eptr2-imbalance-costs

name

eptr2-imbalance-costs

description

Calculate and analyze Turkish electricity imbalance costs including KUPST (Kesinleşmiş Üretim Planından Sapma Tutarı/Production Plan Deviation Cost), positive/negative imbalance penalties, and DSG (Dengeden Sorumlu Grup) tolerance calculations. Use when asking about imbalance settlement, deviation costs, KUPST, energy surplus/deficit penalties, or imbalance calculations in Turkey. Triggers on: dengesizlik maliyeti, sapma tutarı, KUPST, KÜPST, enerji açığı, enerji fazlası, imbalance penalty.

Turkish Electricity Imbalance Cost Calculations with eptr2

Overview

This skill helps you calculate and analyze electricity imbalance costs in Turkey's energy market using the eptr2 Python library. Imbalance costs are critical for market participants who deviate from their scheduled positions.

Quick Start

from eptr2 import EPTR2
from eptr2.composite import get_hourly_price_and_cost_data

# Initialize
eptr = EPTR2(use_dotenv=True, recycle_tgt=True)

# Get comprehensive imbalance data
df = get_hourly_price_and_cost_data(
    eptr,
    start_date="2024-07-29",
    end_date="2024-07-29"
)

# Columns include: pos_imb_price, neg_imb_price, pos_imb_cost, neg_imb_cost, kupst_cost
print(df[['date', 'mcp', 'smp', 'pos_imb_cost', 'neg_imb_cost', 'kupst_cost']])

Key Concepts

System Direction (Sistem Yönü)

Turkish	English	Meaning	sd_sign
Enerji Açığı	Energy Deficit	System is short, up-regulation	-1
Enerji Fazlası	Energy Surplus	System is long, down-regulation	+1
Dengede	Balanced	System is balanced	0

Imbalance Types

Type	Turkish	When Applied
Positive Imbalance	Pozitif Dengesizlik	You have surplus energy (produced more or consumed less than scheduled)
Negative Imbalance	Negatif Dengesizlik	You have deficit energy (produced less or consumed more than scheduled)

Imbalance Price Formulas

Current Regulation (2024)

# Penalty margin = 3%
penalty_margin = 0.03

# Positive imbalance price (you receive)
pos_imb_price = (1 - penalty_margin) * min(MCP, SMP)
pos_imb_price = 0.97 * min(MCP, SMP)

# Negative imbalance price (you pay)
neg_imb_price = (1 + penalty_margin) * max(MCP, SMP)
neg_imb_price = 1.03 * max(MCP, SMP)

Imbalance Cost (Per MWh)

# Cost of positive imbalance (revenue foregone)
pos_imb_cost = MCP - pos_imb_price

# Cost of negative imbalance (penalty paid)
neg_imb_cost = neg_imb_price - MCP

KUPST (Deviation Cost from Production Plan)

KUPST applies to deviations from scheduled production plans (KGÜP).

Formula

kupst_multiplier = 0.03  # 3%
kupst_floor_price = 750  # TL/MWh

kupst_cost = max(MCP, SMP, kupst_floor_price) * kupst_multiplier

Tolerance Rates by Source

Source	Tolerance
Wind	17%
Solar	10%
Other	5%

Cost Calculation Functions

Using eptr2 Utility Functions

from eptr2.util.costs import (
    calculate_unit_imbalance_cost,
    calculate_unit_kupst_cost,
    calculate_imb_cost,
    calculate_imbalance_amounts
)

# Unit imbalance cost
mcp, smp = 2500, 2800
unit_costs = calculate_unit_imbalance_cost(mcp=mcp, smp=smp)
print(f"Positive imbalance cost: {unit_costs['pos']:.2f} TL/MWh")
print(f"Negative imbalance cost: {unit_costs['neg']:.2f} TL/MWh")

# KUPST cost
kupst = calculate_unit_kupst_cost(mcp=mcp, smp=smp)
print(f"KUPST cost: {kupst:.2f} TL/MWh")

Full Imbalance Cost Calculation

from eptr2.util.costs import calculate_imb_cost

result = calculate_imb_cost(
    actual=100,       # Actual generation/consumption (MWh)
    forecast=90,      # Scheduled position (MWh)
    mcp=2500,         # Market Clearing Price
    smp=2800,         # System Marginal Price
    is_producer=True, # True for generators
    imb_tol=0.1,      # 10% tolerance
    return_detail=True
)

print(f"Total Imbalance Cost: {result['costs']['total_imb_cost']:.2f} TL")

Common Use Cases

1. Estimate Daily Imbalance Exposure

from eptr2.composite import get_hourly_price_and_cost_data

df = get_hourly_price_and_cost_data(eptr, "2024-07-15", "2024-07-15")

# Example: 5 MWh surplus each hour
surplus_mwh = 5
daily_surplus_cost = (df['pos_imb_cost'] * surplus_mwh).sum()
print(f"Daily cost of 5 MWh/h surplus: {daily_surplus_cost:,.0f} TL")

# Example: 5 MWh deficit each hour
deficit_mwh = 5
daily_deficit_cost = (df['neg_imb_cost'] * deficit_mwh).sum()
print(f"Daily cost of 5 MWh/h deficit: {daily_deficit_cost:,.0f} TL")

2. Analyze System Direction Impact

df = get_hourly_price_and_cost_data(eptr, "2024-07-01", "2024-07-31")

# Group by system direction
direction_analysis = df.groupby('system_direction').agg({
    'pos_imb_cost': 'mean',
    'neg_imb_cost': 'mean',
    'mcp': 'count'
}).rename(columns={'mcp': 'hours'})

print("Average Imbalance Costs by System Direction:")
print(direction_analysis)

Authentication

Set credentials in .env file:

EPTR_USERNAME=[e-mail]
EPTR_PASSWORD=your_password

For More Details

• See formulas.md for detailed formula documentation
• See examples.md for additional code examples