A CFD Example

 This is to show hedge dynamics, not a prediction of market behavior. Hedges operate to keep both sides whole. Generator gets income needed. User controls costs. Hedge terms can be adjusted to account for plunging or peaking markets to share benefits and maintain win-win nature of the agreement.

3 years of a 20 year hedge

(Hedge Cash Flows followed by User Utility Costs)

 

I. Hedge Cash Flows

CFD size 10,000,000 kwh/year

Strike Price: 5 cents ($500,000 income/yr. @$.05/kwh)

Year one

Kwh income year one: $550,000 ($.055/kwh)

Generator sends $50,000 to user

Year two

KWH income year two $500,000

No net exchange of funds

Year three

Kwh income year three: $450,000 ($.045/kwh)

User sends $50,000 to generator

 

II. User utility power costs 

Base costs 10,000,000kwh/yr *.07/kwh = $700,000 (est. electric rates for this example)

Year one

Utility costs increase est. 8% = .0756/kwh = $756,000 utility bill

$756,000-50,000 hedge from payment generator = $706,000 net utility expense year one

Year two

Utility Costs decrease est. 8% = .07/kwh   = $700,000 net utility expenses year two

Year three

Utility costs decrease est. 8% = $.0644/kwh = $644,000 utility bill

$644,000 + $50,000 cost to generator        = $694,000 net utility expenses year three

 

Year one user utility costs +approximately 10% off set by hedge and remains flat

Year two utility costs flat no hedge payment

Year three user utility costs - approximately 10% off set by hedge and remain flat

(The market forces that lead average spot market costs to rise or fall will lead average utility costs which are based on underlying wholesale market to similarly rise or fall)

The user has substantially maintained level power costs equal to amount hedged.

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How Does the Hedge Work?
Why Does the Energy Project Want the CFD?

For more information contact: Roy Morrison & Associates LLC
P.O. Box 201, Warner, NH 03278
r.morrison@iamnow.net 603-496-4260

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