Blog

We have published an industry leading blog since 2011, with over 15,000 regular readers. We aim to publish objective analysis & insights that often challenges industry consensus. You can subscribe for free via the link below.

We regularly present at conferences, are widely published in industry journals (e.g. Energy Risk, Utility Week, LNGI) as well as being referenced in media, industry & academic publications.

Our publications

Featured Article

UK hydrogen investment support: a case study

We set out the structure of the UK’s hydrogen project subsidy mechanisms and look at what these mean for developing a viable investment case.

Capacity Market Notice highlights lack of GB flex

The GB Capacity Market will be put through its paces this Winter.

Featured Article

Backtest of GB battery revenue capture

We set out backtesting analysis for an energy arbitrage focused GB battery across 2018-22 as a useful guide for returns post ancillary saturation

Asian LNG imports remained depressed through October

Softening JKM price yet to bring back price sensitive Asian demand

Featured Article

LNG supply response to European demand surge

We look at LNG production response to soaring demand as well as the dynamics that are driving investment in a new wave of LNG supply to feed Europe.

Spanish CCGT generation remains robust, supported by gas price cap

Price caps protect consumers but have other unintended consequences.

Featured Article

The world remains focused on European gas prices

We show an animated view of TTF forward curve evolution across the crisis, look at the recent TTF induced LNG shipping squeeze & check current state of play

European coal prices continue slide, carbon rebounds

Coal & carbon price volatility flies under radar in face of European gas & power crises

Featured Article

GB batteries confront ancillary saturation

We look at evidence of DC market saturation & consider the BESS investor impacts of the shift to energy arbitrage.