As of June 7th, the following fundamental(s) are bullish:

• Power Generation
  • EIA projects 3.8% increase in NG consumption, driven by higher usage among utilities and industrial consumers
  • Structural shift has taken place in the power market, providing gas-fired generation a larger position in the power supply stack
  • Coal fired generation giving way to NG fueled generation, cleaner burning fuel (continue reading …)

As of April 19th, the following fundamental(s) are bullish:

• Power Generation
  • NG demand for electric power generation increased 7% week-over-week
  • Structural shift has taken place in the power market, providing gas-fired generation a larger position in the power supply stack
  • Coal fired generation giving way to NG fueled generation, cleaner burning fuel (continue reading …)

Under a new program being offered by the New York State Energy Research and Development Authority (NYSERDA) targeting data centers and industrial customers, qualified applicants can receive a grant for up $5 million for energy efficiency and productivity measures. (continue reading …)

Commodities such as natural gas, electricity, other energies, precious metals, grains, etc., are all driven primarily by the supply/demand relationship, and secondarily by speculation by traders/institutions/market makers. We cannot really forecast or predict speculation, but we can attempt to track the factors that drive the supply and demand of commodities. To better understand the natural gas market (and electricity market, which is correlated to NG movements), we track the following 8 market factors: (continue reading …)

With the inception of Con Ed’s new Commercial System Relief Program (CSRP), many curtailment customers currently enrolled in the NYISO’s ICAP Special Case Resources Program (SCR) are wondering if they should make a switch.  We’ve crunched some numbers and wanted to share our findings. (continue reading …)