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- analytical methodology
- Valuing European LNG regas capacity
- Gaining an edge: LNG portfolio analysis
- Confronting power market uncertainty
- Battery investment 2: Monetising battery value
- Power sector switching is driving gas hub prices
- At the flicks: gas curve animation
- Plant closure: Valuing closure option vs alternatives
- Capturing UK gas peaker margin
- An under-estimated driver of gas storage value
- Power price analysis: focus on what matters
- Long term contract pricing: 5 key drivers
- Long term contract pricing: counterparty motivations
- A revival in contracting of flexible assets
- An analysis of European hub price correlation
- Risk management done the right way
- Implied vs historical gas price volatility
- Defending energy portfolios against a credit event
- Oil market illustrates risks of relying on price forecasts
- Acquisitions and monetising asset value
- The dangers of mixing forecasts and forward curves
- Falling fuel prices and thermal plant margins
- Monetising the value of flexible gas & power assets
- Market benchmark for gas flexibility value
- Spot vs forward price dynamics: UK gas case study
- First UK capacity auction in focus
- European hub price volatility on the rise
- A practical view of the flexibility value of gas and power assets
- Risk management of optionality in energy portfolios
- Unique energy risk management characteristics
- There is more to energy risk management than option theory
- GasTerra storage auctions & flexibility value implications
- Conventional power plant value analysis has evolved
- Price spikes and the value of gas flexibility
- 2013: Study the past if you would define the future
- Panama Canal upgrade impact on the LNG Market
- Gas hub price evolution: applying the framework
- A framework for understanding European gas hub pricing
- Strategic negotiation with portfolio assets in play
- Gas plant & renewable penetration: a UK case study
- Getting creative with long term contract renegotiation
- Getting comfortable with CCGT extrinsic value
- Getting to grips with LNG shipping costs
- Controlling an addiction to cheap money
- Beware of proxy risk
- Proxy curves for gas pricing
- Headaches from FX and interest rate exposures
- GasTerra virtual storage: a valuation case study
- The problem that is gas volatility
- Don’t expect the market to pay for modelled asset value
- Cracking gas storage and swing valuation
- Developing a LNG portfolio valuation capability
- The evolution of risk capital allocation in energy companies
- The influence of new LNG importers on the global market
- The credit risk implications of a eurozone breakup
- China’s influence on global LNG demand
- Structured energy contracts and VaR
- NBP gas volatility surface evolution
- Mark to market tensions
- The challenges of investing in gas storage
- Energy risk management: the demise of Value at Risk?
- Portfolio value: the whole does not equal the sum of the parts
- Preparing your business for a eurozone breakup?
- Timera Energy’s 2011 review
- Effective use of market benchmarks for the value of flexibility
- Market benchmarks for the value of flexibility
- Transportation capacity valuation and hedging
- Volume flexibility in European gas contracts
- Robust analysis of energy asset value and risk
- Bleeding value from residual foreign exchange risk
- Stochastic pricing models: Science, Art or Voodoo?
- asset investment
- UK capacity market 'back in play'
- Valuing European LNG regas capacity
- European gas storage value is recovering
- German & Dutch CCGT value case
- Major shifts in German power pricing dynamics
- Building a viable battery margin stack
- Asian LNG demand stalls in H1 2019
- The relevance of a near zero UK capacity price
- Decarbonising European gas: 3 pathways
- Headwinds for UK gas engine margins
- Challenging three battery investment 'myths'
- A new wave of LNG supply is building
- Power price uncertainty: a UK case study
- Confronting power market uncertainty
- Variable cost a key differentiator for storage
- 5 energy market surprises for 2019
- Boosting midstream asset value capture
- UK battery investment 3: building an investment case
- Battery investment 2: Monetising battery value
- UK battery investment 1: business model transition
- A new UK CCGT despite no price signal
- Plant closure: Valuing closure option vs alternatives
- NW Europe’s flexible capacity crunch
- UK capacity auctions set up stack transition
- Funds taking on market risk to boost returns
- Taking nuclear life extensions seriously
- Cracking the new US export business model
- Where will the next wave of LNG supply come from?
- Energy from waste investment in the UK
- Flexibility investment: New UK CCGTs
- Investment in flexibility: gas peakers
- European midstream gas infrastructure in focus
- UK peaker investment: here comes consolidation
- The UK’s battle for new capacity: peakers vs CCGTs
- Long term contracting to support asset financing
- The impact of declining offshore wind costs
- Utility asset sales: where are the value opportunities?
- European utility asset sales are ramping up
- Underestimating small scale peakers
- The UK’s dual capacity markets
- The UK CCGT new build challenge
- Gas volatility & investment in deliverability
- Acquisitions and monetising asset value
- Investment in UK peaking assets
- Interconnectors - a competitive source of new capacity for the UK power market
- Centrica asset sales & the current market environment
- The European gas plant bust is underway
- What does the Energy Bill mean for UK generation investment?
- Building LNG supply chain value
- Chinese nuclear investment in Europe
- Political tension is undermining UK energy investment
- The approaching European gas plant bust?
- The UK’s nuclear future comes down to France
- The challenges of investing in gas storage
- Capacity Market impact on plant owners and investors
- CCGT investment in the UK and Germany
- asset valuation
- Valuing European LNG regas capacity
- Building a viable battery margin stack
- Resurgence in UK gas storage value
- Decarbonising European gas: 3 pathways
- Variable cost a key differentiator for storage
- Capturing UK gas peaker margin
- An under-estimated driver of gas storage value
- Flexibility investment: New UK CCGTs
- Power price analysis: focus on what matters
- Investment in flexibility: gas peakers
- Implied vs historical gas price volatility
- Market benchmark for gas flexibility value
- GasTerra storage auctions & flexibility value implications
- Conventional power plant value analysis has evolved
- Price spikes and the value of gas flexibility
- Getting comfortable with CCGT extrinsic value
- GasTerra virtual storage: a valuation case study
- Don’t expect the market to pay for modelled asset value
- Cracking gas storage and swing valuation
- Developing a LNG portfolio valuation capability
- Flexibility value: seasonal spread drivers
- Portfolio value: the whole does not equal the sum of the parts
- Effective use of market benchmarks for the value of flexibility
- Transportation capacity valuation and hedging
- The value of flexible gas supply infrastructure
- business model
- Gaining an edge: LNG portfolio analysis
- Building a viable battery margin stack
- Evolution of UK balancing flexibility
- Distribution key to ‘weaponising’ demand side
- Headwinds for UK gas engine margins
- Challenging three battery investment 'myths'
- Shell, Limejump, Gridserve & business model evolution
- 5 energy market surprises for 2019
- Boosting midstream asset value capture
- Power plant optionality & dispatch cost hurdles
- UK battery investment 3: building an investment case
- Building an energy trading capability
- UK battery investment 1: business model transition
- Monetising European gas storage value
- A new UK CCGT despite no price signal
- Implications of UK capacity auction results
- Cracking the new US export business model
- Market access contracts: 5 success factors
- Contracting for market access via a 3rd party
- Long term contract pricing: counterparty motivations
- Acquisitions and monetising asset value
- Strategic negotiation with portfolio assets in play
- RWE: Anatomy of a gas portfolio
- The evolution of risk capital allocation in energy companies
- Preparing your business for a eurozone breakup?
- energy markets
- UK capacity market 'back in play'
- Valuing European LNG regas capacity
- Charter rate surge shakes LNG market
- LNG market evolution in 5 charts
- The decarbonisation tipping point?
- Gaining an edge: LNG portfolio analysis
- European gas storage value is recovering
- German & Dutch CCGT value case
- Inter-market shock roils power, TTF & JKM
- Major shifts in German power pricing dynamics
- Building a viable battery margin stack
- Asian LNG demand stalls in H1 2019
- Evolution of UK balancing flexibility
- Will European gas prices recover or ‘snowplough’?
- FX movements driving energy prices
- Value drivers for Spanish CCGTs
- Resurgence in UK gas storage value
- The relevance of a near zero UK capacity price
- Gas vs coal plant switching practicalities
- Decarbonising European gas: value chain impact
- Decarbonising European gas: 3 pathways
- Decarbonising European gas: the risks & options
- Distribution key to ‘weaponising’ demand side
- Russia, LNG & the next 3 years
- Headwinds for UK gas engine margins
- Challenging three battery investment 'myths'
- Power sector setting gas prices in Europe
- Gas prices plunge towards US LNG shut in levels
- The changing role of UK’s gas interconnectors
- A new wave of LNG supply is building
- Shell, Limejump, Gridserve & business model evolution
- TTF animation shows wild gas curve swings
- Power price uncertainty: a UK case study
- Europe & Asian gas prices slump
- Confronting power market uncertainty
- LNG market balance in 5 charts
- Variable cost a key differentiator for storage
- Renewables in action: a German case study
- 5 energy market surprises for 2019
- Major energy surprises of 2018
- How flex price signals differ across TTF vs NBP
- Boosting midstream asset value capture
- European gas price rally hits reverse
- Shock suspension of UK Capacity Market
- Quantifying wind & solar intermittency
- Russian capacity to get gas into Europe
- Power plant optionality & dispatch cost hurdles
- 3 key factors driving European hub prices
- UK battery investment 3: building an investment case
- Global gas market risk shifting to the upside
- Battery investment 2: Monetising battery value
- Building an energy trading capability
- Carbon surge driving up TTF & spot LNG prices
- How fuel & carbon prices are driving switching
- UK battery investment 1: business model transition
- European gas hub linkage to the LNG market
- European emissions: Germany in focus
- Global emissions: running to stand still
- How FSRU's are impacting LNG market evolution
- Renewables can plug the French capacity gap
- LNG supply next wave: the challengers
- Next LNG supply wave: the 5 major players
- Monetising European gas storage value
- A new UK CCGT despite no price signal
- Belgium’s nuclear driven capacity crunch
- Power sector switching is driving gas hub prices
- LNG oversupply setting up 2020s squeeze
- European gas balance: drivers & prognosis
- At the flicks: gas curve animation
- Plant closure: Valuing closure option vs alternatives
- Plant closure: drivers of the decision to close
- Russian & LNG imports: a rebalancing act
- European production flex is declining fast
- NW Europe’s flexible capacity crunch
- Will LNG bunkering transform the LNG market?
- Gas market explodes into action
- Deconstructing LNG shipping costs
- Implications of UK capacity auction results
- Interpreting TTF implied volatility
- Capturing UK gas peaker margin
- USD points to higher commodity prices
- Hub pricing is already winning in Asia
- UK capacity auctions set up stack transition
- 5 energy market surprises for 2018
- Major energy surprises of 2017
- Asian portfolios drive LNG contracting evolution
- Funds taking on market risk to boost returns
- Taking nuclear life extensions seriously
- Oil price animation shows bulls taking charge
- Cracking the new US export business model
- Where will the next wave of LNG supply come from?
- An under-estimated driver of gas storage value
- Energy from waste investment in the UK
- European gas demand recovery: the comeback story
- Flexibility investment: New UK CCGTs
- Barometers for LNG market tightness
- Power price analysis: focus on what matters
- How Russia can balance the global gas market
- Investment in flexibility: gas peakers
- Investment in flexibility: battery storage
- The Timera Blog is about to evolve
- European gas supply sources: Norway
- Practical view of Brexit impact on UK gas market
- European midstream gas infrastructure in focus
- Europe providing global gas supply flexibility
- Options confronting gas storage owners
- European gas for coal switching boundaries in 2017
- UK peaker investment: here comes consolidation
- Timera take on the Flame gas conference
- Germany’s replacement of baseload capacity with wind
- Impact of the approaching LNG supply wave
- A wild winter in European power markets
- The UK gas market without Rough
- Market access contracts: 5 success factors
- How higher coal prices support gas hub prices
- Evolving trends in LNG contracting
- Power sector switching, gas hub prices & volatility
- US export flows, the supply glut and Europe
- Contracting for market access via a 3rd party
- Relative pricing dynamics driving European gas hubs
- Winter LNG spot price volatility
- UK power: will next winter be a repeat of this one?
- Interconnector value & the cross-channel tug of war
- 5 surprises for 2017
- The impact of LNG imports on hub price volatility
- Progressing up the mountain of LNG
- UK capacity market surprises again
- Revisiting our 5 surprises for 2016
- Volatility has a gas price anchor
- Global gas price convergence: state of play
- Keep an eye on the US dollar, yields and inflation
- Asian demand response to lower LNG prices
- Coal price dump and jump in animation
- The UK’s battle for new capacity: peakers vs CCGTs
- Long term contracting to support asset financing
- The impact of rising coal prices
- Gas rebalancing 2: the path to price recovery
- Gas rebalancing 1: Clearing the global gas glut
- Evidence of a 2016 recovery in gas price volatility
- UK CCGT margins take off, coal plants bleed
- Continental generation margins: Gas is back
- Rough storage issues remain a structural threat
- French Carbon Price Floor
- Utility asset sales: where are the value opportunities?
- UK coal plants & security of supply
- Brexit impact on European energy markets
- LNG imports & European gas pricing dynamics
- European utility asset sales are ramping up
- Has the 2016 commodity price recovery got legs?
- Gas vs coal switching in Europe: numerical analysis
- Gas vs coal switching in Europe: key markets
- Long term contract pricing: 5 key drivers
- US exports and the trans-Atlantic cost question
- What does Henry Hub convergence mean?
- Anatomy of a spring short squeeze
- European gas market: current supply & demand balance
- European LNG imports on the rise
- Long term contract pricing: counterparty motivations
- Summer gas price pressure & the storage overhang
- A revival in contracting of flexible assets
- Fixing the UK’s broken capacity market?
- Rising CCGT load factors and gas volatility
- Brent crash in animation (Part II)
- Underestimating small scale peakers
- European gas hub dynamics in 2016
- Dark spreads spell the death of UK coal plants
- Five market surprises for 2016
- An analysis of European hub price correlation
- Risk management done the right way
- US exports are now a reality
- The UK’s dual capacity markets
- Hub pricing in a converging global gas market
- Commodity price perspective: a 3 chart view
- Russia’s strategic response to an oversupplied gas market
- Implied vs historical gas price volatility
- Last week’s UK power price spike
- UK capacity price may clear in single digits
- Global gas price evolution: 5 key drivers
- The UK CCGT new build challenge
- Defending energy portfolios against a credit event
- Watch out for a major credit event
- Gas flex case study: the impact of losing Rough storage
- Vattenfall’s German sale: mixing lignite & water
- Structural transition in gas prices
- UK spark and dark spreads in animation
- The next leg down in commodity prices
- Gas volatility & investment in deliverability
- European gas demand, LNG flow & hub prices
- European hub prices and Chinese gas demand
- Electricity storage investment: path to commercialisation
- Shipping cost impact on LNG price spreads
- Oil market illustrates risks of relying on price forecasts
- Capacity fallout in the UK power market
- Collapse in LNG charter rates continues
- Look to the USD for oil price direction
- Gas vs coal switching in Continental power markets
- Acquisitions and monetising asset value
- Gas plant competiveness is increasing
- Watch out for Chinese & European gas demand
- Evolving roles and risks in the European gas market
- The tipping point in the gas market
- UK gas storage capacity restrictions
- The dangers of mixing forecasts and forward curves
- Falling fuel prices and thermal plant margins
- The mountain of new LNG supply
- Monetising the value of flexible gas & power assets
- Power capacity payments are coming across Europe
- European hub prices under pressure in 2015
- Europe is now the hub of the global gas market
- Market benchmark for gas flexibility value
- Brent curve collapse in animation
- Supply side response to lower crude
- Crude is not alone as it plunges into 2015
- Timera take on the 1st UK capacity auction
- Welcome back
- 2014 themes and the way forward into 2015
- Market interconnectivity and the next 6 months
- A shift in LNG market balance
- Spot vs forward price dynamics: UK gas case study
- Tighter UK market, higher spreads & volatility
- A quick check on gas hub liquidity
- First UK capacity auction in focus
- German recession, power prices & generation margins
- Oil and coal pricing back in focus
- LNG vessel charter rates heading south
- Tighter UK market, higher gas plant margins?
- The next phase of global gas pricing
- UK power crunch risk remains
- Why the UK will need fast cycle storage
- This is no ordinary fall in global gas prices
- European hub price volatility on the rise
- Gas hub pricing in a state of flux
- Investment in UK peaking assets
- A practical view of the flexibility value of gas and power assets
- Europe’s dependence on Russian gas
- LNG portfolio implications of a tight vs oversupplied market
- Interconnectors - a competitive source of new capacity for the UK power market
- Russia - China deal to shake up global gas market
- Centrica asset sales & the current market environment
- A spring slump in spot gas prices
- Considering an alternative view on global LNG pricing
- Risk management of optionality in energy portfolios
- UK shale and security of supply
- New UK capacity market information & its impact
- Unique energy risk management characteristics
- Germany vs UK generation margin comparison
- US wild winter volatility a reminder for Europe
- There is more to energy risk management than option theory
- Commercial implications of the UK capacity market
- LNG induced gas price squeeze in South West Europe
- Transition from JCC Pricing in Asian LNG Markets
- Pricing dynamics in the new UK capacity market
- GasTerra storage auctions & flexibility value implications
- Early warning signs of an emerging markets problem?
- UK Capacity Market to become a reality in 2014
- Conventional power plant value analysis has evolved
- Steam coming out of the LNG shipping market
- Price spikes and the value of gas flexibility
- 2013: Study the past if you would define the future
- Carbon price floor impact on the UK power market
- Panama Canal upgrade impact on the LNG Market
- Beware of a shift to central planning
- Gas hub price evolution: applying the framework
- A framework for understanding European gas hub pricing
- Strategic negotiation with portfolio assets in play
- Gas plant & renewable penetration: a UK case study
- US exports are a big deal for global gas pricing
- Getting creative with long term contract renegotiation
- Getting comfortable with CCGT extrinsic value
- What drives contract counterparties back to the negotiating table?
- Getting to grips with LNG shipping costs
- A mini-meltdown in the uranium market
- Rhetoric vs. reality on UK shale gas impact
- Will European LNG reloads continue?
- A break for summer
- Price divergence at PEG Sud
- Big trouble in little China?
- Security of supply concerns intensify in UK power market
- Controlling an addiction to cheap money
- Global gas price differentials
- Beware of proxy risk
- Feeling the pain of European generators in 3 charts
- A snapshot of incremental supply and demand in the LNG market
- Proxy curves for gas pricing
- Emerging influences of the German power market
- Faith shaken in grandfather Groningen
- Japanese nuclear restarts and the global gas market
- Gas indexation in Europe - a tipping point?
- Renewable growth and German power market dynamics
- Headaches from FX and interest rate exposures
- European storage response to the NBP price spike
- Is the UK gas market facing a supply crisis?
- Southern European gas market convergence
- The European gas plant bust is underway
- GasTerra virtual storage: a valuation case study
- The problem that is gas volatility
- Don’t expect the market to pay for modelled asset value
- Currency wars and European energy portfolios
- LNG spot volatility and European price formation
- UK spark spreads - light at the end of the tunnel?
- Cracking gas storage and swing valuation
- CCS – Will it take off anytime soon?
- An integrated transatlantic seasonal gas storage market?
- Timera Energy’s 2012 review
- US Gas Production - More Than Just a Local Affair
- What does the Energy Bill mean for UK generation investment?
- US LNG export contracts: a European buyer’s perspective
- Is the UK gas market being rigged?
- Refocusing the decarbonisation debate
- Getting to grips with intermittency
- A commodity market perspective in 3 charts
- Developing a LNG portfolio valuation capability
- The UK power market capacity crunch is official
- The German power market – a tale of two stories
- Will the renewed flow of LNG into Europe continue?
- Building LNG supply chain value
- Intervention and commodity markets
- Chinese nuclear investment in Europe
- The death of gas volatility in Europe?
- How far will the UK fall short of its renewable generation target?
- Political tension is undermining UK energy investment
- Summer recess
- Asian LNG prices head south
- RWE: Anatomy of a gas portfolio
- Global gas price snapshot July 2012
- Coal prices heading south
- The UK capacity market and security of supply
- Five key drivers of global LNG market evolution
- The evolution of risk capital allocation in energy companies
- The influence of new LNG importers on the global market
- Vision of energy security: Clinton vs Klaus
- The credit risk implications of a eurozone breakup
- China’s influence on global LNG demand
- The approaching European gas plant bust?
- Discounting the UK carbon price floor
- Structured energy contracts and VaR
- NBP gas volatility surface evolution
- The UK’s nuclear future comes down to France
- Mark to market tensions
- The challenges of investing in gas storage
- Energy risk management: the demise of Value at Risk?
- Flexibility value: seasonal spread drivers
- A tough spread environment
- The impact of North American LNG exports on European gas pricing
- Capacity Market impact on plant owners and investors
- Will US LNG exports revolutionise the global gas market?
- UK Capacity Market impact on prices and price volatility
- Portfolio value: the whole does not equal the sum of the parts
- European gas pricing developments in the global context
- Coming to grips with the new UK Capacity Market
- Preparing your business for a eurozone breakup?
- Will the eurozone survive 2012?
- Timera Energy’s 2011 review
- All shook up over shale gas?
- Effective use of market benchmarks for the value of flexibility
- A renewed credit crunch and European energy investment
- Government intervention to support gas storage
- Flexible friends: the value of existing UK CCGT
- Market benchmarks for the value of flexibility
- Transportation capacity valuation and hedging
- The cracks in UK energy policy are widening
- The downside risks to energy markets have intensified
- The evolving role of interconnectors in European energy markets
- Volume flexibility in European gas contracts
- CCGT investment in the UK and Germany
- Robust analysis of energy asset value and risk
- The debt crisis and European energy markets: a new episode
- European gas pricing dynamics
- The UK generation capacity crunch in numbers
- Bleeding value from residual foreign exchange risk
- Electricity Market Reform: An orderly transition ?
- Stochastic pricing models: Science, Art or Voodoo?
- Exchange rate impacts on European power and gas markets
- The debt crisis and European energy markets
- The value of flexible gas supply infrastructure
- IEA golden age of gas by 2035 but what about 2015?
- German nuclear closures: politics versus reality
- European natural gas futures and hub liquidity
- The value of existing UK coal plant ?
- Global commodity markets (Part II): focusing in on oil, coal and gas
- Global commodity markets (Part I): a paradigm shift?
- Volatility surface for the UK gas market
- European gas market
- Valuing European LNG regas capacity
- Charter rate surge shakes LNG market
- LNG market evolution in 5 charts
- The decarbonisation tipping point?
- Gaining an edge: LNG portfolio analysis
- European gas storage value is recovering
- German & Dutch CCGT value case
- Inter-market shock roils power, TTF & JKM
- Asian LNG demand stalls in H1 2019
- Will European gas prices recover or ‘snowplough’?
- FX movements driving energy prices
- Resurgence in UK gas storage value
- Gas vs coal plant switching practicalities
- Decarbonising European gas: value chain impact
- Decarbonising European gas: 3 pathways
- Russia, LNG & the next 3 years
- Power sector setting gas prices in Europe
- Gas prices plunge towards US LNG shut in levels
- The changing role of UK’s gas interconnectors
- A new wave of LNG supply is building
- TTF animation shows wild gas curve swings
- Europe & Asian gas prices slump
- LNG market balance in 5 charts
- Variable cost a key differentiator for storage
- LNG shipping distances drive up costs
- 5 energy market surprises for 2019
- Major energy surprises of 2018
- How flex price signals differ across TTF vs NBP
- European gas price rally hits reverse
- Russian capacity to get gas into Europe
- 3 key factors driving European hub prices
- Global gas market risk shifting to the upside
- Carbon surge driving up TTF & spot LNG prices
- How fuel & carbon prices are driving switching
- European gas hub linkage to the LNG market
- European emissions: Germany in focus
- Global emissions: running to stand still
- How FSRU's are impacting LNG market evolution
- Next LNG supply wave: the 5 major players
- Monetising European gas storage value
- Power sector switching is driving gas hub prices
- LNG oversupply setting up 2020s squeeze
- European gas balance: drivers & prognosis
- At the flicks: gas curve animation
- Russian & LNG imports: a rebalancing act
- European production flex is declining fast
- Gas market explodes into action
- Deconstructing LNG shipping costs
- Interpreting TTF implied volatility
- 5 energy market surprises for 2018
- Where will the next wave of LNG supply come from?
- An under-estimated driver of gas storage value
- European gas demand recovery: the comeback story
- How Russia can balance the global gas market
- Investment in flexibility: battery storage
- Practical view of Brexit impact on UK gas market
- Europe providing global gas supply flexibility
- Options confronting gas storage owners
- European gas for coal switching boundaries in 2017
- Timera take on the Flame gas conference
- The UK gas market without Rough
- How higher coal prices support gas hub prices
- Power sector switching, gas hub prices & volatility
- US export flows, the supply glut and Europe
- Relative pricing dynamics driving European gas hubs
- Winter LNG spot price volatility
- 5 surprises for 2017
- The impact of LNG imports on hub price volatility
- Volatility has a gas price anchor
- Gas rebalancing 2: the path to price recovery
- Gas rebalancing 1: Clearing the global gas glut
- Evidence of a 2016 recovery in gas price volatility
- UK CCGT margins take off, coal plants bleed
- Continental generation margins: Gas is back
- Rough storage issues remain a structural threat
- Utility asset sales: where are the value opportunities?
- Brexit impact on European energy markets
- LNG imports & European gas pricing dynamics
- Gas vs coal switching in Europe: numerical analysis
- Gas vs coal switching in Europe: key markets
- US exports and the trans-Atlantic cost question
- What does Henry Hub convergence mean?
- Anatomy of a spring short squeeze
- European gas market: current supply & demand balance
- European LNG imports on the rise
- Summer gas price pressure & the storage overhang
- European gas hub dynamics in 2016
- Five market surprises for 2016
- An analysis of European hub price correlation
- Hub pricing in a converging global gas market
- Russia’s strategic response to an oversupplied gas market
- Implied vs historical gas price volatility
- Gas flex case study: the impact of losing Rough storage
- Structural transition in gas prices
- Gas volatility & investment in deliverability
- European gas demand, LNG flow & hub prices
- European hub prices and Chinese gas demand
- Gas vs coal switching in Continental power markets
- Watch out for Chinese & European gas demand
- Evolving roles and risks in the European gas market
- The tipping point in the gas market
- UK gas storage capacity restrictions
- European hub prices under pressure in 2015
- Europe is now the hub of the global gas market
- Market benchmark for gas flexibility value
- 2014 themes and the way forward into 2015
- Market interconnectivity and the next 6 months
- Spot vs forward price dynamics: UK gas case study
- A quick check on gas hub liquidity
- The next phase of global gas pricing
- Why the UK will need fast cycle storage
- This is no ordinary fall in global gas prices
- European hub price volatility on the rise
- Gas hub pricing in a state of flux
- Europe’s dependence on Russian gas
- Russia - China deal to shake up global gas market
- A spring slump in spot gas prices
- Considering an alternative view on global LNG pricing
- UK shale and security of supply
- US wild winter volatility a reminder for Europe
- LNG induced gas price squeeze in South West Europe
- GasTerra storage auctions & flexibility value implications
- Price spikes and the value of gas flexibility
- Gas hub price evolution: applying the framework
- A framework for understanding European gas hub pricing
- Rhetoric vs. reality on UK shale gas impact
- Price divergence at PEG Sud
- Global gas price differentials
- Faith shaken in grandfather Groningen
- Gas indexation in Europe - a tipping point?
- European storage response to the NBP price spike
- Is the UK gas market facing a supply crisis?
- Southern European gas market convergence
- GasTerra virtual storage: a valuation case study
- LNG spot volatility and European price formation
- An integrated transatlantic seasonal gas storage market?
- Timera Energy’s 2012 review
- US Gas Production - More Than Just a Local Affair
- US LNG export contracts: a European buyer’s perspective
- Is the UK gas market being rigged?
- Refocusing the decarbonisation debate
- Will the renewed flow of LNG into Europe continue?
- The death of gas volatility in Europe?
- RWE: Anatomy of a gas portfolio
- Vision of energy security: Clinton vs Klaus
- NBP gas volatility surface evolution
- A tough spread environment
- The impact of North American LNG exports on European gas pricing
- European gas pricing developments in the global context
- All shook up over shale gas?
- Government intervention to support gas storage
- Transportation capacity valuation and hedging
- European gas pricing dynamics
- The value of flexible gas supply infrastructure
- IEA golden age of gas by 2035 but what about 2015?
- European natural gas futures and hub liquidity
- Volatility surface for the UK gas market
- European power market
- UK capacity market 'back in play'
- The decarbonisation tipping point?
- German & Dutch CCGT value case
- Inter-market shock roils power, TTF & JKM
- Major shifts in German power pricing dynamics
- Building a viable battery margin stack
- Evolution of UK balancing flexibility
- FX movements driving energy prices
- Value drivers for Spanish CCGTs
- The relevance of a near zero UK capacity price
- Gas vs coal plant switching practicalities
- Decarbonising European gas: value chain impact
- Headwinds for UK gas engine margins
- Challenging three battery investment 'myths'
- Power sector setting gas prices in Europe
- Power price uncertainty: a UK case study
- Europe & Asian gas prices slump
- Confronting power market uncertainty
- Renewables in action: a German case study
- 5 energy market surprises for 2019
- Major energy surprises of 2018
- Shock suspension of UK Capacity Market
- Quantifying wind & solar intermittency
- Power plant optionality & dispatch cost hurdles
- UK battery investment 3: building an investment case
- How fuel & carbon prices are driving switching
- UK battery investment 1: business model transition
- European emissions: Germany in focus
- Global emissions: running to stand still
- Renewables can plug the French capacity gap
- A new UK CCGT despite no price signal
- Belgium’s nuclear driven capacity crunch
- Power sector switching is driving gas hub prices
- European gas balance: drivers & prognosis
- Plant closure: Valuing closure option vs alternatives
- Plant closure: drivers of the decision to close
- NW Europe’s flexible capacity crunch
- Gas market explodes into action
- Implications of UK capacity auction results
- Capturing UK gas peaker margin
- UK capacity auctions set up stack transition
- 5 energy market surprises for 2018
- Taking nuclear life extensions seriously
- Energy from waste investment in the UK
- Flexibility investment: New UK CCGTs
- Power price analysis: focus on what matters
- Investment in flexibility: gas peakers
- Investment in flexibility: battery storage
- European gas for coal switching boundaries in 2017
- UK peaker investment: here comes consolidation
- Germany’s replacement of baseload capacity with wind
- A wild winter in European power markets
- Power sector switching, gas hub prices & volatility
- UK power: will next winter be a repeat of this one?
- Interconnector value & the cross-channel tug of war
- 5 surprises for 2017
- UK capacity market surprises again
- The UK’s battle for new capacity: peakers vs CCGTs
- The impact of rising coal prices
- Gas rebalancing 1: Clearing the global gas glut
- The impact of declining offshore wind costs
- UK CCGT margins take off, coal plants bleed
- Continental generation margins: Gas is back
- French Carbon Price Floor
- Utility asset sales: where are the value opportunities?
- UK coal plants & security of supply
- Brexit impact on European energy markets
- Gas vs coal switching in Europe: numerical analysis
- Gas vs coal switching in Europe: key markets
- Fixing the UK’s broken capacity market?
- Rising CCGT load factors and gas volatility
- Underestimating small scale peakers
- Dark spreads spell the death of UK coal plants
- Five market surprises for 2016
- The UK’s dual capacity markets
- Last week’s UK power price spike
- UK capacity price may clear in single digits
- The UK CCGT new build challenge
- Vattenfall’s German sale: mixing lignite & water
- UK spark and dark spreads in animation
- Electricity storage investment: path to commercialisation
- Capacity fallout in the UK power market
- Gas vs coal switching in Continental power markets
- Gas plant competiveness is increasing
- Falling fuel prices and thermal plant margins
- Power capacity payments are coming across Europe
- Timera take on the 1st UK capacity auction
- 2014 themes and the way forward into 2015
- Market interconnectivity and the next 6 months
- Tighter UK market, higher spreads & volatility
- First UK capacity auction in focus
- German recession, power prices & generation margins
- Tighter UK market, higher gas plant margins?
- UK power crunch risk remains
- Investment in UK peaking assets
- Interconnectors - a competitive source of new capacity for the UK power market
- Centrica asset sales & the current market environment
- New UK capacity market information & its impact
- Germany vs UK generation margin comparison
- Commercial implications of the UK capacity market
- Pricing dynamics in the new UK capacity market
- UK Capacity Market to become a reality in 2014
- Carbon price floor impact on the UK power market
- Beware of a shift to central planning
- Gas plant & renewable penetration: a UK case study
- Getting comfortable with CCGT extrinsic value
- Security of supply concerns intensify in UK power market
- Feeling the pain of European generators in 3 charts
- Emerging influences of the German power market
- Renewable growth and German power market dynamics
- The European gas plant bust is underway
- UK spark spreads - light at the end of the tunnel?
- CCS – Will it take off anytime soon?
- Timera Energy’s 2012 review
- What does the Energy Bill mean for UK generation investment?
- Refocusing the decarbonisation debate
- Getting to grips with intermittency
- The UK power market capacity crunch is official
- The German power market – a tale of two stories
- Chinese nuclear investment in Europe
- How far will the UK fall short of its renewable generation target?
- Political tension is undermining UK energy investment
- The UK capacity market and security of supply
- Vision of energy security: Clinton vs Klaus
- The approaching European gas plant bust?
- Discounting the UK carbon price floor
- The UK’s nuclear future comes down to France
- Capacity Market impact on plant owners and investors
- UK Capacity Market impact on prices and price volatility
- Coming to grips with the new UK Capacity Market
- Flexible friends: the value of existing UK CCGT
- The cracks in UK energy policy are widening
- The evolving role of interconnectors in European energy markets
- CCGT investment in the UK and Germany
- The UK generation capacity crunch in numbers
- Electricity Market Reform: An orderly transition ?
- German nuclear closures: politics versus reality
- The value of existing UK coal plant ?
- global commodity markets
- Charter rate surge shakes LNG market
- Will European gas prices recover or ‘snowplough’?
- FX movements driving energy prices
- Major energy surprises of 2018
- How FSRU's are impacting LNG market evolution
- LNG supply next wave: the challengers
- Next LNG supply wave: the 5 major players
- LNG oversupply setting up 2020s squeeze
- Will LNG bunkering transform the LNG market?
- Deconstructing LNG shipping costs
- Interpreting TTF implied volatility
- USD points to higher commodity prices
- Hub pricing is already winning in Asia
- 5 energy market surprises for 2018
- Oil price animation shows bulls taking charge
- Coal price dump and jump in animation
- The impact of rising coal prices
- Brent crash in animation (Part II)
- Commodity price perspective: a 3 chart view
- The next leg down in commodity prices
- Oil market illustrates risks of relying on price forecasts
- Look to the USD for oil price direction
- Brent curve collapse in animation
- Supply side response to lower crude
- Crude is not alone as it plunges into 2015
- Oil and coal pricing back in focus
- A mini-meltdown in the uranium market
- A commodity market perspective in 3 charts
- Intervention and commodity markets
- Coal prices heading south
- The downside risks to energy markets have intensified
- Global commodity markets (Part II): focusing in on oil, coal and gas
- Global commodity markets (Part I): a paradigm shift?
- LNG market
- Valuing European LNG regas capacity
- Charter rate surge shakes LNG market
- LNG market evolution in 5 charts
- Gaining an edge: LNG portfolio analysis
- Inter-market shock roils power, TTF & JKM
- Asian LNG demand stalls in H1 2019
- Will European gas prices recover or ‘snowplough’?
- Russia, LNG & the next 3 years
- Power sector setting gas prices in Europe
- Gas prices plunge towards US LNG shut in levels
- A new wave of LNG supply is building
- Europe & Asian gas prices slump
- LNG market balance in 5 charts
- 5 energy market surprises for 2019
- European gas price rally hits reverse
- 3 key factors driving European hub prices
- Global gas market risk shifting to the upside
- Carbon surge driving up TTF & spot LNG prices
- European gas hub linkage to the LNG market
- European emissions: Germany in focus
- How FSRU's are impacting LNG market evolution
- LNG supply next wave: the challengers
- Next LNG supply wave: the 5 major players
- Power sector switching is driving gas hub prices
- LNG oversupply setting up 2020s squeeze
- European gas balance: drivers & prognosis
- Russian & LNG imports: a rebalancing act
- European production flex is declining fast
- Will LNG bunkering transform the LNG market?
- Deconstructing LNG shipping costs
- Hub pricing is already winning in Asia
- 5 energy market surprises for 2018
- Asian portfolios drive LNG contracting evolution
- Cracking the new US export business model
- Where will the next wave of LNG supply come from?
- Barometers for LNG market tightness
- How Russia can balance the global gas market
- European gas supply sources: Norway
- Practical view of Brexit impact on UK gas market
- European midstream gas infrastructure in focus
- Europe providing global gas supply flexibility
- Impact of the approaching LNG supply wave
- Evolving trends in LNG contracting
- Power sector switching, gas hub prices & volatility
- US export flows, the supply glut and Europe
- Relative pricing dynamics driving European gas hubs
- Winter LNG spot price volatility
- 5 surprises for 2017
- The impact of LNG imports on hub price volatility
- Progressing up the mountain of LNG
- Revisiting our 5 surprises for 2016
- Global gas price convergence: state of play
- Asian demand response to lower LNG prices
- The impact of rising coal prices
- Gas rebalancing 2: the path to price recovery
- Gas rebalancing 1: Clearing the global gas glut
- Utility asset sales: where are the value opportunities?
- LNG imports & European gas pricing dynamics
- Has the 2016 commodity price recovery got legs?
- Gas vs coal switching in Europe: numerical analysis
- Gas vs coal switching in Europe: key markets
- US exports and the trans-Atlantic cost question
- What does Henry Hub convergence mean?
- Anatomy of a spring short squeeze
- European gas market: current supply & demand balance
- European LNG imports on the rise
- Summer gas price pressure & the storage overhang
- A revival in contracting of flexible assets
- European gas hub dynamics in 2016
- Five market surprises for 2016
- US exports are now a reality
- Hub pricing in a converging global gas market
- Russia’s strategic response to an oversupplied gas market
- Global gas price evolution: 5 key drivers
- Structural transition in gas prices
- The next leg down in commodity prices
- European gas demand, LNG flow & hub prices
- European hub prices and Chinese gas demand
- Shipping cost impact on LNG price spreads
- Collapse in LNG charter rates continues
- Acquisitions and monetising asset value
- Gas plant competiveness is increasing
- Watch out for Chinese & European gas demand
- Evolving roles and risks in the European gas market
- The tipping point in the gas market
- The mountain of new LNG supply
- European hub prices under pressure in 2015
- Europe is now the hub of the global gas market
- Market benchmark for gas flexibility value
- Supply side response to lower crude
- Crude is not alone as it plunges into 2015
- 2014 themes and the way forward into 2015
- Market interconnectivity and the next 6 months
- A shift in LNG market balance
- LNG vessel charter rates heading south
- The next phase of global gas pricing
- This is no ordinary fall in global gas prices
- LNG portfolio implications of a tight vs oversupplied market
- Russia - China deal to shake up global gas market
- A spring slump in spot gas prices
- Considering an alternative view on global LNG pricing
- LNG induced gas price squeeze in South West Europe
- Transition from JCC Pricing in Asian LNG Markets
- Steam coming out of the LNG shipping market
- Panama Canal upgrade impact on the LNG Market
- US exports are a big deal for global gas pricing
- Getting to grips with LNG shipping costs
- Will European LNG reloads continue?
- Global gas price differentials
- A snapshot of incremental supply and demand in the LNG market
- Japanese nuclear restarts and the global gas market
- LNG spot volatility and European price formation
- Timera Energy’s 2012 review
- US Gas Production - More Than Just a Local Affair
- US LNG export contracts: a European buyer’s perspective
- Developing a LNG portfolio valuation capability
- Will the renewed flow of LNG into Europe continue?
- Building LNG supply chain value
- Asian LNG prices head south
- Global gas price snapshot July 2012
- Five key drivers of global LNG market evolution
- The influence of new LNG importers on the global market
- China’s influence on global LNG demand
- The impact of North American LNG exports on European gas pricing
- Will US LNG exports revolutionise the global gas market?
- European gas pricing developments in the global context
- macro (FX,i-rates)
- The decarbonisation tipping point?
- FX movements driving energy prices
- 5 energy market surprises for 2019
- European gas price rally hits reverse
- European gas balance: drivers & prognosis
- USD points to higher commodity prices
- Keep an eye on the US dollar, yields and inflation
- Has the 2016 commodity price recovery got legs?
- Watch out for a major credit event
- Look to the USD for oil price direction
- Early warning signs of an emerging markets problem?
- 2013: Study the past if you would define the future
- Big trouble in little China?
- Controlling an addiction to cheap money
- Headaches from FX and interest rate exposures
- Currency wars and European energy portfolios
- Intervention and commodity markets
- The credit risk implications of a eurozone breakup
- Preparing your business for a eurozone breakup?
- Will the eurozone survive 2012?
- A renewed credit crunch and European energy investment
- The debt crisis and European energy markets: a new episode
- Bleeding value from residual foreign exchange risk
- Exchange rate impacts on European power and gas markets
- The debt crisis and European energy markets
- policy & regulation
- UK capacity market 'back in play'
- The decarbonisation tipping point?
- Decarbonising European gas: value chain impact
- Distribution key to ‘weaponising’ demand side
- Headwinds for UK gas engine margins
- Shock suspension of UK Capacity Market
- Russian capacity to get gas into Europe
- European emissions: Germany in focus
- Global emissions: running to stand still
- Renewables can plug the French capacity gap
- Practical view of Brexit impact on UK gas market
- risk management
- Gaining an edge: LNG portfolio analysis
- Building a viable battery margin stack
- Resurgence in UK gas storage value
- The changing role of UK’s gas interconnectors
- 5 energy market surprises for 2019
- Boosting midstream asset value capture
- Shock suspension of UK Capacity Market
- Power plant optionality & dispatch cost hurdles
- Battery investment 2: Monetising battery value
- Building an energy trading capability
- Monetising European gas storage value
- At the flicks: gas curve animation
- Plant closure: drivers of the decision to close
- Interpreting TTF implied volatility
- Market access contracts: 5 success factors
- Contracting for market access via a 3rd party
- Long term contracting to support asset financing
- Evidence of a 2016 recovery in gas price volatility
- Long term contract pricing: 5 key drivers
- Long term contract pricing: counterparty motivations
- A revival in contracting of flexible assets
- Risk management done the right way
- Implied vs historical gas price volatility
- Defending energy portfolios against a credit event
- Watch out for a major credit event
- Acquisitions and monetising asset value
- The dangers of mixing forecasts and forward curves
- Monetising the value of flexible gas & power assets
- Brent curve collapse in animation
- Spot vs forward price dynamics: UK gas case study
- Risk management of optionality in energy portfolios
- Unique energy risk management characteristics
- There is more to energy risk management than option theory
- GasTerra storage auctions & flexibility value implications
- What drives contract counterparties back to the negotiating table?
- Beware of proxy risk
- Headaches from FX and interest rate exposures
- Currency wars and European energy portfolios
- Cracking gas storage and swing valuation
- US LNG export contracts: a European buyer’s perspective
- The death of gas volatility in Europe?
- The evolution of risk capital allocation in energy companies
- The credit risk implications of a eurozone breakup
- Structured energy contracts and VaR
- NBP gas volatility surface evolution
- Mark to market tensions
- Energy risk management: the demise of Value at Risk?
- Portfolio value: the whole does not equal the sum of the parts
- Preparing your business for a eurozone breakup?
- Will the eurozone survive 2012?
- Timera Energy’s 2011 review
- Effective use of market benchmarks for the value of flexibility
- Transportation capacity valuation and hedging
- Robust analysis of energy asset value and risk
- Bleeding value from residual foreign exchange risk
- transactions
- value management
- Gaining an edge: LNG portfolio analysis
- Building a viable battery margin stack
- Decarbonising European gas: value chain impact
- Headwinds for UK gas engine margins
- Challenging three battery investment 'myths'
- Variable cost a key differentiator for storage
- Boosting midstream asset value capture
- Quantifying wind & solar intermittency
- Power plant optionality & dispatch cost hurdles
- UK battery investment 3: building an investment case
- Battery investment 2: Monetising battery value
- Building an energy trading capability
- UK battery investment 1: business model transition
- Monetising European gas storage value
- Plant closure: Valuing closure option vs alternatives
- Plant closure: drivers of the decision to close
- Market access contracts: 5 success factors
- Contracting for market access via a 3rd party
- Long term contracting to support asset financing
- Long term contract pricing: 5 key drivers
- Long term contract pricing: counterparty motivations
- A revival in contracting of flexible assets
- Acquisitions and monetising asset value
- The dangers of mixing forecasts and forward curves
- Falling fuel prices and thermal plant margins
- Monetising the value of flexible gas & power assets
- Spot vs forward price dynamics: UK gas case study
- Tighter UK market, higher spreads & volatility
- A practical view of the flexibility value of gas and power assets
- LNG portfolio implications of a tight vs oversupplied market
- Germany vs UK generation margin comparison
- Strategic negotiation with portfolio assets in play
- Getting creative with long term contract renegotiation
- What drives contract counterparties back to the negotiating table?
- Proxy curves for gas pricing
- The problem that is gas volatility
- Developing a LNG portfolio valuation capability
- Flexible friends: the value of existing UK CCGT
- Market benchmarks for the value of flexibility
- Volume flexibility in European gas contracts
- Robust analysis of energy asset value and risk
- Stochastic pricing models: Science, Art or Voodoo?