Market data & reporting desk · Energy brokerage & procurement
Put current market data in front of every client.
Clients ask whether to lock, but ISO prices, the forward strip, and basis live in three feeds. The portfolio model is a week stale by report time.
The reality
Reporting is a freshness problem.
Procurement decisions hinge on where the curve is today — the ISO LMP, the forward strip, the basis — but pulling, cleaning, and folding that into each client's contracted position is slow manual work. By the time the report ships, the market has moved and the recommendation is built on last week's numbers.
The operator pulls ISO and forward pricing on schedule, refreshes each client's portfolio model against their contracted rate and renewal date, and generates the price report — so when a client asks whether to lock, the answer is sitting on current data, not a stale spreadsheet.
How the operator runs market data & reporting desk
Data pull · PJM + NYMEX
syncing- PJM day-ahead LMP pulled
- NYMEX 12-month strip updated
- Zonal basis applied
01Pull market pricing
Gathers ISO day-ahead prices, the forward strip, and basis from each feed on schedule.
Portfolio · Client 22 · Refresh
updating- Contracted rate and renewal date matched
- Renewal volume priced to current strip
- Budget exposure recomputed
02Update the portfolio model
Refreshes each client's model with current curves, then compares their contracted rate to today's market.
Report RPT-118 · Client 22
publishing- Current levels and trend charted
- Contracted rate vs. current market summarized
- Report sent — data as of today
03Generate the price report
Builds the client price report with current levels and their contracted position, and sends it ahead of the call.
The outcome
55% of reporting-desk hours taken off the team
Clients have current data to make procurement decisions.
- Every report built on today's curves, not last week's spreadsheet
- Contracted rate compared to current market, not a stale renewal quote
- Reports ready ahead of the call instead of the night before
Common questions
Market data & reporting desk
- What does the Market data & reporting desk operator do?
- The operator pulls ISO and forward pricing on schedule, refreshes each client's portfolio model against their contracted rate and renewal date, and generates the price report — so when a client asks whether to lock, the answer is sitting on current data, not a stale spreadsheet.
- What impact does the Market data & reporting desk operator have?
- 55% of reporting-desk hours taken off the team. Clients have current data to make procurement decisions.
- How does the Market data & reporting desk operator work?
- Gathers ISO day-ahead prices, the forward strip, and basis from each feed on schedule. Refreshes each client's model with current curves, then compares their contracted rate to today's market. Builds the client price report with current levels and their contracted position, and sends it ahead of the call.
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