Streamlined Trading.
Controlled Risk.
Optimized Settlements.

Energy Markets & Risk
OATI’s trading & risk management solutions give you access to all North American energy markets, with end-to-end functionality from bidding to settlements.
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Market Tools

Energy markets are growing more complex and volatile. Energy marketers face information overload and require advanced tools to sift through data, automate processes, and make decisions quickly. OATI is the most-utilized platform in North America.

Speak with a energy trading and risk expert
Multi-Market Trading Automation

Participate in DA/RT markets with tools for bid/offer submission, offer curve management, and deal lifecycle tracking. Support and user-guided automation for both physical and financial products across RTOs and bilateral trades.

Shadow Settlement &
Reconciliation

Identify costly disputes with integrated market settlement validation. Automatically compare expected vs. actual market charges, identify mismatches, and generate documentation for follow-up.

Real-Time P&L Visibility

Monitor profit and loss by transaction, market, or portfolio with live updates. Integrated analytics and scenario modeling allow traders to improve situational awareness in real-time.

Risk Oversight & Reporting (CTRM/ETRM)

Commodity agnostic risk management purpose-built for the energy industry with broad applications for Renewable Energy Credits, power, coal, and gas. Real-time risk analysis and alerts for nimble market-responsive portfolio management.

  • Market Risk
  • Credit Risk
  • Regulatory Risk
  • Procedural Risk

Case Studies

  1. Delivering millions in customer savings with NV Energy

    NV Energy joined the CAISO Western EIM to cut production costs, improve renewable integration, and deliver up to $12 million in annual customer savings. Success hinged on executing a flawless go-live and meeting strict FERC and CAISO standards.
    Solution
    OATI’s webEIM enabled smooth automation of forecasts, settlements, and market integration — helping NV Energy exceed all performance benchmarks in its first quarter.
    We exceeded every Go-Live event expectation set forth by CAISO and FERC. The CAISO engineers were extraordinarily complimentary of our launch. With OATI webEIM’s automated functionalities like managing load forecasts, shadow settlements, base schedules optimization, and more, on-going EIM enhancements and continuous process improvements, NV Energy’s EIM benefits will probably continue to grow.Vice President of Transmission, NV Energy

  2. Streamlining energy trading at APS

    APS needed to replace its aging ETRM/CTRM system to address growing compliance pressures (Dodd-Frank, FERC NOPR) and support real-time energy trading across physical and financial markets.
    Solution
    OATI’s webCTRM suite enabled APS to meet regulatory changes, conduct risk analysis, automate trade capture, and streamline front- and back-office operations while integrating directly with multiple external systems.
    We had to go with an experienced vendor that could perform rule-changes for all of their clients at the same time.Director of Resource Operations and Trading, APS

  3. Aligning reliability, risk management, and innovation for SNWA

    Delivering water in the desert is extremely important. Doing so efficiently requires consistent alignment of reliability activities, trading risk, and innovation. SNWA’s previous provider was “rigid” and not versatile enough. And if something goes wrong in a CTRM platform, SNWA is the one at risk. A system that doesn’t meet all of an organization’s needs could result in lost trades or system crashes due to failed power planning.
    Solution
    SNWA uses OATI platforms to capture and store trade data, manage customer portfolios and load forecasts, track power positions and settlements, and more. This data is stored and documented in OATI’s Commodity Trading and Risk Management (CTRM) platform.
    [OATI has] helped provide for us a way to get data in and out of that system very easily, for us to store even our settlement data in there – so it’s not only our trade capture. We routinely store and retrieve pricing, we can run all of our settlement procedures, and we’re able to run and automate reports from there. It has become a one stop embedded shop of truth for us. Compliance Officer, Southern Nevada Water Authority

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