LLM Agent Coordination Intent in a Simplified Energy Trading Market Simulation
Stan Ferguson, Daria Markava, Sebastian Ševčík · Team SDS Productions
Submitted to AI Collusion Research Sprint. Sprint projects are early-stage work by participants, not Apart Research publications.
Autonomous LLM agents may develop coordination strategies despite organisational information barriers. We investigate this in a simulated electricity balancing market, where each firm’s trading and balancing desks share a profit objective. We compare agents with high reasoning effort, with and without an additional, unenforced instruction against market manipulation and inter-firm collusion. A Claude Haiku 5.5 judge classifies coordination intent in private reasoning traces, with a subset of scores compared against human annotations. Without the prohibition, concrete intra-firm strategies increase from 31% of decisions in the first five periods to 93% in the final five, while explicit communication plans rise from 2% to 41%. Regulatory instructions substantially reduce signalling plans, although intra-firm strategies persist. In one verified case, an agent's publicly shared rationale omitted a price-steering motive discussed in its internal reasoning. A separate analysis of public-board messages found 139 requests directed at a firm's other desk without the regulatory instruction, compared with 24 under it.
Reviews
No public critique yet.
Cite this project
@misc{ferguson2026llm,
title = {{LLM Agent Coordination Intent in a Simplified Energy Trading Market Simulation}},
author = {Stan Ferguson and Daria Markava and Sebastian Ševčík},
year = {2026},
month = oct,
note = {Submitted to AI Collusion Research Sprint, an Apart Research Sprint},
howpublished = {\url{https://apartresearch.com/sprints/projects/llm-agent-coordination-intent-in-a-simplified-energy-trading-market-simulation-c50z}},
url = {https://apartresearch.com/sprints/projects/llm-agent-coordination-intent-in-a-simplified-energy-trading-market-simulation-c50z}
}More from AI Collusion Research Sprint
- View project: Collusion, Competion and Collapse
Collusion, Competion and Collapse
Atelier Alex Cline
Do AI traders collude when nobody tells them to? We built agora, a six-market benchmark with exact competitive and collusive benchmarks, and ran seven open-weight 2-4B models in 590 completed games under five …
- View project: Making AI Guardrails Understandable and Testable: A Framework Illustrated by a Simulated Bond Market
Making AI Guardrails Understandable and Testable: A Framework Illustrated by a Simulated Bond Market
Rogue Agents in Jail 🕵️🕵️♀️👮♂️
In order to advance AI safety research into shaping public policy, the development of technical controls needs to have a clear purpose, evidence, and limitations that are understandable for the people responsible for …
- View project: Extending Information-Theoretic Collusion Detection to Large Language Model Agents
Extending Information-Theoretic Collusion Detection to Large Language Model Agents
Gamma Ray
We test whether the information-theoretic collusion detector of Bonjour et al, validated on scripted agents, works on LLM agents. Gemma, Mistral and Qwen played 1000 rounds of three-player Rock-Paper-Scissors in three …