Trade Management for the Natural Gas and Liquids Markets

When evaluating ETRM solutions, there are no lack of choices at first glance.  However, once a certain amount of due diligence has been done it becomes clear that there may be very few, if any, options that meet the criteria by which you are evaluating a possible solution.  This was the genesis of the MomentumETRM solution.

Having written several custom solutions in the past, Momentum3 has been engaged on multiple occasions to work with customers to evaluate, select, and implement various ETRM products in this space.  Some of those solutions included a custom product. It became clear that there is a gap in the market for a powerful, feature rich, cost effective solution for the Natural Gas marketing industry in the mid-market sector.  The MomentumETRM solution fills this gap with a cloud-based solution that goes beyond just the basics of a commodity marketing system, and includes the functionality necessary to fully manage and grow a successful commodities marketing business.

“Our business was growing and we needed a more efficient way to manage our commodities transactions, but didn’t want to spend a lot of money or have to invest the time to train someone on our business.  Momentum3 stepped up, already had the necessary business knowledge, and worked with us to develop a plan that met our business needs and our budget.  The solution they delivered was beyond what was originally proposed and under the estimated budget.”

Mike Westbrock
President
BlueMark Energy

Trade Capture

Captures natural gas and liquid fuel trades in an easy to use, grid-based format.  Allows for customization of layout by user giving them the ability to work with only the relevant information to their task.  Robust searching and filtering are naturally integrated allowing the user to quickly find any transaction and perform basic analytics.  Support for triggers/price locks is standard.  Also captures financial trades in support of hedging activities.

Trade confirmations may be generated automatically by the system and electronically sent to the counterparty.

Position Management

Provides views of physical position to allow supply traders and retail marketers to actively manage open positions in near real-time.

Billing

Provides both retail and wholesale billing. Allows for capture and maintenance of the appropriate tax structures along with basic tax reporting. Billing is managed via batches to increase efficiency and invoices are delivered electronically. Support for revision’s is included and all invoices are kept and managed by the system.

Custom integrations to specific ERP systems are a standard part of an implementation.

Risk Management

To understand the risk inherent in a portfolio it is necessary to have insight into the details and changes in that portfolio. The risk module provides basic mark-to-market reporting, margin by pipeline, day trades and adjustments, and the ability to immediately value any trade with the most recent market data. Rho and Theta valuations are also included.

Additional risk metrics may be added upon request.

Scheduling

Allow the user to associate retail transactions with storage and transportation agreements so positions may be accurately maintained.  Provides the ability to manage positions, determine and manage imbalances, and facilitate manual entry of scheduled volumes on the LDC scheduling system(s).

Automated integrations with LDC scheduling systems are considered an integration and are discussed as part of the implementation.

Credit

Basic credit reporting to allow for management of available credit with counterparties and their available credit with you based on existing transactions and current market conditions.

Choice Programs

Another of our unique offerings is the ability to support “choice programs”, support for residential and small commercial accounts, where those programs are offered.  Includes the following:

  • Integration with the LDC for enrollment and data gathering
  • Load smoothing
  • Weather normalization
  • Volume aggregation
  • Integration with MomentumETRM for position management and scheduling

Contact Wes Buxton to schedule a demo or complementary consultation.

Call: 888.543.5531
Email: wbuxton@momentum3.biz

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