384 matches found

UK capacity market ‘back in play’

Nov 11, 2019

The UK capacity market is back with 3 auctions in the space of 5 weeks in Q1 2020. We look at the UK capacity balance & why prices may surprise to the upside.

Valuing European LNG regas capacity

Nov 04, 2019

With growing interest in European regas capacity, we set out regas slot value drivers and the 4 components of slot value. We also look at how these can be quantified.

Charter rate surge shakes LNG market

Oct 28, 2019

LNG spot charter rates have doubled over the last month. We look at the cause and knock on impacts across LNG, European gas & power markets.

LNG market evolution in 5 charts

Oct 21, 2019

5 charts summarise the evolution of contracting in the LNG market and how portfolio players are driving rising spot & forward market liquidity.

The decarbonisation tipping point?

Oct 14, 2019

We look at 5 factors that suggest a decarbonisation tipping point may be near and set out why this is important for European gas & power markets.

Gaining an edge: LNG portfolio analysis

Oct 07, 2019

An effective LNG portfolio analysis capability can underpin a unique competitive advantage. We set out challenges, success factors & the path to a solution.

European gas storage value is recovering

Sep 30, 2019

3 drivers are tightening the gas flex balance, fuelling a recovery in price signals. Our backtesting analysis shows the resulting increase in storage margins.

German & Dutch CCGT value case

Sep 23, 2019

Impossible to make a viable investment case for Dutch & German CCGTs? We have a go and show how margins & market fundamentals are recovering.

Inter-market shock roils power, TTF & JKM

Sep 16, 2019

Last week saw power, gas & LNG prices surge as a triple news shock hit markets... and that was before the Saudi attacks. We look at drivers & implications.

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