Timera speaking on Italian BESS at the Key Energy conference in Rimini

26 Feb 2024

Steven Coppack our Power Director is doing a presentation on the unique investment opportunities for batteries in Italy and how Italian BESS investment compares with the GB market (https://en.key-expo.com/).

 

He will be presenting alongside the head of the Energy Department of the Italian Energy and Environment Ministry (MASE), the head of Energy Division of the Italian regulator ARERA & the Executive Vice President for Grid Development Strategies and Dispatching at the Italian TSO Terna.

 

Feel free to reach out to Steven if you would like to meet up at the conference (steven.coppack@timera-energy.com).

Timera sponsoring & presenting at 2024 Energy Storage Summit

4 Jan 2024

Our Power Director, Steven Coppack, will be speaking on:

 

BESS Investment Case in Germany & Italy

  • Factors driving BESS investment momentum in DE & IT
  • How the DE & IT investment cases differ from GB
  • Revenue stack breakdowns for DE & IT
  • Market access, offtake & financing
  • Key investment risks

It would be great to catch up face to face if you are coming along – feel free to contact Steven steven.coppack@timera-energy.com.

Join our German BESS webinar “The next frontier” on 28th November

14 Nov 2023

Topic: “The next frontier” – The drivers behind a surge in German battery investment

Time & access: Tues 28th Nov 09:00 GMT (10:00 CET, 16:00 SGT)

Registration: Pre-registration required (access is free); webinar registration link – register here

Focus:

  1. Fundamental value drivers (e.g. RES growth, thermal retirements)
  2. DE BESS revenue stack breakdown & backtest
  3. How the within-day market is driving value capture
  4. Financing & offtake structures
  5. Key policy & investment risks

Any Qs please contact steven.coppack@timera-energy.com

Timera is recruiting – like a new job?

26 Oct 2023

We are seeing a strong increase in client demand for our service, as the energy transition and focus on flexibility gathers pace. As a result we are actively looking to expand our team by recruiting both Analysts and Senior Analysts.

We are looking for people with strong commercial, analytical & problem solving skills to join our vibrant team. Our packages are very competitive and we have a strong focus on work / life balance. If you are interested in more details see Working with Timera.

 

Click here for a description of the roles we are looking to fill:

  1. Senior Analyst – Power focus
  2. Senior Analyst – Gas focus
  3. Analyst – Commercial focus

If you are interested, please send a CV to recruitment@timera-energy.com

Timera publishes Global Gas Report

13 Oct 2023

We have just published our H2 2023 Timera Global Gas Report with comprehensive analysis of the evolution of the LNG & European gas markets. The Report covers:

  1. Market state of play – analysis of current state of play in the LNG & European gas markets (vs history)
  2. Timera projections – Our modelling of the evolution of global market supply & demand balance to 2040
  3. Market flex – Our modelling of evolution of S&D flex & market regimes that drive prices (e.g. JKM, TTF, HH)
  4. Pricing dynamics – Our analysis of marginal pricing dynamics (e.g. spreads, volatility & correlation)
  5. Value drivers – Commercial conclusions on the impact of market evolution on gas portfolio value & risk

This Report forms part of our recently launched quarterly subscription service. For a free sample copy of the report you can contact David Duncan (Director of LNG & Gas) david.duncan@timera-energy.com .

Join our LNG webinar “A new lens” on 17th October

22 Sep 2023

Topic: “A new lens” – how shifting pricing dynamics are set to drive LNG portfolio value

Time & access: Tues 17th Oct 09:00 BST (10:00 CET, 16:00 SGT)

Registration: Pre-registration required (access is free); webinar registration link – register here

Scope:

  1. Market regime shift set up from 2024 into 2030s
  2. Marginal drivers of regional price spread evolution (e.g. HH vs TTF vs JKM)
  3. Evolution of price volatility & correlation + value impact
  4. Why crude vs gas pricing is set to be a big LNG portfolio value driver
  5. Brent SPA case study quantifying valuation breakdown

Any Qs please contact david.duncan@timera-energy.com

Timera Energy are speaking at Gastech 2023

2 Aug 2023

David Duncan (Director of LNG & Gas) will be speaking at Gastech 2023 in Singapore, on 5th September.

Please get in touch with David (david.duncan@timera-energy.com) if you would like to catch up on the services Timera Energy provide, LNG Bridge, our quarterly Global Gas Service or anything else.

 

Speaking slot:

  • Tuesday 5th September
  • 14:45-15:45
  • Managing short-term market dynamics
  • “New market regime a game changer for LNG portfolio strategy”

Timera launches quarterly Global Gas Service

24 Jun 2023

We have recently launched a quarterly Global Gas Service.  A quick summary:

  • Detailed analysis, quantifying evolution of:
  1. Market supply & demand balance
  2. Pricing dynamics
  3. Asset value impact & conclusions
  • Comprehensive quarterly projection dataset & chartbook
  • Detailed slide-based report
  • Direct access to our experts

For more details see our brochure here.

 

You can also contact David Duncan – Gas & LNG Director (david.duncan@timera-energy.com) or Olly Spinks – Managing Director (olly.spinks@timera-energy.com).

Join our webinar on LNG market evolution on 14th Jun 2023

9 May 2023

Topic: “What next?” – a framework for analysing LNG market evolution & portfolio value drivers in a post-crisis world

Time & access: Wed 14th Jun 09:00 BST (10:00 CET, 16:00 SGT)

Registration: Pre-registration required (access is free); webinar registration link – register here

Scope:

  • Market regime framework for price evolution to 2035
  • Downside risks e.g. 2023 and 2026-28 vs potential re-tightening e.g. 2024-25
  • How marginal pricing dynamics are shifting post-crisis (e.g. JKM vs TTF vs DES NWE)
  • Why price volatility is structurally increasing
  • Implications of new market dynamics for LNG portfolio value (e.g. US tolls, regas, shipping)

Any Qs please contact david.duncan@timera-energy.com

Join our webinar on EU battery investment April 20th

22 Mar 2023

European battery investment webinar on April 20th 2023

Topic: “Targeting EU battery value” – revenue stack, opportunities & challenges for BESS investors across EU

Time & access: Thurs 20th Apr (2-3pm BST, 15-16 CET), free to attend

Registration: Pre-registration required (access is free); webinar registration link – register here

Scope:

  • Ranking BESS investment potential across EU markets
  • BESS revenue stack structure (energy arbitrage, ancillaries, capacity)
  • Evolution of key price signals & revenue drivers
  • Investment challenges (e.g. policy, network charging)
  • Key BESS investment case drivers
  • Q&A section

Any Qs please contact steven.coppack@timera-energy.com