stories from ejw 2016

7/25/2019 Stories From EJW 2016

1/23

!"#$%&' )%*+%"& ,-' ./,0

12345466 7489:

;;;%??@


2/23

!"#$%&' )%*+%"& ,-' ./,0123%4%55 $%#6&

E!"#$%&'() + ,-./ 012%34 5&66 7&8381&36

9:;


3/23

!"#$%&' )%*+%"& ,-' ./,0123%4%55 $%#6&

c!"#$%&'() + ,-./ 012%34 5&66 7&8381&36

9:;*$? :&$ /" 0*.-6=-'A g07&$'78 +7%

5'/&$ /" 0*.-6=-'A

;/%&/887&- 5'/


4/23

!"#$%&' )%*+%"& ,-' ./,0123%4%55 $%#6&

H!"#$%&'() + ,-./ 012%34 5&66 7&8381&36

9:;


5/23

!"#$%&' )%*+%"& ,-' ./,0123%4%55 $%#6&

B!"#$%&'() + ,-./ 012%34 5&66 7&8381&36

9:;


6/23

!"#$%&' )%*+%"& ,-' ./,0123%4%55 $%#6&

d!"#$%&'() + ,-./ 012%34 5&66 7&8381&36

9:;


7/23

!"#$%&' )%*+%"& ,-' ./,0123%4%55 $%#6&

L!"#$%&'() + ,-./ 012%34 5&66 7&8381&36

9:;&$Y 6*%& %,78-

'-%*$'&$p(-7'Y .-'%$% 7


8/23

!"#$%&' )%*+%"& ,-' ./,0123%4%55 $%#6&

[!"#$%&'() + ,-./ 012%34 5&66 7&8381&36

9:;/R5L" )).1 ? 5@??, C% T?P =)R=2R)*

#2R!A+R4@BEA?8 +/= N !ABES, (C% T?P =)R))R)-

HEB76YR!ABQE?@ )/= N !ABES, (C% T?P =)R)=R)-

]@7VP96SS>)R(H[3 )*+ 9 !ABES (C% T?P ))R=/R)*

O;^>0[1R'@U837A )02 K !ABES, C% T?P =)R=*R)-

C6_AX@R"-R"3$ ).* N !ABES (C% T?P =)R=2R)-

$;88@7 "NNR!ABQE?@ */* N !ABES, C% T?P )/R/=R)*

4@D6?D6>-R"3$ ).* N !ABES (C% T?P =)R=2R)-

$;88@7 "NNR!ABQE?@ */* N !ABES, C% T?P )/R/=R)*

;7/8( +-"-'7&/*" *$&7+- '-D-'-"


9/23

!"#$%&' )%*+%"& ,-' ./,0123%4%55 $%#6&

@!"#$%&'() + ,-./ 012%34 5&66 7&8381&36

9:;/


10/23

!"#$%&' )%*+%"& ,-' ./,0123%4%55 $%#6&

GF!"#$%&'() + ,-./ 012%34 5&66 7&8381&36

9:;'*4-'% 78%*

%7/# &,-( %7: `""$78 01u &'7#-% -7'8/-' /" &,- :--4 7& &,- %76- 5'/ -$'D, '))?#'!-" '$$"$$B"!Q$A R'! S\ ./0' 1234 56*7& ./0' 1238 56*7&

'6U "??;AB 1*,== 0=,==>)==,== 1*,== 0=,==>)==,==

'%U $@AK6?AB /==,== )0=,==>/)*,== /==,== )0=,==>/)*,==

$%/H76;Q ) /,== ),==>*,== /,== ),==>*,==

$%/H76;Q / *,== +,==>.,== *,== +,==>.,==
mailto:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]


11/23

!"#$%&' )%*+%"& ,-' ./,0123%4%55 $%#6&

GG!"#$%&'() + ,-./ 012%34 5&66 7&8381&36

9:;


12/23

!"#$%&' )%*+%"& ,-' ./,0123%4%55 $%#6&

GE!"#$%&'() + ,-./ 012%34 5&66 7&8381&36

9:;)0,/= >+2,) 2+,)) /-,02 *0,+0 2),20 --,22 >/2,1- >+.,-

?FFID),/0 >2,0/ >)2,- /1,+* ).,)0 21,02 +),+. *),-) >/=,/2 >+1,/

NORTHEAST AVG. DAY-AHEAD/REAL-TIME PEAK PRICE SPREAD

Source: Platts

($/MWh)

-150

-120

-90

-60

-30

0

30

13-Jan11-Jan09-Jan07-Jan05-Jan03-Jan01-Jan

NYISO Zone J NYISO Zone G

NYISO Zone A NEPOOL Mass Hub

NORTHEAST PLATTS M2MS FORWARD CURVE: ON-PEAK

Source: Platts

($/MWh)

30

40

50

60

70

80

Feb-18Nov-17Aug-17May-17Feb-17Nov-16Aug-16May-16Feb-16

East NY ZnJ East NY ZnG West NY ZnA Mass Hub

NORTHEAST PLATTS M2MS LOCATIONAL SPREADS: ON-PEAK

Source: Platts

($/MWh)

-20

0

20

40

60


NYISO ZnJ/NYISO ZnGNYISO ZnG/PJM WestNYISO ZnG/NEPOOL Mass Hub

NEPOOL Mass Hub/PJM WestNYISO G/NYISO A

B6.. &9N =4 703 UVH.WB#/ 6. 2


13/23

!"#$%&' )%*+%"& ,-' ./,0123%4%55 $%#6&

Gc!"#$%&'() + ,-./ 012%34 5&66 7&8381&36

9:;2,0= >)-,. +/,2. )1,1) *+,*) +/,/1 *=,.+ >)0,22 >+-,+

(IC '6789@7? #BBE?6EK :;< !)"!#$$ //,*1 10/. -,*= >*,== >=,20 >/,) /-,*1 /),*/ +*,/- /-,0/ +),2/ >2,-= >)2,-

(IC J@K8@7? :;< !)('#$$ /2,2- )21=/ )/,1. 2,.- >/,00 >)=,* +=,0= /+,). 22,+) +),+/ 2),)+ >1,0) >/+,1

C#$% #?DEA?A :;< !#!+#$$ //,)0 )/)1+ 1,2* =,+* >/,+2 >1,* /*,01 //,)0 /1,0+ /*,-/ ++,+. >.,.* >/+,/

C#$% CE??@K68A :;< !#!"#$$ /=,=1 0--= +,0* >.,.* >+,)1 >)+,. /2,0* )0,.- /0,+. /+,=- /.,)0 >2,)/ >)*,/

?FFID=,0) >)/,2/ >/,-1 >)2,0 )0,-) )),=- /-,2. )1,2* /+,-1 >2,/2 >).,1

(IC J@K8@7? :;< !)(')$$ /),=) )/.+. 1,2- ),// >*,-0 >/),+ /2,/2 )+,*= 2),0= /*,1- ++,-= >.,-2 >//,.

C#$% #?DEA?A :;< !#!+)$$ )0,2+ )==.) *,-/ >+,*+ >/,)* >)=,2 /),)+ )0,2+ /+,/* /=,1- /*,*. >2,-) >)0,=

C#$% CE??@K68A :;< !#!")$$ )-,-= .)*2 =,+- >)),/2 >+,=1 >)*,. /=,=. )+,-- //,-/ )0,21 /=,)= >),-) >0,=

PJM/MISO AVG. DAY-AHEAD/REAL-TIME PEAK PRICE SPREAD

Source: Platts

($/MWh)

-8

-6

-4

-2

0

2

4

6

8

1012

13-Jan11-Jan09-Jan07-Jan05-Jan03-Jan01-Jan

MISO IndianaMISO Minnesota

PJM AD HubPJM NI HubPJM West Hub

PJM/MISO PLATTS M2MS FORWARD CURVE: ON-PEAK

Source: Platts

($/MWh)

20

30

40

50

60


PJM AEP/Dayton PJM NI Hub MISO Ind. Hub PJM West

PJM/MISO PLATTS M2MS LOCATIONAL SPREADS: ON-PEAK

Source: Platts

($/MWh)

-6

0

6

12

18


PJM West/MISO Ind. HubPJM West/PJM AD Hub

PJM West/PJM NI HubPJM West/NYISO ZnA

DRB 7062 .7=8. SSTA /&$A

U,- 2V? !"&-'


14/23

!"#$%&' )%*+%"& ,-' ./,0123%4%55 $%#6&

GH!"#$%&'() + ,-./ 012%34 5&66 7&8381&36

9:;),2 /+,*0 /=,1+ /0,)0 /+,-) /1,11 >-,+0 >/),+C#$% O6;EKEA?A !#/*#$$ //,+* )=/2. .,=0 >+,0/ >2,01 >)0,= /*,+* /=,1- +/,/* /2,*= +=,=+ >*,*+ >)0,2$(( '6789 :;< !0"1#$$ )0,-- 0=.= /,2. >1,=1 /,=1 )/,- /=,2/ )*,-- //,.1 )1,.* /*,/- >*,*) >/),0

$(( $6;89 :;< !001#$$ /),21 )=)*= -,-. >+,1/ >=,)= >=,* /*,-) /),21 /0,1+ /2,0* /0,*. >+,./ >)+,=34!%5 :6;K86? :;< !,2'#$$ /=,.1 1-=1 *,-2 >*,). =,=) =,= /),.- )0,10 /*,12 /),+1 /.,+. >*,10 >/),134!%5 '6789 :;< !,2"#$$ /=,.0 1./1 *,0+ >2,0* /,=0 )),) /=,1+ )0,.= /2,22 /),=) /.,)) >-,)= >//,*34!%5 $6;89 :;< !,20#$$ /=,.- 1-// *,-- >*,)+ ),=2 *,+ /),/0 )0,1. /2,1* /),)+ /.,/) >-,=0 >//,+34!%5 J@K8 :;< !,2(#$$ /=,.0 1-/+ *,-- >*,)+ ),12 )=,+ /),== )0,02 /2,*. /),=- /.,). >-,)) >//,*

?FFID0,*= >),-+ >0,+ /=,-+ ).,02 /+,2- /=,*) /.,/. >-,.- >/2,0C#$% O6;EKEA?A !#/*)$$ ).,1- 0=** /,+* >0,0= >/,*- >)/,* /=,./ ).,1= /+,)1 /=,21 /-,*/ >-,=+ >//,.$(( '6789 :;< !0"1)$$ )),0+ *)/2 >2,++ >)*,0. =,/0 /,2 )*,0+ )),** )0,+0 )*,+1 )0,.= >+,+) >).,.$(( $6;89 :;< !001)$$ )-,)= .*/1 ),)+ >1,*- >2,=* >/=,) //,/* )-,)= /2,0= /),-* /2,*+ >/,00 >)),.34!%5 :6;K86? :;< !,2')$$ )2,+) -2-1 >),). >)/,/2 >=,=/ >=,) )-,.- )+,/) )0,.+ )-,20 /=,.1 >2,+) >/=,.34!%5 '6789 :;< !,2")$$ )2,+* -**+ >=,10 >)),1+ =,/+ ),- )-,** )+,/= )0,.+ )-,+1 /=,.0 >2,+1 >/),)34!%5 $6;89 :;< !,20)$$ )2,/- -2*+ >),/) >)/,/- >=,=* >=,+ )-,-/ )+,/) )0,.= )-,2= /=,0* >2,2* >/),+34!%5 J@K8 :;< !,2()$$ )2,+* -*1/ >=,01 >)),.. =,/* ),0 )-,*- )+,/= )0,.+ )-,2= /=,0- >2,2- >/),2

ERCOT AVG. DAY-AHEAD/REAL-TIME PEAK PRICE SPREAD

Source: Platts

($/MWh)

-2

0

2

4

6

8

10

09-Nov13-Jan11-Jan09-Jan07-Jan05-Jan03-Jan01-Jan

Houston Hub

South Hub

West Hub

North Hub

ERCOT PLATTS M2MS FORWARD CURVE: ON-PEAK

Source: Platts

($/MWh)

20

30

40

50

60

70

80


ERCOT - Houston

ERCOT - West

ERCOT - South

ERCOT - North

ERCOT PLATTS M2MS LOCATIONAL SPREADS: ON-PEAK

Source: Platts

($/MWh)

-6

-4

-2

0

2

4

6


North Hub/West HubNorth Hub/North Hub

Houston Hub/South HubHouston Hub/North Hub

",-?Q 26=7=&$p?b,A ?7'&$p?b,A

!" *&,-' ?/#:-%& '-+/*"%Y &,- T*$&,:-%& 2*:-' 2**8 T*$&, n$=

V$8(R`$+$%& *"R5-74 :7% #*:" EB


15/23

!"#$%&' )%*+%"& ,-' ./,0123%4%55 $%#6&

GB!"#$%&'() + ,-./ 012%34 5&66 7&8381&36

9:;/,0. >0,)

$()* !%03#$$ /0,)- )/+)= )/,)* =,.) >2,+0 >)+,* +/,-/ /0,)- +2,== +),1- +*,2) >+,2* >1,.

G(/- !%43#$$ /*,*0 )))0/ 1,*. >),0. >+,0. >)+,) +=,*- /*,*0 ++,)1 +=,2- +2,/1 >+,0+ >)),/

!%M (,*5,6$ //,2- )=)-+ -,11 >2,=- =,== =,= /2,-/ //,2- /1,2- /*,+1 /-,.. >),+0 >*,/

C3"` **#5(6$ //,*= 102. -,*) >2,1/ =,== =,= /2,+/ //,*= /-,*= /2,2- /.,/0 >/,0/ >)=,+

C#`>! (,*576$ /),.= 102) -,/- >2,.- =,== =,= /+,.1 /=,*2 /0,2+ /2,-= /+,=. ),*+ -,-

(AB6 L@7D@ (,*%%6$ /=,*= 1/=+ 2,1) >-,/+ =,== =,= //,)0 /=,*= /2,== //,2- /*,02 >+,+0 >)+,)

?FFID&$ D*' X'/#7(

#-8/.-'( 7"# T*I78


16/23

!"#$%&' )%*+%"& ,-' ./,0123%4%55 $%#6&

Gd!"#$%&'() + ,-./ 012%34 5&66 7&8381&36

9:;*,*) >+,.* >)*,= /.,*= /),/* +),.* /.,+0 +*,00 >0,*= >/+,.

L"!"4 **#%!6$ /),*= 1*10 *,0/ >*,+0 >*,== >)0,1 /1,/* /),*= +*,== /1,/= +0,-0 >1,20 >/2,*

?FFID1,*) >*,== >//,* /=,+1 )*,.* /-,.* /),// /.,*- >-,+2 >/+,=

H5!c #?86 (*#%%6$ /=,== 1)*+ 2,.= >-,// >*,== >/=,= /+,*. )1,== +=,== /+,/+ /0,+0 >*,)* >)0,)

$6;89@7?c #?86 **#5%6$ )1,*= 01/2 2,/= >-,./ >*,== >/=,2 //,-2 )0,== /1,== //,/. /.,1+ >*,-- >/=,+

5L"c #?86 **8,26$ )1,*= 0.22 +,01 >.,/- >2,.* >)1,- //,.) )0,.* /0,== //,/0 /.,.. >*,21 >)1,0

L"!"4 **#%56$ )1,*= 0.=* +,0/ >.,+0 >-,*= >/*,= /+,-) )1,*= +),== /+,*= /1,20 >*,10 >/=,+

D65J6M< Q:62< 261< ,64M/-,.*

MAB>\@@P =)R)) /0,.*>/1,/*

MAB>\@@P =)R=0 +),/*>+),.*

'@U8>\@@P =)R)2 /1,/*>/1,.*

'@U8>\@@P =)R)+ +=,/*>+=,.*

'@U8>\@@P =)R)/ /1,*=>+=,==

'@U8>\@@P =)R)) +=,*=>+),==

'@U8>\@@P =)R=0 /1,==>/1,*=

D65J6M< Q:62< 261< ,64M\@@P =)R)/ /=,.*>/),/*

MAB>\@@P =)R)) /=,/*>/=,.*

MAB>\@@P =)R=0 /2,==>/2,*=

MAB>W6?89 =)R)2 /),.*>//,*=

MAB>W6?89 =)R)+ /),*=>//,==

MAB>W6?89 =)R)/ /=,.*>/),*=

MAB>W6?89 =)R)) /),.*>//,.*MAB>W6?89 =)R=0 /+,.*>/2,/*

MAB>W6?89 a6SS>Q@APb =)R)2 )1,.*>/=,/*

MAB>W6?89 a6SS>Q@APb =)R)+ )1,.*>/=,/*

MAB>W6?89 a6SS>Q@APb =)R)/ )1,*=>/=,==

MAB>W6?89 a6SS>Q@APb =)R)) /=,==>/=,*=

'@U8>\@@P =)R)/ //,.*>/+,/*

'@U8>\@@P =)R)) //,*=>/+,==

'@U8>\@@P =)R=0 /+,*=>/2,==

D65J6M< Q:62< 261< ,64M >> >> =,* /,/ /2,2/ /),*= /1,*= /*,22 /2,=/ ),2/ *,1

!%M (,*5,6$ //,== >> >> >> >=,2- >/,= /2,=1 //,== /1,2- /*,)+ /-,.. >),-2 >-,)

'%M (,*!76$ /),*= >> >> >> >=,*= >/,+ /+,-. /),*= /1,/* /2,.. /*,.= >=,1+ >+,-

(AB6 L@7D@ (,*%%6$ )1,*= >> >> >> >),== >2,1 /),-1 )1,*= /2,== //,/+ /*,02 >+,-) >)2,=

C6?A **2/96$ /=,*= >> >> >> >),== >2,. //,=- /=,*= /*,/* //,-. /*,0/ >+,)2 >)/,/

d6;7 !67?@7K (,*5!6$ )1,/* >> >> >> >=,.* >+,0 /),*0 )1,/* /*,== //,/1 /-,+= >2,=) >)*,/

(E??AVB@ (@AP (,*;76$ )1,.* >> >> >> >),/* >-,= //,=- )1,.* /2,*= //,-+ /-,-* >2,=/ >)*,)

J@K8\E?N (,*876$ /=,* >> >> >> >=,.* >+,* //,++ /=,*= /2,*= //,0* /-,/0 >+,2+ >)+,)

C3"` **#5(6$ /),.* >> >> >> >=,.* >+,+ /+,0+ /),.* /-,*= /2,/* /.,/0 >+,=+ >)),)

?FFID! (,*%/6$ /),+) >> >> >> =,.- +,. //,=0 )1,1= /.,)= /+,/- )1,.2 +,*/ ).,0

I69? `AY (,*'/6$ //,/* >> >> >> =,.* +,* /+,=0 /),== /0,== /2,/. /=,-. +,-= ).,2

!%M (,*%86$ /),.* >> >> >> =,* /,2 //,22 /),/* /1,== /+,11 /2,)- >=,). >=,.

'%M (,*!/6$ /),/* >> >> >> =,/* ),/ //,)0 /),== /1,/* /+,0= //,2= ),+1 -,/

(AB6 L@7D@ (,*%-6$ )0,.* >> >> >> >=,/* >),+ )1,-0 )0,*= //,.* /=,+) /2,/) >+,1= >)-,)

C6?A **2/16$ )1,== >> >> >> =,* /,. )1,2+ )0,*= /+,*= /=,+1 //,-* >/,/* >)=,=d6;7 !67?@7K (,*%26$ )0,.* >> >> >> =,.* 2,/ )0,.0 )0,== /+,== )1,00 /2,*2 >2,-. >)1,=

(E??AVB@ (@AP (,*;/6$ )1,/* >> >> >> >),/* >-,) /=,+* )1,/* /+,== /=,1) /2,*0 >+,-. >)2,1

J@K8\E?N (,*8/6$ )1,/* >> >> >> >=,/* >),+ /=,)+ )1,== /+,/* /=,.. /2,*= >+,.+ >)*,/

C3"` **#596$ )1,.* >> >> >> >=,.* >+,. /=,.* )1,*= /2,*= /),*+ /-,-- >*,)+ >)1,/

0*&-J b-%&-'" =/87&-'78 *DDR5-74 /"#-M-% /"


17/23

!"#$%&' )%*+%"& ,-' ./,0123%4%55 $%#6&

GL!"#$%&'() + ,-./ 012%34 5&66 7&8381&36

9:;=,=. >)+,10 2+,/. )=-+-

#$%'3 '3 CAKK>M6K86? +),*1 =,== =,)= >)+,** 2+,1+ 011/

'F#$% !AQE8AB G6?@ +*,/* >).,++ ),// >)0,/= 2),20 )2/*1

'F#$% :;DK6? LABB@Y G6?@ +),1* >)+,2+ ),0/ >)*,2. +0,+. )+/*1

'F#$% ',F,!, G6?@ +/,1- >)2,)- /,)= >)2,1. +0,0+ )+-..

'F#$% J@K8 G6?@ /=,/+ >2,2- >=,1+ >*,.* /+,/1 )=1.)

9==:>&6=,)) >)2,*/ +2,++ *1*/

#$%'3 '3 CAKK>M6K86? /),.- =,== =,=. >)2,2- +2,1. 2.-0

'F#$% !AQE8AB G6?@ /0,/- >)-,01 =,02 >2,0/ +),+. ))20=

'F#$% :;DK6? LABB@Y G6?@ /2,-* >)+,=1 ),=+ >*,++ /.,2/ 0221

'F#$% ',F,!, G6?@ /2,0- >)+,). ),)- >*,+* /.,-+ 0*/)

'F#$% J@K8 G6?@ )/,2= >/,/* >=,+0 >*,=0 )2,2/ .).0

DRB c B*$?

9*:;&6`AY86? :;< )1,.0 =,.+ >=,*2 >+,*) //,.+ 101.

(IC 6WE?E6? :;< //,++ /,*= =,/2 >0,*. /1,.- 11=-

(IC 3AK8@7? :;< )1,=) >),*2 =,1. >)/,=1 /0,10 00+/

(IC '6789@7? #BBE?6EK :;< )*,22 >/,-1 >),2- >/,-1 )1,2* --*=

(IC J@K8@7? :;< /),=) ),)+ =,/1 >*,-0 /*,1- )/.+.

C#$% #?DEA?A :;< )0,2+ =,=+ =,.) >/,)* /=,1- )==.)

C#$% CE??@K68A :;< )-,-= >=,/2 >=,0- >+,=1 )0,21 .)*2

C#$% O6;EKEA?A :;< ).,1- =,.= >=,2+ >/,*- /=,21 0=**

C#$% 5@UAK :;< )0,=- =,-+ >=,/- >),-+ /=,*) 0)-=

$091/&6=,=* )-,2= -2*+

34!%5 J@K8 :;< )2,+* f f =,/* )-,2= -*1/

#/,2- >=,02 >2,+0 +),1- )/+)=

!"#$% G(/- H@? :;< /*,*0 >2,)) >),.- >+,0. +=,2- )))0/

9==:>&6=,/0 >=,-/ >=,/0 /-,0+ )=)0*

!"#$% G(/- H@? :;< //,1/ >=,+* >),)- >=,). /-,/+ 11/)


18/23

MEGAWATT DAILY NEWS/PRICINGCOMMENTARY/MARKET FUNDAMENTAFRIDAY,JANUARY15,2016

Copyright 2016McGraw Hill Financial

NORTHEASTPOWERMARKETS

NYISOSUPPLYMIX(GWh/d)Dailychange Season Seasonaverage

Category 9-Jan 10-Jan 11-Jan 12-Jan 13-Jan %Share Chg % Chg Min Max 2016 2015 Chg %C

Total Generat ion 347.04 341.03 381.26 392.2 353.33 83% -3 8.87 -10.0% 31 1.78 4 11.65 356.47 388.17 -31.7 -8 .0

Gas 114.83 124.4 131.2 141.09 132.2 31% -8 .89 -6.0% 82 .53 1 68.75 118.71 144.01 -25.3 -18.0

Coa l 15 .71 14.07 24.07 25.4 24 .99 6% -0 .41 -2.0% 5.69 32.84 16.66 26.62 -9.9 6 - 37.0

Nuc lear 134.67 134.67 134.67 134.67 134.67 32% 0 0.0% 94 .43 1 34.67 130.12 132.83 -2.71 -2.0

Other 132.82 115.65 156.54 161.23 132.77 31% -2 8.46 -18.0% 10 7.34 2 03.64 149.7 188.56 -38.8 6 - 21.0

ISONESUPPLYMIX(GWh/d)Dailychange Season Seasonaverage


Total Generat ion 276.71 271.58 290.85 303.8 306.15 81% 2.35 1.0% 24 2.61 3 14.26 283.44 305.36 -21.92 -7.0

Gas 97.7 96 .37 114.45 124.93 121.94 32% -2 .99 -2.0% 85 .39 1 52.29 118.36 113.03 5.33 5.0

Nuc lear 97.8 97 .8 97 .8 97 .8 97 .8 26% 0 0.0% 90 .83 97.8 96 .61 97.24 -0.63 -1.0

Coa l 23 .53 17.56 25.84 34.17 39.72 10% 5.55 16.0% 11 .76 51.22 21.36 31.62 -10.2 6 - 32.0

Wind 6.03 10.73 17.93 6.96 16.31 4% 9.3 5 1 34.0% 1.42 17.93 7.41 6.34 1.07 17.0

Other 106.74 97.19 95.93 109.92 103.77 27% -6 .15 -6.0% 76 .34 1 12.95 96.29 123.98 -27.6 9 - 22.0

ISONE-NYISOINTERTIETRANSMISSIONE-W

ISONE&NYISOLOADPERDEGREE

NYISOTEMPERATURE

ISONE&NYISONUCLEARGENERATIONOUTAGES

ISONETEMPERATURE

Source:Platts (Averageda ilytemp0F)

Source:Platts

ISONEPOWERBURNVS.GASBASIS

Seasonsare de fine das :Summer(June-August),Fa ll (September-November),Winter(December-February),and Spring(March-May). Source:Platts

Source :NRC

Source:ISONE

Source :CustomWeatherSource:CustomWeather


19/23



PJM/MISOPOWERMARKETS

PJMSUPPLYMIX(GWh/d)Dailychange Season Seasonaverage


ISO_TotalLoad_Actual_PJM 1,96 0.95 1,94 9.19 2,43 5.89 2,49 2.32 2,17 5.41 100% -316.91 -13.0% 0 0 0 0 0 0.0

Gas 424.1 454.73 498.7 478.74 486.18 22% 7.44 2.0% 37 4.44 498.7 432.96 376.02 56.94 15.0

Coa l 76 6.23 780.99 995.02 1,05 3.42 873.23 40% -180.19 -17.0% 57 4.61 1,080 807.28 1,03 5.0 3 - 22 7.7 5 - 22.0

Nuc lear 798.65 800.83 800.83 801.11 801.11 37% 0 0.0% 71 5.98 8 01.11 778.83 780.96 -2.13 0.0

Other -28.03 -87.36 141.33 159.05 14.89 1% -144.16 -91.0% -109.27 2 04.66 51.37 218.17 -166.8 -76.0

MISOSUPPLYMIX(GWh/d)Dailychange Season Seasonaverage


Total Generat ion 1,77 1.28 1,95 4.41 2,12 8.08 2,07 8.5 1,92 7.61 102% -150.89 -7.0% 1,60 1.6 2,12 8.08 1,82 8.91 1,95 8.3 7 - 12 9.46 -7.0

Gas 262.94 343.13 486.38 442.18 372.75 20% -6 9.43 -16.0% 26 2.94 4 86.38 360.44 311.18 49.26 16.0

Coa l 80 1.72 949.59 1,09 3.62 1,050 906.65 48% -143.35 -14.0% 70 0.66 1,09 3.62 859.44 1,07 8.24 -218.8 -20.0

Nuc lear 283.05 287.75 290.23 288.61 281.88 15% -6 .73 -2.0% 16 9.98 3 10.07 288.88 288.63 0.25 0.0

Wind 208.66 130.19 105.31 169.07 135.5 7% -3 3.57 -20.0% 23 .75 2 53.95 137.57 124.35 13.22 11.0

Other 174.72 205.43 150.29 119 1 88.91 10% 69 .91 59.0% 11 3.3 329.63 155.51 140.15 15.36 11.0

PJM/MISOCOAL-TO-GASDISPATCHPRICERATIOS

PJM&MISOLOADPERDEGREE

PJMTEMPERATURE

PJMPOWERBURNVS.GASBASIS

MISOGENERATIONMARKETSHARE-GASVS.WIND

MISOTEMPERATURE

Source:Platts

Source:Platts Source:Platts

(Averageda ilytemp0F)


Source :Platts



20/23



SOUTHEASTPOWERMARKETS

ERCOTSUPPLYMIX(GWh/d)Dailychange Season Seasonaverage


Total Generat ion 884.07 977.74 1,00 5.05 934.93 903.85 100% -3 1.08 -3.0% 76 2.15 1,00 5.05 856.8 886.0 8 -2 9.28 -3.0

Gas 397.98 465.3 423.66 336.44 320.84 35% -1 5.6 -5 .0% 25 8.26 465.3 324.71 331.62 -6.91 -2.0

Coa l 37 0.63 403.88 412.84 395.14 383.93 42% -1 1.21 -3.0% 33 5.42 413.59 369.36 384.76 -15.4 -4 .0

Nuc lear 120.7 123.33 123.33 123.33 123.33 14% 0 0.0% 87 .57 123.33 105.15 123.25 -18.1 -15.0

Wind 159.98 50.4 51 .42 54.31 140.49 16% 86 .1 8 1 59.0% 30 .87 300.07 130.21 94.58 35.63 38.0Other -165.23 -65.17 -6.2 25 .71 -64.74 -7% -9 0.45 -352.0% -242.3 45 .82 -72.62 -60.2 4 -1 2.38 21.0

SOUTHEASTCOAL-TO-GASDISPATCHPRICERATIOS

ERCOTLOADPERDEGREE

ERCOTTEMPERATURE

ERCOTPOWERBURNVS.GASBASIS

ERCOTGENERATIONMARKETSHARE-GASVS.WIND

SOUTHEASTTEMPERATURE

Source:Platts

Source:PlattsSource:Platts

(Averageda ilytempF)


Source :Platts

Source:CustomWeather Source :CustomWeather


21/23



SPPPOWERMARKETS

SPPGENERATIONMIX(GWh/d)Dailychange Season Seasonaverage


Total Generat ion 741.09 777.14 774.04 745.17 723.16 -- -22.01 -3.0% 54 .61 777.14 673.1 645.06 28.04 4.0

Coa l 36 3.81 449.54 421.77 411.83 395 55% -1 6.83 -4.0% 23 .38 449.54 337.85 375.28 -37.4 3 -1 0.0

Natural Gas 135.48 182.13 158.54 161.62 150.38 21% -1 1.24 -7.0% 10 .09 241.62 140.58 127.21 13.37 11.0

Wind 149.95 54.37 99.93 77.86 82.91 11% 5.05 6.0% 12 .24 205.52 108.92 79.73 29.19 37.0

Nuc lear Power 62.37 62.36 62.4 62 .39 62.41 9% 0.02 0.0% 5.21 62.52 60.98 60.01 0.97 2.0Hydro 29.47 28.74 31.38 31.46 32.47 4% 1.01 3.0% 1.88 32.68 24.42 2.79 21.6 3 7 75.0

Diese l 0 0 0.02 0 0 -- 0 0.0% 0 0.77 0.35 0.05 0.3 6 00.0

SPPCOAL-TO-GASDISPATCHPRICERATIOS

SPPTEMPERATURE

SPPPOWERBURNVS.GASBASIS

SPPGENERATIONMARKETSHARE-GASVS.WINDSPPLOADPERDEGREE

Source:Platts

Source:Platts Source:Platts

SPPACTUALWINDGENERATIONVS.FORECAST

(Averageda ilytempF)

Seasonsare de fine das :Summer(June-August),Fa ll (September-November),Winter(December-February),and Spring(March-May). Source:SPP

Source :Platts

Source :SPPSource:CustomWeather


22/23



WESTPOWERMARKETS

CAISOGENERATIONMIX(GWh/d)Dailychange Season Seasonaverage


Total Generat ion 568.62 544.26 597.25 601.2 603.23 -- 2.03 0.0% 54 2.2 651.87 600.03 581.1 18 .93 3.0

Thermal Power 240.91 229.53 281.91 279.97 261.8 43% -1 8.17 -6.0% 17 8.42 3 15.07 255.02 239.49 15.53 6.0

Nuc lear Power 54.59 54.58 54.58 54.57 54.57 9% 0 0.0% 10 .67 54.76 52.17 51.45 0.72 1.0

Hydro 38.67 37.51 34.95 34.92 37.14 6% 2.22 6.0% 26 .39 44.78 34.74 32.82 1.92 6.0

PowerImports 170.27 166.88 158.89 158.8 151.68 25% -7 .12 -4.0% 14 1.29 2 01.13 167.35 181.34 -13.99 -8.0SolarPV 22.16 16.58 27.75 32.15 26.24 4% -5 .91 -18.0% 6.72 35.3 26 .65 23.79 2.86 12.0

SolarThermal 0.02 0 2.26 2.09 0.2 -- -1.89 -90.0% 0 3.29 1.5 1.22 0.28 23.0

Wind 6.42 5.11 3.04 5.16 37.73 6% 32 .5 7 6 31.0% 2.62 70.96 27.19 14.86 12.33 83.0

Bio+Geo 35.58 34.07 33.86 33.55 33.87 6% 0.32 1.0% 33 .55 37.19 35.41 36.13 -0.72 -2.0

BPAGENERATION,LOAD,andTRANSMISSION(GWh/d)Dailychange Season Seasonaverage


Total Generat ion 272.3 261.99 292.22 283.19 298.45 -- 15.26 5.0% 44 .74 3 59.55 295.34 333.88 -38.5 4 - 12.0

Hydro 192.76 186.1 210.72 204.02 183.66 62% -2 0.36 -10.0% 23 .73 221.9 188.58 259.08 -70.5 -27.0

Thermal Power 79.42 73.34 80.41 73.52 67.36 23% -6 .16 -8.0% 10 .39 1 01.89 84.12 55.57 28.55 51.0

Windpower 0.12 2.55 1.1 5.64 47.43 16% 41 .7 9 7 41.0% 0.03 94.39 22.63 19.23 3.4 18 .0

Load 169.6 166.19 179.08 173.26 165.97 -- -7.29 -4.0% 23 .86 2 03.27 169.07 158.54 10.53 7.0

Net Exports 102.71 95.81 114.31 109.94 132.51 -- 22.57 21.0% 20 .1 180.26 126.27 175.07 -48.8 -28.0

YEAR-TO-DATE

WEST

POWER

BURN

WESTERN

NUCLEAR

GENERATION

OUTAGES

CAISOTEMPERATURE

BPA

AC

LINE

TRANSMISSION

FLOWS

N-S

BPA

DC

LINE

TRANSMISSION

FLOWS

N-S

BPATEMPERATURE

Seasonsare de fine das :Summer(June-August),

Fa ll (September-November),

Winter(December-February),

and Spring(March-May).

Source:CAISO&BPA

Source:NRC

Source:Platts

Source :BPA

Source :BPA



23/23

stories from ejw 2016

Documents