Commodity market report

Stronger demand boosts some markets: Southeast short term outlook October 2017

Loading current market price

Get this report

Loading current market price

Get this report as part of a subscription

Enquire about Subscriptions

Already have subscription? Sign In

Further information

Pay by Invoice or Credit Card FAQs

Contact us

For further information about this report submit the form below.

Report summary

In this outlook most markets in the Eastern Interconnect see a boost to forecasted demand although ERCOT and some markets in the WECC still saw a downward revision. The higher forecasted loads combined with lower forecast gas prices increase natural gas generation balances and as a result prices and heat rates mostly rise. Despite lower forecasted demand in ERCOT retirement requests for Big Brown Monticello and Sandow were approved giving a boost to prices in the market as well.

What's included

This report contains

  • Document

    201711 STO Base Case Delivered Fuel Prices Nominal Southeast 11 8 2017.xlsx

    XLSX 119.54 KB

  • Document

    201711 STO Base Case Delivered Fuel Prices Real Southeast 11 8 2017.xlsx

    XLSX 119.62 KB

  • Document

    201711 STO Base Case Load Forecast Southeast 11 8 2017.xlsx

    XLSX 2.54 MB

  • Document

    201711 STO Base Case Prices Sparks IHR Darks Nominal Southeast 11 8 2017.xlsx

    XLSX 920.29 KB

  • Document

    201711 STO Base Case Prices Sparks IHR Darks Real Southeast 11 8 2017.xlsx

    XLSX 2.62 MB

  • Document

    201711 STO Base Case Short Term Fundamentals Southeast 11 8 2017.xlsx

    XLSX 345.52 KB

  • Document

    Stronger demand boosts some markets: Southeast short term outlook October 2017

    PDF 390.37 KB

  • Document

    Stronger demand boosts some markets: Southeast short term outlook October 2017

    ZIP 6.25 MB

Table of contents

  • Executive summary
    • Supply keeps natural gas prices near current levels this winter
    • Supply will surge in 2018, but the sentiment has become more measured
    • 2019: The optimism in the global market may not benefit the US export projects
    • Demand
    • Supply
    • Nuclear maintenance
    • Generation
    • Prices and heat rates
    • Supply and demand
    • Nuclear maintenance
    • Prices and generation
  • Scenario Overview

Tables and charts

This report includes 7 images and tables including:

Images

  • Figure 1: Eastern markets fall 2017 nuclear availability
  • Figure 2: Changes in Eastern power market fundamentals (Relative to September 2017 STO)
  • Figure 3: Relative changes in Eastern markets’ power price metrics (Relative to September 2017 STO)
  • Figure 4: Western markets fall 2017 nuclear availability
  • Figure 5: Changes in WECC power market fundamentals (Relative to September 2017 STO)
  • Figure 6: Relative changes in WECC markets’ power price metrics (Relative to September 2017 STO)

Tables

  • Figure 7: North American power generation balances and fuel prices

Questions about this report?

  • Europe:
    +44 131 243 4699
  • Americas:
    +1 713 470 1900
  • Asia Pacific:
    +61 2 8224 8898