The Edge – Energy Market Reports (Jan – Mar 2022)

Q1 2022 The Edge – Energy Market Reports topics

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

21 January 2022 Edge Report (Subscriber Link)

  • Focus on the gas market as it passes through the traditional synergy of a quiet domestic market with strong international market demand over the Christmas Period.
  • Update on Iona, and the uplift in gas in storage as the year-on-year LNG declines.

8 February 2022 Edge Report (Subscriber Link)

  • Electricity demand assessment and spot price implications in light of the recent hot and humid temperature conditions across
  • Portfolio analysis of Stanwell, CS Energy, CleanCo, InterGen and the aggregated Surat GTs.
  • Investigation into the LNG Response and impacts on the domestic market.

18 February 2022 Edge Report (Subscriber Link)

  • Investigation into European Gas Storage and comparison of year on year Winter behaviour.
  • Update on Russian gas flows into Europe.
  • European LNG Import response to unfolding events.
  • US Gas Storage and LNG exports update.

3 March 2022 Edge Report (Subscriber Link)

  • Analysis of the seven days of rainfall for Mount Glorious, Alderley and Redcliffe against historical outcomes.
  • Wivenhoe and Brisbane River analysis with comparisons against 2011 flood conditions.
  • Impact on electricity networks, solar dispatch and an investigation into the alignment of changing behaviour at Tarong Power Station and rainfall at Kingaroy.
  • In NSW, investigation into the rainfall and conditions at Northern Rivers and Sydney.
  • Russia has invaded Ukraine with announcements by the oil majors and the potential credit risk exposure on record gas flows out of Russia.

16 March 2022 Edge Report (Subscriber Link)

  • Analysis into Underlying Demand vs System Demand using the market conditions in Queensland  to look at the System Demand Peak and the other peak record demand.
  • Recent market and weather events; the disrupted gas production and assets impacted.
  • As COVID has returns to China, we investigate a hypothetical scenario.

30 March 2022 Edge Report (Subscriber Link)

  • Investigation into NSW forward market spikes, and some signs of bullish market signals.
  • Dive into the Queensland and Victoria forward curves, and the differences with the NSW curve.
  • The ASX forward market movements (incredible movements) against historical spot market outcomes
  • Assessment of Variation Margins ($200M) over the past few months
  • MTPASA Outage changes
  • Dark Spread – International Coal vs NSW Electricity Outcomes
  • Comparison against Qld and NSW curves.

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