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

Breaking down US LNG contract value

We set out analysis of the value drivers of a case study US LNG export contract, as well as considering how it interacts with the broader portfolio.

An uphill battle to refill European gas storages

Constrained gas supply across the spectrum sees stock levels drop further below seasonal normal.

Featured Article

Backtesting UK battery revenues

We look at UK battery investment drivers, changes to Dynamic Containment revenues as well as backtesting UK battery revenues across 2016-21.

Featured Article

European gas storage value dynamics

We look at drivers of European gas storage value and set out a backtest analysis of seasonal & fast cycle asset margin capture.

Featured Article

North Africa responds to European tightness

We look at the price response dynamics of North African gas supply and how it these are driving surging flow volumes in 2021.

Watch out for a carbon price reversal

Carbon EUA prices have been in a structural uptrend, but is there a growing risk of a major price correction?

Featured Article

Carbon, closures & capacity crunch in Germany

We look at the impact of surging carbon prices on German thermal plant closure economics and consider the impact on capacity mix transition & power prices.

Featured Article

4 drivers of surging European energy prices

Carbon, gas & power prices continue to surge in 2021. We look at a key price benchmark chart & the 4 main drivers contributing to the ongoing price rally.

Featured Article

5 challenges facing LNG Middle Office and Risk teams

We set out 5 challenges currently impacting LNG portfolios, with practical examples and a case study looking at the impact of a US toll on portfolio risk.