Energy operations advisory for Iberian retail and trading
Practitioner-grade advisory for energy retailers, aggregators and IPPs operating in the Iberian wholesale and retail markets. Three pillars: energy purchasing, operational management and analysis and pricing. Productised deliverables, fixed-scope engagements, no hourly billing surprises.
The Iberian energy market is one of the most operationally complex in Europe. A retailer or aggregator running a book against OMIE day-ahead, MIBEL intraday auctions, MEFF futures and the REE balancing markets is also processing ATR exchanges with eight DSOs, settling guarantees of origin (GdOs), filing returns to the CNMC and the Ministerio para la Transición Ecológica, and reconciling switching files in the formats SIPS expects. Most retailers under 500 GWh are running these workstreams with under ten people. The cost of small operational mistakes is disproportionate to the size of the team.
This page sets out three pillars of advisory and managed support designed for that specific operating reality. Each pillar has both an advisory layer (what good operations look like) and an AI-led products layer (the working systems that deliver it).
The three pillars
Energy purchasing
Demand forecasting, structured purchasing across OMIE, MIBEL and bilateral channels, GdO procurement and the full billing reconciliation cycle (DSO, REE, OMIE, MEFF).
Deliverables under this pillar:
- Demand forecasting model build and ongoing calibration
- Purchasing strategy and execution support for the day-ahead, intraday and futures markets
- GdO procurement and registry management
- Calculation and monitoring of trading guarantees
- Billing management against the DSO, REE, OMIE and MEFF invoicing cycles
Operational management
The back office. Switching and ATR exchange with DSOs, customer service operations, regulatory submissions to the Ministerio and the CNMC, and the day-to-day workstreams that keep the retail licence in good standing.
Deliverables under this pillar:
- Switching and ATR exchange operations against the eight Spanish DSOs and Portuguese e-Redes
- Back-office process design and ongoing operation
- Customer service operations and complaint handling
- Submission of mandatory reports to the Ministerio, the CNMC and the system operators
Analysis and pricing
The analytical layer. Pricing design for tariffs and structured products, market expertise, periodic reporting, analytics and dashboards, regulatory monitoring, and the tailored reporting that the business genuinely uses to make decisions.
Deliverables under this pillar:
- Support in pricing design and strategy definition
- Iberian market expertise and periodic market reporting
- Analytics platforms and operational dashboards
- Regulatory monitoring and impact assessment
- Tailored reports adjusted to specific business needs
AI-led products
Across all three pillars, AI-led products sit underneath the advisory layer. Thirteen products mapping one-to-one to the thirteen sub-topic deliverables above. Forecasting, execution, guarantee monitoring, reconciliation, switching, back-office, customer service, regulatory filings, pricing, market briefings, analytics dashboards, regulatory radar and bespoke reporting. Each ships as a working system, deployed in your tenancy, designed for the regulatory posture an Iberian retailer actually needs.
The advisory layer is what good operations look like. The products are what delivers it.
How engagements work
Most engagements begin with a short diagnostic. Two weeks, fixed fee, on-site or remote, designed to give the leadership team an accurate picture of where the operation is strong, where it is exposed, and where the next 12 months of investment should go.
After the diagnostic, engagements typically fall into one of three shapes:
- Programme support. A defined transformation programme (replatforming the billing engine, building a forecasting capability from zero, restructuring the back office) with a fixed scope and a fixed price.
- Managed operations. Specific operational workstreams (GdO management, periodic regulatory reporting, dashboarding) delivered as a service on a monthly retainer.
- Fractional architecture. Part-time senior architecture support for retailers and IPPs that need the seniority but cannot justify a full-time hire.
Why I am credible for this work
I am Head of Architecture at Sonnedix, a London-based solar IPP with one of the larger Iberian renewables portfolios. The systems my function builds and maintains sit against OMIE, MEFF, the REE balancing platforms, the DSO data exchanges and the Iberian regulatory reporting cycles every working day. Twenty years across SAP, Salesforce and cloud platforms before that, including the architecture for a CHF 350M+ multi-region S/4HANA transformation at Nestlé.
The advisory work covered here is a separate engagement track from my day role. The expertise carries across; the client relationships do not.
Reading
Practitioner notes across all three pillars sit in the energy insights collection. Recommended starting points:
- Demand forecasting in an Iberian retail context
- Operating against OMIE: a practitioner's note
- GdO procurement and registry management
- Switching and ATR with the Iberian DSOs
- Regulatory monitoring for Iberian retailers
How to start
The right starting point for nearly everyone is a conversation. Send me a message on LinkedIn or via the contact form on the homepage. Mention the pillar most pressing for you, a couple of sentences about your current operating model, and the size of your book or portfolio.
I will come back within one working day with availability and any clarifying questions.