The Edge – Energy Market Reports (Oct – Dec 2020)

Recent The Edge – Energy Market Reports topics

Energy Edge has recently published The Edge – Energy Market reports.

19 October 2020 Edge Report (Subscriber Link)

Investigations into the renewable generation sector including:
  • assessment of solar spillage via congestion and/or constraints for Queensland solar assets including recent security constraints;
  • correlation matrix for wind assets across the east coast and the implications on regional spot market outcomes;
  • calculation of renewable learning curves including historical and projected cost structures for solar and wind; and
  • Management of the constraints and deflationary pressures on the future of solar and wind as well as the potential solutions. It is a complicated issue.

27 October 2020 Edge Report (Subscriber Link)

  • In advance of the Origin Energy Quarterly Production Report (link) due out 31 October and utilising public information within Energy Edge’s Gas Market Analysis Tool (GMAT) to calculate Origin’s share of the APLNG LNG Revenue for the Q3-2020, as well as the rest of the asset.
  • We look at the movements in the JKM market and the different ways of reporting between Prompt Month and forward period (Cal-2021).
  • Update on the drilling programs for each of the major surat producers.

18 November 2020 Edge Report (Subscriber Link)

  • Review of the accuracy of our estimates of Origin Energy’s share of the APLNG LNG Revenue and the initial estimates of Q4-2020 outcomes; and
  • Preview of our upcoming MTPASA DUID Review Tool including a clear timing of the exit of Liddell #4.

1 December 2020 Edge Report (Subscriber Link)

  • LNG export records (Featured Image)
  • International and domestic gas prices alignment and the premiums between JKM Netback and Victorian gas markets;
  • Investigations into Queensland gas exports, Iona storage and deeper and revealing look at the Moomba Gas Storage facility;
  • Analysis of Otway and Longford in terms of daily flows and calendar contract year volumes as well as the recent outages;
  • Electricity price distribution analysis using cap contract premium slivers; and
  • Finally some concluding thoughts on this list on this market dynamics.

Please contact Josh (jstabler@energyedge.com.au) for further information.

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