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Critical-Hours Value Concentration Across US ISOs

Across the seven US ISOs (2018-2025), the 1% of hours with the largest price deviation from the annual median hold a median 16% of the year's total arbitrage value, and the top 5% hold a median 37%. The most concentrated market, ERCOT, reaches 55% in its top 5% of hours.

How concentrated wholesale value is in a small number of hours, measured as each hour's price deviation from the annual median (the arbitrage a flexible load can capture by shifting out of high-price hours or into low-price ones), by ISO and year, day-ahead and real-time. The core evidence for why shifting load in a handful of hours is worth so much.

Coverage: 7 US ISOs day-ahead (CAISO, ERCOT, ISO-NE, MISO, NYISO, PJM, SPP); 6 real-time (SPP real-time not yet loaded), 2018-2025License: CC BY 4.0Updated: 2026-06-19

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Free to use with attribution (CC BY 4.0). These are the derived summary tables, reproducible from the primary sources.

What is in it

How it is built

Built from hourly day-ahead and real-time prices across each ISO. Each hour's value is the absolute deviation of its price from that ISO-year's median, |LMP minus median|: the arbitrage a flexible load captures by shifting out of high-price hours or into low-price ones. Hours are ranked by this value and accumulated to trace what share of the year's total deviation sits in the top share of hours.

Used in Markets: critical-hours value concentration.

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Cite this dataset

Corey Balgeman, "Critical-Hours Value Concentration Across US ISOs," Grid Flexibility, 2026. https://gridflexibility.fyi/data/critical-hours-value-concentration

Part of the Grid Flexibility open datasets. Provenance and methodology are published; another researcher can reproduce these tables from the primary sources. Canonical home: https://gridflexibility.fyi/data/critical-hours-value-concentration.