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

Why are GB batteries capturing more BM value in 2023?

GB battery volumes have increased 5x across the last year. We dig into what is driving higher BESS BM value capture.

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Energy investment impact of surging cost of capital

We show how costs of debt & equity are surging and look at the impact on energy asset investment across renewables, batteries & oil & gas.

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Why is battery colocation not scaling in Europe?

We look at why battery colocation has struggled to gain traction, what the major hurdles are, how policy plays a role & what the future may look like

LNG charter rates climb amidst steep contango

Record European seasonal storage stocks bring floating storage in the money, sparking a rally in charter rates

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LNG contract value swinging with gas & oil markets

We explore gas vs oil price correlation its impact on the value and risk of Brent indexed LNG contracts, using a practical case study to demonstrate.

Negative prices growing with RES in GB power market

Growth in wind output in the GB power market is causing more negative prices, a factor behind rising battery value capture in the BM.

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Renewable growth driving Italian BESS investment

We look at growth in Italian wind & solar output swings & how this impacts the investment case for Italian batteries.

Recap on Russian gas pipeline exports to Europe

We review remaining gas flows to Europe, in the week of the Russian mutiny leader plane crash

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Gas market ‘state of play’ in 5 charts

We use 5 charts to set out the state of play in European gas markets, how expectations have changed vs a year ago & what to watch this winter.