Commodity Market Report

Springtime upside:  North America power and renewables short term outlook April 2018

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30 April 2018

Springtime upside:  North America power and renewables short term outlook April 2018

Report summary

Higher forecasted loads in this outlook mostly boost heat rates and prices on average.  In particular, the combination of stronger forecast demand in ERCOT and additional changes to supply in the market have raised our near term price expectations across the ISO for this summer and next. In the Northeast, basis in some markets have been trading at a strong premium to Henry Hub, fueled by scheduled maintenance during the April snowstorms.   

Table of contents

  • Executive summary
    • Recent cold weather increasing the storage deficit
    • Stronger demand boosts generation balances
      • Demand
      • Supply
      • Generation
    • East and ERCOT
      • Prices
    • WECC
      • Demand
      • Prices
  • Scenario Overview

Tables and charts

This report includes 5 images and tables including:

  • Figure 5: North American power generation balances and fuel prices
  • Figure 1: Changes in Eastern power market fundamentals (Relative to February 2018 STO)
  • Figure 2: Relative changes in Eastern markets’ power price metrics (Relative to February 2018 STO)
  • Figure 3: Changes in WECC power market fundamentals (Relative to February 2018 STO)
  • Figure 4: Relative changes in WECC markets’ power price metrics (Relative to February 2018 STO)

What's included

This report contains:

  • Document

    STO Final Delivered Fuel Prices Nominal 4 20 2018.xlsx

    XLSX 129.63 KB

  • Document

    STO Final Delivered Fuel Prices Real 4 20 2018.xlsx

    XLSX 129.84 KB

  • Document

    STO Final Load Forecast 4 20 2018.xlsx

    XLSX 2.68 MB

  • Document

    STO Final Prices Sparks IHR Darks Nominal 4 20 2018.xlsx

    XLSX 1.54 MB

  • Document

    STO Final Prices Sparks IHR Darks Real 4 20 2018.xlsx

    XLSX 3.25 MB

  • Document

    STO Final Short Term Fundamentals 4 20 2018.xlsx

    XLSX 941.43 KB

  • Document

    Springtime upside: North America power and renewables short term outlook April 2018

    ZIP 9.24 MB

  • Document

    springtime upside- north america power and renewables short term outlook april 2018 pr.pdf

    PDF 1.31 MB

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