Q4 2023 The Edge – Energy Market Reports topics

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

18 Oct 2023 Edge Report (Subscriber Link)

27 Nov 2023 Edge Report (Subscriber Link)

05 Dec 2023 Edge Report (Subscriber Link)

22 Dec 2023 Edge Report (Subscriber Link)

Q3 2023 The Edge – Energy Market Reports topics

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

11 July 2023 Edge Report (Subscriber Link)

• The Mandatory Code of Conduct was released on July 10th, and live as of July 11th, 2023. This edition investigates the differences between the earlier Exposure Draft and Fact Sheet.
• Victorian winter weather conditions have been characterised as mild and windy.  What is the impact on gas demand, gas generation, wind generators, Queensland pipeline flows, Longford gas supply and finally, Iona gas storage?  How this could affect the next twelve months?

7 August 2023 Edge Report (Subscriber Link)

• In depth assessment of the energy transition, focused on the interaction between the decline in electricity market carbon emissions and the impact of a growing renewable sector.

18 August 2023 Edge Report (Subscriber Link)

• LNG contractual arrangements for the Curtis Island LNG facilities –  Assessment of the public information on long term contracts and public notifications of the spot cargoes.
• As the end of winter 2023 approaches, this edition examines the fallout from the warmer winter and lower demand – what was just winter 2023 and what may be permanent change?

15 September 2023 Edge Report (Subscriber Link)

• The Mandatory Code of Conduct cooling off period finished on the 11 September with the requirement to disclose Likely Available Gas.  Edition 185 explores this requirement and other components of section 34.
• Speculation has commenced regarding the planned exit of Origin’s Eraring Power station in August 2025.  This edition looks at the recent news and market data.
• Currently travelling in the Pacific Ocean, what are the potential 2023 implications of the FRSU contracted for Port Kembla (Hoegh Galleon)?

28 September 2023 Edge Report (Subscriber Link)

• The Victorian Winter was the fourth warmest on record with many key sites at or above historical highs. Warmer weather means lower demand.  What’s the impact on the gas prices, Longford’s behaviour and Iona’s storage?
• Renewable Milestones: Spring time brings bright suns and moderate weather which means we are seeing record renewable market share. But there is more to the story including a major milestone.

Josh Stabler, Managing Director of Energy Edge, will be presenting at the APPEA Conference and Exhibition, beginning in Adelaide on Monday, May 15th.

Josh will be on stage for two events.

He will first join Panel Series Session 5 – ‘Running with the Bulls – Investing in the Face of Regulatory Instability and Intervention’ at 2:00-3:15pm on Tuesday 16th. The panel series has a great list of contributors and will be hosted by Ali Moore.

Josh will also appear at Energy Markets Session 25 – ‘Resilience & Ethics in Energy Markets’ at 3:45-5:00pm on Wednesday 17th before dinner. This session will look at the fundamental drivers behind the volatile events of Winter 2022 and a look forward at the market conditions ahead of Winter 2023.

Learn more about the APPEA Conference.

Contact Us for more information.

Q2 2023 The Edge – Energy Market Reports topics

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

17 April 2023 Edge Report (Subscriber Link)

4 April 2023 Edge Report (Subscriber Link)

Joshua Stabler, Managing Director of Energy Edge, was invited to join Ross Greenwood on Sky News Business Now on 17 April, 2023.

Ross and Josh discussed the impending closure of Liddell Power Station and the market expectations ahead of winter 2023.

WATCH HERE

Contact Us for more information.

Energy Edge appointment as RRO Auditor.

The Australian Energy Regulator (AER) has approved Energy Edge’s Nick Denman and Dr Elliot Tonkes as Independent Auditors for the Retailer Reliability Obligation (RRO). Please contact Nick (ndenman@energyedge.com.au) or Elliot (etonkes@energyedge.com.au) for further information.

The Retailer Reliability Obligation (RRO) requires that – if the obligation is triggered – liable entities (relevant market customers and opt-in customers) report their net contract position to the AER, with contracts adjusted based on their relative ‘firmness’. Standard qualifying contracts are to be adjusted using a default firmness methodology, and non-standard qualifying contracts are to be adjusted using a bespoke firmness methodology developed by the liable entity.

Liable entities are required to have their bespoke firmness methodology, and the way they have been applied, approved by an independent auditor on the AER’s auditors’ panel.

Please contact either Nick (ndenman@energyedge.com.au) or Elliot (etonkes@energyedge.com.au) for further information.

https://www.aer.gov.au/retail-markets/retailer-reliability-obligation/auditor-panel

Energy Edge conducted a review of insurance products against 18 possible events for an oil and gas company.

Energy Edge was engaged to review insurance products for an oil and gas company to assess if the organisation was adequately covered across multiple scenarios.

The analysis included the investigation of existing insurance and commercial arrangements specifically related to the client. Key considerations included: basis of indemnity settlement, gross profit and turnover, expenses, indemnity period, waiting periods, coverage, exclusions, premium considerations, and force majeure clauses in gas supply agreements.

Energy Edge’s commercial expertise in the oil and gas industry was then applied by running 18 different possible insurance events to assess if the products were adequate.

The thorough analysis and findings were provided to the client across several workshops and is being used to reshape and optimise their insurance.

Energy Edge led a detailed analysis of the impacts and business opportunities of proposed LNG import terminals.

Energy Edge was engaged to analyse the impact that proposed LNG import terminals would have on the Australian east coast gas markets and the client’s business.

The process for providing recommendations included drawing from several specialised resources and market analysis tools, leveraging the team’s expertise of the domestic gas and electricity market operations and knowledge of participants’ behaviour, positioning and strategic drivers.

The team assessed the opportunities and threats the proposed import  terminals presented to international LNG participants (suppliers, portfolio players) and domestic participants (buyers, storage providers, traders, transporters).

The details analysis was presented via an interactive online workshop. The process also resulted in an expansion of the client’s understanding of why import terminals are attractive to multiple market participants and thus provided them with new and potential business opportunities.

Energy Edge assisted a GOC to establish trading capabilities and investment practices in the renewable sector.

Energy Edge was engaged as a subject matter expert to assist a Government Owned Corporation (GOC) take control of renewable energy assets and establish short term trading capabilities (gas, electricity, retail) and long term investment practices in the renewables sector (build-own-operate, Power Purchase Agreements, etc).

In addition to completing many market applications, licenses, authorisations, contracts and agreements, Energy Edge helped the GOC implement policies and processes that would ensure short-term and long-term investment decisions were part of a well-defined due diligence process where market risk, counterparty exposure and portfolio hedging strategies were well considered.

Energy Edge was very proud to get the client to financial and physical trading within agreed timeframes and to work collaboratively with the client’s staff as well as other consultants, contractors and secondees from across the industry.

Energy Edge delivered several well researched market entry strategies for a multinational wanting minimal outlay and high-return.

Energy Edge was engaged by a large multi-national organisation looking at potential investment and trading opportunities in the Australian energy markets.

The challenge was to provide an overview of all market aspects including operations and regulatory requirements, in a very succinct report.

The result was an information report which included several market entry strategies. These ranged from entering the market with minimal outlay and operating the business from overseas, to investment and trading in markets with physical operations based in Australia.

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