• An emerging situation at Loy Yang; does a run back of  A and B indicate a single point of failure?
• Share Price impact on Junior Gas Producers: A look at the equity markets’ response to the gas reservation policy on gas producers.
• Reviewing the ISP 2026: Investigation into some of the numbers behind the figures.

• SPR: The Strategic Petroleum Reserve is a critical component of the USA oil energy security. A look at the history, the operations and limitations of the facility.
• 3-2-1 Crack Spread: Understanding this pricing metric, relationship to WTI, and the SPR.
• Global Oil Storage: Projections to the oil storage given updates to the oil supply through the Strait during the short ceasefire.

• Red Sea Constraints: Recent strikes on Bab-el-Mandeb Strait has created new constraints on Middle East seaborne oil.
• China Deep Dive – Electricity: We start the first part of our analysis into the opacity of the China energy market, including China vs the Rest of the World in total, combustion, renewables and nuclear.  The numbers are incredible!

CATEGORY: Consultancy and Advisory

TAGS: Electricity Forward, Electricity Spot, Gas, LNG, Renewables, The Edge

AUGUST 2026