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
  
West Power will be interesting as we move into the back half of May and look forward to June and all of Q3. This article takes an in-depth look at how the Renewable penetration has impacted curtailments, how the constraints at SoCal Citygate are impacting the market and the volatility that is in store once we get into the summer months. » read more
  
EnergyGPS teamed up with REsurety to analyze the effectiveness of P99 fixed quantity wind hedges. This free report models the hedge settlements for 38 individual wind generators in the ERCOT market, providing detailed economic and hedge efficacy metrics. » read more
  
The article runs through the key regions across all of North America and details the natural gas demand drivers and their impact to the daily balance. » read more
  
The hydro season is in its final three months of run-off season, this report details the system operations that are in play now that the weather is getting warmer and more snow is melting in the middle to upper elevation levels. » read more
  
We detail how the grid has gone from a high wind scenario and curtailments to lower output which results into higher power burns across the Lower 48. » read more
  
The featured article details the days leading up to the last weekend of April and how the forecasts were pointing to a high probability of Renewable curtailments. » read more
  
The monthly report takes a look at how the colder weather in April has impacted the supply/demand landscape across North America and what is in store for May 2018. » read more
  
The article breaks down the renewable landscape for the Pacific Northwest, CAISO, ERCOT and SPP as we head into the balance of Q2. » read more
  
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
Friday Jul 24, 2015   
When the EIA number came out yesterday, the majority of people saw it as a 61 BCF delta increase day on day.  Expectations in the market ranged between 65 - 78 BCF with the heavy hitters around 68 BCF. Figure 1 | EIA Storage Table Such a result pushed the prompt month contract up the $2.95 mark quickly as the market took it as bullish.  It was realized that the implied flows (+68) did not match the delta week on week change (+61).   If you look closely at this week's regional breakout, there is a 'C' next to the East number for this week. » read more
Thursday Jul 23, 2015   
The highly anticipated El Nino season and its promise of a cool temperatures across the east/south has yet to materialize as warm temperatures drove up net load across North America on Monday.  Demand hovered around 500 gigs on Sunday and Tuesday with the highest load of the season peaking coming in at 528.9 GW on the 20th. Figure 1 | North American load by ISO - Daily Peak You can see in Figure 1, most of the incremental demand is showing up in PJM, MISO and Texas.  The West has cooled off some over the course of the week with the Pacific ... » read more
Wednesday Jul 22, 2015   
What a difference a few days makes in the Great Northwest!!! Last night you could hear the birds chirping and the trees swaying in the wind and by the time you went to bed the windows were open and the fresh air abound throughout the house.  It was like you were camping in your own house. From a grid perspective, the load profile shifted down quite a bit yesterday as the high temperatures around Portland were in the low 80's.  This is roughly 20 degrees cooler than the high temperatures we saw over the weekend where some areas were close to triple ... » read more
Tuesday Jul 21, 2015   
In a previous newsletter we called attention to the increased SP 15 HRs for the summer or 2015 compared to last year. The analysis identified weak imports as a primary driver of the strong clears.  To recap: Figure 1 breaks down heavy load average load by 2,000 MW bins (x-axis) and plots out the overall SP15 heat rates (y-axis).  The individual data points and trend-lines are color coordinated by year. With the blue line (2015) well above the orange line (2014) at all load levels, we can see there has been a fundamental increase in SP heat rates for ... » read more
Monday Jul 20, 2015   
 Nuclear Power Plants run on a relatively predictable refueling cycle with every unit required to refuel between every 18 and 24 months.  These refueling cycles typical fall during the spring or the fall, also known as outage season. Since the unit must come completely offline for an extended period of time, operators schedule refueling cycles during weak power demand months to limit revenue loss.  However all those outages add up and can have a significant effect on the supply stack.  Typically natural gas generation ramps ... » read more
Friday Jul 17, 2015   
After some cool temperatures and even some rain, Portland prepares for another heat wave with highs possibly hitting triple digits over the weekend.  The majority of the heat is expected along the Cascades as the inland cities are looking at highs in the upper 80's/low 90's.  The warmer weather will be short lived as the local forecasters are calling for the highs to drop back down into the upper 70's/low 80's in both Portland and Seattle by Tuesday. Figure 1 | Portland Temperatures - Actual/Forecast Once this heat spell passes we will be within ... » read more
Thursday Jul 16, 2015   
SP15 heat rates for the HL average are up a full point for June and July compared to last year as the former averaged around a 10 heat rate and the later so far is sitting around an 11.0. Prior to these two months, the January through May HRs saw little variance in the heat rates as 2015 was up by 0.06 of a point across the months. So what has changed you ask?  Two things come to mind, the first being loads tend to increase as we get closer to summer.  This year saw an above average June when it came to loads while July has been off and on depending on the ... » read more
Wednesday Jul 15, 2015   
Towards the end of last week, we reported (in an EnergyGPS Natural Gas Flash Report) that there was an issue with the NOVA Clearwater compressor.  Such an issue was going to have an impact on the flow of gas out of Canada and into the Western part of the country starting on the 13th and lasting as long as it takes to diagnose the issue and get it resolved.  This led to the gas markets jumping up quite a bit over the past two days as cash SoCal border has shifted up to $3.055, which puts it $0.10 over Henry Hub cash.   Figure 1 | SoCal Border/Henry Hub ... » read more
Tuesday Jul 14, 2015   
Nymex gas enjoyed run yesterday with prompt month trading up nearly 10 Cents on the day (going from $2.766 to $2.866). So what caused such a jump as we head into the middle portion of July?  From the supply side, production is down about 1 BCF compared to last week.  On the demand side, power burns continue to be strong given the load profiles across the East and Texas are increasing in the short term.  From a weather perspective, the forecasts are showing an increase in the CDD's for the 1-15 day weather runs, especially in the East region. » read more
Monday Jul 13, 2015   
As cool temperatures move across the West we were offered a short reprieve from strong power prices as the system settles back into a “typical” range with Mid C clearing below the CAISO markets for the weekend.  Prior to this, the Pacific Northwest (PNW) struggled to balance the system therefore priced itself over the rest of the West.  There were a couple of times Midc traded to levels well above SP15/NP15 that MW were exported out of the state of CA and into the PNW.  Below are the average temperatures in Portland compared to the ... » 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  76  77 ]
Product Publications and Alerts
 
Recent Reports RSS Icon
 eReport: ERCOT Morning Report ...  4:31 AM 
 EGPS Short Term Hydro Forecast...  4:31 AM 
 NG Mexican Exports - 2018-05-22  4:22 AM 
 eReport: NG Daily Report - Nor...  4:22 AM 
 WECC Load Table 2018-05-29  4:16 AM 
 eDash: PNW Daily Dashboard - ...  4:16 AM 
 eFlash: NYISO Load Forecast Up...  4:15 AM 
 NYISO Load Charts 2018-05-28  4:15 AM 
 ERCOT Daily Summary - 2018-05-22  4:11 AM 
 EGPS CAISO Wind MW Forecast 20...  4:06 AM 
 AESO DA LMP Prices 2018-05-20  4:04 AM 
 NG Pwr Burn West - Pipeline 20...  4:01 AM 
 NG Pwr Burn West 2018-05-22  4:01 AM 
 HDD/CDD Weather Table - 2018-0...  4:00 AM 
 EGPS Hydro Forecast for WY2018...  3:53 AM 
 PNW Daily Generation Charts 20...  3:53 AM 
 Liquified Natural Gas (LNG) Da...  3:42 AM 
 NG US Supply/(Demand) Summary ...  3:42 AM 
 HDD/CDD Day on Day Comparison ...  3:42 AM 
 West | Spark Prices 2018-05-14  3:36 AM 
 HDD/CDD Gas Demand BCF Table -...  3:35 AM 
 Option Settles 2018-05-21  3:34 AM 
 EGPS NYISO Wind MW Forecast 20...  3:32 AM 
 CAISO EIM Summary - 2018-05-21  3:32 AM 
 EGPS Mid-Range Hydro Forecast ...  3:18 AM 
 NG Regional Demand Forecasts -...  3:15 AM 
 NG North America Production - ...  3:09 AM 
 NG Power Burns - 2018-05-22  3:09 AM 
 eFlash: ISONE Load Forecast Up...  3:05 AM 
 ISONE Load Charts 2018-05-27  3:05 AM 
 NG Power Loads - 2018-05-22  3:04 AM 
 North America Net Load Summary...  3:04 AM 
 SPP Daily Summary - 2018-05-22  3:04 AM 
 Alberta Power Pool Daily Summa...  3:04 AM 
 PNW Snow Water Dashboard 2018-...  3:03 AM 
 SWE Sorted Plot Columbia 2018-...  3:03 AM 
 SWE Sorted Plot CRWMG 2018-05-22  3:03 AM 
 eDash: Transmission Flows 2018...  3:00 AM 
 NG California Demand Breakout ...  2:40 AM 
 SPP Renewables Curtailment 201...  1:02 AM 
 HDD/CDD Weather Table - 2018-0...  1:00 AM 
 NG Kern Supply/Demand Table - ...  12:15 AM 
 PGAE Path Capacities - 2018-05-21  May 21 9:53 PM 
 East | Price Settles 2018-05-21  May 21 8:43 PM 
 ERCOT | Price Settles 2018-05-21  May 21 8:43 PM 
 West | Price Settles 2018-05-21  May 21 8:43 PM 
 eFlash: NWRFC ESP by Basin for...  May 21 5:11 PM 
 NWRFC ESP Charts (GCDW1) 2018-...  May 21 5:11 PM 
 NWRFC ESP Charts (LGDW1) 2018-...  May 21 5:11 PM 
 NWRFC ESP Charts (TDAO3) 2018-...  May 21 5:11 PM 
 NG DTI Supply/Demand Table - 2...  May 21 4:06 PM 
 CAISO 1515 Outage 2018-05-21  May 21 3:15 PM 
 NWRFC STP to Megawatts 2018-05-21  May 21 2:50 PM 
 NWRFC ESP QPF 2018-05-20 WY2018  May 21 2:04 PM 
 NG Coal to Gas Ratio  May 21 1:33 PM 
 PNW Side Flow Forecast 2018-05-31  May 21 1:24 PM 
 SPP DA LMP Prices 2018-05-22  May 21 1:04 PM 
 CAISO Transmission Flow Table ...  May 21 1:01 PM 
 CAISO DA Market Summary 2018-0...  May 21 1:01 PM 
 CAISO Supply Demand 2018-05-22  May 21 1:01 PM 
 CAISO Transmission Market 2018...  May 21 12:58 PM 
 CAISO DA Hourly LMP Histogram ...  May 21 12:58 PM 
 CAISO LMP Prices with SP 2018-...  May 21 12:58 PM 
 CAISO SPTIE LMP 2018-05-22  May 21 12:58 PM 
 CAISO LMP Compare 5/22 SP: 25....  May 21 12:54 PM 
 CAISO SCE vs Wind 2018-05-22  May 21 12:54 PM 
 eFlash: CAISO LMP 2018-05-22  May 21 12:54 PM 
 CAISO Shadow and Anc Prices 20...  May 21 12:52 PM 
 eReport: NYISO Daily Report - ...  May 21 12:50 PM 
 CAISO LMP model is running: 20...  May 21 12:48 PM 
 CA Snow Water Dashboard 2018-0...  May 21 12:16 PM 
 Nymex Settles 2018-05-21 - NG ...  May 21 12:15 PM 
 MISO DA LMP Prices 2018-05-22  May 21 12:08 PM 
 East DA LMP Prices 2018-05-22  May 21 12:08 PM 
 PJM Shadow and Anc Prices 2018...  May 21 12:05 PM 
 PNW Hydro | Unregulated Flow a...  May 21 12:00 PM 
 ERCOT DA LMP Prices 2018-05-22  May 21 11:03 AM 
 PJM DA LMP Prices 2018-05-22  May 21 10:16 AM 
 CAISO Renewables Curtailment 2...  May 21 9:40 AM 
 ISONE DA LMP Prices 2018-05-22  May 21 9:25 AM 
 CAISO System Msg - Urgent 09:2...  May 21 9:25 AM 
 NYISO Shadow and Anc Prices 20...  May 21 9:18 AM 
 NG Market Flash | Potential Al...  May 21 9:13 AM 
 CAISO Load Charts 2018-05-28  May 21 9:01 AM 
 eFlash: CAISO Load Forecast Up...  May 21 9:01 AM 
 North America Coal Burns - 201...  May 21 8:26 AM 
 NG California Supply/Demand Ta...  May 21 8:09 AM 
 HDD/CDD Weather Table - 2018-0...  May 21 8:00 AM 
 eReport: NG Daily Report - Can...  May 21 7:50 AM 
 California Hydro | Daily Flow ...  May 21 7:15 AM