Market - EnergyByte

Q3-25 Seller's Premium

Each quarter the market faces the same question: should I buy, sell, or wait? The current Q3-25 quarter is no exception and is on track to deliver a substantial Seller's premium as the laws of probability have played out.

4 min read Sep 22, 2025

Market public

Portfolio Optimisation Science

Carl Daley

For any market participant, large consumer or trading house with exposure to the spot price and financial market, it is challenging to develop optimal risk-adjusted trading or hedging strategies. Based on our many years of experience, we have developed a rewarding and effective approach.

6 min read Jul 16, 2025

Market public

June 2025 Reflections

Carl Daley

The Q2-25 forward price gradually declined well below pre-quarter expectations given the softer spot outcomes. This affected the sentiment for all future quarters causing expectations and forward prices to soften. However, before the quarter ended, the stars aligned and June gripped with vengeance.

8 min read Jul 3, 2025

Market public

Thu 26th June 2025 Event

Carl Daley

Last night delivered severe market price conditions. Triple ‘C ‘Day weather conditions (cold, calm, cloudy) eliminated wind generation and drive peak heating demand. This event shifts market price perceptions as well as being both a warning and a roadmap, for building a more resilient energy future.

10 min read Jun 27, 2025

Events public

January 2024 sets records

Carl Daley

The summer of 2024 has begun, and the month of January has set records at two ends of the spectrum.

3 min read Feb 1, 2024

Market paid

Market Rules and the Numbers

Carl Daley

The rules are the rules, but prevailing numbers can move around driven by changes in perceptions. What an ending to the financial year. This article reflects on the rules learnt and then makes observations of the last two quarters in the context of the changing market conditions.

5 min read Jul 6, 2023

Market public

Market finally listening ... and prices slump

Carl Daley

On the 24 October we wrote an article about the market poking the bear and acting as if it is tone deaf to Government actions. Well, it appears the market had a Cochlear ear implant, and is now listening.

1 min read Nov 10, 2022

Market public

Biggest market correction in history

Carl Daley

Following the record daily jump in forward prices 16 business days ago, the market had the biggest single day downward correction.

2 min read Nov 1, 2022

Market public

Market players are poking the bear ...

Carl Daley

Market players have been poking the bear, and the bear has responded which will destroy future value for private entities, and the high energy prices place the economy at risk, at a time when it can least afford it.

8 min read Oct 24, 2022