[Gastrader]

Originally Posted by Fivethousandoverlibor Wolf, you redefine poseur, gallantly. It's our job to predict scrapes before they occur. It's your job to regurgitate that information into some mishmash of incomplete tropes and pandemic inability to properly use your native language. At least you know your role.

Dude, I don't know why the bee got under your bonnet regarding Wolf, but do these posts add anything to making us money ? if you want to talk trash, go to the Stockhouse HNU board. Although, I doubt they will comprehend "incomplete tropes" and perhaps even "pandemic" , but they will sure talk some trash with you.

[Fivethousandoverlibor]

Originally Posted by Gastrader Dude, I don't know why the bee got under your bonnet regarding Wolf, but do these posts add anything to making us money ? if you want to talk trash, go to the Stockhouse HNU board. Although, I doubt they will comprehend "incomplete tropes" and perhaps even "pandemic" , but they will sure talk some trash with you.

Gastrader
How many multiple-week EIA forecasts have you posted to FEF? I've posted 59 of them. I've helped plenty of people make stores of money, so don't come in here instructing me which posts I can and cannot make. My beef with Wolf is years old. Several here could attest to it, if they were so foolish as I to post to this place. Perhaps the best thing for you is to just let this be.

[wolfoptiontrading]

Originally Posted by Fivethousandoverlibor My beef with Wolf is years old. Several here could attest to it, if they were so foolish as I to post to this place.

Its true and its worse than a case of the crabs.

[Fivethousandoverlibor]

Originally Posted by Fivethousandoverlibor So you don't see that this YoY tightness is in part a function of the largest YoY deficit in imports in nearly 4 years? I guess we'll know soon enough - the blistering YoY import comps ended with this EIA.

Well, this was the loosest wx adj EIA in 8 weeks... Thinking we might have been on to something here Flame...

I don't think we were ever as tight as everyone's modeling (including mine) suggested we were in Jan-Feb, as there's a symphony of non-linear complications when assessing what a national storage figure would have looked like at 55F vs 20F. And a big part of that are imports.

And this offers some explanation as to the developing puzzle of loosening as we shed load, which is pretty much dead-balls the exact opposite of what we should be seeing.

[rmb623]

Originally Posted by Fivethousandoverlibor Well, this was the loosest wx adj EIA in 8 weeks... Thinking we might have been on to something here Flame... I don't think we were ever as tight as everyone's modeling (including mine) suggested we were in Jan-Feb, as there's a symphony of non-linear complications when assessing what a national storage figure would have looked like at 55F vs 20F. And a big part of that are imports. And this offers some explanation as to the developing puzzle of loosening as we shed load, which is pretty much dead-balls the exact opposite of what we should be seeing.

why should we be seeing tightening as we shed load?

[Fivethousandoverlibor]

As power loads fall, in-merit dispatch results in a greater and greater share of the generation mix being gas (cheaper); you idle coal (most expensive) first.

[hardhat]

Unless you have to force burn coal.

[Fivethousandoverlibor]

Originally Posted by hardhat Unless you have to force burn coal.

That's why I highlighted in-merit.

[rmb623]

Originally Posted by Fivethousandoverlibor As power loads fall, in-merit dispatch results in a greater and greater share of the generation mix being gas (cheaper); you idle coal (most expensive) first.

i dont follow. you might be getting a greater share of the generation mix but its a greater share of a smaller pie. i dont see how it necessarily means greater gas burn.

[rmb623]

Originally Posted by hardhat Unless you have to force burn coal.

what are the rules around this? when is a utility required to force burn.