BURGO Energia Success Story

Business Impact Summary

Spun from a worldwide paper maker to an energy trading company, BURGO Energia implements the Energy Trading and Risk Management (ETRM) solution with Italian-specific functionality to operate in the Spot and Bilateral Markets.

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The Company

Burgo Energia, subsidiary to worldwide paper maker Gruppo Marchi, was founded to manage all the energy requirements from the different  plants belonging to the BURGO Group. They operate a park facility with 15 combined cycle gas turbines (CCGT), with an annual production of 2.7 TWh. BURGO Energia has extended its business to become an electricity trader, buying electricity from wholesalers and selling it to other wholesalers or large clients. They also import and export electricity to/from France, Switzerland, Slovenia, Austria, and Greece.

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The Challenge

BURGO Energia needed a multi-commodity system that allowed them to procure fuel for the generation units, as well as manage comprehensive electricity and gas trading portfolios within several European markets. They wanted a flexible solution that would handle the ability to model not only bilateral and spot market contracts, but individual large customers with varying demand as well. BURGO Energia transacts electricity in several other countries and required a system that could handle modeling multiple transportation deals across borders.

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The Solution

Ventyx's Energy Trading and Risk Management (ETRM) solution is the keystone for BURGO Energia in trading all commodities (physical and financial)—power, natural gas, coal, CO2, and brent, crude, fuel, and gas oils, within IPEX (Italian Power Exchange), IDEX (Italian Derivatives Exchange), and EEX (European Energy Exchange), as well as bilateral trading activities.

BURGO Energia utilizes the system for straight-through processing from deal capture, curve management, risk management (profit at risk and value at risk), through invoicing, including market communications. Ad hoc deal types and reporting were configured to meet the requirements specific to the Italian market.

ETRM fully supports BURGO Energia's book structure, facilitating books' accountability and providing the means for capturing inter-book transactions. This support is crucial in order to comply with the company's organizational structure and its associated reporting requirements.

Real-time position keeping is supported with ETRM's Shape Analysis module. Positions for BURGO Energia's pan-European electricity portfolio are always available. Trading these positions in the relevant markets within the solution provides accurate data for decision-making.

The Market Data Hub module streamlines business processes by allowing BURGO Energia to import 95 percent of all the required data needed by ETRM. Data imported includes price curves (spot and forward), load profiles, FX rates, metering data, price forecasts, profile nominations, market data from IPEX and PCE, and product's correlations.

Italian-specific modules such as IPEX Bids Manager and PCE Manager facilitate the dispatching and short-term trading of electricity in a very efficient, accurate, and timely manner. Data flows securely and reliably between ETRM and the Italian market platforms using Web Services technology.

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The Result

The trading system is the keystone for all energy flows at BURGO Energia:

  • It also contains the infrastructure to deliver power and gas to internal and external customers based on their varying demand within a single system.
  • The fact that all commodities are managed in a single system leads to identical processes in all steps of trading and data processing.
  • Connection to exchanges (IPEX, IDEX, and EEX) is within one system, provided by one vendor, allowing them to maximize opportunities and profit within the different markets. This capability enables BURGO Energia to get a total view of their portfolio as well as optimize their power and gas portfolio.
  • Imbalances can be compared to a report provided by TERNA (Italian grid operator) to ensure accuracy before authorizing payments.
  • The solution provides daily time savings by using Market Data Hub to streamline daily input data.
  • Reporting of exposures to underlying commodities (e.g., Brent, BTZ, etc.) derived from the indexation price formulae agreed on many energy transactions allows BURGO Energia to implement effective hedging strategies that mitigate the effect of those commodities' price uncertainty.
  • Real-time portfolio valuation using Mark-to-Market techniques provides BURGO Energia the information required at any time to make profitable trading and hedging decisions.

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