Highlights trading opportunities in the FTR & prompt month markets; released five days prior to monthly FTR auction
Granular visibility into the future flow and price of power with fundamentals-based congestion analysis & market analyst expertise
Term Energy Price Forecast
Industry-leading proprietary data & power market analytics for retailers, utilities, & industrials in WECC
Europe Coal Burn Report
Delivers accurate estimates of European power plant burn in the preceding week; direct measurements of 65% of European coalfired capacity & 57% of the lignite-fired capacity in 13 countries. Data for the UK comes from publicly available generation data
European Emissions Report
Tracks emissions by country or company & provides visibility into complete fuel mix used by the Western European power sector
Generation Fuel Monitor Report
Delivers complete MWH estimates for all fuel types (coal, gas, renewables, nuclear) months in advance of EIA data & regional U.S. natural gas & coal burn estimates highlight trends in fuel-switching
US Coal Burn Report
Accurate estimates of U.S. coal power plant consumption by tonnage on a census region level; plant level data on 60% of the installed coal-fired capacity in the U.S.
Largest combined public & private U.S. natural gas database delivers gas nominations 12 hours earlier than other sources
Natural Gas Production Forecast
The only gas production forecast that provides weekly updates & detailed production forecasts for over 50 regions in the Lower 48 & Canada
Natural Gas Regional Basis Reports
16 regional reports monitoring constraints that define pricing points across the Lower 48 & Canada accompanied by commentary incorporating pipeline maintenance & real-time notices
Natural Gas Real-Time (RT)
Near real-time postings for 156 U.S. natural gas pipelines, 900+ updates/day covering 48 cycles; 20,000 locations identified by facility type, meter, DRN, includes 7 years historical data & weather overlays
Natural Gas Portal
Access U.S. natural gas basis data & analysis, & notice & maintenance events in easy customizable platform
Storage Supply & Demand Report
Weekly U.S. natural gas storage two days before the EIA estimate, a weekly recap after the number on Thursday & a spreadsheet with the supply & demand history
Two companies plan to build new North Dakota Bakken rail loading terminals, even though existing facilities are underutilized and outbound pipeline capacity is expanding. The proposals are a sign that investors apparently still consider rail infrastructure valuable in the shale play.
By 2016, Bakken...
Crude inventories at the Cushing, OK hub increased last week after falling steeply the previous week, as both the front-month WTI and Brent contracts continued to trade below the $100/bbl mark.
Pipeline outflow from Cushing fell sharply - particularly on the TransCanada Gulf Coast pipeline. This line saw...
Genscape monitors the biofuels industry for changes and trends, and we discovered a lot of new activity for U.S. ethanol facilities over the past twelve months. Ethanol production in the U.S. has grown significantly since the downturn in 2012 as shown in the accompanying charts. Some of the significant...
Last week, changes in refinery demand strongly influenced Cushing, OK oil stocks. For week ending Aug. 22, the market was expecting a Cushing build partially due to reduced oil flows to CVR’s 115,700 bpd Coffeyville refinery. And that is exactly what happened. Genscape reported a Cushing build of...
The recent announcement of a Midcontinent crude pipeline may spark new interest about the fate, and possible reversal, of the 1.2 million b/d, but famously underutilized, Louisiana-to-Illinois Capline Pipeline. And its construction could dampen crude-by-rail unloadings at St. James, LA.
The boom in U.S. ethane supplies, thanks to the proliferation of drilling in shale gas plays, has prompted the U.S. petrochemical industry to expand steam cracker capacity and build entirely new crackers. This new capacity is ethane-fed, and access to plentiful ethane supplies could position the U.S. as...
Last week’s sizable slowdown in monitored throughput on TransCanada’s Gulf Coast pipeline out of Cushing has continued the recent gradual restocking trend at the key Oklahoma storage hub, leaving October WTI crude futures still trading well below the $100 per barrel mark. Genscape measured...
Brian Busch, Director, Oil Market & Business Development
August 18, 2014
Genscape has seen significant builds in crude oil inventory at Cushing, OK, over the past two weeks, reporting increases totaling over 2,000,000 barrels since Aug. 4, ending six months of destocking. The market reacted to the latest inventory measurement with WTI trading off by as much as $1.00 in the hour...
Whilst West African crude oil price differentials versus Brent have been collapsing to record lows over the past few months, overall exports have remained incredibly steady. Genscape’s tracking of WAF cargos showed that July exports were up 4.8mn bbls compared to the previous month, and have...
Reports of an early restart at CVR’s 115,700 bpd Coffeyville refinery raised WTI prices by $0.15 briefly Aug. 14. Genscape market alerting quickly provided the refinery’s correct operational status and returned WTI pricing to the downward trend seen previous to the erroneous restart report....