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Price spikes hit LNG harder than crude oil
JKM gains see a $14/mmbtu premium to oil indexed contracts, despite Brent pricing above $100/bbl.
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Storage set to shape Europe’s winter gas risk
GB and the Netherlands show how gas storage depth shapes LNG reliance, price seasonality and exposure to winter price spikes.
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Irish price shapes are shifting
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Gas market state of play in 5 charts
Gas prices are rising as a prolonged Hormuz disruption tightens LNG supply and Europe loses its flexibility to balance through storage.
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Grid fees – a core BESS value driver
Grid fees are becoming a material BESS value driver. We compare fee structure across six European markets and set out 5 key takeaways for investors.