Blog

Power sector switching, gas hub prices & volatility

| 20 Mar, 2017

The recent recovery in European gas demand is being driven by the switching of CCGTs for coal plants. This is also supporting hub price levels & gas volatility.

US export flows, the supply glut and Europe

| 13 Mar, 2017

US export volumes are ramping up and cargo destinations provide a first indication of flow patterns. But dynamics are set to change as export volumes rise.

Contracting for market access via a 3rd party

| 06 Mar, 2017

A growing number of asset owners are outsourcing market access and commercial capabilities to 3rd party providers. But there are several pitfalls to navigate.

Relative pricing dynamics driving European gas hubs

| 27 Feb, 2017

Relative gas, oil & coal price dynamics have driven the evolution of the European gas market over the last year, e.g. contract prices & power sector gas demand.

Winter LNG spot price volatility

| 20 Feb, 2017

Asian LNG and Southern European hub prices surged this winter, opening a premium to Northern Europe. Is this evidence of an end to the LNG glut before it began?

UK power: will next winter be a repeat of this one?

| 13 Feb, 2017

UK power prices spiked as system stress set in this winter. But will the new EA capacity auction results act to dampen prices and volatility next winter?

Interconnector value & the cross-channel tug of war

| 06 Feb, 2017

It has been an explosive winter in European power markets. High prices, spikes and volatility are back. So is the extrinsic value of interconnector capacity.

5 surprises for 2017

| 30 Jan, 2017
Timera Energy

In today’s article we consider 5 surprises for 2017, covering: macro shocks, Asian LNG demand, asset transactions, capacity markets and gas supply flexibility.

The impact of LNG imports on hub price volatility

| 23 Jan, 2017

LNG imports are often presented as a source of flexibility that competes with storage to dampen spot price volatility. The practical reality is more complex.

Progressing up the mountain of LNG

| 16 Jan, 2017

Only 30% of the mountain of new LNG supply has so far been commissioned. LNG market evolution from 2017-20 will focus on how the remaining 70% is absorbed.