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

Firming revenue to drive UK battery surge in 2021

We look at why UK battery investment is set to hit record levels in 2021, given new frequency revenues & growing evidence of increasing returns.

Firm coal market supports European gas prices

Chart shows over a 13% increase in Feb-21 European coal prices since the start of Q4-20

Featured Article

Structural LNG market tightening is underway

We set out how the LNG market is transitioning in 2021 to a tighter market regime and look at how to analyse price dynamics & their value impact.

Dynamic Containment prices boost UK battery revenue

Graph shows accepted Dynamic Containment prices rising to unofficial cap of 17£/MWh/h since the product was introduced in Oct-20

Featured Article

5 energy surprises for 2021

Watch out for a ‘war on carbon’, an energy price surge, decarbonisation induced flexibility drive, LNG portfolio value jump & gas asset ownership shift.

Brexit drives UK power price divergence

Chart shows UK power prices on two key exchanges diverging by over 250 £/MWh as a result of Brexit impact on market coupling

Interbasin LNG spreads rocket

Chart shows JKM-TTF spreads pass $7 by the end of 2020 amid a tight shipping market

How power markets have absorbed the 2020 shock

Chart shows supply response to lower 2020 demand coming from nuclear and conventional generation in Western European power markets

Italian auction underpins new battery investments

Last week’s pilot auction of 5 year Fast Reserve contracts in Italy has underpinned 250MW of battery investment