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

A CCGT window of opportunity

As the queue of UK CCGTs for sale grows, we analyse generation margins & challenge the current investment opportunity.

French nuclear output recovery set to stall in Q1-21

Chart shows French nuclear generation recover in November, but with risk to lower generation to come.

Featured Article

Global gas market rebalancing

We look at how a rapidly recovering gas market is impacting pricing dynamics and shifting risk to the upside across the next 5 years.

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Impact of a Biden win & Covid vaccine

Two big news items landed last week: a Biden win and Covid vaccine. We consider the impact on European energy markets and investment.

French power prices soften as nuclear availability improves

Chart shows forward Continental power prices relaxing as nuclear availability improves, alongside weaker carbon prices.

Featured Article

Building a hydrogen electrolyser investment case

With a growing policy push towards green hydrogen, we look at the key drivers of an electrolyser project investment case & how it impacts power markets.

Strong Chinese & Indian LNG demand

Chart shows relatively robust Asian LNG demand continues, supporting JKM & TTF prices and pulling LNG from Europe.

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Russian gas flow strategy back in focus

Russian gas imports have fallen sharply in 2020. We look at the market & strategic drivers & set out why Russian flows will be important over the next 5 years

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European battery investment wave

We look at the current European battery investment landscape, how revenue stacks vary across markets & challenges in building a robust investment case.