The Edge – Energy Market Reports (Jul – Sep 2024)

Q3 2024 The Edge – Energy Market Reports topics

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

 

25 Jul 2024 Edge Report (Subscriber Link)

  • Let’s consider the 4 scenarios regarding the IONA Gas Storage Facility analysed by AEMO in their recent market update; how has winter behaviour tracked against these projections after 1 month?
  • Victorian Retail Gas Transition: We look at a different metric to track the progress of the transition away from gas heating.
  • Wind: Analysis of the impact of daily wind conditions on gas and coal assets, and also on emissions.

 

15 Aug 2024 Edge Report (Subscriber Link)

  • Recent High Price Event: The electricity market saw extreme market prices in multiple regions at the same time between 29 July and 5 August. Given the broad nature of this event, we undertake a detailed investigation of the assets involved and their performance.
  • Peak Reserve Margin Conditions: Expanding the analysis period to 2021-2024, the reserve margin assessment provides an indication of the asset class capture of the daily peak conditions.
  • Hydro Assessment: As the Tamar Valley CCGT returns to service, we look at the water conditions in Tasmania and Snowy.

 

28 Aug 2024 Edge Report (Subscriber Link)

  • Heading into the last weekend of August,  strong winds and a brightening sun are predicted.  Will this be the fourth occurrence of Renewable Abundance (where renewable generation resource, before physical and financial constraints, exceeds the demand for electricity)?
  • AEMO have revoked the East Coast Gas System Threat Notice; we look at the current conditions, and review the Bulls and Bears as we enter Spring.

 

6 Sep 2024 Edge Report (Subscriber Link)

  • QCLNG Double Train Outage: Details on the re-nominations for the facility and the upstream facilities.
  • Wind Flood: We investigate the high wind capacity, impacts on spillage, revenue and the “bid stack”.
  • Carbon Emissions: What does a wind drought and wind flood mean for the emissions of the market?

 

20 Sep 2024 Edge Report (Subscriber Link)

  • Market share analysis of energy dispatch by fuel sources. Our analysis extends to spot and bundled revenues.
  • Review of the Tasmanian Dam levels after recording eight year lows in May.
  • Update on the recent disruptions at the Longford Gas Plant.

 

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