Enron Mail

From:tradersummary@syncrasy.com
To:john.zufferli@enron.com
Subject:Syncrasy Daily Trader Summary for Fri, Feb 01, 2002
Cc:
Bcc:
Date:Fri, 1 Feb 2002 08:15:17 -0800 (PST)


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[IMAGE] [IMAGE][IMAGE][IMAGE][IMAGE][IMAGE][IMAGE][IMAGE] Syncrasy, =
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ersummary@syncrasy.com Data last updated: Friday, Feb 01, 2002 at 07:=
06AM EST Commentary last updated: Friday, Feb 01, 2002 at 09:07AM EST M=
eteorologist: Andy Weingarten... APB Energy / True Quote Congratulation=
s Andy Weingarten, APB Energy! Winner of the $50,000 Winter 2000-01 AQUILA=
/AMS Seasonal Forecasting Competition. For more information please visit: A=
MS or Aquila New! << Printable PDF Trader Summary (You must have Adobe=
Acrobat Reader to open or print a PDF) Click here for a definition of '=
Average-Daily Maximum Temperature' Today: Friday, February 1, 2002 =
Syncrasy's Choice: Delta Temp. Volatility Matrix [IMAGE][IMAGE] [IMA=
GE][IMAGE] [IMAGE][IMAGE] (Click on image to enlarge) [IMAGE] ECAR(CT=
R) 42 +1 ERCOT(SP) 52 +1 FRCC(SE) 81 NC MAAC(NE) 64 NC MAIN(CTR) 32 +1 MAPP=
(HP) 25 +1 NPCC(NE) 46 +5 SERC(SE) 63 NC SPP(SP) 43 +2 WSCC(NW) 39 NC WSCC(=
RK) 32 +1 WSCC(SW) 52 NC Range Standard Deviation [IMAGE] [IMAGE] Reg=
CT HP NE NW RK SE SP SW Mean 31 27 48 36 24 64 48 47 Max 36 36 52 40 31 68=
59 52 Min 27 23 39 33 16 61 41 43 Range 9 13 13 7 15 7 18 9 StD-P 2.2 3.7 =
2.0 2.0 4.2 2.5 4.8 2.5 Count 12 12 12 12 12 12 12 12 Click Here to See Ea=
ch Weather Forecast Used Within the Volatility Matrix Day 1-5 Discussion=
: The last of the warm air will be scoured out of the East today with ne=
ar to below normal temperatures for most of the country by early next week.=
A very active Southern jet stream could spin up two more significant winte=
r storms through next weekend. From the looks of the models today, the pat=
tern is about as active as it gets. Imagine the possibilities if only there=
was more cold air in the mix. While brutal air is still not expected, the =
potential for winter farther South is on the increase next week. We will se=
e a temporary break from the storminess over the weekend. The current storm=
now in Pennsylvania will move out to sea and drive colder air into the reg=
ion. A cool and dry weekend seems to be shaping up for most areas, but a we=
ak low will drop out of Canada, across the Lakes and toward New England on =
Sund! ay. The current storm will probably drive out most of the available m=
oisture, but some lake effect is possible so some light snow amounts should=
occur. The next Pacific wave comes ashore in a fairly harmless fashion ini=
tially. However, the set up looks favorable for some sort of Low pressure t=
o develop in the vicinity of the Gulf coast early next week. It would head =
toward the SE US and could be an interesting factor. As far as temperatures=
go, the high pressure over the Western Plateau (Colorado and Utah) is keep=
ing that region in a trapped cold air mass. The Plains will slowly modify f=
rom the current shallow arctic air in place while the East undergoes a rath=
er pronounced cooling to near if not slightly below normal levels, a far cr=
y from the record highs of the past two weeks. Tomorrow: Saturday, Febru=
ary 2, 2002 Syncrasy's Choice: Delta Temp. Volatility Matrix [IMAG=
E][IMAGE] [IMAGE][IMAGE] [IMAGE][IMAGE] (Click on image to enlarge) [I=
MAGE] ECAR(CTR) 35 +1 ERCOT(SP) 54 +2 FRCC(SE) 72 -2 MAAC(NE) 39 +1 MAIN(=
CTR) 34 +3 MAPP(HP) 31 +1 NPCC(NE) 30 +3 SERC(SE) 52 -1 SPP(SP) 45 +2 WSCC(=
NW) 42 +1 WSCC(RK) 32 NC WSCC(SW) 54 NC Range Standard Deviation [IMAGE=
] [IMAGE] Reg CT HP NE NW RK SE SP SW Mean 30 31 29 38 27 54 49 50 Max 35=
40 48 42 33 68 54 54 Min 28 27 19 34 16 45 44 46 Range 7 13 29 8 17 23 10 =
8 StD-P 1.7 3.1 6.6 2.2 4.7 4.7 2.0 2.3 Count 14 14 14 14 14 14 14 14 Click=
Here to See Each Weather Forecast Used Within the Volatility Matrix Day=
3: Sunday, February 3, 2002 Syncrasy's Choice: Delta Temp. Volatilit=
y Matrix [IMAGE][IMAGE] [IMAGE][IMAGE] [IMAGE][IMAGE] (Click on image=
to enlarge) [IMAGE] ECAR(CTR) 34 NC ERCOT(SP) 55 -3 FRCC(SE) 72 NC MAA=
C(NE) 41 +4 MAIN(CTR) 32 -1 MAPP(HP) 26 -2 NPCC(NE) 30 +5 SERC(SE) 51 -1 SP=
P(SP) 46 -2 WSCC(NW) 42 NC WSCC(RK) 36 -1 WSCC(SW) 58 +1 Range Standard=
Deviation [IMAGE] [IMAGE] Reg CT HP NE NW RK SE SP SW Mean 29 30 31 38 3=
0 53 51 52 Max 32 36 33 42 37 56 55 58 Min 24 24 27 34 22 48 47 48 Range 8 =
12 6 8 15 8 8 10 StD-P 1.8 3.5 1.6 2.6 3.9 2.8 2.5 2.5 Count 12 12 12 12 12=
12 12 12 Click Here to See Each Weather Forecast Used Within the Volatili=
ty Matrix Day 4: Monday, February 4, 2002 Syncrasy's Choice: Delta T=
emp. Volatility Matrix [IMAGE][IMAGE] [IMAGE][IMAGE] [IMAGE][IMAGE] =
(Click on image to enlarge) [IMAGE] ECAR(CTR) 27 -6 ERCOT(SP) 53 -3 FR=
CC(SE) 66 -1 MAAC(NE) 32 -7 MAIN(CTR) 28 -3 MAPP(HP) 26 -2 NPCC(NE) 24 -3 S=
ERC(SE) 50 -3 SPP(SP) 46 -3 WSCC(NW) 40 +1 WSCC(RK) 36 +2 WSCC(SW) 60 +2 =
Range Standard Deviation [IMAGE] [IMAGE] Reg CT HP NE NW RK SE SP SW Me=
an 25 31 29 39 28 50 50 55 Max 29 36 32 42 37 57 54 60 Min 19 28 25 35 18 4=
4 45 51 Range 10 8 7 7 19 13 9 9 StD-P 3.3 2.4 2.5 2.9 5.8 4.1 3.2 2.0 Coun=
t 10 10 10 10 10 10 10 10 Click Here to See Each Weather Forecast Used Wit=
hin the Volatility Matrix Day 5: Tuesday, February 5, 2002 Syncrasy's=
Choice: Delta Temp. Volatility Matrix [IMAGE][IMAGE] [IMAGE][IMAGE]=
[IMAGE][IMAGE] (Click on image to enlarge) [IMAGE] ECAR(CTR) 32 -2 E=
RCOT(SP) 60 +2 FRCC(SE) 63 -7 MAAC(NE) 31 -6 MAIN(CTR) 31 NC MAPP(HP) 32 +4=
NPCC(NE) 24 -2 SERC(SE) 48 -2 SPP(SP) 48 +5 WSCC(NW) 43 +1 WSCC(RK) 41 +4 =
WSCC(SW) 60 +1 Range Standard Deviation [IMAGE] [IMAGE] Reg CT HP NE =
NW RK SE SP SW Mean 28 33 24 39 32 47 50 55 Max 31 39 30 43 42 54 57 60 Min=
26 29 17 35 27 40 45 51 Range 5 10 13 8 15 14 12 9 StD-P 1.5 2.1 4.4 2.1 4=
.1 3.9 3.1 2.6 Count 10 10 10 10 10 10 10 10 Click Here to See Each Weathe=
r Forecast Used Within the Volatility Matrix Day 6-10 Discussion: The 6=
-10 day period looks colder for the nation as a whole than recent weeks. I =
still dont see us bringing in any real brutal arctic air, but the SE ridge =
that has been in place for much of January is no more. In all cases, the mo=
dels suppress the storm track to the Southern U.S. which opens the door to =
another potentially major winter storm, but quite a bit farther South than =
the last one. The solutions are all over the place which one would expect t=
his far out. One aspect that struck me as noteworthy was the Canadian's dep=
iction of a large arctic high over the Northern U.S. It has had it for thre=
e runs in a row, but given the high surface pressures does not look as cold=
as I would have expected. It's just another product of a strange winter I =
suspect. So, while I still am not in any kind of arctic camp on this, I do =
be! lieve the areas of above normal temperatures will be very limited. I lo=
ok for most areas to run near or slightly below normal. Day 6: Wednesday=
, February 6, 2002 Click Here for Syncrasy's 6-10 summary information. =
Syncrasy's Choice: Delta Temp. Volatility Matrix [IMAGE][IMAGE] [IMA=
GE][IMAGE] [IMAGE][IMAGE] (Click on image to enlarge) [IMAGE] ECAR(CT=
R) 38 +3 ERCOT(SP) 62 +3 FRCC(SE) 66 -3 MAAC(NE) 39 +1 MAIN(CTR) 36 +1 MAPP=
(HP) 34 +3 NPCC(NE) 31 +3 SERC(SE) 52 +3 SPP(SP) 51 +3 WSCC(NW) 42 NC WSCC(=
RK) 40 +1 WSCC(SW) 60 NC Range Standard Deviation [IMAGE] [IMAGE] Reg=
CT HP NE NW RK SE SP SW Mean 32 36 27 39 34 48 52 55 Max 35 40 34 42 42 54=
59 60 Min 30 31 23 33 25 41 47 51 Range 5 9 11 9 17 13 12 9 StD-P 1.6 2.5 =
2.2 3.3 5.5 3.7 3.4 2.8 Count 9 9 9 9 9 9 9 9 Click Here to See Each Weath=
er Forecast Used Within the Volatility Matrix Day 7: Thursday, February =
7, 2002 Syncrasy's Choice: Delta Temp. Volatility Matrix [IMAGE][IM=
AGE] [IMAGE][IMAGE] [IMAGE][IMAGE] (Click on image to enlarge) [IMAGE]=
ECAR(CTR) 39 +1 ERCOT(SP) 62 -2 FRCC(SE) 69 NC MAAC(NE) 43 +4 MAIN(CTR) =
36 -1 MAPP(HP) 31 NC NPCC(NE) 34 +5 SERC(SE) 57 +2 SPP(SP) 50 +1 WSCC(NW) 4=
4 +1 WSCC(RK) 39 NC WSCC(SW) 60 NC Range Standard Deviation [IMAGE] [IM=
AGE] Reg CT HP NE NW RK SE SP SW Mean 34 34 33 38 33 52 55 54 Max 35 41 3=
7 44 42 59 60 60 Min 32 28 28 34 23 46 51 51 Range 3 13 9 10 19 13 9 9 StD-=
P 0.8 3.8 2.0 3.1 5.6 3.4 2.8 3.1 Count 9 9 9 9 9 9 9 9 Click Here to See =
Each Weather Forecast Used Within the Volatility Matrix Day 8: Friday, F=
ebruary 8, 2002 Syncrasy's Choice: Delta Temp. Volatility Matrix [=
IMAGE][IMAGE] [IMAGE][IMAGE] [IMAGE][IMAGE] (Click on image to enlarge) =
[IMAGE] ECAR(CTR) 32 +2 ERCOT(SP) 61 +5 FRCC(SE) 59 +1 MAAC(NE) 38 +4 M=
AIN(CTR) 29 -2 MAPP(HP) 26 -6 NPCC(NE) 35 +9 SERC(SE) 50 +6 SPP(SP) 44 -4 W=
SCC(NW) 39 +6 WSCC(RK) 29 +1 WSCC(SW) 54 +1 Range Standard Deviation [I=
MAGE] [IMAGE] Reg CT HP NE NW RK SE SP SW Mean 31 34 35 39 33 53 57 53 Ma=
x 36 38 38 44 41 59 61 60 Min 27 31 32 34 26 48 49 47 Range 9 7 6 10 15 11 =
12 13 StD-P 2.6 1.6 1.3 3.2 4.8 3.7 2.4 4.1 Count 9 9 9 9 9 9 9 9 Click Her=
e to See Each Weather Forecast Used Within the Volatility Matrix Day 9: =
Saturday, February 9, 2002 Syncrasy's Choice: Delta Temp. Volatility =
Matrix [IMAGE][IMAGE] [IMAGE][IMAGE] [IMAGE][IMAGE] (Click on image t=
o enlarge) [IMAGE] ECAR(CTR) 34 +2 ERCOT(SP) 56 -5 FRCC(SE) 63 NC MAAC(=
NE) 36 +6 MAIN(CTR) 30 -7 MAPP(HP) 29 -1 NPCC(NE) 27 +3 SERC(SE) 52 +3 SPP(=
SP) 45 +2 WSCC(NW) 41 +4 WSCC(RK) 30 +12 WSCC(SW) 59 +9 Range Standard =
Deviation [IMAGE] [IMAGE] Reg CT HP NE NW RK SE SP SW Mean 33 34 32 39 32=
54 57 55 Max 36 39 38 45 44 60 63 61 Min 30 31 26 36 25 49 49 48 Range 6 8=
12 9 19 11 14 13 StD-P 1.9 2.1 3.2 2.8 5.2 3.1 3.8 4.6 Count 8 8 8 8 8 8 8=
8 Click Here to See Each Weather Forecast Used Within the Volatility Matr=
ix Day 10: Sunday, February 10, 2002 Syncrasy's Choice: Delta Temp. =
Volatility Matrix [IMAGE][IMAGE] [IMAGE][IMAGE] [IMAGE][IMAGE] (Clic=
k on image to enlarge) [IMAGE] ECAR(CTR) 30 -4 ERCOT(SP) 57 +9 FRCC(SE)=
64 -5 MAAC(NE) 42 +5 MAIN(CTR) 26 -6 MAPP(HP) 16 -7 NPCC(NE) 39 +13 SERC(S=
E) 48 -5 SPP(SP) 44 +5 WSCC(NW) 36 -1 WSCC(RK) 34 +5 WSCC(SW) 61 +6 Ran=
ge Standard Deviation [IMAGE] [IMAGE] Reg CT HP NE NW RK SE SP SW Mean 28=
26 31 33 22 50 50 47 Max 36 31 39 36 35 51 55 61 Min 23 21 19 29 9 48 45 3=
3 Range 13 10 20 7 26 3 10 28 StD-P 3.9 3.3 5.4 3.0 11.1 1.5 3.1 12.5 Count=
6 6 6 6 6 6 6 6 Click Here to See Each Weather Forecast Used Within the V=
olatility Matrix Trader Summary is designed around and formatted for the=
[IMAGE]Plasma displays, RainbowWall? and DataWall? Trader Summary can a=
lso be viewed from www.syncrasy.com or www.apbenergy.com or www.true=
quote.com [IMAGE] =09
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