Commodity market report
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7 Pages

Scarce summer scarcity: WECC power and renewables short term outlook July 2017


Scarce summer scarcity: WECC power and renewables short term outlook July 2017

Report summary

Wind output across ERCOT, SPP, and MISO in July and August has been significantly lower than same time last year. Still, demand in July and August has been flat to lower as well through this part of the country, limiting gains for fossil fired generation. In PJM and the Northeast, average demand has generally been lower Y-O-Y as well, and as a result natural gas generation balances are lower through the first part of August.   

What's included?

This report includes 7 file(s)

  • Scarce summer scarcity: WECC power and renewables short term outlook July 2017 PDF - 684.16 KB 7 Pages, 1 Tables, 4 Figures
  • 201707 STO Base Case Delivered Fuel Prices Nominal WECC 7 31 2017.xlsx XLSX - 124.75 KB
  • 201707 STO Base Case Delivered Fuel Prices Real WECC 7 31 2017.xlsx XLSX - 124.86 KB
  • 201707 STO Base Case Load Forecast WECC 7 31 2017.xlsx XLSX - 2.58 MB
  • 201707 STO Base Case Prices Sparks IHR Darks Nominal WECC 7 31 2017.xlsx XLSX - 1.13 MB
  • 201707 STO Base Case Prices Sparks IHR Darks Real WECC 7 31 2017.xlsx XLSX - 2.85 MB
  • 201707 STO Base Case Short Term Fundamentals WECC 7 31 2017.xlsx XLSX - 522.87 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
    • Hotter weather offers support to natural gas prices but supplies look stronger as well
    • Could 2018 Henry Hub prices surprise to the upside?
      • Kemper impact on coal demand
  • Generation balances and prices
    • Supply
    • Generation
    • Prices and fundamentals
    • Supply and demand
    • Prices and generation
  • 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 June 2017 STO)
    • Figure 2: Relative changes in Eastern markets’ power price metrics (Relative to June 2017 STO)
    • Figure 3: Changes in WECC power market fundamentals (Relative to June 2017 STO)
    • Figure 4: Relative changes in WECC markets’ power price metrics (Relative to June 2017 STO)
  • Scenario Overview
    • Figure 5: North American power generation balances and fuel prices
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