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Week of January 7, 2013: Top Industry Links

Natural-Gas Futures Climb Natural-Gas Export Fight Heats Up Nearly 1 Million Natural Gas Trucks and Buses Will Be Sold Worldwide from 2012 to 2019, Forecasts Pike Research Stockpile Drop Boosts Natural Gas Swinerton to build, operate new 250 MW solar plant in Nevada Rurelec gains stake in 250 MW gas-fired power project New energy sector [...]

CFTC extends deadline to May 2013

With the end-of-year compliance deadlines looming, end users preparing documentation according to Dodd Frank regulations now have until May 1, 2013 to enter or amend DF Protocol or Swap documents. Early this week the Commodity Futures Trading Commission (CFTC) released the deadline extension that applies to certain conduct and documentation requirements for swap dealers and [...]

6 Things You’ll Pay More For in 2012

Mobius Risk Group LLC was mentioned in a recent article about where gasoline prices may be headed in a CNN Money Gallery…..”There’s definitely a risk for prices to rise above $3.50″ in the first half of the year, according to Phil Thompson, manager of market analytics at Mobius Risk Group, a firm that advises energy [...]

The Capacity for Change

If you read the above title and were hoping for relationship advice, please move along. You are missing the latest Kardashian crisis on TMZ. If you read the above title, and immediately thought, “how can I leverage my operational information within the context of the PJMISO capacity markets?”, please continue. Retail electricity pricing has become [...]

Did we just witness a SwapCo failure?

One of the larger purposes of The Dodd-Frank Wall Street Reform and Consumer Protection Act was to isolate commercial deposits (and hence the taxpayer-backstopped FDIC) from derivative claims in the event of a dealer default. So how is it that one Bank of America ‘sub’ (Merrill Lynch: aka BofA’s SwapCo) just moved its derivatives book [...]

Making a Black Swan out of Copper

Copper has a volatility problem.  Nontraditional buyers are inflating demand while simultaneously increasing the risk of future price volatility. Supply and demand dynamics are difficult enough to discern and predict for any commodity traded worldwide, but it becomes even more complicated when you introduce new players who take large chunks of supply and convert its [...]

Gas prices to fall, but don’t expect a big drop

Mobius Risk Group LLC was mentioned in a recent article about where gas prices may be headed…..”Our expectations are for crude to come a little lower, and that would be reflected in gas prices,” said Phil Thompson, manager of market analytics at Mobius Risk Group, a firm that advises energy producers and big energy consumers. [...]

Game Changer

Like the term “Perfect Storm”, we will soon be compelled to retire the term “Game Changer” due to over exposure.   But like “Perfect Storm”, in its use to describe the converging market factors that set off earlier periods of high price volatility in crude oil markets, “Game Changer” perfectly describes the unique set of circumstances [...]

Never Get into a Land War in Asia

In the movies, absolutes exist. Never get in a land war in Asia (Princess Bride). Never play cards with a guy whose first name is a city (Teen Wolf). Never get involved with a woman with a tattoo of a dagger (ibid) to name a few. In energy risk management, there are no absolutes although [...]

BioMassive IPO Values

In the first half of 2011 we have seen 5 impressive IPO’s in the Biomass – Bioenergy – Biofuels space. We thought it was worth a look at the business models to see how they have changed since the last round of wealth destroyed Biodiesel and Ethanol deals. The outlier in this list, Codexis, sells [...]