Elia Group Sa/nv · EURONEXT:ELI
Elia Group Sa/nv — Investor Presentation (February 2022)
18 slides from Elia Group Sa/nv's investor presentation, Feb 17, 2022
Slide 1: WG Adequacy #5
WG Adequacy #5 igs Ls % 17.02.2022 (ra 7 i =
Slide 2: Agenda
Agenda Welcome Potential Re-run Y-4 Auction 2025-26 Next meetings
Slide 3: Potential Re-run Y-4 Auction 2025-26
Potential Re-run Y-4 Auction 2025-26
Slide 4: Agenda
Agenda 1. Introduction 2. Timeline 2. Operational steps 3. Auction Report update WG Adequacy 17/2/22 4
Slide 5: Introduction Main contours
Introduction Main contours An amendment to the Electricity Law is currently under discussion in the Federal Parliament Available on the website of the Parliament: https://www.lachambre.be/FLWB/PDF/55/2466/55K2466001.pdf Based on this proposed amendment the main principles are: A potential re- -4 Auc
Slide 6: Timeline
xia Timeline
Slide 7: Y-4 Auction participants to provide relevant information on permit status
-4 Auction to provide the relevant information on the (status) of their permit Cabinet ELIA CRM Actors Government decision Announcement by Cabinet WG Adequacy on Re-run aspects 23/12/21 25/01 (WG Adequacy #4) 17/02 CRM Actors ELIA Launch permit request permits to selected /03 CMUs 18/02 ELIA ELIA Su
Slide 8: STEP 2: if decided on a re-run, non-selected Auction can participate
STEP 2: if decided on a re-run, non- -4 Auction can participate Contract signature and other Re-run Decision Provision of (Minister) FinSec & Permit Validation (Elia / Market (Market Actors) (CREG) Actors) Contract Re-run Result publication Cancellation (Elia) (Elia) (Elia) Calendar to be set in the
Slide 9: Permit info by 15/3
xia Permit info by 15/3
Slide 10: Capacity Providers of the selected CMUs will have to provide a proof on their permit
Capacity Providers of the selected CMUs will have to provide a proof on their permit ELIA will send a letter by email requesting the selected CMUs to provide the relevant proof of permit status The permitting scope is set by the (draft) law: (DRAFT) LAW [ ] la preuve vu octroyer en dernière instance
Slide 11: Depending on the type of CMU and its NRP level, the proof to be delivered is differentiated
Depending on the type of CMU and its NRP level, the proof to be delivered is differentiated The requirements are taken from the added Prequalification requirements added in the new version of the proposed Functioning Rules ( 95) CMU Proof to be provided Type NRP level Declaration of proof Documents
Slide 12: Auction Report update
xia Auction Report update
Slide 13: Volumes can be safely updated, prices not
Volumes can be safely updated, prices not The Rerun will impact the bid status1 of CMUs which participated to the Y-4 Auction DY 2025-26 For each CMU contract canceled following instruction of the Minister CMU to be taken out For each new CMU selected in the re-run CMU to be added Note: Contracts th
Slide 14: A mathematical formula could link information in the first auction report to bid prices
A mathematical formula could link the information available in the first auction report (public data) to the bid prices of the canceled and added CMUs (private data) Information in report Symbol Value Selected volumes Available in the Auction Report Total volume 4447.7 MW Highest (retained) bid pric
Slide 15: In all cases, a price update would lead to a breach in confidentiality
In all cases, a price update would lead to a breach in confidentiality regarding the bid price of both canceled and added CMUs The information regarding price will not be shared equally between market parties Where Green variables are available to everyone Orange variable is available to the CRM Act
Slide 16: Next meetings
xia Next meetings
Slide 17: Foreseen timeslots for next meetings
Foreseen timeslots for next meetings Thursday 10 March 2022 am Thursday 21 April 2022 am Thursday 19 May 2022 pm Friday 17 June 2022 pm 17
Slide 18: Thank you.
xia Thank you. c