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

Gas storage margin recovery continues

We set out analysis that shows a breakdown of rising gas storage margins across the last 3 years as Europe’s gas flexibility balance structurally tightens.

Carbon prices push €30/t on policy tightening

The chart shows the spot EUA contract from 2018 to present with prices pushing €30/t pm proposed policy changes

Featured Article

TTF crash & recovery in animation

We use an animation of TTF forward prices to show recent evolution of the European gas market & flag what may be coming next for gas (& power) prices.

Russia has turned the gas taps down

The chart shows a step change lower in European imports of Russian gas in 2020 as Gazprom responds to lower prices. But what next?

Featured Article

Creating value via colocating batteries

We set out the drivers that can boost battery project value when collocated with solar & use a case study to show the breakdown in IRR uplift.

Featured Article

USD flagging a major gas & power price recovery?

We look at the relationship between US dollar vs energy prices & set out factors that could drive a structural recovery in European gas & power prices.

Co-located battery value benefit breakdown

The chart shows a breakdown of IRR value uplift from co-locating batteries with solar PV versus on a standalone basis

Asian LNG demand proving resilient to Covid

The chart shows Asian LNG demand running at similar levels to 2019, despite the COVID-19 shock.

Surge in Turkish LNG imports in 2020

The chart shows Turkish LNG imports surging this years, replacing Russian pipeline gas flows.