Energy Markets

Don't bite the grid that feeds you

Reflections on construction cost subsidies.

Jul 20 •

Norway to Texas via Yunnan, II.

Position, counterposition, synthesis in Yunnan?

Jul 6 •

Variability Swaps VI.

The goldilocks principle, incremental development

Jun 28 •

Norway to Texas via Yunnan, I.

Between global ambition and self-interest

Jun 22 •

Connections, difficult to avoid? Principal Agent Perspective III.

Returning to indices and swaps as solutions to the problem

Jun 15 •

Principal-Agent Problems II.

A stylised setup with some diagrams

Jun 9 •

Principal-Agent Problems I.

An example of a problem, maybe...

Jun 7 •

On our renewable stories

Energy biographies, invisible doctrines, rate of return confusion, windmills and shadows

Jun 1 •

Brainstorms, German Bight: Southwest 3 to 5, becoming cyclonic 4 to 6, then northwest later

Summing up some weather-index thoughts

May 27 •

Solar and stabilisation with FCR and aFFR

More connections: enwex and ancillary services, featuring "Taylor Swift's Legs & Climate Change"

May 24 •

Weather-weighted swapping (Variability Swaps V.)

A look at the enwex indices leads to thoughts about weather-weighted swaps and an unplanned continuation of the variability swap series. On the wild…

May 17 •

In Solar We Trust (Distribution Pending)

Waste Heat, Distribution, and Political Philosophy

Apr 26 •

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