Enron Mail

From:tradersummary@syncrasy.com
To:john.zufferli@enron.com
Subject:Syncrasy Daily Trader Summary for Thu, Jan 31, 2002
Cc:
Bcc:
Date:Thu, 31 Jan 2002 07:19:31 -0800 (PST)


[IMAGE]=09


[IMAGE] [IMAGE][IMAGE][IMAGE][IMAGE][IMAGE][IMAGE][IMAGE] Syncrasy, =
LLC? 713.228.8470 Off 713.228.4147 Fax 909 Texas Avenue Suite 1314 H=
ouston, TX 77002 www.syncrasy.com Sales: 713.228.4407 D=
evelopment Offices: 970.247.4139 Off 970.247.7951 Fax 835 Main Avenue =
Suite 221 Durango, CO 81301 =09 =09 [IMAGE] Complimentary version=
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ersummary@syncrasy.com Data last updated: Thursday, Jan 31, 2002 at 0=
8:58AM EST Commentary last updated: Thursday, Jan 31, 2002 at 09:07AM ES=
T Meteorologist: Andy Weingarten... APB Energy / True Quote Congratula=
tions Andy Weingarten, APB Energy! Winner of the $50,000 Winter 2000-01 AQ=
UILA/AMS Seasonal Forecasting Competition. For more information please visi=
t: AMS or Aquila New! << Printable PDF Trader Summary (You must have A=
dobe Acrobat Reader to open or print a PDF) Click here for a definition =
of 'Average-Daily Maximum Temperature' Today: Thursday, January 31, 20=
02 Syncrasy's Choice: Delta Temp. Volatility Matrix [IMAGE][IMAGE] =
[IMAGE][IMAGE] [IMAGE][IMAGE] (Click on image to enlarge) [IMAGE] EC=
AR(CTR) 51 +2 ERCOT(SP) 61 +2 FRCC(SE) 82 NC MAAC(NE) 51 +2 MAIN(CTR) 35 +2=
MAPP(HP) 24 +2 NPCC(NE) 29 +3 SERC(SE) 74 +1 SPP(SP) 37 +2 WSCC(NW) 37 -1 =
WSCC(RK) 24 -1 WSCC(SW) 48 NC Range Standard Deviation [IMAGE] [IMAGE] =
Reg CT HP NE NW RK SE SP SW Mean 35 22 36 34 17 70 55 42 Max 42 27 40 37 =
23 74 65 48 Min 32 20 27 31 12 68 47 38 Range 10 7 13 6 11 6 18 10 StD-P 1.=
8 2.0 2.3 2.0 3.3 2.0 3.5 2.5 Count 12 12 12 12 12 12 12 12 Click Here to =
See Each Weather Forecast Used Within the Volatility Matrix Day 1-5 Disc=
ussion: The Great Lakes and New England see the full effects of a winter =
storm. Colder air settling South and East over the next several days as sto=
rms remain active. It is a very active weather map with extremes on it. Fo=
r example, Tucson, AZ saw snow yesterday, Kansas City Ice, Chicago has seen=
almost a foot of snow the last 24 hours and Washington DC was around 80 de=
grees yesterday. This storm has been a slow mover, but should start to acce=
lerate to the Northeast today. The next system in the short term is a quick=
clipper system coming through the Great Lakes and heading out to sea. It m=
ay rapidly intensify off the coast late in the period, but probably too far=
offshore for any real problems. The air behind all of this is cold, but no=
t arctic. Even though the five day numbers remain below normal in the West =
and ! above in the East due to current extremes, the overall pattern will b=
e relaxing for a few days allowing many areas to gravitate to close to seas=
onal norms this weekend. Tomorrow: Friday, February 1, 2002 Syncrasy'=
s Choice: Delta Temp. Volatility Matrix [IMAGE][IMAGE] [IMAGE][IMAGE=
] [IMAGE][IMAGE] (Click on image to enlarge) [IMAGE] ECAR(CTR) 41 +2 =
ERCOT(SP) 51 -1 FRCC(SE) 81 NC MAAC(NE) 65 +5 MAIN(CTR) 32 +2 MAPP(HP) 24 -=
1 NPCC(NE) 41 +4 SERC(SE) 63 +1 SPP(SP) 41 +1 WSCC(NW) 39 NC WSCC(RK) 31 +1=
WSCC(SW) 51 NC Range Standard Deviation [IMAGE] [IMAGE] Reg CT HP NE=
NW RK SE SP SW Mean 31 26 44 36 23 66 46 47 Max 37 35 50 40 31 74 54 52 Mi=
n 26 21 36 32 16 62 40 42 Range 11 14 14 8 15 12 14 10 StD-P 2.5 3.2 3.3 2.=
0 3.5 3.0 3.7 2.3 Count 14 14 14 14 14 14 14 14 Click Here to See Each Wea=
ther Forecast Used Within the Volatility Matrix Day 3: Saturday, February=
2, 2002 Syncrasy's Choice: Delta Temp. Volatility Matrix [IMAGE][=
IMAGE] [IMAGE][IMAGE] [IMAGE][IMAGE] (Click on image to enlarge) [IMAG=
E] ECAR(CTR) 34 +1 ERCOT(SP) 52 -2 FRCC(SE) 74 NC MAAC(NE) 38 NC MAIN(CTR=
) 31 NC MAPP(HP) 29 NC NPCC(NE) 26 -1 SERC(SE) 52 NC SPP(SP) 44 +1 WSCC(NW)=
40 NC WSCC(RK) 33 -1 WSCC(SW) 55 NC Range Standard Deviation [IMAGE] [=
IMAGE] Reg CT HP NE NW RK SE SP SW Mean 28 30 28 37 26 54 48 50 Max 31 34=
47 41 33 67 51 55 Min 24 27 20 34 17 47 42 46 Range 7 7 27 7 16 20 9 9 StD=
-P 1.9 2.1 6.9 2.1 4.1 5.2 2.4 2.2 Count 12 12 12 12 12 12 12 12 Click Here=
to See Each Weather Forecast Used Within the Volatility Matrix Day 4: =
Sunday, February 3, 2002 Syncrasy's Choice: Delta Temp. Volatility Ma=
trix [IMAGE][IMAGE] [IMAGE][IMAGE] [IMAGE][IMAGE] (Click on image to =
enlarge) [IMAGE] ECAR(CTR) 35 NC ERCOT(SP) 57 -2 FRCC(SE) 72 -1 MAAC(NE=
) 37 NC MAIN(CTR) 33 NC MAPP(HP) 28 -1 NPCC(NE) 25 NC SERC(SE) 52 -2 SPP(SP=
) 49 +2 WSCC(NW) 42 NC WSCC(RK) 37 +1 WSCC(SW) 57 -1 Range Standard Dev=
iation [IMAGE] [IMAGE] Reg CT HP NE NW RK SE SP SW Mean 30 31 26 38 29 53=
51 52 Max 32 36 32 42 38 57 55 57 Min 28 27 19 34 24 47 46 48 Range 4 9 13=
8 14 10 9 9 StD-P 1.0 2.9 2.9 2.7 3.6 3.2 2.8 2.3 Count 10 10 10 10 10 10 =
10 10 Click Here to See Each Weather Forecast Used Within the Volatility M=
atrix Day 5: Monday, February 4, 2002 Syncrasy's Choice: Delta Temp.=
Volatility Matrix [IMAGE][IMAGE] [IMAGE][IMAGE] [IMAGE][IMAGE] (Cl=
ick on image to enlarge) [IMAGE] ECAR(CTR) 33 -1 ERCOT(SP) 57 -4 FRCC(S=
E) 68 -3 MAAC(NE) 39 -1 MAIN(CTR) 32 +1 MAPP(HP) 28 +2 NPCC(NE) 27 -2 SERC(=
SE) 53 -1 SPP(SP) 49 +5 WSCC(NW) 40 -2 WSCC(RK) 34 NC WSCC(SW) 58 NC Ra=
nge Standard Deviation [IMAGE] [IMAGE] Reg CT HP NE NW RK SE SP SW Mean 2=
9 32 27 39 28 51 52 54 Max 31 36 31 43 37 56 57 58 Min 26 30 22 33 19 45 48=
49 Range 5 6 9 10 18 11 9 9 StD-P 1.5 2.0 2.0 3.8 5.9 3.5 2.8 2.2 Count 10=
10 10 10 10 10 10 10 Click Here to See Each Weather Forecast Used Within =
the Volatility Matrix Day 6-10 Discussion: More active weather is expec=
ted in the 6-10 day period. Winter storm enthusiasts may see a couple of ma=
jor storms the first two weeks of February if the MRF is correct. These wil=
l likely track farther to the South and East than recent storms opening up =
the East coast to some potential snow and ice. The Canadian once again hint=
s at a real cold surface high coming down next weekend. It does not show up=
in the others, but the overall pattern would be supportive of a colder pat=
tern. I don't see the numbers more than a few degrees below normal. The mai=
n story could be the storms rather than the cold if the models verify. =
Day 6: Tuesday, February 5, 2002 Click Here for Syncrasy's 6-10 summary =
information. Syncrasy's Choice: Delta Temp. Volatility Matrix [IMAGE=
][IMAGE] [IMAGE][IMAGE] [IMAGE][IMAGE] (Click on image to enlarge) [IM=
AGE] ECAR(CTR) 34 +2 ERCOT(SP) 58 -1 FRCC(SE) 70 -1 MAAC(NE) 37 +1 MAIN(C=
TR) 31 NC MAPP(HP) 28 +1 NPCC(NE) 27 -1 SERC(SE) 49 -2 SPP(SP) 42 -2 WSCC(N=
W) 42 -1 WSCC(RK) 37 -1 WSCC(SW) 58 -1 Range Standard Deviation [IMAGE]=
[IMAGE] Reg CT HP NE NW RK SE SP SW Mean 30 31 26 40 31 51 50 54 Max 32 =
36 31 44 38 55 57 59 Min 28 25 20 35 25 45 44 50 Range 4 11 11 9 13 10 13 9=
StD-P 1.1 2.8 3.8 2.9 4.2 3.1 3.9 2.8 Count 9 9 9 9 9 9 9 9 Click Here to=
See Each Weather Forecast Used Within the Volatility Matrix Day 7: Wedne=
sday, February 6, 2002 Syncrasy's Choice: Delta Temp. Volatility Matr=
ix [IMAGE][IMAGE] [IMAGE][IMAGE] [IMAGE][IMAGE] (Click on image to en=
large) [IMAGE] ECAR(CTR) 35 +2 ERCOT(SP) 59 -4 FRCC(SE) 68 NC MAAC(NE) =
38 +1 MAIN(CTR) 35 +3 MAPP(HP) 31 +3 NPCC(NE) 29 NC SERC(SE) 49 -5 SPP(SP) =
48 -1 WSCC(NW) 42 NC WSCC(RK) 39 +1 WSCC(SW) 59 -1 Range Standard Devia=
tion [IMAGE] [IMAGE] Reg CT HP NE NW RK SE SP SW Mean 30 34 28 39 34 50 4=
9 54 Max 33 37 32 43 41 54 56 59 Min 29 30 21 32 26 46 41 51 Range 4 7 11 1=
1 15 8 15 8 StD-P 1.1 1.9 3.7 3.2 4.6 2.8 4.8 3.1 Count 9 9 9 9 9 9 9 9 Cli=
ck Here to See Each Weather Forecast Used Within the Volatility Matrix =
Day 8: Thursday, February 7, 2002 Syncrasy's Choice: Delta Temp. Vola=
tility Matrix [IMAGE][IMAGE] [IMAGE][IMAGE] [IMAGE][IMAGE] (Click on =
image to enlarge) [IMAGE] ECAR(CTR) 30 -4 ERCOT(SP) 52 -10 FRCC(SE) 55 =
-6 MAAC(NE) 30 NC MAIN(CTR) 33 -1 MAPP(HP) 30 +3 NPCC(NE) 20 +3 SERC(SE) 42=
-7 SPP(SP) 42 -1 WSCC(NW) 35 +2 WSCC(RK) 28 +7 WSCC(SW) 53 +6 Range St=
andard Deviation [IMAGE] [IMAGE] Reg CT HP NE NW RK SE SP SW Mean 32 34 3=
0 38 34 50 53 54 Max 35 39 33 43 42 57 60 60 Min 31 30 22 33 24 45 47 49 Ra=
nge 4 9 11 10 18 12 13 11 StD-P 0.9 2.9 3.4 2.9 5.1 4.4 4.1 3.8 Count 9 9 9=
9 9 9 9 9 Click Here to See Each Weather Forecast Used Within the Volatil=
ity Matrix Day 9: Friday, February 8, 2002 Syncrasy's Choice: Delta T=
emp. Volatility Matrix [IMAGE][IMAGE] [IMAGE][IMAGE] [IMAGE][IMAGE] =
(Click on image to enlarge) [IMAGE] ECAR(CTR) 30 -5 ERCOT(SP) 55 -4 FR=
CC(SE) 58 -9 MAAC(NE) 33 -7 MAIN(CTR) 31 +3 MAPP(HP) 32 +8 NPCC(NE) 26 -6 S=
ERC(SE) 44 -11 SPP(SP) 49 +12 WSCC(NW) 33 -6 WSCC(RK) 27 +2 WSCC(SW) 52 +3 =
Range Standard Deviation [IMAGE] [IMAGE] Reg CT HP NE NW RK SE SP SW =
Mean 32 34 32 37 31 52 55 52 Max 35 37 35 43 40 58 59 60 Min 28 31 28 33 25=
47 49 44 Range 7 6 7 10 15 11 10 16 StD-P 1.8 2.0 2.3 3.0 4.0 3.9 2.3 4.3 =
Count 8 8 8 8 8 8 8 8 Click Here to See Each Weather Forecast Used Within =
the Volatility Matrix Day 10: Saturday, February 9, 2002 Syncrasy's C=
hoice: Delta Temp. Volatility Matrix [IMAGE][IMAGE] [IMAGE][IMAGE] =
[IMAGE][IMAGE] (Click on image to enlarge) [IMAGE] ECAR(CTR) 32 -8 ERC=
OT(SP) 60 +8 FRCC(SE) 64 -6 MAAC(NE) 30 -12 MAIN(CTR) 37 +8 MAPP(HP) 30 +1 =
NPCC(NE) 24 -2 SERC(SE) 48 -9 SPP(SP) 44 +4 WSCC(NW) 36 NC WSCC(RK) 18 -7 W=
SCC(SW) 50 -6 Range Standard Deviation [IMAGE] [IMAGE] Reg CT HP NE N=
W RK SE SP SW Mean 32 27 26 31 20 49 50 43 Max 34 33 31 36 28 52 56 55 Min =
28 23 22 24 18 46 43 34 Range 6 10 9 12 10 6 13 21 StD-P 2.6 3.2 1.7 4.8 2.=
8 2.1 4.2 8.1 Count 6 6 6 6 6 6 6 6 Click Here to See Each Weather Forecas=
t Used Within the Volatility Matrix Trader Summary is designed around an=
d formatted for the [IMAGE]Plasma displays, RainbowWall? and DataWall? T=
rader Summary can also be viewed from www.syncrasy.com or www.apbenerg=
y.com or www.truequote.com [IMAGE] =09
=09=09=09