Morningstar Commodity Data Newsletter

October 2015   Volume 5 | Issue 10
New Source New Reports Research On The Horizon Information
> China Aluminium Network
> Denmark National Bank
> Plinovodi
> BAFA
> Gaspool
> LME
> NetConnect
> Statsbunde
> Marcellus Takeaway Capacity and Utilization Outlook
> Weekly Storage Reports
> Scheduled Market Changes
> Completed Market Changes
> Upcoming Events
> Contact Us
> Feedback

New Source - Commodity DataServer and Marketplace


China Aluminium Network

Morningstar now offers the following from China Aluminium Network:
  Yangtze River NonFerrous Metals Spot

MP Feed: CAN_YangtzeRiverNonFerrousMetalsSpot
Ex. Key: 1# antimony;Guangxi/Yunnan;Shanghai
Granularity: Daily

Ex. Symbol: CAN.ANTIMONY.1.GUANGXI.YUNNAN.SHANGHAI
Ex. Description: 1# antimony - Origin/Mark: Guangxi/Yunnan (delivery to Shanghai)
Path: TopRelation:Energy:Metals:Aluminum:Can:
Granularity: Daily

Denmark National Bank

Morningstar now offers the following from Denmark National Bank:
  Danish National bank Exchange Rates

MP Feed: DanmarksNationalbank_ExchangeRates
Ex. Key: EUR
Granularity: Daily

Ex. Symbol: DANMARKBANK.EUR
Ex. Description: Danmark National Bank: Exchange Rates, EUR
Path: TopRelation:ForeignExchange:DanmarkNationalBank:
Granularity: Daily

Plinovodi

Morningstar now offers the following from Plinovodi:
  CB Monthly Natural Gas Price

MP Feed: Plinovodi_CBMonthlyNatGasPrice
Ex. Key: CB EUR per KWh
Granularity: Quarterly

Ex. Symbol: PLINOVODI.GAS.CB.KWH
Ex. Description: Plinovodi Slovenia CB Monthly Natural Gas Price KWh
Path: TopRelation:Energy:EuropeanNaturalGas:Slovenia:Plinovodi
Granularity: Quarterly

New Reports - Marketplace


BAFA

Morningstar now offers the following from BAFA:
  German Hard Coal

Feed: BAFA_ThirdCountryCoal
Ex. Key: German Coal
Granularity: Quarterly

LME

Morningstar now offers the following from the London Metal Exchange:
  LME Option Volatility ATM & Deltas

Feed: LME_OptionVolatility
Ex. Key: ATM;!CAC19F2
Granularity: Daily

New Reports - Commodity DataServer and Marketplace


Gaspool

Morningstar now offers the following from Gaspool Balancing Services:
  Gaspool Compensation Prices
  Gaspool Control and Compensation Energy Levy - RLM & SLP

MP Feed: Gaspool_CompensationEnergyPricesAsOfOct2015
Ex. Key: Positive Compensation Energy
Granularity: Daily

Ex Symbol: GASPOOL.COMPENSATION.ENERGYPRICES.POSITIVE.ASOF.OCT.2015
Ex. Description: Gaspool, Compensation Energy Prices, [Positive Compensation Energy], (Euro Cent/KWh)
Ex. Path: TopRelation:Energy:EuropeanNaturalGas:DEUNGas:Gaspool:CompensationEnergyPrices:
Granularity: Daily

MP Feed: Gaspool_ControlEnergyLevy
Ex. Key: RLM
Granularity: Biannual

Ex Symbol: GASPOOL.CONTROL.ENERGY.LEVY.RLM
Ex. Description: Gaspool, Control and Compensation Energy Levy RLM in Euro/MWh
Ex. Path: TopRelation:Energy:EuropeanNaturalGas:DEUNGas:Gaspool:Fees:
Granularity: Biannual

NetConnect

Morningstar now offers the following from NetConnect Germany:
 Balancing Neutrality Charge - RLM & SLP
 Financial Settlement of RLM Quantity Differences

MP Feed: NetConnect_BalancingNeutralityChargeRLM
Ex. Key: RLM Balancing Charge
Granularity: Biannual

Ex. Symbol: NETCONNECT.CONTROL.ENERGY.FEE.SLP
Ex. Description: Net Connect Balancing Neutrality Charge, SLP
Path: TopRelation:Energy:EuropeanNaturalGas:DEUNGas:NetConnect:Fees
Granularity: Biannual

MP Feed: NetConnect_RLMQuantityDifferences
Ex. Key: RLM Financial Settlement
Granularity: Daily

Ex. Symbol: NETCONNECT.RLM.FINANCIAL.SETTLEMENT.QTY.DIFF
Ex. Description: NetConnect, Financial Settlement of RLM Quantity Differences (EUR/MWH)
Path: TopRelation:Energy:EuropeanNaturalGas:DEUNGas:NetConnect:Fees
Granularity: Daily

Statsbunde

Morningstar now offers the following from Statistisches Bundesamt:
 Energy Price Heavy Heating Oil Sulfur Content Max 1%
 Energy Price Light Heating Oil Delivered in Tank Trucks
 Energy Price Light Heating Oil Delivered to Wholesale Trader

MP Feed: StatsBunde_EnergyPriceHeavyHeatingOilSulfContMx1Perc
Ex. Key: Tank Trucks from Refinery
Granularity: Monthly

Ex. Symbol: STATS.BUNDE.HEAVY.HEATINGOIL.SULF.CONT.MX.1.PERC.TANK.TRUCKS.FROM.REFINERY
Ex. Description: Heavy heating oil, Sulphur content max. 1%, Eur/ton Tank Trucks from Refinery
Path: TopRelation:Energy:Products:StatsBundesamt:EnergyPriceTrends:
Granularity: Monthly

MP Feed: StatsBunde_EnergyPriceLightHeatingOilDelInTankTrucks
Ex. Key: Berlin
Granularity: Monthly

Ex. Symbol: STATS.BUNDE.LIGHT.HEATINGOIL.DEL.TANK.TRUCKS.BERLIN
Ex. Description: Light heating oil del. to consumers, tank trucks, Region - Berlin 40 - 50 hl /order, Euros/hl
Path: TopRelation:Energy:Products:StatsBundesamt:EnergyPriceTrends:
Granularity: Monthly

MP Feed: StatsBunde_EnergyPriceLightHeatingOilDelToWhlseTrader
Ex. Key: Berlin
Granularity: Monthly

Ex. Symbol: STATS.BUNDE.LIGHT.HEATINGOIL.DEL.WHLSE.TRADER.BERLIN
Ex. Description: Light heating oil del. whlse, Region - Berlin 500 t /order, ex stock, Euros/hl
Path: TopRelation:Energy:Products:StatsBundesamt:EnergyPriceTrends:
Granularity: Monthly


Commodities Research


Marcellus Takeaway Capacity and Utilization Outlook

Natural gas producers have been fretting about price realizations in the Marcellus and Utica shales for a few years now but touting the pipeline build-out as the answer to reducing congestion and improving local differentials. While it's true that the build-out will improve Marcellus basis versus Henry Hub, the market has largely priced in this impact on the forward curve in line with marginal firm transport costs. Dominion South Point, Transcontinental Pipeline's Leidy Line, and Tennessee Gas Pipeline Zone 4 local gas has approximately $0.30-$0.50/mmBtu basis improvement priced into 2018 from current 2015 levels. This leaves local Marcellus gas still at a steep discount to Henry Hub in 2018. With marginal flows on firm transport costing $0.60-$0.80/mmBtu to get the Marcellus gas to demand zones downstream, we think the long-term Marcellus price differentials are here to stay and that higher price realizations will need to be met via higher fixed prices locally and in demand zones.

Please click on the title to see the full report: Marcellus Takeaway Capacity and Utilization Outlook

On the Horizon

Scheduled Market Changes

No Scheduled Market changes at this time. Please visit our website for updates.

Completed Market Changes


Please visit our website to view the lastest market changes.


Follow us on twitter for the latest updates from your Commodities and Energy team!
logo@MstarCandE


Morningstar | 22 W. Washington | Chicago | IL | 60602