David K. Bellman | TalkMarkets | Page 2
Principal Owner & Founder of All Energy Consulting
David is a seasoned energy professional and market analyst with a B.S. degree in Chemical Engineering from the University of Texas. David began his career with Purvin & Gertz, Inc. David participated in numerous petroleum and refining industry studies for international oil and gas companies, ...more

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Best Winter Power Trade
What the best trade is for this winter based on our product Power Market Analysis Near-Term (PMA-NT)?
What Are The Risk Factors For AEP, CPN, D, SO, EXC, NEE, DUK, NRG, TVC, ETR, And More This Winter?
Our Winter Power Outlook dispatches the entire N. America power system.
Winter Power Fuels Consumption Sensitivities (Gas & Coal)
One of the major drivers is the price of natural gas.
Winter Power Price Outlook – Not As Bullish As Last Year
The forward curve is shaped to expect last year’s historic cold winter – see graph below. However last year was very atypical and back to back winter extremes are not common.
2014-2015 Winter Natural Gas Demand Expectations
Given the current forward markets and expected shift in generation resources this winter, natural gas demand in the power sector will likely come back down from the highs generated last year given 10 year average winter.
Excellent Returns Were Produced From PMA’s Summer Model Predictions
As noted in our previous article – Effective Power Hedging, Power Market Analysis (PMA) can also be used for strictly hedging purposes. However the roots of PMA are for power trading.
5 Bcf/d Drop In Gas Demand From Power Sector In August Due To Weather
10 year average weather for August would produce gas demand near 30 bcf/d for the electric power sector. However, given the weather, gas demand is closer to our Power Market Analsyis (PMA) low gas demand case around 25 bcf/d.
Effective Power Hedging – Demonstrated Using PMA
Whether you are a buyer, or seller, of power, an effective hedging program will save you from a ton of headaches, and questions.
Calculating The Benefits Of EPA Clean Power Plan
There are two major categories of benefits that are quantified by the EPA – Global Climate Change Benefits and the Air Pollution Health Co-Benefits.
Condensate Economics Explained
As discussed in my previous article, the Oil & Gas Industry, producers in particular, are trying to export condensates. The industry has recently gotten some exemptions, and perhaps this may lead to more.
Winning Power Trades Identified By PMA
Many have given up on power trading due to various reasons from new banking regulations to limited volatility over the past few years due to gas prices.
A Balanced Discussion On The Merits Of SB 310 – Throwing The Baby Out With The Bathwater?
SB 221 is a bill focused on increasing the state diversity of energy to cleaner and potentially game changing technology while focusing the state’s consumers on becoming more efficient with its use of energy. SB 310 is a bill focused on delaying and cutting back on SB 221 mandates.
Assessing The Cost Of EPA's Clean Power Plan
The Clean Power Plan notes the cost metrics in consumer terms. In demonstrating the cost metrics in utility terms, they offer a significant amount of disclaimers. In order to speed up the process of modeling, I approach the problem focused on the existing fleet and current load projection for 2016.
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