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

Three parallel crises, one energy solution?

We look at the market impact of 3 parallel crises induced by Covid-19 and set out why we think these may support not hinder energy infrastructure investment

Covid-19 impact on gas forward curves

Covid-19 impact sees TTF & JKM bearing down on Henry Hub, but sustained recovery likely to kick in across summer.

Featured Article

Two case studies of renewable intermittency

We show two practical case studies of high & low renewable days to illustrate the flex requirement to support market balancing by 2030.

Featured Article

Oil price plunge & the LNG market

Crude prices fell a blistering 50% in the first two weeks of March. We look at the impact on LNG contract and market pricing dynamics.

Featured Article

UK capacity market paying for new build

We set out the drivers behind UK capacity price recovery, look at the implications of recent auction results and at why they’re good news for flex investment.

Featured Article

How is the next LNG wave shaping up?

Could we see bust shift to boom and back to bust by 2025? We set out numbers on the global gas market balance & impact of latest wave of LNG investment.

Chinese & Indian LNG imports hold up

Charts show how a coronavirus has not yet hit Asian LNG demand volumes, with China stable & India surging.

Russian exports to Europe down in 2020

Chart shows big fall in Russian exports to Europe across southern routes in 2020. Specific circumstances or strategic?

Featured Article

The flexibility to decarbonise European power

We set out analysis that shows a rapidly increasing European capacity deficit and a major requirement for investment in 4 different types of flexibility.