Analysis and pricing

The analytical layer is the part of the operation that determines whether the retailer makes margin or loses it. Pricing badly priced products is the most expensive mistake a retailer can make. Missing a regulatory change that affects the pricing model is the second. Running a business on dashboards nobody trusts is the third.

This pillar covers five deliverables. They are inter-related; the most common engagement covers two or three together.

1. Support in pricing design and strategy definition

The retailer's pricing strategy has to balance commercial competitiveness, the risk profile of the underlying purchasing book, the regulatory constraints on tariff disclosure, and the cost-to-serve of the chosen customer segment. Most retailers under 1 TWh are pricing by benchmarking against published competitor offers and adding a margin, which produces tariffs that work in stable markets and lose money in volatile ones.

Deliverable scope:

• Pricing framework covering the major product families (variable, fixed-term, indexed, green-tariff, structured)
• Tariff component modelling: energy, capacity, system charges, social bond, taxes
• Sensitivity analysis against the major risk variables (wholesale spot, MEFF futures curve, CUPS mix shift, weather, regulatory change)
• Competitor benchmarking with the appropriate caveats
• Pricing approval and governance process

Typical engagement: 8 to 12 weeks of design, with optional ongoing pricing-committee support on a quarterly or monthly cadence.

Related reading: Pricing design for Iberian retailers.

2. Market expertise and periodic reporting

Most retailers do not have the bandwidth to track the Iberian wholesale market with the depth their pricing function actually needs. The market reporting that is generally available (OMIE bulletins, ENERCLUB summaries, the major commercial newsletters) is either too high-level for pricing decisions or buried inside subscriptions that the procurement function does not see.

Deliverable scope:

• Weekly market briefing covering OMIE, MIBEL intraday, MEFF, the major bilateral channels, GdO secondary pricing, French interconnection and the relevant CNMC resolutions
• Monthly market report with deeper analytical commentary on the trends affecting the retailer's book
• Quarterly outlook with explicit price-curve forecasts and recommended hedging actions
• Ad-hoc deep-dives on specific market events (storage build, interconnection capacity, regulatory shifts)

Typical engagement: monthly retainer, with optional quarterly outlook reports as a fixed-fee deliverable.

Related reading: Iberian wholesale market reporting.

3. Analytics and dashboards

Most retailers have a billing engine that produces reports, a CRM that produces reports, a purchasing desk that produces reports, and a regulatory function that produces reports. None of these report against each other without manual intervention, which means the management team is making decisions from a position of partial visibility.

Deliverable scope:

• Analytical data model covering the customer book, the purchasing book, the regulatory cycle and the financial P&L
• Dashboard build covering the views the management team actually uses (gross margin per CUPS, monthly reconciliation status, switching gross and net position, regulatory filing status, working-capital position)
• Data pipeline from the operating systems into the analytical layer
• Documentation and training for the analytical owners

Typical engagement: 12 to 16 weeks of build, with ongoing data-engineering retainer for retailers that do not have in-house data capability.

Related reading: Building analytics dashboards for Iberian retailers.

4. Regulatory monitoring

The Iberian regulatory environment moves more often than most operators realise. The CNMC issues resolutions that affect billing, the Ministerio adjusts the social bond, the EU AI Act now overlaps with how retailers handle customer-segmentation analytics, and the upcoming EU Electricity Market Design reforms will land over 2026 and 2027.

Deliverable scope:

• Regulatory radar covering MITECO, CNMC, REE, OMIE, the EU directives and the Portuguese ERSE
• Impact assessment for each material change against the retailer's operating model
• Implementation planning for the changes that require systems or process work
• Stakeholder communication (board, shareholders, customers) drafted to the appropriate technical level

Typical engagement: monthly retainer, with project support for the larger implementation programmes.

Related reading: Regulatory monitoring for Iberian retailers.

5. Other tailored reports adjusted to business needs

The four workstreams above cover the standard analytical output. Most retailers also have one or two specific reporting needs that do not fit the standard frame: a specific shareholder reporting cycle, a private-equity covenant pack, a counterparty credit committee, a sustainability-linked loan covenant, a green-finance verification cycle.

Deliverable scope:

• Bespoke reporting design tailored to the audience and the specific decision the report supports
• Build or process design depending on the cadence and the data source
• Ongoing production cadence as agreed

Typical engagement: project-by-project, scoped against the specific need.

How this pillar typically engages

The most common starting point is regulatory monitoring, which surfaces the highest-impact risks with the lowest operational cost. Pricing design and analytics tend to follow once the operator has a clearer view of the regulatory baseline.

For retailers that have an immediate pricing pain (a product line losing money, a new launch upcoming, a regulatory change forcing a tariff re-design), pricing design is the right starting point.

AI-led products under this pillar

The five deliverables above are also available as AI-led products that ship as working systems rather than engagements:

• Price. AI-augmented pricing platform with full scenario engine.
• Brief. AI-generated weekly market briefing and monthly outlook.
• Board. Analytics platform integrating customer, purchasing, regulatory and financial data.
• Radar. Regulatory monitoring agent covering the six regulatory sources.
• Report. Bespoke AI reporting for PE covenant packs, sustainability-linked loan reporting and counterparty credit committees.

Read the analytics products page →

Related pillars

• Energy purchasing: forecasting, OMIE / MIBEL / MEFF execution, GdO procurement, billing reconciliation.
• Operational management: switching, ATR, back office, customer service, regulatory submissions.