Full Name
Anita Stadler
Job title
Partner
Organisation
ERM
Speaker bio
Anita has ~30 years’ experience in strategy consulting, banking and renewable electricity contracting. She has led ERM’ corporate PPA advisory service line since 2018, establishing a market leading reputation with ERM commanding ~25% of the off-site corporate renewable contracting market in the NEM between 2017 and 2024 (GWh offtake ERM clients).
With her deep knowledge of the energy markets, Anita also advises renewable electricity generators on the development of structured products, considering portfolio constructs and risk management approaches to deliver market leading value propositions. She also supported numerous M&A transactions and advise renewable energy sector investors on market entry strategies.
With her deep knowledge of the energy markets, Anita also advises renewable electricity generators on the development of structured products, considering portfolio constructs and risk management approaches to deliver market leading value propositions. She also supported numerous M&A transactions and advise renewable energy sector investors on market entry strategies.
Speaking At
Presentation title
Capturing the value of volatility in illiquid electricity financial markets
Presentation summary
Electricity market volatility is increasing as weather driven events continue to impact supply and demand. This volatility is compounded by the reduced reliability of Australia’s ageing coal fired power generation fleet, which is also flowing through to reduced liquidity in financial markets, with ASX Energy trading volumes down 20% since in 2024 compared to 2022.
Financial markets have been slow to respond. Consequently, there is a growing mismatch between the pace of the physical energy transition and the availability of financial products to manage risks. This risk is now recognised by the Nelson NEM wholesale market settings review. However, it presents a significant opportunity to active managers of diversified renewable energy portfolios, as well as solar plus BESS operators.
Based on early analysis of trades in the ASX Energy’s new Morning and Evening Peak Electricity Futures Contracts scheduled to start trading on 30th June in NSW, followed by other states during July (QLD on 7th July), is this the first bold step in accelerating the supply of more appropriate risk management products? Does it provide a pathway to market for active renewable portfolio managers or provide access to more appropriate tools to manage portfolio risks when offering shaped and semi-shaped products to the market?
Financial markets have been slow to respond. Consequently, there is a growing mismatch between the pace of the physical energy transition and the availability of financial products to manage risks. This risk is now recognised by the Nelson NEM wholesale market settings review. However, it presents a significant opportunity to active managers of diversified renewable energy portfolios, as well as solar plus BESS operators.
Based on early analysis of trades in the ASX Energy’s new Morning and Evening Peak Electricity Futures Contracts scheduled to start trading on 30th June in NSW, followed by other states during July (QLD on 7th July), is this the first bold step in accelerating the supply of more appropriate risk management products? Does it provide a pathway to market for active renewable portfolio managers or provide access to more appropriate tools to manage portfolio risks when offering shaped and semi-shaped products to the market?
