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Visualising 2035 power price distributions

We use a 2035 GB power market case study to show the evolving impact of wind & solar on price distributions and flex asset value.

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TTF rally attracting flexible LNG cargoes to Europe

Tighter storage picture in Europe causes inversion in cross basin JKM - TTF spread, incentivising flexible LNG cargoes to Europe over Asia over balance of winter

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12 GW German power flex tender: 5 investment drivers

Germany has at last secured EU approval for a 12 GW gas-fired capacity tender. We look at how it is structured as well as 5 drivers of a viable investment case.

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Inverted seasonal spreads complicate 2026 outlook for storage operators

Europe is again facing potential difficulties in filling gas storage as W26–S26 seasonal spreads have inverted.

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LNG value shift as US exports price volatility

We set out why US gas price volatility is becoming an increasingly important driver of LNG price & asset value dynamics & show a case study which quantifies this.