A quick (and somewhat cryptic) article with a snapshot from ez2view time-travelled back to 19:00 yesterday (i.e. Thursday 9th November 2023, remembering NEM time) to provide a record of some spot price volatility that’s featured in some conversations:
Note that:
1) The interconnectors are limited:
(a) the ‘V::S_SETB_TBSE_2’ constraint equation (inside the ‘S-TBSE’ outage-related constraint set) is limiting flow west on Heywood, and
(b) the ‘V^^SML_NIL_3’ constraint equation is limiting flow west on Murraylink.
2) Solar has gone to bed;
3) And wind is relatively low … and lower than expected (as seen below).
Here’s another snapshot from ez2view – this one including three different ‘Forecast Convergence’ widgets that help to paint the picture of what was expected ahead of time:
Remember this widget allows to ‘look up a vertical’ to see ‘that other dimension of time’.
Here’s a filtered, trended bid stack view (SA Generators + WDRU, but excluding Wind and Solar), looking back 2 days in ‘Bids & Offers’ widget:
Visible shifting of volume into higher-priced bid bands (i.e. into the reddish colours).
No other comments at this point… but might refer back to this later.
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