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

Banking crisis threat to energy markets?

5 charts show how banking stress & macro drivers (inflation, interest rates & monetary policy) are impacting commodity markets & European energy prices

Last gasp for GB coal as thermal retirements loom

“Winter 23/24 concerns as back up coal plants may head offline”

Featured Article

Are battery revenues falling in 2023?

We set out backtesting analysis of the GB BESS revenue stack, explore the Q1-2023 decline, set out 5 key takeaways for BESS investors & announce a 2023 Webinar.

European power demand declines continue into 2023

7% power demand drop vs 2022 levels in Jan, gap narrows in Feb

Featured Article

Gas & power markets reconnect as crisis eases

We look at dynamics driving European gas prices, with a focus on the resurgence of power sector switching dynamics & flag why the crisis is not over yet

EU carbon prices test 100 €/t again

EUA prices rise by 44% since October on CBAM announcement, compliance deadlines and thermal generation

Featured Article

Implications of a surge in UK capacity prices

We explore the drivers behind a record UK capacity price & consider the implications for flex asset investors in the UK and across Europe

Featured Article

UK capacity auction smashes price record

The latest UK capacity auction has cleared at around 3 times the historical average price representing a huge boost in fixed revenue for flex assets.

Featured Article

Global focus on the value of European regas capacity

We project the new wave of European regas capacity, set out the market drivers of capacity value, and breakdown how market players value regas capacity.