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Five key impacts of LNG supply disruption via Hormuz
The effective closure of the Strait of Hormuz and halted Qatari LNG production mark a major global gas supply shock, driving sharply higher prices amid acute uncertainty over duration and wider disruption.
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Italy’s major policy intervention & asset value implications
We look at 8 important investor implications of Italy’s recent emergency policy decree and its impact on power asset values
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GB data centres: Will queue reforms unlock the next wave of power demand?
Proposed GB grid connection reforms could unlock a wave of data centre demand, but Ireland shows how quickly power systems can strain following rapid demand growth.
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TTF premium boosts European regas margins
We look at how low storage levels in Europe are widening offshore vs onshore price spreads, driving up LNG regas margins.
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Italian government confirms PSV – TTF liquidity service
The “liquidity service”, designed to offer volumes of gas into the Italian market at a fixed premium to TTF, has been passed into law