Archive - stratnergy

Curve, Basis, Battery.

Germany, Czechia, CAISO: curve, basis, battery.

Jul 8 • 马丁

AI to BESS. Hypes and Queues.

What’s Real? What’s Next?

Jul 5 • 马丁

Taste and shape

Travelling through order books

Jul 4 • 马丁

June 2026

Germany to CAISO. Showdown in ERCOT?

High solar noon, low wind, evening import need.

Jun 24 • 马丁

Surplus and Sovereignty

Energy sovereignty is not freedom from dependence. It is the capacity to respond to dependence.

Jun 20 • 马丁

When Germany Goes Negative: Watch the Neighbours

Exports, aFRR, mFRR, scarcity squeeze & reversal.

Jun 15 • 马丁

June, Germany: catch-up

With a focus on reserves

Jun 12 • 马丁

The Exit Multiple Is the Final Offtaker

EBITDA is temporary, exit multiples are forever

Jun 12 • 马丁

Frontier-rights and FOMO

My broker app reminded me that SpaceX will be available to invest in soon, and that made me wonder: how much SpaceX-Factor is there in energy on earth?

Jun 10 • 马丁

Czechia’s transition

To Czechia, II.

Jun 6 • 马丁

The remains of the Day-Ahead

Exercises in relativity

Jun 2 • 马丁

May 2026

On super-negative balancing prices

mFRR- at the floor. Belgium to Germany, via France?

May 29 • 马丁

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts