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Location and trading strategy driving GB BESS value
We look at BESS revenue stack capture across a range of assets to show how value increasingly depends on asset location and optimiser trading strategy.
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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.