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LNG market: enduring impacts of Middle East shock
A fragile ceasefire has eased near-term price pressure. We examine the enduring LNG supply & demand impacts as well as five key commercial implications.
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An unremarkable Easter?
Deeply negative day-ahead power prices are increasingly emerging as a "normal" feature of North-West European power markets.
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Timera Energy supports InfraVia on the creation of Supernova Power
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Conditional ceasefire triggers global gas repricing
A US–Iran ceasefire and Strait of Hormuz reopening rapidly strip the geopolitical risk premium from global gas markets, but fragility keeps prices well above pre-crisis levels
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Global gas pricing: consistent with de-escalation, but seasonal spreads tell a different story
Our stochastic modelling shows Summer 26 futures pricing de-escalation, although flat summer-winter spreads signal persistent disruption risk down the curve