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

Henry Hub breaks above 4 $/mmbtu

High global gas prices are not confined to Europe and Asia.

Coal making a comeback in Germany

Higher demand and changes in coal to gas switching dynamics in 2021 have seen German coal and lignite generation rebound from historic lows.

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5 emerging trends in 2021

We look at 5 key trends emerging in 2021 across decarbonisation momentum, surging carbon, gas & power prices, support for flex investment & hydrogen deployment.

TTF tops the European power switching ranges

A tight gas market has seen a race to the top for gas against coal and lignite generation

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Hydrogen economics shifting with market prices

We look at the impact of rising gas, carbon & power prices on the economics of grey vs blue vs green hydrogen.

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5 factors that will drive Spanish capacity pricing

We set out 5 factors set to drive pricing in Spain’s new capacity market as well as the competitive dynamics across batteries, CCGTs & other flex sources.

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Brent price breakout & decarbonisation

We set out some key numbers driving oil market supply, demand & pricing dynamics and look at how a looming price surge may well accelerate decarbonisation.

Key LNG exporters swing away from Europe

US and West African exports point increasingly towards Asia.

Featured Article

From Russia with Love

We look at Russian strategy in relation to gas flows & Nord Stream 2, how this relates to surging hub prices and what may happen next.