Investor Presentaiton
Capacity Positions Effective: 3/31/2023
VISTRA
Segment
Market
PJM¹
Tenor
MW Position Average Price
Segment
$/mw-day
Market
CAISO
Tenor
MW Position Average Price
RTO
2022/2023
3,332
$47.29
2023
1,481
2023/2024
3,234
$35.47
WEST
2024
1,770
2024/2025
3,156
$31.91
2025
1,260
2025/2026
400
$70.40
2026
750
ComEd
2022/2023
1,197
$71.34
2023/2024
1,186
$34.60
PJM
DEOK
$/mw-day
2022/2023
882
$70.97
2024/2025
1,206
$28.92
2023/2024
924
$34.13
DEOK
2022/2023
87
$78.96
2024/2025
923
$96.24
2023/2024
11
$34.13
ComEd
2022/2023
773
$61.49
2024/2025
72
$96.24
2023/2024
574
$40.75
SUNSET
MAAC
2022/2023
548
$122.86
2024/2025
415
$28.92
2023/2024
545
$49.49
MISO4
$/kw-mo
2024/2025
541
$49.49
2022/2023
1,673
$2.57
EMAAC
2022/2023
830
$97.94
2023/2024
1,660
$4.34
EAST
2023/2024
828
$49.49
2024/2025
496
$4.82
2024/2025
833
$54.95
2025/2026
216
$5.69
ATSI
2022/2023
268
$19.33
2023/2024
112
$34.13
2024/2025
160
$28.92
ISO-NE²
$/kw-mo
2022/2023
3,286
$3.77
2023/2024
3,111
$2.12
2024/2025
3,045
$3.18
2025/2026
3,110
$2.72
NYISO³
$/kw-mo
Winter 22/23
1,192
$1.29
Summer 2023
936
$2.86
Winter 23/24
674
$1.66
Summer 2024
Winter 24/25
299
100
$2.00
$2.00
1 PJM capacity position represent volumes cleared and purchased in primary annual auctions, incremental auctions, and transitional auctions. Also includes bilateral transactions.
2 ISO-NE represents capacity auction results, supplemental auctions, and bilateral capacity sales.
3 NYISO represents capacity auction results and bilateral capacity sales; Winter period covers November through April and Summer period covers May through October.
4 Positions represent volumes cleared and purchased in primary annual auctions, incremental auctions, and transitional auctions.
Vistra Investor Presentation/June 2023
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