Watt scarcity?
Guest author Allan O’Neil examines some recent episodes of price volatility (particularly 30th July to 5th August 2024) and whether they were driven by a shortage of supply, or other factors.
generator hedge levels
Will the traditional ‘Peak’ contract be another casualty of this Energy Transition?
Prompted by several different conversations offline in early 2021, I’ve taken a quick look at what have been traded volumes (on ASX) of the traditional ‘PEAK’ hedge contract for the NSW, QLD, VIC and SA regions. What does this tell us about a market view of the energy transition?
Estimating Hedge Levels
In my third post, I look at hedge levels – and how to infer them. Hedge levels will, to a large extend, define bidding behaviour unless there are physical issues with the plant.