Updated trend of ‘ENERGY’ bids in red, green and blue
Last Tuesday 23rd April 2024 I spoke with an audience organised by BofA Securities with respect to ‘Risk, Uncertainty and Volatility in the energy transition’. Here's one illustration...
managing risk
Prior to the wider release of the GSD2020 … here’s a 10-year trend of bidding behaviour
A chart we threw together quickly at Beer O'Clock today (from the imminent release of the GSD2020) was worth sharing more broadly on WattClarity today...
Incomplete thoughts – potential risks to the NEM in relation to COVID
Only 52 days after I initially envisaged being able to have this article published, a couple things today have prompted me to post this drain-dump of concerns that...
1st thoughts on possible impacts of COVID-19 on Australia’s National Electricity Market (NEM)
Like everyone else, we're grappling with how COVID-19 will impact on us personally - and also in terms of what we do at work. Here's a few initial...
Probability, Consequence (and Risk) as it relates to summer 2019-20 in the NEM
With summer 2019-20 fast approaching, we'll use the refresher on the two core components of risk (probability and consequence) to unpick what the real issue is with respect...
Analytical challenge – recognising the separate components in Risk, and their influence
A simple refresher on two core components that combine in order to define risk - probability and consequence.
Four quick thoughts, as the run of negative prices in Queensland continues…
The run of prices at $0/MWh and below is continuing in Queensland region this week as we pass into spring (many dispatch intervals today down as low as...
Heightened Risk an increasing feature in the NEM these days…
A full page article in the FinReview today quotes a number of people (including our work in the Generator Report Card) speaking about heightened risk in the NEM....
How do New Entrant Retailers manage wholesale market risk?
Guest author, Drew Donnelly at Compliance Quarter, uses the review of hedge practices in the wholesale market included in the recent ACCC report as an opportunity to reflect...
New hedging options emerge in the NEM as the energy transition accelerates
Our guest author, Dave Guiver from ERM Power, outlines some new options for hedging in relation to the influx of many new large-scale solar PV projects