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From:tradersummary@syncrasy.com
To:kamins@ect.enron.com
Subject:Daily Trader Summary for Wed, Jun 06, 2001
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Date:Wed, 6 Jun 2001 07:55:53 -0700 (PDT)


Syncrasy - Weather for Business
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scribe_tradersummary@syncrasy.com Data last updated Wednesday, Jun=
06, 2001 at 09:36AM EST Commentary last updated Wednesday, Jun 06, 200=
1 at 09:47AM EST Meteorologist: Andy Weingarten... APB Energy / True Quote=
Click here for a definition of 'Average-Daily Maximum Temperature' =
Today: Summary Forecast for Wed, Jun 6, 2001. Syncrasy's Choice: Delta =
Temp. Volatility Matrix [IMAGE][IMAGE] [IMAGE][IMAGE] [IMAGE][IMAGE]=
(Click on image to enlarge) [IMAGE] ECAR(CTR) 74 +2 ERCOT(SP) 89=
-1 FRCC(SE) 88 +1 MAAC(NE) 74 -1 MAIN(CTR) 72 +1 MAPP(HP) 68 =
-2 NPCC(NE) 71 +1 SERC(SE) 85 +1 SPP(SP) 82 NC WSCC(NW) 69 +1 =
WSCC(RK) 75 -1 WSCC(SW) 85 -1 Range Standard Deviation [IMAGE] [I=
MAGE] Reg CT HP NE NW RK SE SP SW Mean 68 69 66 64 76 81 86 8=
3 Max 74 74 73 69 78 87 88 86 Min 64 65 60 58 70 77 84 78 Range =
10 9 13 11 8 10 4 8 StD-P 2.6 2.4 4.1 3.5 2.0 3.4 1.4 1.8 Count 9 9 9 9=
9 9 9 9 Day 1-5 Discussion: For the second year in a row, early season=
Tropical development takes place in the Gulf of Mexico. We were acutely aw=
are of t-storms yesterday along the Texas and Louisiana coasts and then in =
the afternoon Allison was born. She came ashore last night in SE Texas and =
is located north of Houston. The surface circulation should disappear later=
today, but the remnants may hang around for quite sometime. Some models su=
ggest this well into next week. Combine this with a front that approaches f=
rom the North and stalls over the region towards the weekend and you have a=
recipe for very heavy rains. In the extreme, you could see some areas get =
well over a foot of rain the next several days in Louisiana, Mississippi, a=
nd Alabama. The rest of the Gulf Coast into the SE and Tennessee Valley sho=
uld see significant rain as well from these features. ! The rest of the sh=
ort term forecast appears as advertised earlier in the week. A cold front i=
n the Midwest now gets to the East coast by the weekend. This brings more s=
cattered Showers and T-storms to areas East of the Mississippi. Another dip=
in the jet stream follows this front for the East this weekend into early =
next week. The trough is not expected to be as strong as the last several s=
o the air will not be as cool. Still, it looks like low AC demand for much =
of the East into early next week and lower than normal demand in the South =
due to the heavy rain threat. The ridge reforms later this week in the Inte=
rior West. Warmer than normal temperatures spread from the Desert SW into t=
he Rockies and Plains. Temperatures should remain moderate from the Pacific=
NW into the Northern Rockies. Tomorrow: Summary Forecast for Thu, Jun =
7, 2001. Syncrasy's Choice: Delta Temp. Volatility Matrix [IMAGE][I=
MAGE] [IMAGE][IMAGE] [IMAGE][IMAGE] (Click on image to enlarge) [IMAG=
E] ECAR(CTR) 75 +2 ERCOT(SP) 87 -5 FRCC(SE) 89 +1 MAAC(NE) 75 =
+7 MAIN(CTR) 74 NC MAPP(HP) 73 -1 NPCC(NE) 73 +3 SERC(SE) 82 -2=
SPP(SP) 82 -3 WSCC(NW) 75 +1 WSCC(RK) 78 -1 WSCC(SW) 87 -1 =
Range Standard Deviation [IMAGE] [IMAGE] Reg CT HP NE NW RK SE S=
P SW Mean 70 73 67 70 78 79 85 85 Max 75 78 74 75 81 85 88 87 Min=
66 68 60 61 74 75 82 80 Range 9 10 14 13 7 10 6 8 StD-P 2.8 2.8 5.=
2 3.2 2.1 2.7 1.6 1.9 Count 9 9 9 9 9 9 9 9 Day 3: Summary Forecast for=
Fri, Jun 8, 2001. Syncrasy's Choice: Delta Temp. Volatility Matrix =
[IMAGE][IMAGE] [IMAGE][IMAGE] [IMAGE][IMAGE] (Click on image to enlarg=
e) [IMAGE] ECAR(CTR) 76 NC ERCOT(SP) 88 -5 FRCC(SE) 88 NC MAA=
C(NE) 79 +1 MAIN(CTR) 77 NC MAPP(HP) 77 +2 NPCC(NE) 72 -1 SERC(=
SE) 83 -1 SPP(SP) 84 -1 WSCC(NW) 75 -2 WSCC(RK) 82 +1 WSCC(SW) =
87 NC Range Standard Deviation [IMAGE] [IMAGE] Reg CT HP NE NW=
RK SE SP SW Mean 72 76 66 68 81 79 84 85 Max 77 79 75 75 85 84=
87 87 Min 67 74 62 65 78 76 82 84 Range 10 5 13 11 7 8 5 4 StD-P =
2.9 1.7 4.8 3.7 1.9 2.7 1.7 1.4 Count 7 7 7 7 7 7 7 7 Day 4: Summary Fo=
recast for Sat, Jun 9, 2001. Syncrasy's Choice: Delta Temp. Volatilit=
y Matrix [IMAGE][IMAGE] [IMAGE][IMAGE] [IMAGE][IMAGE] (Click on image=
to enlarge) [IMAGE] ECAR(CTR) 77 +2 ERCOT(SP) 91 -2 FRCC(SE) 8=
8 -1 MAAC(NE) 77 NC MAIN(CTR) 79 +3 MAPP(HP) 80 +3 NPCC(NE) 73 =
NC SERC(SE) 85 -1 SPP(SP) 87 +2 WSCC(NW) 72 -1 WSCC(RK) 85 +2 =
WSCC(SW) 84 -1 Range Standard Deviation [IMAGE] [IMAGE] Reg CT =
HP NE NW RK SE SP SW Mean 73 80 65 67 83 79 86 83 Max 79 83 7=
4 72 86 85 90 85 Min 70 78 61 63 80 76 83 81 Range 9 5 13 10 6 9 7 3=
StD-P 2.3 2.0 3.9 3.3 2.1 2.3 2.4 1.4 Count 6 6 6 6 6 6 6 6 Day 5: S=
ummary Forecast for Sun, Jun 10, 2001. Syncrasy's Choice: Delta Temp. =
Volatility Matrix [IMAGE][IMAGE] [IMAGE][IMAGE] [IMAGE][IMAGE] (Click=
on image to enlarge) [IMAGE] ECAR(CTR) 78 +4 ERCOT(SP) 93 -1 FR=
CC(SE) 89 -1 MAAC(NE) 78 +2 MAIN(CTR) 82 +4 MAPP(HP) 81 +3 NPCC=
(NE) 74 +3 SERC(SE) 87 +1 SPP(SP) 90 +3 WSCC(NW) 67 -1 WSCC(RK)=
83 +1 WSCC(SW) 83 -1 Range Standard Deviation [IMAGE] [IMAGE] =
Reg CT HP NE NW RK SE SP SW Mean 73 78 65 58 78 79 84 78 Max =
81 86 75 67 85 87 93 83 Min 63 63 60 48 57 71 69 58 Range 18 23 16=
19 28 16 24 25 StD-P 3.7 5.9 3.4 5.5 7.1 2.9 5.1 6.6 Count 6 6 6 6 6 6=
6 6 Day 6-10 Discussion: There appears to be considerable disagreement=
in the models today with regards to the longer range. With that in mind, I=
will leave my predictions from earlier in the week intact until I see evid=
ence from the actual weather that a change is in order. I will leave it to =
others to flip-flop daily depending upon what a particular model does. Most=
of the modelling shows evidence of troughs near both coasts with a ridge i=
n the middle. The disagreements are on strength and size. The American mode=
ls take on more of a status quo look with the potential for another deep Gr=
eat Lakes/Northeast trough late next week. Granted this has been the patter=
n the last month, but it seems overdone for Mid June. The European and Cana=
dian models meanwhile expand the Continental U.S. Ridge more than I am comf=
ortable with. The European in particular may have some forec! asters scream=
ing heatwave next week. Given the recent heavy rains in most of the Eastern=
two thirds of the country, this too is overdone. So, a compromise still lo=
oks to be the best solution at this point. Therefore, I see a definite warm=
up in the five day period, but anything much above normal will have a toug=
h time getting East of the Mississippi. Day 6: Summary Forecast for Mon,=
Jun 11, 2001. Syncrasy's Choice: Delta Temp. Volatility Matrix [IM=
AGE][IMAGE] [IMAGE][IMAGE] [IMAGE][IMAGE] (Click on image to enlarge) =
[IMAGE] ECAR(CTR) 82 +5 ERCOT(SP) 93 NC FRCC(SE) 89 NC MAAC(NE)=
81 +5 MAIN(CTR) 83 +3 MAPP(HP) 78 +1 NPCC(NE) 75 +2 SERC(SE) =
89 +3 SPP(SP) 90 +2 WSCC(NW) 64 -5 WSCC(RK) 77 -1 WSCC(SW) 82 =
-1 Range Standard Deviation [IMAGE] [IMAGE] Reg CT HP NE NW RK =
SE SP SW Mean 76 78 67 57 80 82 89 81 Max 81 83 77 64 83 88 93 8=
3 Min 74 72 63 50 77 79 87 80 Range 7 11 14 14 6 9 6 3 StD-P 2.2 4=
.5 4.1 5.6 2.4 2.7 1.7 1.1 Count 5 5 5 5 5 5 5 5 Day 7: Summary Forecas=
t for Tue, Jun 12, 2001. Syncrasy's Choice: Delta Temp. Volatility Mat=
rix [IMAGE][IMAGE] [IMAGE][IMAGE] [IMAGE][IMAGE] (Click on image to e=
nlarge) [IMAGE] ECAR(CTR) 82 +2 ERCOT(SP) 93 NC FRCC(SE) 89 NC=
MAAC(NE) 83 +2 MAIN(CTR) 80 +1 MAPP(HP) 73 -2 NPCC(NE) 78 +1 =
SERC(SE) 88 +1 SPP(SP) 87 NC WSCC(NW) 69 -2 WSCC(RK) 72 -4 WSCC=
(SW) 81 NC Range Standard Deviation [IMAGE] [IMAGE] Reg CT HP N=
E NW RK SE SP SW Mean 76 74 68 61 74 82 89 80 Max 78 84 79 69 =
83 88 92 82 Min 74 65 61 58 66 79 88 80 Range 4 19 19 10 17 9 4 2 S=
tD-P 1.5 6.9 5.2 3.0 6.3 2.6 1.2 0.7 Count 5 5 5 5 5 5 5 5 Day 8: Summ=
ary Forecast for Wed, Jun 13, 2001. Syncrasy's Choice: Delta Temp. Vol=
atility Matrix [IMAGE][IMAGE] [IMAGE][IMAGE] [IMAGE][IMAGE] (Click on=
image to enlarge) [IMAGE] ECAR(CTR) 79 +4 ERCOT(SP) 92 +4 FRCC(=
SE) 90 +11 MAAC(NE) 82 +8 MAIN(CTR) 76 NC MAPP(HP) 70 -3 NPCC(N=
E) 78 +9 SERC(SE) 88 +9 SPP(SP) 82 -8 WSCC(NW) 72 +7 WSCC(RK) =
73 +2 WSCC(SW) 82 +4 Range Standard Deviation [IMAGE] [IMAGE] Re=
g CT HP NE NW RK SE SP SW Mean 75 70 70 67 74 82 87 80 Max =
81 78 79 72 78 88 89 82 Min 69 61 64 64 70 80 84 79 Range 12 18 15 8=
9 8 6 4 StD-P 4.8 7.2 4.8 2.1 3.3 2.3 2.5 0.9 Count 5 5 5 5 5 5 5 5 =
Day 9: Summary Forecast for Thu, Jun 14, 2001. Syncrasy's Choice: Delta =
Temp. Volatility Matrix [IMAGE][IMAGE] [IMAGE][IMAGE] [IMAGE][IMAGE]=
(Click on image to enlarge) [IMAGE] ECAR(CTR) 68 -6 ERCOT(SP) 85=
NC FRCC(SE) 79 +1 MAAC(NE) 74 -2 MAIN(CTR) 64 -9 MAPP(HP) 62 =
-6 NPCC(NE) 67 -2 SERC(SE) 79 +1 SPP(SP) 75 -10 WSCC(NW) 74 +6 =
WSCC(RK) 74 +3 WSCC(SW) 80 NC Range Standard Deviation [IMAGE] [=
IMAGE] Reg CT HP NE NW RK SE SP SW Mean 72 71 70 73 76 80 86 =
81 Max 81 76 72 74 77 82 89 82 Min 64 68 69 71 74 79 83 80 Range =
16 8 3 3 3 3 6 2 StD-P 7.6 3.5 0.9 1.1 1.0 1.5 2.9 0.7 Count 4 4 4 4 4=
4 4 4 Day 10: Summary Forecast for Fri, Jun 15, 2001. Syncrasy's Choice=
: Delta Temp. Volatility Matrix [IMAGE][IMAGE] [IMAGE][IMAGE] [IMA=
GE][IMAGE] (Click on image to enlarge) [IMAGE] ECAR(CTR) 61 -8 ERC=
OT(SP) 84 NC FRCC(SE) 78 NC MAAC(NE) 70 -2 MAIN(CTR) 61 -8 MAPP=
(HP) 62 -5 NPCC(NE) 65 -3 SERC(SE) 77 -1 SPP(SP) 77 NC WSCC(NW)=
80 +7 WSCC(RK) 78 +4 WSCC(SW) 80 -2 Range Standard Deviation =
[IMAGE] [IMAGE] Reg CT HP NE NW RK SE SP SW Mean 64 63 67 65 =
67 76 78 70 Max 68 69 69 80 80 77 83 80 Min 61 58 67 49 52 74 73 5=
9 Range 7 11 2 31 29 4 10 21 StD-P 3.2 5.5 0.8 14.8 13.7 1.5 4.7 10.1 =
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