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Curve, Basis, Battery.
Germany, Czechia, CAISO: curve, basis, battery.
Jul 8
•
马丁
1
Taste and shape
Travelling through order books
Jul 4
•
马丁
Germany to CAISO. Showdown in ERCOT?
High solar noon, low wind, evening import need.
Jun 24
•
马丁
1
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 remains of the Day-Ahead
Exercises in relativity
Jun 2
•
马丁
To Czechia, I.
Czech day-ahead prices move close to Germany, while the domestic generation mix, load shape and border role tell a different story.
May 27
•
马丁
Paid to be there for the longer run
High Sunday mFRR-. No mFRR call yet.
May 23
•
马丁
A sunny weekend. With a catch?
Europe has the bigger heat story. Germany has a milder version, but Saturday mFRR- is high enough to give us pause.
May 22
•
马丁
Weekly Update, 20 May
Context, forecast misses, the aFRR- TSO footprint, frequency, border clock.
May 20
•
马丁
The emergence of an open layer?
Batteries, software, and the open architecture Europe has only just started building.
May 16
•
马丁
1
El Niño to enspired
Weather, wires, reserve prices, French nuclear, and the search for readable flexibility signals.
May 13
•
马丁
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