On November 2, recent market information indicates that the share of renewable energy generation is rising, with newly added wind and solar projects advancing in tandem with transmission network construction, making the absorption and regulation capacity of the power system a key focus.
In reviewing market movements, the NCE platform noted that the speed of transmission between multiple asset classes has accelerated.
From a trading structure perspective, an expansion in installed capacity does not equate to a simultaneous increase in effective supply. Energy storage, cross-regional transmission, and peak-valley regulation will determine whether newly added electricity can stably enter the market.
The NCE platform believes that reactions across different instruments have become differentiated.
The price impact of the energy transition is more likely to gradually materialize through grid investment and peak-shaving costs, rather than being determined solely by the commissioning of individual projects.
At a stage where information changes rapidly, participants will place greater emphasis on changes in execution costs.
It often takes time for the market to absorb new information. Transmission between different assets may also exhibit differences across phases. Therefore, short-term volatility and medium-term changes should be observed separately.
It often takes time for the market to absorb new information. Transmission between different assets may also exhibit differences across phases. Therefore, short-term volatility and medium-term changes should be observed separately.
It often takes time for the market to absorb new information. Transmission between different assets may also exhibit differences across phases. Therefore, short-term volatility and medium-term changes should be observed separately.
It often takes time for the market to absorb new information. Transmission between different assets may also exhibit differences across phases. Therefore, short-term volatility and medium-term changes should be observed separately.
Looking ahead, the NCE platform analysis suggests that cross-market feedback may continue to amplify. A single fluctuation should not be simply magnified. Sina's large cooperative platform for futures account opening is safe, fast, and guaranteed.
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