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

DC volumes and cross revenue stream optimisations increase

Chart shows accepted daily DC volume nearing half the Grid target for 2021, as participants optimise against wholesale and FFR.

Featured Article

The value impact of LNG carbon emissions

A raft of deals in 2021 highlight the growth potential of low carbon LNG. We consider LNG’s carbon footprint & commercial impacts of low carbon contracts.

Featured Article

Carbon driving gas, power & LNG prices higher

We show how the 2021 surge in carbon prices has impacted switching ranges, driving TTF, JKM & European power prices higher.

Asian LNG imports continue structural growth

Chart shows February 2021 Asian LNG imports increase by 12% YoY, despite Europe regaining market share.

Featured Article

UK capacity prices drive new flex investment

We review last week’s UK capacity auction, the drivers behind rising clearing prices and 5 key implications for investors.

Breakdown behind the 18 £/kW capacity clearing price

Chart shows breakdown of exited and new build capacity by type that drove the 18 £/kW clearing price.

Featured Article

LNG contract valuation case study: ‘flex ain’t free’

We define 5 key types of LNG contract flexibility & use a practical case study to set out value drivers & quantify a build-up of contract flex value terms.

UK T-1 capacity price surges

We look at drivers behind T-1 auction prices clearing at double historical levels and the capacity units setting prices.

Featured Article

UK power flex issues & capacity auctions

A tight winter is flashing warning signals on UK power flex issues. We look at the drivers, flex asset remuneration & the upcoming capacity auctions.