The Edge – Energy Market Reports (Apr – Jun 2024)

Q2 2024 The Edge – Energy Market Reports topics

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

 

16 Apr 2024 Edge Report (Subscriber Link)

  • Analysis of readiness for Winter 2024 – BoM forecasts, comparison to historical weather conditions, and individual, subregional and aggregate demand analysis.
  • Update on the ACCC Gas Price Cap Exemptions under the Gas Market Code, including ministerial exemptions and exemption conditions.

3 May 2024 Edge Report (Subscriber Link)

  • Rumours continue to swirl around the delay of the Eraring Exit in August 2025; let’s investigate the data!
  • Minerva Decommissioning and Longford Coverage: The exit of Minerva, DWGM Coverage by Longford, QSN Gas Flows ahead of winter 2024 and an LNG Imports Update.
  • Investigation into the the recent NEM Wind Drought, and comparison against history and against the REZ data

20 May 2024 Edge Report (Subscriber Link)

  • Over multiple periods on the 7th and 8th May, New South Wales hit the Cumulative Price Threshold.  Find our full summary of events in this edition, including…
    • Understanding the quantum in terms of annual spot and impact on the Futures Cap market.
    • Influence of Interconnectors.
    • Physical Real Option with Cap Effectiveness and Undispatched Capacity Cap Effectiveness.
    • Extension of analysis to all fuel sources, including all fuel sources by quarter since 2020.

7 Jun 2024 Edge Report (Subscriber Link)

  • Start of Winter Gas Market Review – including retail demand, weather, Iona utilisation, Longford supply, Qld LNG.
  • The Wind Drought Ends: We look at the end of the wind drought and the implications of regional diversification within capacity constraints.
  • Lazard’s LCOE – The latest update to the Levelized Cost of Energy, Storage and Hydrogen Report is out now; we recap.
  • Coming Soon to Market – Overview of ASX Wallumbilla Gas Futures.

 

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