Power Fundamentals

Essays

How the machinery works, written down. Newest first.

  • Why two credible forecasts disagree

    Two competent teams model the same market and land eleven dollars apart. The gap is almost never in the engine, and knowing where it actually lives changes what you should do about it.

    Forecasting · Price formation

  • What a production cost model actually does

    The primer. What the solver is minimising, what the constraints represent physically, and why the answer is a schedule rather than a price.

    Modelling · Fundamentals

The newsletter

One essay at a time, sent when it is finished rather than on a schedule. No news roundups, no market commentary, no sales.