Technical Guide

How Commercial Electricity Pricing Actually Works

Most guides tell you to "shop around." This one explains the mechanics so you can evaluate suppliers yourself—and catch contractual traps before you sign.

Reading time: 15 minutes. Last updated: February 2026.

1. The Three Parts of Your Bill

Commercial electricity bills have three distinct components. Understanding which ones you can control—and which you can't—determines whether switching suppliers will actually save you money.

Energy
~30-50% of bill

The actual electricity you consume, measured in kWh. This is what suppliers compete on.

Demand
~30-50% of bill

Your peak usage in any 15-minute interval. Measured in kW. Often ignored, but huge savings potential.

Delivery
~20-30% of bill

Transmission + distribution. Paid to your local utility. You cannot shop this.

Key insight: When a supplier quotes you "8.5 cents per kWh," they're only talking about the energy portion. Your actual all-in cost will be 2-3x higher after demand and delivery charges.

2. Demand Charges: The Hidden 40%

Demand charges are based on your single highest 15-minute usage period in the billing cycle. If your machines all start up at 8am Monday and draw 500 kW for 15 minutes, you'll pay for that 500 kW demand all month—even if you average only 200 kW the rest of the time.

Example: Manufacturing Facility

ComponentCalculationMonthly Cost
Energy (100,000 kWh × $0.065)Usage × Rate$6,500
Demand (350 kW × $12/kW)Peak × Rate$4,200
Delivery chargesFixed + variable$2,800
Total$13,500

In this example, demand charges are 31% of the bill—and many facilities run 40-50%.

How to Reduce Demand Charges

  • Stagger equipment startups. Don't let all HVAC, compressors, and machines come online simultaneously.
  • Install demand controllers. These automatically shed non-critical loads when approaching your target peak.
  • Add battery storage. Discharge during peak periods to reduce grid demand. ROI often under 3 years.
  • Review your rate schedule. Some utilities offer time-of-use rates where shifting load to off-peak reduces demand charges.

3. Capacity Costs: How PJM and ERCOT Differ

Capacity charges pay for power plants to exist and be ready—even when they're not generating. This is separate from the energy you actually use. The mechanism varies dramatically by market.

PJM: 5 Coincident Peaks (5CP)

PJM calculates your capacity obligation based on your usage during the grid's 5 highest demand hours each summer (June-September).

How it works: PJM identifies the 5 highest grid-wide demand hours after the summer ends. Your load during those specific hours becomes your "Peak Load Contribution" (PLC) for the next planning year.

Strategy: Subscribe to peak alert services. When the grid approaches a potential 5CP hour, reduce load. A $50,000 capacity charge can drop to $30,000 with disciplined peak shaving.

ERCOT: 4 Coincident Peaks (4CP)

ERCOT uses 4 peak intervals—one per summer month—to set transmission charges for the following year.

How it works: Each month June-September, ERCOT identifies the single 15-minute interval of highest grid demand. Your usage during those 4 intervals sets your charges.

Strategy: Requires an Interval Data Recorder (IDR) meter. Many brokers offer 4CP management programs. Real-time alerts let you curtail just 4 times per summer for year-long savings.

Note: ERCOT does not have a capacity market like PJM. It relies on "scarcity pricing" during tight supply conditions instead. This is why ERCOT prices can spike to $9,000/MWh during extreme events—there's no capacity reserve payment cushioning the market.

4. Contract Structures: Fixed vs Index vs Blend

Fixed Rate

Locked price per kWh for contract term

Low Risk

Pros:

  • • Budget certainty
  • • Protected from price spikes
  • • Easy to understand

Cons:

  • • Premium over market (you pay for certainty)
  • • Can't benefit if prices drop
  • • Capacity often NOT fixed—read carefully

Index / Variable Rate

Tied to wholesale market (LMP or hub price + adder)

Higher Risk

Pros:

  • • Usually lowest average price
  • • Benefit when market drops
  • • Good for load-shifting businesses

Cons:

  • • Volatile monthly bills
  • • Exposed to price spikes
  • • Harder to budget

Block + Index / Blend

Portion fixed, portion at market

Balanced

Pros:

  • • Partial budget certainty
  • • Some market upside
  • • Common: 70% fixed / 30% index

Cons:

  • • More complex to evaluate
  • • Still some volatility exposure
  • • Requires more active management

Real talk: Most CFOs prefer fixed rates because they remove uncertainty. But in a falling market, you'll overpay. If your operations can shift load (overnight manufacturing, EV charging, cold storage), index pricing with active management often wins.

5. Contract Red Flags

Before signing, have someone who understands energy contracts review the terms. Here are the clauses that cost businesses money:

🚩 "Fixed" Doesn't Mean All-In Fixed

Many "fixed rate" contracts only fix the energy component. Capacity, transmission, and ancillary services are passed through at cost—which can swing 20-30% year over year. Ask: "Is capacity included in this fixed rate?"

🚩 Auto-Renewal at "Then-Current Rates"

If you miss the cancellation window (often 60-90 days before expiry), you renew at whatever rate the supplier chooses. These "holdover" rates are typically 30-50% above market. Calendar the notice deadline immediately upon signing.

🚩 Early Termination Fees Based on "Estimated" Usage

Some contracts calculate exit fees on projected usage for the remaining term—not actual. A 24-month contract at 500,000 kWh/month with 12 months remaining could carry a $30,000+ termination fee. Negotiate a cap or declining fee schedule.

🚩 "Change in Law" Clauses

Allows suppliers to adjust rates if regulations change. Sounds reasonable—but vague language lets suppliers pass through costs that should be their risk. Ask for specific examples of what triggers this clause.

🚩 Disappearing Introductory Discounts

"6.5 cents for the first 6 months!"—but the remaining 18 months are at 9.2 cents. Calculate the blended rate over the full term. If they won't tell you the post-promo rate upfront, walk away.

6. When to Shop (Timing Matters)

Wholesale electricity prices follow seasonal and economic patterns. Locking in at the wrong time can cost you 15-25% more than locking in at the right time.

General Timing Guidelines

Shop in fall/winter

March-April and October-November typically see lowest forward prices. Demand is moderate, no extreme weather premiums baked in.

Avoid summer and mid-winter

June-August prices carry heat wave premiums. January-February in northern markets includes cold snap risk pricing.

Start 4-6 months before contract expiry

Gives you time to get multiple quotes and wait for a favorable price window. Starting 30 days before expiry = taking whatever you can get.

Pro tip: Natural gas prices heavily influence electricity prices (gas plants often set the marginal price). Watch Henry Hub futures. When gas drops significantly, electricity contracts often follow within 2-4 weeks.

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