Q1 2022 The Edge – Energy Market Reports topics

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

21 January 2022 Edge Report (Subscriber Link)

8 February 2022 Edge Report (Subscriber Link)

• Electricity demand assessment and spot price implications in light of the recent hot and humid temperature conditions across
• Portfolio analysis of Stanwell, CS Energy, CleanCo, InterGen and the aggregated Surat GTs.
• Investigation into the LNG Response and impacts on the domestic market.

18 February 2022 Edge Report (Subscriber Link)

• Investigation into European Gas Storage and comparison of year on year Winter behaviour.
• Update on Russian gas flows into Europe.
• European LNG Import response to unfolding events.
• US Gas Storage and LNG exports update.

3 March 2022 Edge Report (Subscriber Link)

• Analysis of the seven days of rainfall for Mount Glorious, Alderley and Redcliffe against historical outcomes.
• Wivenhoe and Brisbane River analysis with comparisons against 2011 flood conditions.
• Impact on electricity networks, solar dispatch and an investigation into the alignment of changing behaviour at Tarong Power Station and rainfall at Kingaroy.
• In NSW, investigation into the rainfall and conditions at Northern Rivers and Sydney.
• Russia has invaded Ukraine with announcements by the oil majors and the potential credit risk exposure on record gas flows out of Russia.

16 March 2022 Edge Report (Subscriber Link)

• Analysis into Underlying Demand vs System Demand using the market conditions in Queensland  to look at the System Demand Peak and the other peak record demand.
• Recent market and weather events; the disrupted gas production and assets impacted.
• As COVID has returns to China, we investigate a hypothetical scenario.

30 March 2022 Edge Report (Subscriber Link)

• Investigation into NSW forward market spikes, and some signs of bullish market signals.
• Dive into the Queensland and Victoria forward curves, and the differences with the NSW curve.
• The ASX forward market movements (incredible movements) against historical spot market outcomes
• Assessment of Variation Margins ($200M) over the past few months
• MTPASA Outage changes
• Dark Spread – International Coal vs NSW Electricity Outcomes
• Comparison against Qld and NSW curves.

Request a sample of The Edge Energy Market Report via our Contact Us form.