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European storage driving gas price curve
European storage levels are set to drive gas price curve risk as weak injection economics collide with policy targets & LNG supply uncertainty
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What GB power price duration curves signal for BESS value
We show the evolution of power prices in GB through a stochastically modelled price duration curve.
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GB long duration storage: reading the first cap & floor winners
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Quantifying GB BESS revenue at risk from reform
We look at why backward-looking BESS revenue indices are not a reliable barometer for future value… and how GB congestion value may be eroded by policy reform
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European regas auctions: a window for portfolio players