With such an abundance of raw data in the financial, energy, and commodities industries, there’s still one piece of the data collection puzzle that often gets overlooked – data integrity. Data integrity is something everybody needs, but can be difficult to define, let alone achieve. Problems Companies Face By the very nature of the industry, […]
The electrical sector in any given region will produce power at all hours of the day, every day, with limited (sometimes zero) tolerance for downtime. What this means for a power producer is that a variety of technologies have to be leveraged to ensure there is continuous operation within a region. Why Are There So […]
Data is the lifeblood of our industry. Without it, there isn’t much a trader or analyst can do. At ZE, we work with clients and data vendors each and every day. For us it’s easy to see that there’s a need for entitlements among large enterprise organizations. The Data “Consumer” You’re a large multinational corporation […]
Gas markets around the world have undergone some major shifts in the past decade. Production and storage levels have risen to historic levels in North America, where speculation over liquefied natural gas has reached fever pitch. Add environmental and political concerns to the mix, and you have a recipe for a lot of misinformation across […]
At the IHS CERAWeek energy conference in Houston last week, BP CEO Robert Dudley made it clear that his company was exiting the solar business. BP has invested billions of dollars over several decades into solar research but has indicated that it hasn’t yielded much of a return. Dudley did however mention that this didn’t […]
Last week I published two articles on a recent presentation on the ERCOT market, which was held by a few of our analysts at ZE. Thus far, I have provided an overview of the market, as well as an analysis of congestion revenue rights. For my third and final installment of this series, I will […]
Earlier this week I wrote about a recent webinar that was held in our offices on the ERCOT market. While it gave a short overview of the market and some of the changes that have occurred, I decided to follow-up with a second article detailing our team’s analysis on Congestion Revenue Rights. Congestion Revenue Rights (CRR) […]
A few weeks ago, ZE held a public webinar on the Electric Reliability Council of Texas (ERCOT) market. As one of the business analysts responsible for building this presentation, I performed a fair amount of research on a market that has undergone many structural changes in recent years. We will run a series of three […]
Lumber future prices have risen dramatically in recent months reflecting a significant pickup in the construction industry for new homes across the US. In the aftermath of the global recession of 2008, the beleaguered state of the US housing market plunged North American lumber production to its lowest levels since the 1980s. It’s now five years […]
Prices for West Texas Intermediate (WTI) oil have climbed in recent weeks to trade close to a four-month high in New York. While Brent prices have also risen, trade results indicate a decrease in the Brent-WTI spread for future months. Over the past several years, WTI and Brent prices have diverged, with WTI trading at […]