Blog

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.

Asian demand response to lower LNG prices

| 14 Nov, 2016

Increases in LNG demand from Asian buyers in response to lower prices will play an important role in determining the length of the global LNG supply glut

Coal price dump and jump in animation

| 07 Nov, 2016

An animation of coal prices shows the recent spot price surge has left the coal forward curve in steep backwardation, a state unlikely to last long.

The UK’s battle for new capacity: peakers vs CCGTs

| 31 Oct, 2016

CCGTs and small peakers are competing to provide new capacity in the UK power market. A review of embedded generation benefits may determine the outcome.

Long term contracting to support asset financing

| 24 Oct, 2016

The financing of asset purchases is set to play an increasingly important role in determining transaction structures and prices. In today's article we explore the interaction between long term contracts and financing.

The impact of rising coal prices

| 17 Oct, 2016

As the sharp rally in coal prices continues, we look at its important implications for European gas and power markets and the future of coal plants