IL Ameren Distributed Solar Revenue Streams Analysis & Forecast Price-to-Compare Analysis and Forecast

Description

This February 2026 analysis unlocks crucial insights into the future of Ameren-IL compensation for distributed solar projects with a comprehensive analysis and forecast. Specifically, this report provides an in-depth breakdown of historical and forecasted rate class DS-1 (Residential) and rate class DS-2 (Small Commercial) price-to-compare (PTC) rate components, which are the metrics used to provide credits to subscribers of Ameren-IL community solar projects.

Report Includes:

• PTC 5-Year Backcast Curves and Monthly and Annual PTC Forecast Curves through 2055 for base, low and high revenue cases (Excel File)
• Market Background & Methodology Deck (PDF)

Analysis Key Features:

• Analysis shows forecasts through 2055.
• Background & Overview of how MISO wholesale rates are connected to retail PTC rates and how PTC rates are connected to community solar compensation.
• Isolation of the components and sub-components of PTC rates: energy, capacity, transmission, and true-ups.
• Deep dives into the layered procurement of default service generation and the use of financial hedges which both buffers and elongates the impact of short-term wholesale market volatility on PTC rates.
• Forecast model that incorporates wholesale energy price futures, capacity prices, and Ameren-IL-specific procurement schedules.
• Regression-based analysis leveraging historical energy and capacity procurement data from 2020 to 2025 with over 92% accuracy in estimating the primary component of PTC rates.

Discount Eligibility: Serial, uninterrupted purchases of subsequent market specific updates

• Purchase this version of the Ameren-IL PTC analysis and forecast (Feb-2026) and receive a 35% discount for the next version of the Ameren-IL PTC analysis and forecast release targeted for September 2026.
• More broadly, the 35% discount is available for serial purchasing of updated versions of each individual market specific DG Solar analysis and forecast (e.g., ComEd-IL is one specific market, Bangor Hydro-ME is a second separate specific market, Ameren-IL is a third separate specific market, etc.).
  • So long as you never miss purchasing a new market specific update (generally scheduled for 6-month intervals), you will get all the subsequent updates of those market specific analyses and forecast at a 35% discount (contact us for your market specific discount code).
    • Conversely, the 35% discount is not available if you miss purchasing the previous version of an individual market specific analysis and forecast.  Note that you can get back on track with a 35% discount; it will be available if you purchase the next subsequent version of the market specific analyses and forecast.
  • The 35% serial, uninterrupted discount can be combined with other discounts

Discounts are automatically applied at checkout for eligible purchases. Don’t miss this opportunity to gain deeper insights while saving on your investment!