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

Where is Europe regasifying record LNG?

Charts show how NW European terminals are regasifying record volumes of LNG, with patterns reflecting NBP vs TTF price differences.

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Asian LNG demand resilience in 5 charts

5 charts point to surprisingly resilient Asian LNG demand in 2020. We explore why this is the case & look at drivers going forward.

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Merchant value of European LNG regas capacity

How do you quantify the merchant value of European regas capacity? We set out a valuation framework and look at fundamental drivers.

2020 Timera project focus & Covid-19

Our client work in 2020 provides a useful ‘cross section’ insight into current issues driving energy markets, with Covid-19 a key factor since Mar-20.

Featured Article

What battery durations are investable?

We set out cost vs return analysis for different durations of batteries and look at how this evolves in favour of longer duration across the 2020s.

TTF prices fall through Henry Hub

The chart shows TTF prices crashing through Henry Hub across Summer 2020

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Evolution of flex asset offtake contracts

Offtake contracts are playing a key role in supporting investment in flexible power assets. We look at contract structures, improving terms & pitfalls.

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Can gas prices go negative like oil?

We look at negative crude prices, the current state of play in the gas market and whether negative gas prices are on the way too.

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Flex to meet the intraday swing challenge

We put numbers around the scale of intraday wind & solar swings by 2030 and look at the investment in flexible capacity required to support this.