It just shifts costs from one area to another, customers will be only marginally better off, while diluting the cashout signal which means less DSR, less storage, so ultimately consumers will suffer from higher prices driven by keeping gas on the system.

From this blog: blog.dshr.org/2025/10/depr...

No one tell them how much the cost of gas turbines has gone up...I reckon they're up about £35/MWh on an LCOE basis on a couple of years ago. That would put them on a par with new build offshore wind now even without the Carbon.

If its trained on todays dispatch decision making how will it be any better? participants want a neutral optimal decisions making tool, probably not going to be an LLM.

Cost of new gas generators has been going up, so its not clear this is a cost effective option, compared to picking another market to build your LLM abacus in.

Removing the ETS will increase CfD prices as well by impacting the merchant tail.

Read it now! How much of the saving was from removing UK ETS and CPS vs. redispatch of IC/gas plant?

I probably need to read the paper! Sounds like a traders dream though, buy sell power to NESO when they dispatch gas and then buy it from ZMC at lower cost?

Are ICs buying power at the NESO gas market stage or the post gas ZMC market? Both, I Guess?

Does the CfD reference price change, without a fuelled gen in the merit order the CfD would default to no payments most of the time?

IMO fixing the dispatch issues with the BM and using batteries better erodes the capability of CCGTs to dictate prices at the margin, and what about the smaller plant like Recips, surely they just see the CCGTs bidding at SRMC and become the new marginal plant?

Gas plant is very competetive, their margins aren't enormous, will the government be running these gas plant without any margins to pay for network charges or rent?

Sorry, gas would be 15% of the generation mix, but it would be running 57% of the time. So how is this a reserve? These reserve plants would still need to recover costs, how does this break the link to gas prices? The only way to break that link is to replace gas.

But we would still need the gas plant to run 15% of the time by 2028 its hardly a reserve. What about the reciprocating engines, should they also be nationalised? Who buys the gas?

www.ft.com/content/5c5b...

Just waiting for the inevitable article on the perfidious injustice of Mandatory Half Hourly Settlement.

Here is the consutlation response document assets.publishing.service.gov.uk/media/687654...

Not sure how to balance TNUoS reform, its already got a wide locational signal, but making it more predictable & sending a higher locational signal work at cross purposes. The DC model is sensitive to capacity changes, so presumably bin that? But then how do you objectively set the locaitonal signal