Electrical Engineering, University of Bologna, Viale risorgimento 2, 40136 Bologna, Italy b Dept. of Electrical Engineering, University of Genova, via all’Opera Pia 11a, 16145 Genova, Italy
articleinfo
abstract
Article history:
Large part of liberalized electricity markets, including the Italian one, features an auction mechanism,
Received 18 December 2008
called day-ahead energy market, which matches producers’ and buyers’ simple bids, consisting of energy
Received in revised form 10 June 2009 Accepted 26 July 2009
quantity and price pairs. The match is achieved by a merit-order economic dispatch procedure indepen-
Available online 5 September 2009
dently applied for each of the hours of the following day. Power plants operation should, however, take into account several technical constraints, such as maximum and minimum production bounds, ramp
constraints and minimum up and downs times, as well as no-load and startup costs. The presence of
Keywords:
Electricity market
these constraints forces to adjust the scheduling provided by the market in order to obtain a feasible
Bidding strategies
scheduling. The paper presents an analysis of the possibility and the limits of taking into account the
Feasibility constrains
power plants technical constraints in the bidding strategy selection procedure of generating companies
Game theory
(Gencos). The analysis is carried out by using a computer procedure based both on a simple static game-
Unit commitment
theory approach and on a cost-minimization unit-commitment algorithm. For illustrative purposes, we present the results obtained for a system with three Gencos, each owning several power plants, trying to model the bidding behaviour of every generator in the system. This approach, although complex from the computational point of view, allows an analysis of both price and quantity bidding strategies and appears to be applicable to markets having different rules and features.
© 2009 Elsevier B.V. All rights reserved.
1. Introduction
ing costs and physical constraints, are obtained by the auctioneer’s optimization computer program; side payments to some genera-
Large part of liberalized electricity markets, including the Ital-
tors are therefore needed in order to cover all the costs declared in
ian one, features an auction mechanism, called day-ahead energy
their bids [1,3] . The presence of transmission constraints justifies
market, which matches producers’ and buyers’ simple bids, consist-
the wide interest in the development of approachesmethods able
ing of energy quantity and price pairs. 1 The match is achieved by a
to solve security constrain unit commitment (SCUC) problems (e.g.
merit-order economic dispatch procedure independently applied
for each of the hours of the following day. This type of public
The paper focuses on the former market architecture with sim-
day-ahead energy market is referred in the literature as a power
ple bids, which does not use side payments. The rational operator is
exchange (e.g. [1] ) or MinISO [2] in order to distinguish it from
expected to present bids to this market with the purpose of maxi-
more centralized market architectures defined as power pools or
mizing its benefits. For the particular case of a generating company
MaxIso. In the latter architecture, generators provide extensive data
(Genco), the optimal bidding strategy is the one that allows the
other than price–quantity pairs by means of complex bids, such as
attainment of good profits and, at the same time, results in feasible
startup costs, ramp rate limit, etc. With these extensive data, the
schedules of its power plants, taking into account all their technical
unit commitment (UC) and dispatch that maximize social welfare,
characteristics and constraints. For this latter purpose, in general,
taking into account all important aspects of generator’s operat-
Gencos have at their disposal detailed software tools which can solve the so-called cost-based UC problem, i.e., they are able to cal- culate the optimal scheduling and power dispatching in order to feasibly satisfy an assigned load profile with the minimum variable
∗ Corresponding author. Tel.: +39 051 2093475; fax: +39 051 2093470.
production costs (e.g. [5,6] ).
E-mail addresses: alberto.borghettiunibo.it (A. Borghetti), stefano.massuccounige.it (S. Massucco), fsilvestroepsl.die.unige.it (F. Silvestro).
Many optimization approaches have been applied to address
1 The producers’ offers state the aim to sell a certain amount of energy at a given
the optimal bidding strategy selection, e.g. [7–16] . In particular, for
price or higher. The buyers’ offers state the aim to buy a certain amount of energy
both the case of Gencos without market power and for the case
at a given price or lower.
of a single company with market power in the system – i.e., for
0378-7796 – see front matter © 2009 Elsevier B.V. All rights reserved. doi: 10.1016j.epsr.2009.07.011
A. Borghetti et al. Electric Power Systems Research 79 (2009) 1727–1737
the case of a single company able to influence the market clearing
the payoff matrix of the game represented in normal-form allows
price (MCP) by means of its own bidding strategy – the optimal
the direct treatment of nondifferentiable and nonconvex functions
bidding strategy selection problem can be suitably transformed in
(e.g. [35–40] ). Therefore, the proposed analysis is carried out by
cost-minimization problems and, therefore, can be addressed by
using a computer procedure coupling the use of a multiperiod and
using a traditional cost-based UC algorithm (e.g. [15] ). If MCP is
multiplayer payoff matrix – calculated by applying simple auction
assumed as an exogenous (random) variable, each generating unit
rules to the combinations of the operators’ pure strategies for all the
can be considered separately [17] .
hours of the following day – with a cost-based UC algorithm, which
Many methods have been proposed to solve the strategic bid-
allows the refined calculation of the production costs for each of
ding problem under the assumption of an exogenous MCP by
the power plants of a specific Genco and to take into account all the
using dynamic programming (e.g. [14] ), stochastic linear pro-
relevant constraints.
gramming [18] , mixed integer programming (MIP) (e.g. [13] ), and
The analysis is carried out by choosing a preliminary limited
population-based search methods (e.g. [19,20] ). Two-level opti-
number of pure strategies for each Genco in order to limit the com-
mization approaches are often applied in order to represent the
putational effort. The discretization of pure bidding strategies may
strategic interaction among suppliers (e.g. [21] ), also in hybrid
be improved in a following refining stage [38,39] . The use of the
markets where electrical energy and spinning reserve are simul-
payoff matrix results in a procedure almost independent of the spe-
taneously traded (e.g. [22] ) or in the presence of future contracts
cific market rules, although we have implemented it with reference
(e.g. [23] ) and bilateral contracts (e.g. [24] ). Also the influence of
to a uniform-price day-ahead energy auction. The uniform price can
extra objectives, such the minimization of supplier emission of pol-
be differentiated by taking into account the network constraints
lutants (e.g. [25] ), or the influence of unit reliability (e.g. [26] ) has
between different zones of the system.
been analyzed. The competition process can also be represented as
The structure of the paper is the following. Section 2 describes
a dynamic feedback system (e.g. as in [27] ).
the scheme proposed for the analysis of the bidding decisions. Then,
In order to explicitly represent individual market power, i.e.,
the assumptions and the details of a simplified implementation into
its ability to manipulate market price via its strategic bidding
a computer code are presented in Section 3 , namely the main char-
behaviour, Gencos bidding in an oligopolistic electricity market
acteristics of the various strategies, the selection criteria of the most
can be modelled as a supplier game. In particular, recent paper
convenient bidding strategy based on the game theory and the inte-
[28] thoroughly analyzes Nash equilibria (NE) and the conditions
gration with a typical cost-based UC code. The integration with the
for such equilibria to exist when Gencos game through their sup-
UC code permits to analyze heuristics procedures conceived with
ply functions. However, as mentioned in [28] , it is not rigorously
the aim to select bidding strategies that are expected to result in fea-
defined the link between market spot prices and onoff variables of
sible schedules of the power plants. Section 4 presents the results of
the UC problem, with fixed and startup costs, as well as with non-
the analysis carried out for a system with three Gencos, each own-
zero lower production bounds. Therefore, in game-theory based
ing several power plants. The results show the bidding behaviour
methods, UC is, in general, not included in the Gencos gaming
of every generator in the system. This approach, although com-
strategy, i.e., it is assumed to be known (e.g. [28,29] ). However,
plex from the computational point of view, illustrates the effects
it is a general belief that UC will remain an important support to
of the considered power plant costs and constraints on the bidding
the hourly bidding strategy builder tool, if accurate forecast of the
strategy selection in a typical day-ahead electricity market session.
Genco loads and hourly prices will be used as inputs for solving the
Section 4 concludes the paper.
UC problem (e.g. [2,30–32] ).
As mentioned, in several electricity markets, day-ahead energy auctions adopt relative simple procedures in which they initially
2. Structure of the procedure adopted for the analysis
neglect transmission line capability constraints and network losses, as well as detailed power plant inter-temporal constraints, which
As already mentioned, the procedure adopted for the proposed
are accounted for by ex-post procedures, i.e., adjustment market
analysis is based on the coordinated use of a normal-form game-
sessions. As shown in [33] for the case of transmission constraints
theory representation of the day-ahead electricity market and of
and network losses, these simple auction procedures may result
an algorithm for the solution of UC problems.
in some loss of economic efficiency and cross-subsidies between
The scheme of the procedure is shown in Fig. 1 . As described
market participants with respect to the solution of a detailed opti-
below, the procedure is based on the calculation of the payoff
mization model.
matrix, which represents the normal-form of the game for each
In this paper, we do not consider improved energy auction
of the periods t of the considered horizon T (e.g. the 24 h of the
procedures that may be implemented in order to avoid these inef-
following days), and, then, by a feasibility enforcement procedure
ficiencies and we assume that the electricity market is based on
that applies a cost-based UC program in order to update the payoff
simple day-ahead energy auctions that clear the market at every
matrix.
hour of the following day without consideration of inter-temporal constraints, i.e., it does not allow a bidder to explicitly specify
2.1. Normal-form game-theory approach
some technical constraints, such as ramp rate and minimum up and down times. Therefore, the differences between hourly energy
A finite number of pure strategies are defined for each market
programs and feasible generation schedules must be compensated
participant or player, i.e., for each energy demand and generation
by each Genco through its participation to the following adjust-
bidder. For each combination of strategies and for each period,
ment and balancing market sessions (as described for example in
the market results (i.e., the MCP and the accepted bids) are deter-
mined through a procedure that implements the market specific
The present paper aims at investigating how a Genco bidding
rules.
strategy selection procedure may take into account the power
As mentioned, we assume that the day-ahead market consists
plant operational constraints and, also, try to guide market auc-
of a uniform-price energy auction based on the participants’ bids.
tion results toward almost feasible generation schedules in order
Only the information provided by simple bids is taken into account
to limit the costly participation to the adjustment market sessions.
in the market-clearing mechanism. Simple bids is presented for
Among the various game-theory based approaches proposed for
each generating unit or consumption site and consists of a (not-
the analysis of oligopolistic electricity markets, the one based on
decreasing or not-increasing) staircase of energy quantity and price
A. Borghetti et al. Electric Power Systems Research 79 (2009) 1727–1737
Fig. 1. Structure of the adopted feasibility-constrained bidding selection procedure.
pairs. Both the aggregated curves of all the generation and demand
so that
bids are computed and the market clears at the matching point of these two curves.
∀ d (2)
Genco bids are expected to internalize all the operating costs,
P g m ≤P g ≤P M g or P g =0
∀ g (3)
including startup and shutdown costs. Therefore, also these costs appear to deserve to be taken into account in the bidding strategy selection procedure.
Nz ⎡
⎛
⎞ ⎤
−1
Moreover, specific market rules can incorporate the possibility
P =
⎣ ptdf ,z · ⎝
P g −
P d ⎠ ⎦ ≤P M
that the market is split into several regional markets or zones due
to the presence of tie-line constraints. The revenues for each Genco can be calculated with respect to the specific zonal prices relevant
∀ ∈ ˝l
to the regions where the production units are located.
The proposed strategy selection procedure of each Genco is
⎛
⎞
based on the following optimization problem solved independently
Nz
⎝
for each of the hour t of the following day in order to obtain each
P g −
P d ⎠ =0
element of the payoff matrix that represents the game in normal-
⎡
where
Nz
Nh
max ,P
⎣
d,h (s i ) ·P d,h (s i )
- Nz is the number of zones;
- ˝, ˝l, ˝d z,i , ˝g z,i are the set of players, of network links
⎤
between different zones, of demand sites and generation units in zone z that belongs to player i, respectively;
Nh
−
g,h (s i ) ·P g,h (s i ) ⎦
- Nh is the maximum number of price-quantity steps of the
i ∈˝ g ∈ ˝g z,i h =1
non-decreasing or non-increasing staircase that represents each generation or demand bid, respectively;
A. Borghetti et al. Electric Power Systems Research 79 (2009) 1727–1737
,P d,h are the price and quantity pairs of each step h of demand
called non-credible threats are disregarded. This is justified by the
bid d, whilst g,h ,P g,h are the price and quantity pairs of each step
assumption of participants’ rational behaviour, which prevents the
h of generation bid g;
adoption of the strategies against the profits maximization goal.
-P m d ,P M d ,P g m ,P g M are the lower and upper limits of the consumption
P d of demand site d and of the output P g of generation unit g,
2.2. Criterion for the selection of the optimal bidding strategy
respectively;
-P is the power flow absolute value in network link and P M the
After the calculation of the payoff matrix, for the solution of
maximum limit;
problem (6) , i.e., for the selection of optimal bidding strategy s i ∗ of
- ptdf ,z is the , z element of the power transfer distribution factors
each Genco i, the definition of a criterion is needed. Such a crite-
(ptdf) matrix, i.e., the sensitivity of the power flow in network link
rion should provide the profits maximization, taking into account
to an injection at zone z (and equivalent extraction at zone Nz);
that the competitors’ choice is not known and, therefore, taking
- is the vector of the MCPs, one for each zone z, whilst P g and
into account the associated risks. We have implemented a typical
P d are the vectors of all the accepted demand and generation
minimum-risk criterion that consists in the choice of the so-called
quantities, i.e., the vector of all the selected P d and P g values, one
maxmin strategy, i.e., the optimal strategy is the one that ensures
for each demand site d and generation unit g, respectively
the maximum profit at the end of the following day by assuming that the competitors will choose, in every period t, the combination
The price and quantity pairs of each bid depend on the particular
of strategies that results in the minimum profit level V- i,t (s i,t ) for
bidding strategy s i ∈S i of each player i, being S i the relevant set of
each strategy s i,t of the operator of interest (Genco i):
strategies (also called strategy space).
T
We focus the analysis to the Gencos. Each element of the Genco payoff matrix, for each period t, is composed by a vector of values
s ∗
i = argmax
V i (s i ,s ), one for each Genco i, being s ( ∈S ) the vector (and the
relevant set) of the strategies corresponding to every player with
where
the exclusion of Genco i. Each value V i (s i ,s −i ) represents the profit obtained by Genco i during the considered period t, i.e., the differ-
V- i,t (s i,t ) = min s V i,t (s i,t ,s
−i,t ) ∀ s
ence between the revenues and costs. The revenues are calculated by the summation of the all the products between price z and
The literature on the subject often refers to another criterion
selected output P g of each generating unit g owned by Genco i in
based on Nash equilibria (NE) [41] , under the assumption that NEs
every zone z. The costs are the summation of the operating costs
may provide a coherent set of offers (e.g. [28,42] ). If all the play-
associated to all the generating units owned by the Genco.
ers choose to follow NEs, each Genco not only has the potential to
Each Genco is considered as an intelligent agent that chooses
obtain a satisfactory profit but also has nothing to gain by being the
its bidding strategy in order to maximize its profits, under the
only one to modify its own offer. Indeed, NE, if it exists, is a combi-
nation of strategies s ∗ = {(s ∗ assumption that each Genco could estimate also the cost or bene- ∗ i ,s −i ) } so that each operator could not fit functions of the others market participants and their possible
obtain any benefit by unilaterally deviating from it:
strategies, but, obviously, does not know their final choice. The
V i,t ∗ (s ∗ i,t ,s ∗ −i,t ) ≥V i,t (s i,t ,s ∗ −i,t )
∀ i, ∀ s i
model is therefore conceived under the complete (but imperfect) knowledge assumption.
This calculation may also allow inferring how a repeated game
The problem solved by each Genco i to find the T-elements vector
will be played, in the sense that if all players predict that a particular
of the optimal strategies s ∗ i for all periods t could be represented as
NE will occur, then no player has an incentive to play differently.
an optimization problem
2.3. Feasibility enforcement by using a cost-based UC program
T
s i ∗ = argmax s ,s
V i,t (s i,t ,s
−i,t )
A Genco is expected to select the optimal strategy also taking
into account that the load profile attributed by the market-clearing
T Nz
solution must be feasibly covered by its power plants. This is of
= argmax s ,s
importance even for the markets in which, as the Italian one, the
i
−i t =1 z =1 g ∈ ˝g
clearing mechanism does not take into account all the power plants
z,i
constraints, in particular those that couple the decisions in dif- ferent periods, such as the typical minimum up and down time
without violating any physical and operating constraint of the
constraints, ramp constraints and the optimal use of an assigned
generation units, being binary variable u g,t the commitment state
water quantity for the reservoirs of the hydro power plants.
during period t of each generation unit g of zone z owned by Genco
For this purpose, the proposed procedure includes an itera-
g i, c (p g,t ) the variable operating cost of generation unit g working
tive process, in which, for each Genco, a feasible solution of the
at production level p g,t during period t and g (u g,t ,u g,t −1 ) the tran-
corresponding cost-based UC problem is calculated for the entire
sition cost incurred at every change of the commitment state of
load profile of the following day defined by the selected strate-
generation unit g between two consecutive periods t − 1 and t.
gies sequence and the payoff matrix is updated on the basis of the
In order to calculate these optimal bidding strategies, the algo-
production costs provided by the UC solutions.
rithm carries out a preliminary elimination of the strategies that are
For each Genco i, the cost-based UC problem may be written as
dominated by the others, for each period t and Genco i. A strategy
the problem of minimizing the sum of operating costs and transi-
s d i is said to be dominated when it provides profits V d i,t lower than
tion costs of committed units between consecutive periods
those provided by every other strategy s i , for every combination of
T
Nz
strategies s that could be chosen by the competitors:
−i
min
u g,t c g (P g,t ) + g (u g,t ,u g,t −1 ) (11)
V i,t d (s d i ,s −i ) ∀ s i ∈S i :s i = s d i , ∀ s −i ∈S −i t =1 z =1 g ∈ ˝g z,i The elimination of the dominated strategies significantly so that to satisfy the Genco’s load profile D (T-dimensional vector reduces the computational efforts and it implies that the so- of load demands D z,t in each zone z and time period t) defined by A. Borghetti et al. Electric Power Systems Research 79 (2009) 1727–1737 the payoff matrix elements associated to the last-selected optimal strategy s ∗ i , namely P g,t =D z,t i,t (s (V- ∗ i,t )) ∀ t, ∀ z g ∈ ˝g z,i if maxmin criterion (8) is adopted, or P g,t =D z,t (V i,t ∗ ) ∀ t, ∀ z g ∈ ˝g z,i if the NEs defined by (10) are followed (as illustrated by Fig. 1 ). The UC solution should not violate physical and operating constraints Fig. 2. Example of payoff matrix for the case of three market participants. of the generation units, both of thermal and hydro ones, such as the minimum and maximum output limits, the minimum up and reference to an offer which will be called “at the marginal costs”, down times, the ramp constraints and reservoir storage constraints calculated for each step as the ratio between the operating cost vari- (e.g. [5] ). As the UC calculation is carried out independently for each ation and the corresponding output variation. We consider offer Genco and each zone, by assuming the corresponding load profile curves composed by a number of equal power steps with the first as defined by the payoff matrix, the UC solution also satisfies the steps grouped in order to fulfil the minimum power output of the network constraints between zones. station. For each hour of the following day the payoff matrix is indeed 2.4. Construction of the bidding offer curves a multi-dimensional array, obtained by the market-clearing solu- tion that, at each hour, matches the Gencos step-wise bids with the The last step of the procedure is the translation of the selected forecasted demand level. For each hour, the array dimensionality is most convenient strategies in bidding offer curves for each hour and equal to the number of Gencos and the bound on each dimension is generating unit or group of units. Such a procedure should take into equal to the number of the strategies assumed for the correspond- account all the specific electricity market administrative rules and ing Genco. Each element of the matrix is given by the vector of regulations. the expected profits for all the Gencos for a particular combination The UC solution provides both a more refined calculation of the of pure strategy. The market-clearing calculation is carried out for payoff matrix elements and also a feasible scheduling with respect each strategy combination and for each period. Fig. 2 illustrates the to inter-temporal constraints. As we assume that these constraints structure of the payoff matrix for the particular case of three Gen- are not explicitly enforced in the electricity market auctions, it cos, in which Genco 1 operates with 3 strategies, Genco 2 with 4 appears useful that, in every period, each Genco may differenti- strategies and Genco 3 with 2 strategies. ate the offers of the power plants that the bidding procedure has selected as not in operation from the offers relevant to the power 3.2. Implementation of two strategy selection criteria plants that are expected to be dispatched, in order to limit the costly participation to the adjustment market sessions. For such As mentioned before, two bidding selection criteria have been a purpose, a specific heuristic procedure is here introduced, able implemented in order to select strategy s i,t ∗ by each Genco i in each to reduce the probability the onoff commitment of some units hour t: namely, the maxmin criterion and the NE-based one. Both selected by the bidding procedure will be changed by the market criteria use the calculated payoff matrix. auction results in several periods. Fig. 3 illustrates the procedure adopted for the implementation The following Section 3 describes the assumptions and the of the maxmin criterion, for the case of the 4 strategies of Genco 2 of details of the computer procedure developed for the proposed anal- Fig. 2 . First of all, the minimum profit values V- i,t (s i,t ) are calculated, ysis of the influence of feasibility constrains on the bidding strategy for each strategy s i,t of the considered Genco i and for every hour selection. t, as specified by (9). On the basis of these minimum profit values, a forward dynamic algorithm is implemented over the entire 24- 3. Details of the implemented procedure h optimization horizon, in order solve problem (8), i.e., to find the final maximum profit. By using the forward dynamic algorithm, not The various blocks illustrated in Fig. 1 have been implemented only the summation of variable operating costs c g (p g,t ), associated in Matlab scripts. In the implemented procedure, we do not con- to each generation unit g owned by the considered Genco working sider network constraints and we consider only Gencos as market at production level p g,t during period t, but also the summation of participants (i.e., the level of the demand is fixed and known for all transition costs g (u g,t ,u g,t −1 ), incurred at every change of the each hour of the following day). Their objective function is given commitment state u g,t of a generation unit between two consecu- by (6) , i.e., the maximization of expected profits (expected revenues tive periods t − 1 and t, could be efficiently taken into account as minus the estimated operating costs) in the day-head market with- requested by (6) . out cooperation with other market participants and without taking into consideration the existence of other electricity market sessions (e.g. balancing and spinning reserve sessions). 3.1. Payoff matrix calculation Each producer offers a step-wise offer curve for each of his generating units depending on the selected bidding strategy, con- sidered to be the same for all the units of the same zone. The list of implemented strategies refers to both price strategies and pro- Fig. 3. Maxmin criterion: example of the scheme of the forward dynamic program duction reduction strategies. The strategies are formulated with implemented for market participant 2 of Fig. 2 . A. Borghetti et al. Electric Power Systems Research 79 (2009) 1727–1737 The implemented computer tool also determines the NEs by procedures in order to obtain a feasible solution of the primal prob- means a complete enumeration algorithm. As we consider only lem from the solution of the dual. Various other techniques for the pure strategies, in some periods more than one NE may be obtained, solution of the dual problem have been proposed in the literature whilst, in others, none is found. In case of multiple NEs, the program on the subject, such as Bundle methods (e.g. [47,48] ). The quality discards those that are dominated by others, i.e., those that are char- of the obtained UC solution is indicated estimated by the duality acterized by inferior profit values V i,t ∗ for all the participants. Being gap value, i.e., by the difference between the optimal value of the K the set of multiple NEs that fulfil condition (10) , equilibrium h is objective function of the primal problem and the solution of the discarded if there exists, at the same hour t, another NE k able to Lagrangian dual [5] . assure better profits for each Genco i As illustrated in Fig. 1 , the UC results are used to update the relevant values of the payoff matrix. The optimal strategy selection V ∗,h (s i,t ∗,h t ) ∀ i, ∀ k ∈ K, k = h criterion is then applied again to the updated payoff matrix and the iterative process is repeated if the resulting optimal strategy differs Moreover, we have often found (see Section 4 ) similar profits from the one selected before the application of the payoff matrix and market prices corresponding to different non-dominated NEs refinement by using the UC algorithm. We have not encountered relevant to the same hour. For this reason, the computer tool also convergence problems in this iterative process for the examined calculates, for each hour, the average value of the profits of each cases and the feasibility-constrained optimal sequence of strategies producer and the average value of the market prices relevant to all is usually found after few iterations. the calculated non-dominated NEs. 3.4. Bidding offer construction 3.3. The adopted cost-based UC program As illustrated in Fig. 1 , each Genco bidding selection procedure As already mentioned, our intention is that the proposed bidding strategy tool will also guide the market to a feasible dispatch- ends with the bidding offer construction, usually based on refined procedures able to meet all the specific electricity market admin- ing of the power plants, starting from the deeper knowledge that each Genco is able to obtain relevant to costs and con- istrative rules and regulations. As justified in Section 2.3 , we here examine the effects of a simple heuristic procedure that differenti- straints of his own generation units with respect to the data used in the payoff matrix calculation. This justifies the use of a UC ates the offers of the power plants that the bidding procedure has selected as not in operation from the offers of the power plants that computer program in order to refine the solution. The UC pro- gram provides a self-dispatching solution for each Genco and are expected to be dispatched. The latter offers are chosen on the for each zone, taking into account both the most convenient basis of the selected optimal strategy; the former ones are increased in order to reduce the probability that those power plants will be strategies defined by the game-theory based model and the most detailed information available on the operating costs and con- forced to operate by the market results. The considered heuristic is therefore not a part of the market-clearing mechanism but is straints. Several approaches have been proposed for the solution of the assumed to be introduced in the Genco bidding offer construction in order to limit the costly participation to the adjustment market UC problem. For an exhaustive overview we refer the reader to the recent survey [43] . Refined UC codes have been presented in the sessions. literature and are commercially available, which allow a detailed description of the various units, taking into account also the pres- 4. Simulation results ence of hydro stations. The optimal scheduling of hydrostations should take into account various peculiar constraints that may 4.1. Test system require the development of specific optimization procedures, as shown, for example in [44,45] . The considered test system is composed by three Gencos with The main points of the proposed analysis appears to be ade- only thermal units: the first (Genco 1) has 20 units (corresponding quately illustrated also by using a simple UC code that takes into to 54.7 of the system capacity), the second (Genco 2) has 10 units account only the presence of thermal units. The implemented (27.3 of the total capacity), and the third (Genco 3) has 4 units UC program minimizes the variable operating costs, described by (18 of the total capacity). quadratic functions, and the startup and shutdown costs of the The power plant characteristics, the parameter values of the Genco’s units in order to satisfy the load profile, over the 24-h variable-cost function, assumed to be quadratic, and the values horizon of the following day, that has been defined by the current of the startup costs have been adapted from [49] . Table 1 shows optimal strategy selected by applying one of the two implemented the values of the parameters of all the considered power plants, selection criteria. The main operating constraints and the physical where a, b, and c are the coefficients of the quadratic cost function, characteristics of the power generation system, usually considered and the minimum up and down times T are considered equal for for the problem of interest (e.g. [5] ), are enforced in the UC calcu- all. lation. Each producer offers a step-wise offer curve for each of his The adopted UC solution algorithm is based on the Lagrangian generating units. We consider offer curves composed by 8 equal relaxation of the load balancing constraint. The Lagrangian relax- power steps and the first steps are grouped in order to fulfil the ation approach is often preferred due to its ability to include more minimum power output of the station. As already mentioned, detailed system representation than would be possible with other the strategies are formulated with reference to an offer at the techniques (e.g. [46] ). As known [5] , the Lagrangian relaxation marginal costs. As an example, Fig. 4 shows, for the case of the technique allows to decouple the problem into a minimization sub- first power plant of Genco 1, the quadratic function of the variable problem for each generating unit. Then the solution is guided by costs and the corresponding step-wise bidding offer at marginal the dual maximization problem. Each of the minimization sub- costs. We have chosen for each Genco five different strategies: problem is solved by means of a dynamic programming algorithm. bidding at price values 40 and 25 higher than marginal costs The solution of the dual problem is carried out through an itera- (strategy 1 and strategy 2, respectively), bidding at marginal costs tive procedure where the Lagrangian multipliers are updated by (strategy 3), bidding at lower power capacity, eliminating the using the so-called sub-gradient method with adequate heuristic lowest step above the minimum power output for each power A. Borghetti et al. Electric Power Systems Research 79 (2009) 1727–1737 Table 1 Data of the power plants of the three Gencos in the considered test system (m.u. indicates a generic monetary unit). Genco no. Unit no. Min output P m (MW) Max output P M (MW) Quadratic cost function coefficients Startup costs Minimum up and (m.u.)10 down times T (h) a (m.u.h) b (m.u.MWh) c (10 −2 ) (m.u.MW 2 h) plants larger than 500 MW (strategy 4), and, finally, bidding at 4.2. Bid strategy selected for the base test system price values 50 lower than marginal costs (strategy 5). There- fore, Gencos can choose both price and quantity strategies. For The adopted procedure is applied to the test system by consid- example, strategy 3 is typical of price-taker participant, whilst ering both the maxmin criterion and NEs. strategy 4 may be adopted by dominant players to drive market price. 4.2.1. Maxmin criterion A twenty-four 1-h horizon is assumed, with a predefined typical The strategies selected by the three Gencos by adopting the demand profile characterized by a first peak at 12 a.m. and a second maxmin criterion are listed in Table 3 . The table presents both the peak at 8 p.m., as reported in Table 2 . results obtained before and after the application of the UC-based feasibility enforcement. The solution of bidding strategy selection procedure obtained before the application of the UC-based feasibility enforcement corresponds to a sequence of power plants startups and shut- downs with various violations of the minimum up and down times constraints. The list of units whose scheduling violates these con- Table 2 Demand profile. Hour Demand (MW) Hour Demand (MW) Fig. 4. Example of the bidding offer at marginal costs and quadratic cost function of the first power plant belonging to Genco 1. A. Borghetti et al. Electric Power Systems Research 79 (2009) 1727–1737 Table 3 Strategies selected through the maxmin criterion. Before the application of the UC-based feasibility enforcement After the UC-based feasibility enforcement List of the units that violate min. up and down time constraints before the application of the UC procedure (maxmin criterion). Units that violate the constraints Min. up time Min. down time straints is reported in Table 4 . For the considered case, the UC-based feasibility enforcement converges and solves all the constraints vio- lations of Table 2 after 3 iterations when it is applied to Genco 1 and Genco 2 (with a reduction of the minimum expected profit equal to 4.4 and 2.7, respectively) and after 6 iterations when it is applied to Genco 3 (with a profit reduction equal to 8.7). The feasibility enforcement does not change the strategies of Genco 1 and change the strategy of Genco 2 only in low load peri- ods (periods 1–6 and 22). The strategies of Genco 3 are the most affected. 4.2.2. NEs Table 5 shows the strategies corresponding for each period to the calculated single dominant NE, when it exists, without the application of the UC-based feasibility enforcement. For the case of NE calculations, the results of periods 1 and 4 are not shown in Table 5 : in fact, in period 4 there is no equilibrium, Fig. 5. Results obtained by adopting the strategies selected by the maxmin criterion whilst in period 1 there are two equilibriums for the two triples of and by the NEs: (a) market prices and load demand and (b) profits for the generation strategies {1,1,3} and {1,2,1} (for the three Gencos respectively), companies. with market prices equal to 24.3 m.u. and 23.6 m.u. Table 5 shows that, as expected, the equilibrium is obtained 4.3. Market results for strategies characterized by offers with high prices, because of the absence of a direct participation from the buyers. Only for the The adoption of the strategies provided by the proposed bid- smallest Genco (namely, Genco 3) the NE includes strategy 3 (at the ding selection procedure according to the maxmin criterion and marginal costs) in two low load periods (2 and 24). of those obtained by adopting the strategies relevant to the cal- Table 5 Strategies corresponding to the NEs. Genco owner of the power plant that sets the price in the various periods for the two criteria. Period Maxmin NE A. Borghetti et al. Electric Power Systems Research 79 (2009) 1727–1737 Table 7 Marginal units that set the price in the various periods for the two criteria. List of the units that violate minimum up and down time constraints after the market-clearing simulation. Units that violate the constraints Min. up time Min. down time Maxmin criterion List of the units that violate min. up and down time constraints after the market- clearing simulation with the application of the heuristic procedure. Heuristic parameters Units that violate the constraints Min. up time Min. down time Maxmin criterion Genco 1 ˛ 1 = 1.1, ˇ 1 = 0.9 ˛ 2 = 1.1, ˇ 2 = 0.9 ˛ 1 = 1.1, ˇ 1 = 0.9 ˛ 2 = 1.1, ˇ 2 = 0.9 Fig. 6. Results obtained by adopting the strategies selected by the maxmin criterion culated NEs produces, as expected, different market solutions. To and by the NEs, modified by the heuristic procedure: (a) market prices and load compare them, we here present the results obtained by the sim- demand and (b) profits for the generation companies. ulation of the day-ahead market by concurrently adopting, for the considered three Gencos, the strategies of Table 3 and we repeat the of putting them in operation during the day. Anyhow, the total simulation by adopting the strategies of Table 5 . In every period in profits for the three companies obtained from the market by using which there is not a unique NE, all the Gencos bid at the marginal the maxmin-selected strategies are larger than the minimum ones costs (strategy 3). evaluated in the bidding selection procedure: namely 49.6, 165.7 Fig. 5 shows the comparison between the market clearing results and 211.3 larger for Gencos 1, Genco 2 and Genco 3, respec- obtained, both for the case of maxmin and NE selection criterion. tively. Fig. 5 (a) shows the given load profile and the market prices, whilst Table 6 reports, for each period, the Genco which owns the so- Fig. 5 (b) shows the corresponding profits of the companies. called marginal unit, i.e., the power plant which establishes the As expected, higher market prices result by adopting the strate- market price. The list of the marginal units is shown in Table 7 . It gies relevant to NEs, with respect to those obtained by using the can be noticed that Genco 1 results the owner of the marginal units strategies selected by maxmin criterion, which is based on the in 15 periods when maxmin-selected strategies are adopted and in concept of adversity to risk, above all in low load hours. 22 periods when those relevant to NEs are considered. Fig. 5 (b) shows that, in the first three periods, the profits As already mentioned, the market-clearing procedure is obtained through the maxmin-selected strategies are particularly assumed not to take into account several power plants constraints. low (even slightly negative for Genco 1 and Genco 2). This is due to Table 8 shows the violations of the minimum up and down time the fact that minimum up and down constrains are not considered constraints that results both when maxmin and NE selected strate- binding at period 0 and startup costs are not assigned to period gies are used. 1. Therefore, in order to save the startup costs, it results conve- Table 8 shows that, although the strategies selected according to nient to have some large plants in service already since period 1 the maxmin criterion have been modified by the UC-based feasibil- at low load, thus supporting their high production costs, instead ity enforcement procedure, there are several constraints violations. Table 10 Genco owner of the power plant that sets the price in the various periods for the two criteria, after the application of the heuristic procedure with the ˛ and ˇ factors values of Table 9 . Periods Maxmin NE A. Borghetti et al. Electric Power Systems Research 79 (2009) 1727–1737 Table 11 Marginal unit that sets the price in the various periods for the two criteria, after the application of the heuristic procedure with the ˛ and ˇ factors values of Table 9 . This is due to the fact that by concurrently adopting the maxmin ment of a feasible power scheduling, is needed as a decision support strategies for all the Gencos, each one of these sees competitors’ tool for Gencos in oligopolistic markets. behaviours different from those conjectured by applying the pes- simistic minimum profit condition. However, a heuristic procedure can be implemented in order to Acknowledgements limit the violations of Table 8 , by using the feasible UC calculated by the proposed bidding selection procedure. Such a procedure dif- The authors would like to warmly thank Prof. C.A. Nucci for his ferentiates, in every period, the offers of the power plants that are helpful comments and R. Ferrante for his collaboration in perform- set not in operation in the feasible UC from the offers of the power ing the calculations. This work was supported in part by the Italian plants that are expected to be dispatched in the same feasible UC. Ministry of University and Scientific Research and in part by the The aim of the heuristic is to try to force the market to follow the University of Bologna under Project Decisopelet 2006. feasible scheduling that was devised by the UC-based feasibility enforcement. References In order to apply the heuristic procedure also to the case of strategies related to NEs, a UC self-dispatching calculation is per- [1] S. Stoft, Power System Economics: Designing Market for Electricity, IEEE Press, formed for each Genco, taking into account the relevant load profile Wiley-Interscience, 2002. allocated by the calculated NEs. [2] M. Shahidehpour, H. Yamin, Z. Li, Market Operations in Electric Power Systems, Table 9 IEEE, Wiley-Interscience, 2002. reports the violations still present after the application of [3] A.L. Motto, F.D. 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