Recent content by Valuestrats920

I would say power markets are relatively mature now. PJM is the oldest market with by far the most liquidity.

not trading currently but im mostly in PJM West Hub from bal day to bal month as well as virtual congestion

any traders over here trade power? wanted to get a thread started.

Maverick, I'm trying to better correlate the impact of gas prices on PJM West Hub prices. I look at mostly Tetco M3 prices, but honestly don't have a very good understanding of what to look for on the supply side. I assume demand is just driven by temps, what would you recommend I look at for...

How are these guys still trading if they aren't profitable?

What is your basis for saying that their overall position is negative? I know lots of EDF Traders and I would not say they are not skilled or that it is not their core business.

My question to any one that is trading their own account is, are you guys trading based off mostly free information like EIA and weather models? I ask because I know guys like EDF Trading, BP, and a ton of other huge shops pretty much have every data service out there that costs a lot of money...

pretty sure most people here trade west hub bd

Friday was pretty fun. Market dropped from $20 from $60 in an hour, really need congestion to keep markets exciting nowadays. Loudoun is a tricky one.

Well let's get the ball rolling. Pretty darn bearish to be honest with all the new gas builds in the east like Brunswick Panda CPV etc. May was trading 38s shortly after Mid April. BalDay has been terrible these days, really need long term gas to rebound.

Been a slow week, load at the bottom of the barrel, no conastone-northwest, stack is getting stronger by the day. Those weeklies tanked after that GFS cooled off a ton. We'll see if we get the Friday blow ups again if Brandon comes out.

I want to create a thread specifically for West Hub Traders. We all know that West Hub is by far the most liquid contract in the US, and arguably the most important. Let's chat and talk markets here.

Question for you guys, are there specialized software and platforms that you guys use to analyze the cattle markets? I am in energy, and we have all sorts of very specific and expensive software and platforms used to analyze fundamentals of the power markets (Genscape, Yes Energy, Innotap etc.)...