ELECTRICITY TRADING SUMMARY FOR THE WEEK ENDING MONDAY 01/02/2010
Weekly Highlights*
- Implied Base load Calendar 2011 prices were lower across most states last week. VIC fell $1.85 from $43.20 to $41.35, while QLD lost $1.36 moving from $39.01 to $37.65. NSW also decreased by $1.24 moving from $42.57 to $41.33 and SA remained unchanged at $53.30.
- 54% of the weeks trades were in VIC, 25% in NSW, 14% in QLD and 7% in SA.
- Open inteest grew by over 3% last week, with futures increasing 1,587 contracts and options increasing 40 contracts.
- Implied at-the-money base load 2011 option volatility settled at 7.50% in NSW, 15.45% in VIC, 14.04% in QLD and 7.50% in SA.
- Implied at-the-money base load 2012 option volatility settled at 7.50% in NSW, 19.36% in VIC, 22.23% in QLD and 7.50% in SA.
Weekly Volume*
- Futures contracts traded this week (including Cap Futures) = 2,954
- Base Futures = 2,166
- Peak Futures = 345
- Cap Futures = 443
- Calendar Options traded this week = 215 (860 quarterly equivalent contracts)
- Quarterly Peak Options traded this week = 0
- Volume of EFP this week = 0
- Volume of Block Trades this week = 2,370
- Total MWh traded this week = 7,902,657
- Open Interest (including caps and options) as at COB Monday 01/02/2010 = 51,794 contracts (representing 139.7 million MWh and a face value of $6.059 billion approx).
Monthly Volume^
- FY 09/10 average daily volume = 649
- FY 08/09 average daily volume = 550
- FY 07/08 average daily volume = 445
- FY 06/07 average daily volume = 461
- Feb 10 volume to date = 331 / avg daily volume = 331
- Jan 10 total volume = 13,223 / avg daily volume = 661
- Dec 09 total volume = 10,326 / avg daily volume = 469
- Nov 09 total volume = 23,199 / avg daily volume = 1,105
- Oct 09 total volume = 10,916 / avg daily volume = 496
- Sep 09 total volume = 16,881 / avg daily volume = 767
- Aug 09 total volume = 12,199 / avg daily volume = 581
- Jul 09 total volume = 11,533 / avg daily volume = 501
- Jun 09 total volume = 14,930 / avg daily volume = 711
- May 09 total volume = 18,487 / avg daily volume = 880
- Apr 09 total volume = 3,999 / avg daily volume = 200
- Mar 09 total volume = 12,355 / avg daily volume = 562
- Feb 09 total volume = 9,809 / avg daily volume = 490
- Jan 09 total volume = 8,239 / avg daily volume = 412
- Dec 08 total volume = 7,985 / avg daily volume = 380
*volume includes futures trades which result from option exercise, face value of options calculated at strike price.
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Futures and Caps Open Interest - Peak=Futures, Base=Futures+Caps - as at COB Mon 1 Feb 2010
| NSW | VIC | QLD | SA | |||||
| Peak | Base | Peak | Base | Peak | Base | Peak | Base | |
| Q12010 | 177 | 3,902 | 305 | 5,020 | 200 | 3,265 | 30 | 154 |
| Q22010 | 93 | 2,540 | 172 | 2,134 | 150 | 1,641 | 0 | 294 |
| Q32010 | 86 | 2,819 | 35 | 2,385 | 25 | 1,093 | 1 | 214 |
| Q42010 | 76 | 3,137 | 12 | 2,573 | 65 | 1,661 | 0 | 73 |
| Q12011 | 80 | 2,076 | 15 | 2,288 | 40 | 1,533 | 0 | 5 |
| Q22011 | 70 | 1,680 | 0 | 918 | 0 | 883 | 0 | 0 |
| Q32011 | 0 | 407 | 0 | 628 | 0 | 655 | 0 | 0 |
| Q42011 | 0 | 555 | 0 | 649 | 0 | 630 | 0 | 0 |
| Q12012 | 0 | 30 | 0 | 5 | 0 | 75 | 0 | 0 |
| Q22012 | 0 | 30 | 0 | 5 | 0 | 75 | 0 | 0 |
| Q32012 | 0 | 15 | 0 | 5 | 0 | 70 | 0 | 0 |
| Q42012 | 0 | 15 | 0 | 5 | 0 | 75 | 0 | 0 |
| Q12013 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Q22013 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Q32013 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Q42013 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Total | 582 | 17,206 | 539 | 16,615 | 480 | 11,656 | 31 | 740 |
Options Open Interest - Peak=Q1 Options - Base=Calendar Options - as at COB Mon 1 Feb 2010
| NSW | VIC | QLD | SA | |||||
| Peak | Base | Peak | Base | Peak | Base | Peak | Base | |
| 2011 | 0 | 475 | 0 | 1,465 | 0 | 1,695 | 0 | 0 |
| 2012 | 0 | 0 | 0 | 0 | 0 | 310 | 0 | 0 |
| 2013 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Total | 0 | 475 | 0 | 1,465 | 0 | 2,005 | 0 | 0 |