日本のエネルギー市場のために、より良い意思決定を

Highlights from the Australian market News from Japan News from the UAE Featured article: Trading Places Market, machine and model – what each is telling you when the curve moves. In our latest article, we compare three views of the NEM forward curve: the traded market, our machine learning forecast and our fundamental capacity expansion model. Trading places – Endgame Analytics Podcast of the week Ausgrid’s Wired for Good looks at the shift from reactive to predictive and the future of grid maintenance, as host Sarah Aubrey talks with Ausgrid’s General Manager Strategy Mark Ragusa and CutlerMerz’s Tim Edwards. They discuss how drones, AI and predictive analytics can catch faults […]

Highlights from the Australian market News from Japan Podcast of the week Zugzwang: Episode 6 – Anatomy of a Trading Department The latest episode of Zugzwang: The market modelling podcast is now available! Jack Simpson, Oliver Nunn and Endgame Director David Scott go inside a trading team to see how the physical, contract and risk desks work. They explain why a price spike looks very different to each desk, from the contracts locked in years out to the dispatch decisions made on the day. Spotify: https://open.spotify.com/show/0346ILtbXgKJJIlOy64p1iApple Podcasts: https://podcasts.apple.com/us/podcast/zugzwang/id6801348317YouTube: https://www.youtube.com/playlist?list=PLQ3gvq2Ccils

Market, machine and model – what each is telling you when the curve moves A year ago, the New South Wales evening peak swap for Q1 2027 was marked well over $300 per MWh. By September it had more than halved. Queensland has come down a similar path, and most evenings over the year have settled well below where the curve was sitting. On the fundamentals, there is a reasonable case that prices have further to fall. The curve stabilised over July to August and incrementally traded up in September, but then came the volatility of October, and the front of the curve stepped up. By the 20 October close, […]