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power plant
Pierre Buisson, Manager, R&D, EU Products and Cyril Ducatez, Transparency Data Intern, EU Power
August 11, 2017
Power plant owners are legally obligated to report planned and unplanned power plant outages under European REMIT regulation. Collection and interpretation of this data has become critical for power market analysis. As plant owners have little visibility on mid- and long-term future outages (obviously they...
Ethanol Storage Impacts
Jim Venhoff, Manager, Biofuels
August 09, 2017
With storage terminals becoming more and more efficient in loading and unloading operations, a lot can happen within a week. For instance, at Texas International Terminals in Galveston, Texas, the terminal has 20,000 feet of unit train landing track and designed to discharge via rail at 15,000 barrels per...
solar eclipse
Ross Fessenden, David Quinn, Genscape, and Will Martin, Locus Energy
August 07, 2017
The California ISO recently had a quarterly market performance and planning call during which they addressed the upcoming eclipse on August 21. In the meeting, they outlined their assumptions for load, the rate of decline in solar production heading into the eclipse, and the rate of increase in solar...
supply and demand
Susan Olson, Managing Director, Ag/Bio & Digital H2O & Larry Shafer, Principal, Playmaker Strategies
July 27, 2017
Overview There are a number of impactful events happening in the world of biodiesel and renewable diesel right now that influence the supply and demand balance, and thus, the commodity prices in 2017 and beyond. Two of these events are highlighted in detail in this blog: There is an ongoing trade...
soybean field
Timm Decker, Analyst, Ag & Biofuels
July 24, 2017
After adding the Louis-Dreyfus Claypool, Indiana, plant to our model, Genscape estimated that the National Oilseed Processors Association (NOPA) members crushed 138 million bushels during June 2017. This matched the NOPA release announced on July 17. The Louis-Dreyfus plant addition increased...
power lines
Pierre Buisson, Manager, R&D, European Products
July 24, 2017
Power market fundamental analysis requires accurate and consolidated timely data. Gathering such data may seem very straightforward, particularly with the growing amount of transparency platforms. However, experience shows that obtaining accurate and reliable data is complex, and automated data collection...
tesla battery
Josef Spalenka, Research Scientist, R&D, Genscape
July 20, 2017
The Tesla Gigafactory near Reno, Nevada, is currently ramping up battery production and by 2018 could become the largest Lithium-ion battery factory in the world. The battery packs produced in the new industrial mega-facility are critical to Tesla's true make-or-break moment: the launch of the Tesla...
waterborne exports
Colin Halling, Senior EMEA Oil Analyst, Genscape
July 17, 2017
  The amount of gasoline being stored in product tankers sitting off the West African ports of Lagos, Nigeria, and Lome, Togo, has increased sharply in recent weeks. Levels were around 1 million (mn) metric tons (MT) of gasoline last week since reaching 1.07mn MT on July 7, and dropping back to 950...
Ken Copenhaver, Sr. Director, Engineering, Ag & Biofuels
July 13, 2017
  Traditionally, U.S. exports of urea, anhydrous, and UAN fertilizer products have been low as consumption in the U.S. has exceeded production capabilities. These have typically been restricted to Canadian exports by rail in smaller quantities. From January of 2012 up until May of 2017, Genscape saw...
crude by rail
David Arno, Analyst, Oil Markets and Bridget Hunsucker, Director, Digital Product Development
July 13, 2017
Western Canadian crude-by-rail volumes should increase in Q4 2017, marking the opening of a three-year window in which the stopgap transport method becomes a vital shipping option for growing oil sands production. By Q2 2018, Genscape expects Western Canadian Heavy oil production to exceed 2.6 million (mn...