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 Nov 5, 2015   
As we enter the first full weekend of November 2015, ERCOT saw a glimpse of the net load profile as wind within the ISO footprint averaged over 10,200 MW yesterday.  With temperatures in the low 70's across the state, the existing load profile was already expected to be flat to Monday. Figure 1 | ERCOT Net Load - Hourly As you can see in the figure above, the massive increase in wind over the past few days has shifted the net load profile down to levels seen during the weekend of October 24th/25th, which is well below what hit the grid on Monday. When you look ... » read more
Wednesday Nov 4, 2015   
Over the past two months, Canadian storage facilities have traded operations, as the month of September saw MICA release water from behind the dam while October saw Arrow shift its elevation down while MICA was basically unchanged. Figure 1 | MICA and Arrow Storage Levels - Daily As you can see in the graphs in Figure 1, both MICA and Arrow are well below previous year levels.  A lot of the action can be attributed to the Midc implied heat rate remaining in the natural gas stack and a stout evening ramp price signal in the CAISO DA auction over the last two ... » read more
Tuesday Nov 3, 2015   
In our past North American Daily and Weekly Natural Gas Reports, we have discussed extensively the coal to gas ratio calculation and the levels in which it has indicated that the natural gas fleet will knock out some coal units across the grid.  As we mentioned, when November was the prompt month, the final days prior to expiry the ratio got as high as what we saw during the spring. Figure 1 | Coal to Gas Ratio The high point in October was when the November contract went off the board at $2.033 last week Wednesday.  Since December was trading over the ... » read more
Monday Nov 2, 2015   
As the clocks got turned back on Saturday night (hopefully everyone had a safe and Happy Halloween), the daylight hours in theory get shifted up an hour making the morning routine a little brighter while the trip to the grocery store after work is feeling quite dark.  Down in California, this translates into solar shifting up an hour as well as it is dependent on the sunlight of course.  If you look at the solar profile on November 2nd compared to the 30th of October, you can see what I am talking about. Figure 1 | CAISO Solar Generation - Hourly As you can ... » read more
Friday Oct 30, 2015   
Over the course of a week, the sudden drop in the natural gas has impacted the market in several ways.  The one thing that sticks out is how the coal to gas ratio has expanded to levels seen last spring when gas was thought to be at a low point coming out of winter and Production strong across the country. Figure 1 | Coal to Gas Ratio As a result, we saw power burns jump up quite a bit as entities starting to look at their portfolio as well as lean on the less expensive natural gas market to provide them with the power they needed to balance their ... » read more
Thursday Oct 29, 2015   
What do you get when the wind is expected to blow and some precipitation up in the Pacific Northwest?  You get lower heat rates in both the Pacific Northwest and California, here is a breakout as to why. First, you get a longer grid in the region to where the marginal cost of energy has to move lower to incentivize natural gas units not to run.  This occurred in the cash market for today with the Midc heavy load indexing at $19.44 and Malin coming in at $2.17.  Up until this point, the Midc power price has been settling in the $23.50-$24.50 range with ... » read more
Wednesday Oct 28, 2015   
In the Pacific Northwest, people have been living off of borrowed time as the weather has been beautiful all Fall. Over the last few weeks, the overnight lows started to dip down to where the morning and evening ramp periods have shown an increase in demand. Figure 1 | BPA Load Profile - Hourly On the supply side, wind has been off and on since the middle of the month with Monday sitting in between 2,000 - 3,000 MW on any given hour.  As you can see in the graph above, the wind quickly shifted down yesterday and should be somewhat low today.  To keep ... » read more
Tuesday Oct 27, 2015   
The weather forecasts continue to show a warmer than normal start to November. For example, looking at the Res/Com BCF equivalent to the forecasted HDD/CDD's across the country, the first 9 days of November are adding up to 159 BCF whereas last year during the same time period was more in the ballpark of 245 total BCF (which is closer to normal).  The 86 BCF delta divided by the 9 days in the period, makes the grid roughly 9.5 BCF longer per day.  If this pattern holds true for another 10 day period, we could be looking at a 180 BCF delta year on year for ... » read more
Monday Oct 26, 2015   
As it rained here in the Pacific Northwest on Sunday, all eyes continue to be on the weather pattern forming across the country for the month of November.  As we left for the weekend, a warmer start to November was being priced into the market as the prompt month ended the day on Friday just over $2.28.  Such a close was $0.17 lower compared to where it started the week out and sliced right through a somewhat bullish EIA number on Thursday. As of Sunday morning, any white area to slightly blue (moderate to slightly cooler) across the Northeast corridor was ... » read more
Friday Oct 23, 2015   
Over the years in the NFL, video replay has been implemented and each team is allowed to challenge up to two plays prior to the last two minutes of each half and any touchdown score.  During these two instances, every play is considered to be under review as the person sitting up in the control room is in constant communication with the officials on the field to let them know they are looking at the play.  Some challenges are a no-brainer as it is obvious after seeing the play again that the runner was down by contact or the receiver did not have two feet ... » 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