Reservoir inflow and storage

(1)

Power situation in Sweden

0 10 20 30 40 50 60 70 80 90 100

May Jul Sep Nov Jan Mar May Jul

%

Reservoir storage level per Bidding Area

Source: Energiföretagen

Bidding Area 1 Bidding Area 2

Bidding Area 3 Bidding Area 4

The estimated energy inflow during week 2021-31

was 652 GWh, which is 47% of median for the period 1960-2020.

The total energy content in the regulating reservoirs is estimated at 23,946 GWh this week.

During week 2021-31, the the reservoir storage level has changed from 72.9%

to 71.2% (at end of week).

The average reservoir storage level during the period 1960-2020 was 80.5%.

Bidding

Area Procent GWh

SE1 72.1 10,676

SE2 71.6 11,223

SE3 66.6 1,940

SE4 47.7 107

Reservoir inflow and storage

0 1 2 3 4 5 6 7

Aug Oct Dec Feb Apr Jun Aug

TWh/week

Hydropower inflow per week

Past 60 weeks

Prior period

10 resp 90%

probability, 1960 - 2020

Median

0 10 20 30 40 50 60 70 80

2017 2019 2021

TWh

Accumulated hydro inflow

Full year value Through week 31

0 10 20 30 40 50 60 70 80 90 100

Aug Oct Dec Feb Apr Jun Aug

%

Reservoir storage level in Sweden (100%=33,6 TWh)

Past 60 weeks Prior period Max/min

Average, 1960 - 2020

7)

Week number 31 - 2 aug - 8 aug year 2021, version: A

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Power situation in Sweden Electricity production

0,0 0,5 1,0 1,5

Aug Oct Dec Feb Apr Jun

TWh/week

Hydropower production per week Source: Energiföretagen

Past 52 weeks Prior period

0 20 40 60 80

TWh

Hydro power production, rolling 52 weeks Source: Energiföretagen

0 10 20 30 40 50 60 70 80

2017 2019 2021

TWh

Accumulated Hydro power production

Full year value Through week 31

0,0 0,5 1,0 1,5

TWh/week

Nuclear power production per week Source: Energiföretagen

0 20 40 60 80

TWh

Nuclear power production, rolling 52 weeks Source: Energiföretagen

0 10 20 30 40 50 60 70 80

2017 2019 2021

TWh

Accumulated Nuclear power production

0,0 0,2 0,4 0,6

TWh/week

Other thermal power production Source: Energiföretagen

Past 52 weeks Prior period 0,0

0,5 1,0 1,5

TWh/week

Wind power production per week Source: Energiföretagen

0 20 40 60 80

TWh

Wind power production, rolling 52 weeks Source: Energiföretagen

0 5 10 15 20 25

TWh

Other thermal power production, rolling 52 weeks Source: Energiföretagen

0 5 10 15 20 25

2017 2019 2021

TWh

Accumulated other thermal power production

Full year value Through week 31 0

5 10 15 20 25

2017 2019 2021

TWh

Accumulated Wind power production

Week number 31 - 2 aug - 8 aug year 2021, version: A

(3)

Power situation in Sweden Electricity production

0 1 2 3 4

TWh/week

Total power production per week Source: Energiföretagen

100 120 140 160 180

TWh

Total power production, rolling 52 weeks Source: Energiföretagen

0 20 40 60 80 100 120 140 160

2017 2019 2021 TWh

Accumulated electricity generation

Table 1 Sweden

2019-30 950 158 1,093 190 2,392 GWh

2019-31 943 168 1,023 186 2,320 GWh

2020-30 936 508 727 171 2,342 GWh

2020-31 1,193 381 653 166 2,392 GWh

2021-30 1,206 314 748 121 2,389 GWh

2021-31 1,228

^(3%)

318

^(-16%)

716

^(10%)

154

^(-7%)

2,416

(1%)

GWh

The values in brackets represent the current period in relation to a prior period

Cum

¹

. through w.2019-31 38.5 11.60 39.0 9.5 98.6 TWh

Cum. through w.2020-31 42.1 16.98 30.1 7.4 96.5 TWh

Cum. through w.2021-31 43.7

(4%)

14.44

(-15%)

30.4

(1%)

8.6

(16%)

97.1

(1%)

TWh

1Cumulative sum value from the beginning

52-weeks

²

total through w. 2019-31 60.6 19.88 64.3 15.3 160.2 TWh

52-weeks total through w. 2020-31 67.6 25.09 55.2 12.9 160.8 TWh

52-weeks total through w. 2021-31 72.0

(7%)

25.13

(0%)

47.8

(-13%)

13.6

(5%)

158.6

(-1%)

TWh

2Rolling annual value total of 52 weeks

Other thermic

Hydropower Wind power Nuclear power power Total production

0 1 2 3 4

Aug Aug Aug

TWh/week

Total electricity generation by energy source and usage Source: Energiföretagen

Other Thermal power Wind power

Nuclear power

Hydro power

7)

-1,0 -0,5 0,0 0,5 1,0 1,5 2,0 2,5 3,0 3,5 4,0

Aug-18 Aug-19 Aug-20

TWh/week

Electricity generation by energy source, usage and net import/export

Electricty usage Hydro power Nuclear power Wind power Other Thermal power Net Import/export

Week number 31 - 2 aug - 8 aug year 2021, version: A

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Power situation in Sweden

Electricity exchange with neighboring countries

-1,2 -1,0 -0,8 -0,6 -0,4 -0,2 0,0 0,2 0,4 0,6

Aug Oct Dec Feb Apr Jun

TWh/week

Net import/export with countries outside Sweden

Source: Svenska kraftnät

Denmark Finland Norway Lithuania Poland Germany

Net Total

-26 -23 -20 -17 -14 -11 -8 -5 -2 1

2017 2019 2021

TWh

Total accumulated net flow

Through week 31 Full year value

-40 -30 -20 -10 0

TWh

Net import/export with countries outside Sweden Source: Svenska kraftnät

Past 52 weeks, Sweden

Prior period, Sweden

-127 -303 -68 -86 -5 -64

26 14 108 0 4 7

-500 -400 -300 -200 -100 0 100 200 300 400 500

Denmark Finland Norway Lithuania Germany Poland

GWh/week Import/export with countries outside Sweden

Source: Svenska kraftnät

Till Sverige Från Sverige

Week number 31 - 2 aug - 8 aug year 2021, version: A

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Power situation in Sweden

130 140 150

TWh

Electricity usage, rolling 52 weeks

Domestic electricity usage

0,0 0,5 1,0 1,5 2,0 2,5 3,0 3,5 4,0

Aug Oct Dec Feb Apr Jun

TWh/week

Electricity usage per week

0 20 40 60 80 100 120 140 160

2017 2019 2021

TWh

Accumulated electricty usage

Full year value Through week 31

Table 2

Sweden

2019-30 2,392 -489 1,903 1,903 GWh

2019-31 2,320 -355 1,965 1,965 GWh

2020-30 2,342 -506 1,837 1,819 GWh

2020-31 2,392 -476 1,916 1,916 GWh

2021-30 2,389 -518 1,871 1,871 GWh

2021-31 2,416

(1%)

-496

(4%)

1,920

(0%)

1,918

(0%)

GWh

The values in brackets represent the current period in relation to a prior period

Cum

¹

. through w.2019-31 98.6 -16.8 81.7 86.0 TWh

Cum. through w.2020-31 96.5 -17.3 79.2 85.3 TWh

Cum. through w.2021-31 97.1

(1%)

-14.5

(-16%)

82.6

(4%)

85.4

(0%)

TWh

1Cumulative sum value from the beginning

52-weeks

²

total through w. 2019-31 160.2 -23.0 137.2 143.2 TWh

52-weeks total through w. 2020-31 160.8 -26.4 134.4 141.9 TWh

52-weeks total through w. 2021-31 158.6

(-1%)

-22.0

(-17%)

136.5

(2%)

143.2

(1%)

TWh

2Rolling annual value total of 52 weeks

Net Domestic usage

Total production

import/export Result Temp-adj.

7)

Week number 31 - 2 aug - 8 aug year 2021, version: A

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Power situation in Sweden

02 46 108 1214 1618 2022 2426 2830 3234 3638 4042 4446 4850 5254 5658 6062

Aug-20 Nov-20 Feb-21 May-21 Aug-21 Price, EUR/EUA

Trade with carbon emission allowances

Source: NASDAQ Commodities

Forward price, 2020

Forward price, 2021

Electricity exchange

0 200 400 600 800 1000 1200 1400

27 Jul 21 31 Jul 21 4 Aug 21 8 Aug 21

SEK/MWh

Elspot system price on Nord Pool exchange and Swedish area prices, hourly,

Source: Nord Pool

System SE1 SE2 SE3 SE4

0 200 400 600 800 1000 1200 1400 1600 1800 2000

Feb Apr Jun Aug

SEK/MWh

Elspot system price on Nord Pool exchange Daily average and max. - min. interval,

Source: Nord Pool

Max/Min

Average

0 100 200 300 400 500 600 700 800 900 1000

1996 2000 2004 2008 2012 2016 2020 SEK/MWh

Elspot system price on Nord Pool exchange Weekly average,

Source: Nord Pool

Nord Pool, system price

0 10 20 30 40 50 60 70

Feb Mar Apr May Jun Jul Aug

EUR/MWh

NASDAQ Commodities forward price by quarter 2021 and 2022 and full year 2022,

Source: NASDAQ Commodities

4, 2021 1, 2022 2, 2022 3, 2022 Year, 2022

Week number 31 - 2 aug - 8 aug year 2021, version: A

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Power situation in Sweden

-50 0 50 100 150 200 250 300 350 400 450

2 Aug 21 5 Aug 21 8 Aug 21 SEK/MWh

Areas prices compared to

Area SE3, Stockholm, daily average,

Source: Nord Pool

Luleå (Bidding area 1) Sundsvall(Bidding area 2) Malmö (Bidding area 4)

-90 -70 -50 -30 -10 10 30 50 70 90 110 130

27 Jul 21 31 Jul 21 4 Aug 21 8 Aug 21 Price,

EUR/MWh

EEX and Nord Pool, price and Nordic eletricty flow to and from Germany

Source: EPEX Spot and Nord Pool

Electricity flow

Price EEX spot

Price Nord Pool

Flow 3 GWh/h to Nordic 0 GWh/h From Nordic -3 Wh/h

Electricity exchange information

0 50 100 150 200 250 300 350 400

2007 2009 2011 2013 2015 2017 2019 2021 SEK/MWh

SKM E-certificate spot price

Weekly average,

Source: SKM – Svensk Kraftmäkling and Nasdaq

SKM - spot price

0,0 0,5 1,0 1,5 2,0 2,5 3,0

Mar Apr May Jun Jul Aug

SEK/MWh

SKM E-certificate forward prices

Weekly average,

Source: SKM – Svensk Kraftmäkling and Nasdaq

Forward price, March 2022

-8 -4 0 4 8 12 16 20 24

Sep Nov Jan Mar May Jul

EUR/MWh

NASDAQ, Swedish EPAD contract year 2022 difference between the area the system price

Source: NASDAQ

Commodities

Luleå (Bidding area 1) Sundsvall(Bidding area 2) Stockholm (Bidding area 3) Malmö (Bidding area 4)