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.

UK capacity market surprises again

| 09 Jan, 2017

The recent UK capacity auction was dominated by small scale peakers. But this may be an anomaly with the regulatory landscape shifting in favour of CCGTs.

Revisiting our 5 surprises for 2016

| 12 Dec, 2016
Timera Energy

On the 1st Feb we set out 5 events that could surprise energy markets in 2016. In our last article of the year we revisit these for a year end status check.

Volatility has a gas price anchor

| 05 Dec, 2016

As European gas price volatility continues to recover in 2016, we look at the impact of absolute price levels on the level of market volatility.

Global gas price convergence: state of play

| 28 Nov, 2016

Global gas prices have recovered sharply since Q2 2016. But this has not challenged the structural convergence in regional LNG prices.

Keep an eye on the US dollar, yields and inflation

| 21 Nov, 2016

Major trend changes in the US dollar and interest rates are combining with fundamental drivers to point to the way forward for commodity prices.