Enron Mail

From:tradersummary@syncrasy.com
To:john.zufferli@enron.com
Subject:Syncrasy Daily Trader Summary for Mon, Jan 28, 2002
Cc:
Bcc:
Date:Mon, 28 Jan 2002 07:50:25 -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: Monday, Jan 28, 2002 at 07:=
44AM EST Commentary last updated: Monday, Jan 28, 2002 at 09:13AM 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: Monday, January 28, 2002 S=
yncrasy's Choice: Delta Temp. Volatility Matrix [IMAGE][IMAGE] [IMAG=
E][IMAGE] [IMAGE][IMAGE] (Click on image to enlarge) [IMAGE] ECAR(CTR=
) 54 -1 ERCOT(SP) 75 +1 FRCC(SE) 78 -2 MAAC(NE) 61 +1 MAIN(CTR) 44 -1 MAPP(=
HP) 23 NC NPCC(NE) 52 +2 SERC(SE) 69 -1 SPP(SP) 64 -3 WSCC(NW) 33 -1 WSCC(R=
K) 34 +2 WSCC(SW) 49 -1 Range Standard Deviation [IMAGE] [IMAGE] Reg =
CT HP NE NW RK SE SP SW Mean 39 25 47 30 32 67 69 44 Max 46 35 56 33 41 72 =
73 51 Min 31 16 41 25 27 62 65 40 Range 15 19 15 8 14 10 8 11 StD-P 2.8 4.1=
4.3 2.4 3.9 2.9 2.4 3.4 Count 12 12 12 12 12 12 12 12 Click Here to See E=
ach Weather Forecast Used Within the Volatility Matrix Day 1-5 Discussio=
n: Summer-type ridge in the SE to get beaten down by approaching U.S. sto=
rm. Trough to develop in the East turning the pattern to a normal to below =
normal temperature regime. We are looking at a deep trough in the West an=
d strong ridge in the East on this mornings weather maps. Dozens of record =
highs were set this weekend from the Plains eastward while it was cold enou=
gh in the NW for snow in Seattle. Things are on the move now which should e=
nd the warmth for most areas by the end of the week. Relative to recent wee=
ks, it certainly looks a lot colder, but when one considers the time of yea=
r and steps back, well most areas just don't get that cold. This looks to m=
e to be the type of situation where it will be colder in the Plains and the=
n modify as it heads East. This has a similar feel to what happened in lat!=
e December. At the moment, we are devoid of snow cover, so I have a diffic=
ult time getting too pumped up over all of this. Speaking of snow, the West=
ern U.S. system may produce some moderate snows over the far North and Lake=
s as it pushes from the High Plains NE to Canada. This does not appear to b=
e a situation that favors any East Coast winter storm development. Short te=
rm numbers will still show warmth in the East, but that is a function of th=
e next couple of days. The Western and Central U.S. temperature departures =
are already below normal and that trend will shift East later this week. =
Tomorrow: Tuesday, January 29, 2002 Syncrasy's Choice: Delta Temp. Vo=
latility Matrix [IMAGE][IMAGE] [IMAGE][IMAGE] [IMAGE][IMAGE] (Click o=
n image to enlarge) [IMAGE] ECAR(CTR) 52 +1 ERCOT(SP) 75 +2 FRCC(SE) 81=
NC MAAC(NE) 59 -1 MAIN(CTR) 42 +6 MAPP(HP) 21 +4 NPCC(NE) 44 -4 SERC(SE) 7=
3 +1 SPP(SP) 61 +11 WSCC(NW) 31 -2 WSCC(RK) 24 -2 WSCC(SW) 47 -1 Range =
Standard Deviation [IMAGE] [IMAGE] Reg CT HP NE NW RK SE SP SW Mean 37 23=
48 29 23 69 69 43 Max 41 26 56 33 39 75 73 49 Min 25 16 42 23 15 65 66 38 =
Range 16 10 14 10 24 10 7 11 StD-P 2.0 2.5 3.0 3.0 5.8 3.0 2.4 3.9 Count 14=
14 14 14 14 14 14 14 Click Here to See Each Weather Forecast Used Within =
the Volatility Matrix Day 3: Wednesday, January 30, 2002 Syncrasy's Cho=
ice: Delta Temp. Volatility Matrix [IMAGE][IMAGE] [IMAGE][IMAGE] [I=
MAGE][IMAGE] (Click on image to enlarge) [IMAGE] ECAR(CTR) 44 +6 ERCOT=
(SP) 64 +3 FRCC(SE) 81 NC MAAC(NE) 59 +11 MAIN(CTR) 29 +1 MAPP(HP) 14 -6 NP=
CC(NE) 41 +8 SERC(SE) 73 +5 SPP(SP) 38 +1 WSCC(NW) 35 -2 WSCC(RK) 17 -8 WSC=
C(SW) 47 -3 Range Standard Deviation [IMAGE] [IMAGE] Reg CT HP NE NW =
RK SE SP SW Mean 33 17 46 31 16 70 63 42 Max 39 25 51 35 26 75 72 47 Min 29=
12 41 27 9 65 57 37 Range 10 13 10 8 17 10 15 10 StD-P 2.9 3.1 2.1 1.6 4.7=
3.1 3.4 3.6 Count 12 12 12 12 12 12 12 12 Click Here to See Each Weather =
Forecast Used Within the Volatility Matrix Day 4: Thursday, January 31, =
2002 Syncrasy's Choice: Delta Temp. Volatility Matrix [IMAGE][IMAGE=
] [IMAGE][IMAGE] [IMAGE][IMAGE] (Click on image to enlarge) [IMAGE] =
ECAR(CTR) 47 +8 ERCOT(SP) 55 +5 FRCC(SE) 80 +1 MAAC(NE) 51 +5 MAIN(CTR) 28 =
-2 MAPP(HP) 16 -9 NPCC(NE) 28 -1 SERC(SE) 67 +4 SPP(SP) 35 -7 WSCC(NW) 39 -=
1 WSCC(RK) 25 -6 WSCC(SW) 50 -2 Range Standard Deviation [IMAGE] [IMAGE=
] Reg CT HP NE NW RK SE SP SW Mean 31 18 41 34 19 69 51 44 Max 35 23 48 3=
9 25 74 60 50 Min 27 14 35 30 12 66 45 39 Range 8 9 13 9 13 8 15 11 StD-P 2=
.2 2.7 4.1 1.4 3.4 2.3 4.1 3.2 Count 10 10 10 10 10 10 10 10 Click Here to=
See Each Weather Forecast Used Within the Volatility Matrix Day 5: Frid=
ay, February 1, 2002 Syncrasy's Choice: Delta Temp. Volatility Matrix=
[IMAGE][IMAGE] [IMAGE][IMAGE] [IMAGE][IMAGE] (Click on image to enla=
rge) [IMAGE] ECAR(CTR) 33 -1 ERCOT(SP) 53 -2 FRCC(SE) 77 -1 MAAC(NE) 49=
+10 MAIN(CTR) 24 -8 MAPP(HP) 18 -12 NPCC(NE) 40 +9 SERC(SE) 56 +3 SPP(SP) =
41 -5 WSCC(NW) 41 NC WSCC(RK) 32 -4 WSCC(SW) 53 -1 Range Standard Devia=
tion [IMAGE] [IMAGE] Reg CT HP NE NW RK SE SP SW Mean 23 23 43 35 23 60 4=
5 47 Max 28 28 50 41 32 69 51 53 Min 17 18 33 31 15 55 36 42 Range 11 10 17=
10 17 14 15 11 StD-P 2.6 3.2 4.8 1.8 4.3 3.8 5.2 2.7 Count 10 10 10 10 10 =
10 10 10 Click Here to See Each Weather Forecast Used Within the Volatilit=
y Matrix Day 6-10 Discussion: The 6-10 day period looks chilly, but har=
dly cold and also may be very quiet. The SE ridge is replaced by a trough i=
n the means so we should not see the recent spring regime. The trend over t=
he Western part of the continent ( US and Canada) is for Pacific zonal flow=
. The real bitter cold that has been in Canada the last several weeks shoul=
d gradually modify. We will likely see two distinct branches in the jet str=
eam, an arctic branch in the North and subtropical branch in the South. We =
get our big storms and bitter cold outbreaks when they phase(come together)=
. Most of the extreme forecasts you see come together when this phasing occ=
urs. I can not rule it out in the future, but it looks unlikely to me for n=
ow. To me, the bottom line for this period(and beyond)is for a slight cold =
bias East and a close to normal look elsewhere.! Day 6: Saturday, Febr=
uary 2, 2002 Click Here for Syncrasy's 6-10 summary information. Syncra=
sy's Choice: Delta Temp. Volatility Matrix [IMAGE][IMAGE] [IMAGE][IM=
AGE] [IMAGE][IMAGE] (Click on image to enlarge) [IMAGE] ECAR(CTR) 30 =
-6 ERCOT(SP) 53 -3 FRCC(SE) 71 -2 MAAC(NE) 38 -1 MAIN(CTR) 28 -7 MAPP(HP) 2=
6 -5 NPCC(NE) 28 -1 SERC(SE) 51 -3 SPP(SP) 43 -3 WSCC(NW) 40 -1 WSCC(RK) 35=
-3 WSCC(SW) 55 NC Range Standard Deviation [IMAGE] [IMAGE] Reg CT HP=
NE NW RK SE SP SW Mean 24 28 27 37 26 51 47 50 Max 28 33 38 40 35 61 55 55=
Min 18 25 15 32 19 42 40 46 Range 10 8 23 8 16 19 15 9 StD-P 2.6 2.0 5.2 2=
.5 5.0 5.8 4.6 2.4 Count 9 9 9 9 9 9 9 9 Click Here to See Each Weather Fo=
recast Used Within the Volatility Matrix Day 7: Sunday, February 3, 2002=
Syncrasy's Choice: Delta Temp. Volatility Matrix [IMAGE][IMAGE] [=
IMAGE][IMAGE] [IMAGE][IMAGE] (Click on image to enlarge) [IMAGE] ECAR=
(CTR) 33 -5 ERCOT(SP) 58 -2 FRCC(SE) 72 NC MAAC(NE) 36 -5 MAIN(CTR) 31 -3 M=
APP(HP) 27 -2 NPCC(NE) 26 -7 SERC(SE) 53 -2 SPP(SP) 47 NC WSCC(NW) 42 -1 WS=
CC(RK) 37 NC WSCC(SW) 56 NC Range Standard Deviation [IMAGE] [IMAGE] =
Reg CT HP NE NW RK SE SP SW Mean 28 31 27 37 29 51 50 51 Max 31 35 34 42 38=
56 56 56 Min 23 28 19 34 23 46 42 48 Range 8 7 15 8 15 10 14 8 StD-P 2.0 1=
.7 3.6 1.9 4.5 3.2 4.3 2.4 Count 9 9 9 9 9 9 9 9 Click Here to See Each We=
ather Forecast Used Within the Volatility Matrix Day 8: Monday, February=
4, 2002 Syncrasy's Choice: Delta Temp. Volatility Matrix [IMAGE][=
IMAGE] [IMAGE][IMAGE] [IMAGE][IMAGE] (Click on image to enlarge) [IMAG=
E] ECAR(CTR) 31 -4 ERCOT(SP) 55 -1 FRCC(SE) 61 -4 MAAC(NE) 31 -3 MAIN(CTR=
) 33 -3 MAPP(HP) 31 -4 NPCC(NE) 24 -6 SERC(SE) 44 -4 SPP(SP) 42 -2 WSCC(NW)=
35 -3 WSCC(RK) 24 -3 WSCC(SW) 51 +1 Range Standard Deviation [IMAGE] [=
IMAGE] Reg CT HP NE NW RK SE SP SW Mean 31 32 29 39 30 51 54 53 Max 33 37=
34 42 40 56 58 58 Min 28 31 26 35 24 47 48 51 Range 5 6 8 7 16 9 10 7 StD-=
P 1.7 1.5 2.8 2.6 4.9 3.0 2.3 2.2 Count 9 9 9 9 9 9 9 9 Click Here to See =
Each Weather Forecast Used Within the Volatility Matrix Day 9: Tuesday, F=
ebruary 5, 2002 Syncrasy's Choice: Delta Temp. Volatility Matrix [=
IMAGE][IMAGE] [IMAGE][IMAGE] [IMAGE][IMAGE] (Click on image to enlarge) =
[IMAGE] ECAR(CTR) 34 -3 ERCOT(SP) 54 NC FRCC(SE) 65 -1 MAAC(NE) 40 -1 M=
AIN(CTR) 28 -7 MAPP(HP) 23 -14 NPCC(NE) 33 -1 SERC(SE) 49 -1 SPP(SP) 39 -7 =
WSCC(NW) 38 NC WSCC(RK) 30 -3 WSCC(SW) 53 +1 Range Standard Deviation [=
IMAGE] [IMAGE] Reg CT HP NE NW RK SE SP SW Mean 30 32 31 39 33 53 53 54 M=
ax 34 37 36 43 40 57 57 59 Min 27 30 25 36 28 49 50 52 Range 7 7 11 7 12 8 =
7 7 StD-P 1.6 2.3 3.2 2.0 3.7 2.1 2.1 2.2 Count 8 8 8 8 8 8 8 8 Click Here =
to See Each Weather Forecast Used Within the Volatility Matrix Day 10: =
Wednesday, February 6, 2002 Syncrasy's Choice: Delta Temp. Volatility=
Matrix [IMAGE][IMAGE] [IMAGE][IMAGE] [IMAGE][IMAGE] (Click on image =
to enlarge) [IMAGE] ECAR(CTR) 22 -18 ERCOT(SP) 55 -3 FRCC(SE) 61 -5 MAA=
C(NE) 30 -7 MAIN(CTR) 18 -25 MAPP(HP) 22 -19 NPCC(NE) 34 NC SERC(SE) 42 -7 =
SPP(SP) 47 -4 WSCC(NW) 38 +3 WSCC(RK) 30 -1 WSCC(SW) 53 +3 Range Standa=
rd Deviation [IMAGE] [IMAGE] Reg CT HP NE NW RK SE SP SW Mean 21 26 29 32=
21 47 47 44 Max 28 35 34 38 30 49 54 53 Min 15 17 16 23 11 45 40 32 Range =
13 18 18 15 19 4 14 21 StD-P 3.5 7.4 4.5 4.8 7.9 0.9 5.7 8.6 Count 6 6 6 6 =
6 6 6 6 Click Here to See Each Weather Forecast Used Within the Volatility=
Matrix Trader Summary is designed around and formatted for the [IMAGE]=
Plasma displays, RainbowWall? and DataWall? Trader Summary can also be vi=
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