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Supply-Demand Dynamics: The Economics of Electricity

Understanding how electricity markets balance supply and demand through price signals and merit order dispatch

How Electricity Markets Work

Electricity markets operate on the fundamental principle of supply and demand, but with critical differences from other commodities. Supply must exactly match demand at every instant, and electricity cannot be easily stored at scale. This creates unique market dynamics where price signals drive both short-term balancing and long-term investment decisions.

The "merit order" determines which power plants operate when. Generators bid their costs into the market, and the cheapest sources are dispatched first. The price is set by the most expensive generator needed to meet demand. This system ensures efficient use of resources but creates volatility when supply is tight.

Time-of-Day Pricing

Demand varies dramatically throughout the day. Morning and evening peaks can be 2-3 times higher than overnight lows. Smart pricing encourages consumers to shift usage to off-peak hours, reducing the need for expensive peaking plants.

Interactive Supply-Demand Market Simulator

Select Time of Day

Demand
1200 MW
Supply
0 MW
Surplus
+-1200 MW
Market Price
$0/MWh

Supply Stack Control

Nuclear
800 MW @ $15/MWh
Active
Coal
600 MW @ $30/MWh
Active
Natural Gas
400 MW @ $40/MWh
Active
Wind
300 MW @ $20/MWh
Active
Solar
200 MW @ $25/MWh
Active

Merit Order Stack

$15
Nuclear(800 MW)
$20
Wind(300 MW)
$25
Solar(200 MW)
$30
Coal(600 MW)
$40
Natural Gas(400 MW)
Demand
Consumer Demand(1200 MW)

Key Insights

  • • Supply sources are dispatched in order of cost (merit order)
  • • The most expensive active source sets the market price
  • • Supply shortages cause extreme price spikes
  • • Time-of-day demand patterns create price volatility
Introduction