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Ukraine shifts to net gas importer amidst domestic production curtailments
The war-related disruption to Ukraine’s domestic gas production has turned the country from a regional balancer into a net-importer, prompting a strategic pivot to LNG imports via Poland and Greece for enhanced supply security.
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What’s regas worth? European access & the LNG supply wave
A surge in US LNG capacity is driving renewed focus in European regasification capacity.
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BESS continues to dominate new build capacity in Belgian CRM
New Y-2 auction in CRM launched to support BESS, however auctions remains dominated by gas
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Italian power prices: what’s driving the divergence?
We look at how Italy’s power & gas price premium to neighbouring markets is attracting regulatory attention & explore drivers & investor implications
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LNG charter rates spike as vessels tied up in floating storage
We explain how LNG charter rates have rebounded into November as vessels act to capitalise on time spreads