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The fading economics of gas-fired power
GB still needs gas-fired capacity, but falling load factors, ageing assets and weak new-build signals are reshaping value and ownership.
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Update on German grid fee reform provides renewed investment certainty
The German regulator released a positive update to the AgNes reform earlier this week providing the industry a large boost in investment confidence.
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How the LNG market is absorbing the shock in 5 charts
We set out 5 charts that show how the Middle East shock has triggered a powerful LNG demand response, driving LNG market marginal pricing dynamics.
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North America is increasingly the preferred destination for LNG export investment
40 mtpa of NA LNG export capacity is expected to have taken FID by the end of 2026 making it the 2nd biggest year for NA LNG export FIDs on record
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Unpacking the Irish BESS investment case
We dig into Ireland's BESS investment case: how demand growth and market reforms are reshaping the revenue stack — and the risks investors face