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TTF curve reprices higher as Middle East supply risk extends down the curve
Strikes on Qatari gas infrastructure have shifted market pricing from a near term supply shock towards a longer duration risk premium across the TTF curve.
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The conflict in Iran drives LNG charter rate volatility
The conflict in Iran has driven a rapid spike and then record-breaking fall in charter rates as global LNG flows adjust to the supply shock
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A new way to forecast price volatility & correlations
We set out a way to project price volatility & correlation and use an LNG market case study to demonstrate market and asset value impact
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GB T-4 auction clears at 27 £/kW following multiple years of 60£/kW+ prices as auction demand falls
The GB T-4 Capacity Market auction for the 2029/30 delivery year cleared on Tuesday at £27.10/kW, a significant drop from the £60-65/kW range that has been observed over the last two auctions. 40.1GW of derated capacity secured contracts out of ~44GW that entered.
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European gas storage: a case of Jekyll and Hyde