RWE Renewables Americas, LLC and TX Hereford Wind, LLC v. Public Utility Commission of Texas

Court of Appeals of Texas·Decided June 1, 2023·No. 03-21-00356-CV·Published

Opinion

TEXAS COURT OF APPEALS, THIRD DISTRICT, AT AUSTIN

NO. 03-21-00356-CV

RWE Renewables Americas, LLC and TX Hereford Wind, LLC, Appellants

v.

Public Utility Commission of Texas, Appellee

DIRECT APPEAL FROM THE PUBLIC UTILITY COMMISSION OF TEXAS PROJECT NUMBER 52307

OPINION

In this direct appeal, we consider a challenge to the validity of an Order issued by

the Public Utility Commission relating to scarcity pricing in the wholesale electricity market

during certain extreme weather events. Appellants RWE Renewables Americas, LLC, and TX

Hereford Wind, LLC, contend that the Order constitutes a “competition rule” the adoption of

which exceeds the Commission’s statutory authority. In addition, they contend the Order was

adopted in violation of rulemaking provisions in the Administrative Procedure Act (APA). See

Tex. Gov’t Code §§ 2001.0225-.034. We will reverse the Commission’s Order and remand the

case to the Commission for further proceedings.

FACTUAL AND PROCEDURAL BACKGROUND

A detailed discussion of the Texas electricity market appears in this Court’s recent

opinion in Luminant Energy Co., LLC v. Public Utility Commission, 665 S.W.3d 166, 170–74

(Tex. App.—Austin 2023, pet. filed), and will not be repeated here. Relevant for the present case is the Legislature’s statutory finding that “the production and sale of electricity is not

a monopoly warranting regulation of rates, operations and services and that the public interest

in competitive electric markets requires that . . . electric services and their prices should

be determined by customer choices and the normal forces of competition.” Tex. Util. Code

§ 39.001(a). The statute directs the Commission to “authorize or order competitive rather

than regulatory methods to achieve the goals of [Chapter 39] to the greatest extent feasible and

[] adopt rules and issue orders that are both practical and limited so as to impose the least impact

on competition.” Id. § 39.001(d). Chapter 39 “is enacted to protect the public interest during

the transition to and in the establishment of a fully competitive electric power industry.” Id.

§ 39.001(a).

In February 2021, a series of weather conditions in Texas resulted in a major

winter storm referred to as Winter Storm Uri. See Luminant, 665 S.W.3d at 173–76 (describing

formation of Winter Storm Uri and its impact on Texas power grid). This became what is called

a “load-shed event,” which occurs when the Electric Reliability Council of Texas (ERCOT), the

Independent System Operator for Texas’s electrical grid, directs operators of the transmission

system to reduce electricity consumption by involuntarily disconnecting customers from the grid.

During the storm, the Commission’s members concluded that its “scarcity pricing mechanism”

was not functioning as had been expected. Id. at 175-76.1 Specifically, although maximum

demand for available power had been reached, the market clearing prices were only at

$1,200/MWh, well below the high system-wide offer cap of $9,000/MWh. Id. “Finding that the

1 As this Court stated in Luminant, the scarcity pricing mechanism is intended to (1) create incentives for idle generation capacity to come online when demand threatens to exceed supply by offering windfall prices to peak generators, and (2) encourage conservation by institutional consumers that have elasticity of demand by “imposing sticker-shock costs on consumption.” Luminant Energy Co., LLC v. Public Util. Comm’n, 665 S.W.3d 166, 173 (Tex. App.—Austin 2023, pet. filed).

2 electricity market was clearing as low as $1,200 and that this outcome was ‘inconsistent with

the fundamental design of ERCOT,’ the Commission directed ERCOT ‘to ensure that firm load

that is being shed in EEA3 [Energy Emergency Alert Level 3—ERCOT’s highest alert level] is

accounted for in ERCOT’s scarcity pricing signals.’” Id. (quoting Order Directing ERCOT to

Take Action and Granting Exception to Commission Rules, PUC Project No. 51617 (Feb. 15,

2021) (First Order)). The First Order stated that “[i]f customer load is being shed, scarcity is at

its maximum, and the market price for the energy needed to serve that load should also be at its

highest.” First Order at 1. In response to the First Order, ERCOT “adjusted its price algorithm

to cause the market to clear at the $9,000/MWh cap.” Luminant, 665 S.W.3d at 176. The next

day, the Commission issued a second order that “was substantially identical to the first, except

that it rescinded language in the First Order that would have required retroactive repricing.” Id.

(citing Second Order Directing ERCOT to Take Action and Granting Exception to Commission

Rules, PUC Project No. 51617 (Feb. 16, 2021) (Second Order)). The Second Order again

“directed ERCOT that, if there was load shed, the market price for the energy needed to

serve that load should also be ‘at its highest.’” Id. ERCOT responded by “issuing settlement

statements to market participants reflecting the $9,000/MWh clearing price.” Id.

In the months following Winter Storm Uri, the Legislature, which was then in

session, amended Section 39.151 of the Texas Utilities Code to require that, for ERCOT to

maintain certification as an independent organization for the Texas power grid—ERCOT’s

role—its governing body “must establish and implement a formal process for adopting new

protocols or revising existing protocols” and that process “must require that new or revised

protocols may not take effect until the commission approves a market impact statement

describing the new or revised protocols.” Tex. Util. Code § 39.151(g-6). The amendment to

3 Section 39.151 also provided that the Commission “may delegate to an independent organization

responsibilities for adopting or enforcing” rules relating to the reliability of the regional

electricity network, and that “[r]ules adopted by an independent organization [] under delegated

authority from the commission are subject to commission oversight and review and may not

take effect before receiving commission approval.” Id. § 39.151(d). These amendments were

effective as of June 8, 2021.

Shortly after the amendments became effective, ERCOT and Potomac

Economics, ERCOT’s Independent Market Monitor (IMM),2 filed a Nodal Protocol Revision

Request (NPRR) to “modify the calculation of the Real-Time On-Line Reliability Deployment

Price Adder.” This request for a revision to ERCOT’s Nodal protocols was designated as

“NPRR 1081.” When they submitted NPRR 1081 for consideration, ERCOT and the IMM

explained that, “consistent with the action directed by [the Commission]” during Winter Storm

Uri, the revision constitutes “a more permanent solution that will modify the calculation of the

Real-Time On-Line Reliability Deployment Price Adder” so that when ERCOT is directing

operators of transmission systems to shed load during EEA3, the “Real-Time energy prices”

would clear at the high system-wide offer cap, which at the time was $9,000/MWh. As the

Commission explained in its brief on appeal, the rationale for ensuring that wholesale market

prices are at the high system-wide offer cap during periods of load shed is that during those

times, “not all demand could be served with available generation supply” and, therefore,

“wholesale market prices should reflect that extreme scarcity and rise to the high systemwide

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RWE Renewables Americas, LLC and TX Hereford Wind, LLC v. Public Utility Commission of Texas, (Tex. Ct. App. 2023).

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