Energy Solutions - Research, Trading and Management  Call Us | Contact Us Client Login
 
Home Image
Home Image
Home Image
Home Image
Home Image
ENERGYGPS is a leading energy analysis and consulting firm.

We do energy analysis, and we do it really well.

Energy industry professionals (traders, project developers, utilities, private equity firms, information managers, policy professionals and non-profits) use our analysis to help them make the most informed decisions they can. Explore our product offerings, consulting services, or learn more about Energy GPS.

Stay In Touch
Subscribe to our newsletter. Stay updated on commodity market trends, and special announcements.
Stay In Touch
Subscribe to our newsletter. Stay updated on commodity market trends, and special announcements.
Special Research Reports
  
The report breaks down the market fundamentals for both the power and natural gas markets around Southern California and their respective impacts to the SoCal Citygate cash price indices as we move through the rest of spring, summer and upcoming fall. » read more
  
The Alberta Power and Natural Gas market continue to make the headlines as former is seeing its supply stack change with the retirement of coal plants and increased wind capacity. The latter is tied to what is happening with the summer maintenance restrictions as well as the production growth within the province. » read more
  
Over the years, the Rockies region has been a focal point in the West. With the landscape changing across several adjoining regions, the Rockies is once going to be in the spotlight. In this report, we detail the short, mid and long term fundamental changes impacting the overall production supply in the Rockies. » read more
Featured Articles
Thursday Apr 12, 2018   
Who says winter is suppose to be over in April?  The people living in the Midwest do not want to hear any of that nonsense as temperatures for the month have been well below normal. In fact, it has been so cold that any precipitation came in the form of snowflakes blanketing the ground.   Figure 1 | Minneapolis Daytime High/Low Temperatures - Actual and Forecast Figure 1 displays Minneapolis, MN daytime high/low temperatures as well as what the forecast was calling for.  As you can see, the colder weather started back at the end of March and hit rock bottom the day after the long Easter holiday (April 4th).  At the same time the overnight lows were in single digits or low teens, Mother Nature was throwing in some precipitation in the form of snow.  If that ... » read more
Wednesday Apr 11, 2018   
The majority of our attention over the last two weeks has been focused on the basis hubs as the Algonquin and Socal City Gates have been on fire through early spring. The high prices are justified as both pipes are seeing deliverability issues and temperatures which are strong deviations from normal (in opposite directions).  Henry Hub on the other hand has seen little to no volatility since the start of the month and has remained in the same $2.55 to $2.75 range since February.    Figure 1 | Henry Hub Prompt Month Contract Price - Jan Through April 2018 vs 2017 With all the excitement at the basises and the lack of overall price volatility at the hub, we have turned our attention towards the volatility, but that's not so say there haven't been ... » read more
Tuesday Apr 10, 2018   
This past weekend there was a spike in the number of Lower 48 nuclear outages as per the NRC daily posting. From Thursday into Monday the total moved up from 15 to 22 GWa. The next two weeks usually mark the peak of the spring outage season. A number of forced outages have been tacked onto the total this spring. Pilgrim 1 (676MW) in NEPOOL has been forced out of service with no return date. Palo Verde 1 (1330MW) has also been operating at reduced power.   Figure 1 | NRC Nuclear Outage Total (2013 - 2018) The increased outage total and ongoing cold weather throughout the Mid-Continent and Northeast has taken the net load throughout the country up to 413 GWa. That is 50 GWa higher than what was recorded for April 2017. After this week we will see a big drop in the net load ... » read more
Monday Apr 9, 2018   
On April 2nd the 9th US Circuit Court of Appeals upheld last year's order to increase spill on eight federal dams on the Lower Snake and Lower Columbia rivers, beginning April 3rd and 10th respectively, and lasting through the middle of June.  The Court of Appeal's affirmation, which can be found here, will increase the amount of water that goes through the spillways during this time period up to the allowed total dissolved gas level (TDG) of each dam (varies by dam).  The increase in spill will in turn aid the downstream migration of juvenile Chinook and steelhead as they make their way to the Pacific Ocean each spring.  The further hope is that with increased survival rates for juveniles, the region will see increased rates of return for the adults.  This is ... » read more
Friday Apr 6, 2018   
On April 1st the power generation subsidiaries of First Energy submitted a chapter 11 filing in U.S. Bankruptcy Court in Akron, Ohio. First Energy Corp. is the ultimate parent company for each of the Debtors (companies that filed for bankruptcy). There are essentially two subsidiaries that filed for bankruptcy. First Energy Solutions (FES) owns generation (see footnote 1) as well as long term contracts to purchase power. FirstEnergy Nuclear Operating Company provides operation and maintenance services to the FES nuclear plants and has 2,333 employees. FES is the market-facing entity that purchases power from the generators and sells electricity and other energy services into the market. FES has a staff of 57 people while the various subsidiaries that own generation have 686 ... » read more
Thursday Apr 5, 2018   
As I drove around town over the weekend, I couldn’t help but notice that the cherry blossom trees by the waterfront were in full bloom. The blossoms mark the beginning of spring as they only stay in full bloom for about a week before the flowers start to fade. I am glad that I won’t have to deal with the cold wet winter anymore with Portland remaining close to normal temperatures from here on out, but I can’t help feel sorry for our friends to the north in Canada that aren’t quite so fortunate. The forecast is calling for cold temperatures throughout Alberta as a purple blob covers the region. The chill isn’t just an inconvenience, but it has pushed up power prices as coal retirements, mentioned in our newsletter last week, have thrown a wrench into the ... » read more
Wednesday Apr 4, 2018   
Since the Algonquin maintenance schedule was released it was clear that April was going to be an interesting month for the Northeastern gas basis point.  Flows from the South will be cut in half as capacity through Strony Point falls to just .69 BCF for the 4th through the 18th of the month.  Figure 1| Algonquin Maintenance Schedule - 2018   The market showed signs that the gas scarcity would result in strong cash prices when AGT rallied $1.80 to settle $4.81 for Tuesday after the initial round of derates cut capacity by .5 BCF from the south.  Despite the indicator that this was going to be a rocky ride we were still surprised to see the cash price rally another $2.43 to settle $7.24 in trading yesterday morning as gas consumers down the pipe ... » read more
Tuesday Apr 3, 2018   
It has been widely anticipated that Nova Gas Transmission would finish construction on the Sundre Crossover and have the pipe ready for flow starting on April 1. The new 90 mile section of the NGTL system bypasses a congested path of the pipeline network providing an outlet of .2 BCF of new capacity to the Alberta/British Columbia Border. There it would hook up with Gas Transmission Northwest and move into the Pacific Northwest. This new space is a welcome for a region that has been over run with new producer volume over the past three years.  Figure 1 | Location of the Ninety Mile Section of Sundre Crossover   This past week, NGTL posted a letter to the NEB website notifying the Board that they discovered some issues with the pipeline just prior to operation. As a result, the ... » read more
Monday Apr 2, 2018   
Last Monday, as seen here, we spoke to the growing electricity needs of cryptocurrency miners.  They have flocked to the Pacific Northwest, seeking electricity rates in the $.2-.4/KWh range ($20-40/MWh), with a focus on the public utility districts (PUD) in the region whose primary source of electrons is hydro generation.  While the early to the game miners have been able to connect their server farms to a whole host of different PUD's, most of the utility districts have put a halt on supplying additional cryptocurrency load out of fear that incremental interconnections may require expensive transmission system upgrades to their grid, for which there is no guarantee that the miners will stick around long enough pay (substantial uncertainty on the duration of the ... » read more
Friday Mar 30, 2018   
March is almost in the books and April is right around the corner and with the new month the west will be experiencing some changes in the energy space.  The first big change is the CAISO Energy Imbalance Market (EIM) is going to get two new participants; they are PowerEx and Idaho Power.  Over the past couple of months, both parties have been testing their systems to get ready for the April 1st start date.  The key element to any participant joining is how much transmission capacity are they going to be bringing to the table.  This is important to the CAISO operators as it will allow more excess renewable generation to leave their footprint and find a home elsewhere.  As it stands right now, the known capacity for PowerEx is anywhere from 150-250 MW on ... » read more
View more [ 1  2  3  4  5  6  7  8  9  10  11  12  13  14  15  16  17  18  19  20  21  22  23  24  25  26  27  28  29  30  31  32  33  34  35  36  37  38  39  40  41  42  43  44  45  46  47  48  49  50  51  52  53  54  55  56  57  58  59  60  61  62  63  64  65  66  67  68  69  70  71  72  73  74  75 ]
Product Publications and Alerts
 
Recent Reports RSS Icon
 PNW Side Flow Forecast 2018-05-06  1:22 PM 
 NG Coal to Gas Ratio  1:17 PM 
 eReport: NYISO Daily Report - ...  1:17 PM 
 SPP DA LMP Prices 2018-04-27  1:04 PM 
 Nymex Settles 2018-04-26 - NG ...  12:32 PM 
 CAISO Transmission Flow Table ...  12:16 PM 
 CA Snow Water Dashboard 2018-0...  12:15 PM 
 Snow Water Maps 2018-04-26  12:12 PM 
 MISO DA LMP Prices 2018-04-27  12:09 PM 
 East DA LMP Prices 2018-04-27  12:09 PM 
 PJM Shadow and Anc Prices 2018...  12:05 PM 
 CAISO DA Hourly LMP Histogram ...  12:03 PM 
 CAISO LMP Prices with SP 2018-...  12:03 PM 
 CAISO SPTIE LMP 2018-04-27  12:03 PM 
 CAISO Transmission Market 2018...  12:03 PM 
 CAISO Supply Demand 2018-04-27  12:01 PM 
 CAISO DA Market Summary 2018-0...  11:59 AM 
 CAISO LMP Compare 4/27 SP: 19....  11:58 AM 
 CAISO SCE vs Wind 2018-04-27  11:58 AM 
 eFlash: CAISO LMP 2018-04-27  11:58 AM 
 CAISO Shadow and Anc Prices 20...  11:58 AM 
 CAISO LMP model is running: 20...  11:52 AM 
 Power | West Flat Monthly Cash...  11:42 AM 
 Power | West Off-Peak Monthly ...  11:42 AM 
 Power | West Peak Monthly Cash...  11:42 AM 
 ERCOT DA LMP Prices 2018-04-27  11:03 AM 
 ISONE DA LMP Prices 2018-04-27  9:51 AM 
 PJM DA LMP Prices 2018-04-27  9:43 AM 
 PNW Hydro Flash | Bill to Redu...  9:32 AM 
 eDash: PNW Hydro Elevations 20...  9:23 AM 
 NYISO Shadow and Anc Prices 20...  9:18 AM 
 CAISO Load Charts 2018-05-03  9:01 AM 
 eFlash: CAISO Load Forecast Up...  9:01 AM 
 NG California Supply/Demand Ta...  8:09 AM 
 HDD/CDD Weather Table - 2018-0...  8:00 AM 
 EIA Weekly Gas Storage 2018-04...  7:30 AM 
 EIA Weekly Gas Storage Compari...  7:30 AM 
 AGT Pipeline Outage for 4/19/2018  7:19 AM 
 California Hydro | Daily Flow ...  7:15 AM 
 BC Snow Water Dashboard 2018-0...  7:06 AM 
 eFlash: PJM Load Forecast Upda...  7:00 AM 
 PJM Load Charts 2018-05-02  7:00 AM 
 NYISO DA LMP Prices 2018-04-27  6:38 AM 
 eReport: NG Daily Report - Can...  6:32 AM 
 eReport: PJM Morning Report - ...  6:17 AM 
 eReport: NG Daily Report - Sou...  6:07 AM 
 ISONE Morning Report - 2018-04-26  5:38 AM 
 NG Canadian Supply/Demand Tabl...  5:35 AM 
 NG New England - 2018-04-26  5:30 AM 
 NG Rockies - 2018-04-26  5:29 AM 
 eReport: NG Daily Report - Wes...  5:28 AM 
 NG DSW - 2018-04-26  5:28 AM 
 NG Midwest Central - 2018-04-26  5:26 AM 
 NG Midcont - 2018-04-26  5:25 AM 
 NG Midwest West - 2018-04-26  5:24 AM 
 CAISO Renewables 2018-04-27  5:22 AM 
 CAISO SCE vs Wind 2018-04-27  5:22 AM 
 EGPS PNW (Non-BPA) Wind MW For...  5:20 AM 
 PNW Renewables Curtailment 201...  5:16 AM 
 HDD/CDD Weather Table - 2018-0...  5:00 AM 
 NG Rockies Imports/Exports - 2...  5:00 AM 
 NG Canadian Imports - 2018-04-26  5:00 AM 
 NG Marcellus/Utica Production ...  5:00 AM 
 eDash: Gas Burn CA - 2018-04-26  5:00 AM 
 eDash: Gas Burn DSW - 2018-04-26  5:00 AM 
 eDash: Gas Burn PJM - 2018-04-26  5:00 AM 
 eDash: Gas Burn PNW - 2018-04-26  5:00 AM 
 eReport: ERCOT Morning Report ...  4:47 AM 
 Pacific NW S&D summary - 2018-...  4:45 AM 
 NG Chehalis Compressor - 2018-...  4:41 AM 
 Newsletter | Summer Algonquin ...  4:38 AM 
 eReport: NG Daily Report - Nor...  4:34 AM 
 EGPS Short Term Hydro Forecast...  4:32 AM 
 eReport: NG Daily Report - Nor...  4:30 AM 
 eReport: CAISO Morning Report ...  4:25 AM 
 eReport: PNW Morning Report - ...  4:25 AM 
 NG Mexican Exports - 2018-04-26  4:22 AM 
 eDash: PNW Daily Dashboard - ...  4:16 AM 
 WECC Load Table 2018-05-03  4:14 AM 
 ERCOT Daily Summary - 2018-04-26  4:10 AM 
 NRC Nuclear Change for 2018-04-26  4:09 AM 
 NRC Nuclear Daily Capacity 201...  4:09 AM 
 NRC Nuclear Daily Outages 2018...  4:09 AM 
 NRC Nuclear Plant Summary for ...  4:09 AM 
 EGPS CAISO Wind MW Forecast 20...  4:06 AM 
 AESO DA LMP Prices 2018-04-25  4:03 AM 
 eFlash: NYISO Load Forecast Up...  4:01 AM 
 NYISO Load Charts 2018-05-02  4:01 AM 
 NG Pwr Burn West - Pipeline 20...  4:01 AM 
 NG Pwr Burn West 2018-04-26  4:01 AM