Tableau de bord

Tableau de bord
11/06/2014
Prévisions du jour
Elec. Cal 15
GN Cal 15
Brent
Coal API 2 ARA
GO
CO2 Déc 14
Electricité Baseload EPD et EEX
Charbon: prix API2 et API4 month ahead
44
$ et €/tm
42
€/MWh
Climat
40
38
36
34
90
85
80
75
70
65
60
55
50
32
EPD Cal 16 France
EEX Cal 16 Allemagne
Coal ARA Month ahead
Coal RB Month Ahead
Coal ARA Cal15
Coal ARA Month ahead €
Pétrole et produits pétroliers
28
27
26
25
24
23
22
21
20
19
18
17
16
$/tm (Fuel Gasoil)
€/MWh
Gaz naturel Month ahead et Calendar
Month ahead TTF
Cal 15 TTF
1000
950
900
850
800
750
700
650
600
550
500
114
112
110
108
106
104
102
100
Cal 16 TTF
Fuel
Gasoil
Contrats de CO2 ( phase 2008-2012 )
7,0
6,0
°C
€/t EUA
Brent daté
Températures
8,0
5,0
4,0
3,0
ECX déc-14
$/bbl (Brent)
EPD Cal 15 France
EEX Cal 15 Allemagne
30
25
20
15
10
5
0
-5
-10
-15
ECX déc-15
Niveau
Moyenne
Minimum
Maximum
Hier
Electricité Base
Cal 15 EPD (€/MWh)
Charbon API 2 - ARA
Month ahead ($/mt)
Gaz naturel
Cal 15 TTF (€/MWh)
Brent daté ($/b)
Gasoil 0,1%
Barges FOB ARA ($/t)
Prix
41,67
72,95
24,00
109,98
886,75
5,53
Variation
0,07
0,05
-0,01
-1,37
-2,50
-0,04
attendu
CO2 Déc-14
ECX (€/t)
Electricity: The german renewable output is down to 30% of the production during peak hours and the french nuclear availibilities are stable at 79,45%. The decrease in wind
production and higher demand have overdriven the increase in solar production and in french nuclear output: EPEX Spot Germany went from 33,42 to 39,05 €/MWh and
France from 33,53 to 38,85 €/MWh. German and french year ahead prices are up following the increase in coal prices.
Natural gas: The day ahead market went slightly higher even though the european market is well supplied. The prices on that market vary from 15,51 (NBP) to 18,9 €/MWh
(PSV). The spread between PEG North (18,15 €/MWh) and South (23,93 €/MWh) went up to 5,78 €/MWh due to the increase in french LNG prices. The rise in day ahead
prices reflects the ukrano-russian negociations. If no deal is reached today, the consequences could be immediate on the day ahead market. Moreover, PEG North and TTF
year ahead contracts are stable with less contracted volumes.
Coal: The ARA Calendar 2015 contract went down from 79,50 to 79,45 $/tm, but the equivalent in euro went up from 58,49 to 58,65 €/MWh due to the weakening euro
against dollar. Despite the very low european summer demand, coal prices shouldn't keep going down. They could be affected by an upward pressure from the oil market.
This pressure is obvious on month ahead prices, which might keep going up today. In fact, recent events in Irak could have an impact the country's oil exports (2,8 million
barrels per day in May). Today's increase in oil prices might be offset by the publication of american gasoline inventories, especially if they are high enough to compensate
the increase in national demand.
CO2: The exchanged volumes were relatively low yesterday. Carbon prices went down and corrected monday's increase in prices. The demand should be more important
today and carbon prices might go up. The market could close at 5,49 €/t EUA , which is on a technical support line.
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