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Special Research Reports
  
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
Tuesday Dec 20, 2016   
Starting this past weekend, the Arctic air that was moving across the northern tier of the continent pushed southward through the Mississippi Valley wreaking havoc on the production volumes in the MidContinent and Rockies. This is a three day cold air event that started on Sunday and lasts through Tuesday. From Friday to Sunday, the freeze offs along the eastern Rockies area amounted to 1.66 BCF.  Figure 1 | Monday Weather Conditions The drop took total US production volumes down to 69.6 BCF which is only one of three episodes where the Lower 48 production ... » read more
Monday Dec 19, 2016   
With temperatures in Southern California shifting down this weekend, the operators at SoCal Gas have been on high alert as the systems sendouts jumped up to the 3.3-3.4 BCF range as heating demand picked up. Figure 1 | Burbank Temperatures As a result, several notes have been published with the latest last night stating that the grid was on 'curtailment watch' due to concerns of supply shortfalls as the rescom demand was rising and as a result there was significant reliance on storage withdrawals. Figure 2 | SoCal Gas Critical Notice - Curtailment Watch As we move ... » read more
Friday Dec 16, 2016   
I was recently discussing long term California power markets with a client. The conversation turned to the potential for negative prices. When talking to renewable developers the conversation often goes as follows: Client: “Real time prices can go negative, but you don’t expect that day ahead prices will go negative too, do you?” EnergyGPS: “Um … day ahead prices have been negative already and we expect the frequency to increase in the future.” Client: “Ok, but that will just be an anomaly, day ahead prices won’t be ... » read more
Thursday Dec 15, 2016   
Last December was such an anomaly as the temperatures were so mild across the entire continent.  This led to well below normal rescom demand in the Midwest and Eastern parts of the country to a poitn that the price of natural gas took a big nose-dive.  The big shift down in the cash market/forward curve moved the natural gas fired generation lower in the supply stack in many regions (below that of coal), including PJM. As a result, we saw more power burns via natural gas than that of coal fired generators.  Once we got into January, that changed as some ... » read more
Wednesday Dec 14, 2016   
The Midwest and East Coast are preparing themselves for a serious cold shot this weekend as the "Polar Vortex" meanders south and drops sub-freezing arctic air across the continental US. Temperatures are forecasted to decline the remainder of the week with the coldest weather expected to hit Friday. High temperatures are not expected to break 20 degrees in Boston for Friday while NYC sees a high of only 25 degrees.   Figure 1 | NOAA Northeast High Temperatures Maps – Dec 15th & Dec 16th    As is typically the case, the freezing ... » read more
Tuesday Dec 13, 2016   
The drop in temperatures across Western Canada and the Rockies has had a big effect on Canadian and US production since the beginning of the month. Overall production across the Lower 48 is down .6 BCF and Canadian production is down 1 BCF. This is largely caused by freeze offs occurring on the well heads The weather event unfolding in the west is some of the coldest weather we have seen in three years.  Figure 1 | Current Weather Map   These freeze off events are a common occurrence when the temperatures dip below freezing in many of the production areas ... » read more
Monday Dec 12, 2016   
Its seems like forever since we have seen a deep purple color hovering over the southern portion of Canada and the northern portion of the Lower 48.   About the middle of last week, we started to see temperatures drop in the Midwest and Northeast portion of the United States while Calgary, AB saw its temperatures drop over 20 degrees below normal.  The Pacific Northwest joined in on the party on Thursday and Friday and 1-2 inches of snow covered the Portland metro area and freezing temperatures gave the kids a 4 day weekend (school cancelled for two ... » read more
Friday Dec 9, 2016   
As a consultant who works on a lot of power transactions, the time between Thanksgiving and Christmas can be quite volatile. During some years this is a quiet time where you can tie up a bunch of loose ends and get organized for the upcoming year. In other years it can be very busy as clients are trying to close deals before the end of the year and require support in this effort. With a large proportion of EnergyGPS’ work coming from the renewable sector, how busy we are at the end of the year is one small indicator of the health of the industry. As far as we ... » read more
Thursday Dec 8, 2016   
Over the past few years, a lot of the buzz in California centered around the increasing solar profile as it was the renewable energy of choice by developers that are chasing the state's RPS mandate. This has led to the year on year capacity increase with in the CAISO footprint. Figure 1 | CAISO Solar Output - Year on Year Comparison/Super Peak Average   As you can see in Figure 1, as the daylight hours start to get shorter in the Fall, the overall output tapers off starting in the middle of September and carries on through January.  What we have noticed this ... » read more
Wednesday Dec 7, 2016   
When it comes to what is happening up in Alberta, there are are so many components to look at. I thought it would be good to break down a few in this newsletter.  All this is covered in our Canadian Natural Gas package, where we send out daily reports on the supply/demand, weekly macro views and monthly balance forecasts through the next two terms on the calendar.  If you would like to know more about this package and how you can subscribe, please email us at info@energygps.com. Ever since October, Mother Nature has been keeping the demand on its toes as ... » read more
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