Short Market Notes

On SRL POS and 08.09.2025

Oversupply follows the sun. Shortfall stacks in harder ways.

Sep 14 •

Net load and prices

Jul 23 •

Dispersion with breadcrumbs from the grid

Swapping a present whole against the component past

Jul 16 •

Solar-weighted vs. unweighted DA H/L

Hot Home-Market Notes

Jul 2 •

Norwegian curves

On failing projects, travel as escape, aggregate curves, faster activations, fixed prices, POW bans, more offshore gas blocks

Jun 25 •

The bigger picture, updated

Jun 18 •

Connection issues

Many sources, mixed outcomes, 对不起，抄了三百多个灵感，但我没有一点规律性。

Jun 11 •

Spreads and Solar

The banquet of the markets, with good advice from the Enchiridion

Jun 4 •

Solar and stabilisation with FCR and aFFR

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

May 24 •

The price of power, changing weather

The simplest framework?

May 21 •

Some ancillary developments

April to February. Illiquidity. What am I missing? Personal frequency reserves.

May 14 •

The SPARX index has depth

Quantifying regime change

May 7 •

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