Commodity market report
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7 Pages

Northeast power markets short-term outlook: Feb 2017


Northeast power markets short-term outlook: Feb 2017

Report summary

Demand takes a step forward this month, with non-resource producing states taking the lead. Improvements in overall GDP underscored our revised update. We now project loads across MISO and PJM 1.1% and 0.8% stronger over the forecast period, and about 1.0% higher for SERC and SPP. With more coal retirements and lower gas prices in this outlook, gas generation takes an additional step forward.

What's included?

This report includes 7 file(s)

  • Northeast power markets short-term outlook: Feb 2017 PDF - 379.12 KB 7 Pages, 0 Tables, 5 Figures
  • NAPS STO Base Case Delivered Fuel Prices Nominal Northeast 2 28 2017.xlsx XLSX - 118.31 KB
  • NAPS STO Base Case Delivered Fuel Prices Real Northeast 2 28 2017.xlsx XLSX - 118.42 KB
  • NAPS STO Base Case Load Forecast Northeast 2 28 2017.xlsx XLSX - 2.53 MB
  • NAPS STO Base Case Prices Sparks IHR Darks Nominal Northeast 2 28 2017.xlsx XLSX - 1007.40 KB
  • NAPS STO Base Case Prices Sparks IHR Darks Real Northeast 2 28 2017.xlsx XLSX - 2.71 MB
  • NAPS STO Base Case Short Term Fundamentals Northeast 2 28 2017.xlsx XLSX - 250.22 KB

Description

The power sector is rapidly transitioning to a cleaner generation mix supported by technological and regulatory changes. Regional markets and structures are adjusting to these new realities with implications on fuel demand, commodity pricing and asset values.

This Power Markets Short Term Outlook report provides a detailed analysis of supply, demand and price fundamentals, as well as the regulatory and market issues affecting regional power markets.

Use this report to examine key issues driving regulatory and economic trends and identify future growth opportunities in regional power markets.

Wood Mackenzie's detailed analysis and reliable market forecasts give you a strong foundation for your investment decisions and corporate planning. Our experienced power research analysts use high-quality proprietary gas, coal and oil markets research to help you unlock power market fundamentals and identify future growth opportunities.

  • Executive summary
  • Fundamentals
    • Bearish factors emerge for natural gas pricing
      • International coal markets weaken
  • Generation balances and prices
    • Short term demand sees an uptick despite previous downward revisions
      • Demand
      • Supply
      • Generation
    • Despite stronger loads, prices stuck in neutral
    • WECC sees more support from regional load growth
      • Demand
      • Generation and prices
  • Scenario Overview

In this report there are 5 tables or charts, including:

  • Executive summary
  • Fundamentals
  • Generation balances and prices
    • Figure 1: Changes in Eastern power market fundamentals (Relative to January 2017 LTO)
    • Generation balances and prices: Image 2
    • Figure 3: Changes in WECC power market fundamentals (Relative to January 2017 LTO)
    • Figure 4: Relative changes in WECC markets’ power price metrics (Relative to January 2017 LTO)
  • Scenario Overview
    • Scenario Overview: Image 1
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