Home / Solutions / Portfolio Optimization / Mid-Term Planning
Decision-ready mid-term planning without the modeling burden
Support budgeting, fuel strategy, and new asset decisions with a practical 5-year view of how your portfolio is likely to perform across changing market conditions.
Mid-Term Planning
Built for real business decisions
Designed to help organizations move beyond one-off studies and spreadsheets with a more consistent, useable approach to mid-term planning.
Actionable Forecasts
- Project how assets are likely to perform over a 5-year horizon using detailed portfolio simulation instead of static spreadsheet assumptions
- Capture the operational and market dynamics that shape asset behavior, including complexities that manual processes often miss
- Show forward-looking views of utilization, economics, and asset performance that teams can use with confidence
Repeatable Planning
- Replace one-off studies and spreadsheet-heavy workflows with a repeatable mid-term planning process built to support recurring 5-year forecasting
- Update key inputs like outages, prices, and other assumptions, then rerun forecasts without rebuilding the model each time
- Establish a planning cadence teams can rely on for regular reports that support budgeting, fuel planning, and ongoing asset decisions
Clear Answers
- Translate complex forecast results into the reports and planning views managers and stakeholders actually need, not just raw model output
- Highlight the forward-looking signals that matter most, including expected utilization, economics, emissions, and whether assets are likely to be in or out of the money
- Distribute forecast outputs more clearly across the business so analysts, managers, and downstream teams can work from the same view of portfolio performance
Client Testimonial
Executive Director, FMPP
Product Webinar
Faster, Smarter Long-Term Planning Powered by Elastic Cloud Compute
Discover how elastic cloud compute accelerates multi-year, multi-scenario planning, enabling faster iterations, deeper risk analysis, and seamless integration with your analytics tools.
One Platform
One platform, all planning horizons
Mid-term planning helps turn long-term portfolio strategy into recurring forecasts that support nearer-term business decisions. With GenTrader, teams can work from a shared foundation across planning horizons to create a more consistent view of asset performance, from strategic studies to operational decision support.
Bridge Long-Term Strategy and Short-Term Action
- Connect long-term portfolio assumptions to 5-year forecasts for budgeting, fuel strategy, and asset planning
- Bridge strategic planning and short-term operations with a mid-term view of how assets are likely to perform
- Reuse shared asset data, assumptions, and analytics across long-, mid-, and short-horizon studies
- Support a smoother handoff from high-level portfolio strategy to recurring forecasts and day-to-day decisions
Related blog posts
Upcoming webinars and events
Implemented in the following markets:
- Australia (AEMO)
- CAISO, MRTU/EIM/RC (WebOMS)
- ERCOT (Outage Scheduler)
- ISO New England (CROW)
- MEM (Mexico)
- MISO (CROW)
- New York ISO
- PJM Interconnection (DA/RT)
- SPP, IM/WEIS/RC (CROW)
- US Bilateral Markets