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WHAT WE'RE THINKING
Mark NRG
Sep 9, 20211 min read
Celsius says …
Well, that was unexpected. The front-month October 2021 contract surged a massive 35 cents or +7.6% on Wednesday to settle at...
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Mark NRG
Sep 7, 20211 min read
What goes up …
ain't coming down fast enough to save my bu … budget.
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Mark NRG
Aug 2, 20211 min read
US gas-fired power burn intensity surges as fuel-switching capacity wanes
Gloomy news from Platts for NG bears. Looks like high prices won't cure themselves yet. The latest observation is that high NG prices...
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Mark NRG
Jul 30, 20211 min read
So where did we go so awfully wrong this year?
"In the past few years, we've used the supply/demand dynamic on a forward basis and traded the bias. For example, if the projected...
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Mark NRG
Jul 7, 20211 min read
Hardly working …
As usual, I'm falling behind on my project to read everything that interests me. I'm putting this on my reading list if I can remember...
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Mark NRG
May 14, 20211 min read
Another item for the reading list …
After the Library of Exile, this seems like a fruitful next step.
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Mark NRG
Apr 12, 20211 min read
time 2 ketchup
Finally got around to updating links. Started on my Generation & Markets section. Seems like the internet changes things around all the...
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Mark NRG
Apr 5, 20211 min read
Road not taken or road less travelled …
Beware of the carbon content of the low road:
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Mark NRG
Apr 2, 20211 min read
Thinking about a reading list …
And maybe I'll put this on it and read it someday:
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Mark NRG
Mar 31, 20191 min read
late Coffee and oranges in a sunny chair
Also a great time to do the laundry while reading a newspaper, while they still make them.
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Mark NRG
Mar 31, 20191 min read
King Coal Crown Still Slipping
Natural gas star performer in polar vortex 2019. Natural gas captured one-third of the fuel mix at the peak of this year's winter...
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Mark NRG
Mar 30, 20191 min read
when the world is puddle-wonderful
Oh, and potholes … Thanks to NOAA Climate Prediction Center Shoulder months and degree days Spring cleaning has an energy dimension....
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