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21 мая, 10:25

Power sector switching is driving gas hub prices

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We look at how gas vs coal switching is driving European hub prices and what this may mean for price levels over the next 3 years.

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14 мая, 09:00

LNG oversupply setting up 2020s squeeze

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Current oversupply in the LNG market is setting up conditions for a sharp tightening in the early-mid 2020s.

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07 мая, 09:00

European gas balance: drivers & prognosis

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European gas demand has recovered 16% across 2014-17 with Russia meeting growth. What are the drivers and will they continue?

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30 апреля, 09:00

At the flicks: gas curve animation

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An animation of NBP gas prices shows rising spot prices, widening spreads & steep forward curve backwardation.

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23 апреля, 09:00

Plant closure: Valuing closure option vs alternatives

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We set out how the assessment of plant closure vs alternatives requires a structured investment decision framework.

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16 апреля, 09:00

Plant closure: drivers of the decision to close

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Profitability and plant economics are key drivers of plant closure, but often need to be considered in a broader context than discounted cashflows.

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09 апреля, 09:00

Russian & LNG imports: a rebalancing act

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Russian & LNG imports are reinforcing loss of seasonal flex from domestic gas production, inducing a rebalancing in the European market.

26 марта, 09:15

European production flex is declining fast

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European gas production is set to fall from 252 to 150 bcma across 2017-2030, reducing supply flexibility & seasonality of production flows.

19 марта, 09:00

NW Europe’s flexible capacity crunch

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NW European power markets may lose 70GW of dispatchable flexible power plants by 2025. This structural tightening is set to impact wholesale prices.

12 марта, 09:00

Will LNG bunkering transform the LNG market?

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New emissions standards are driving strong growth in demand for LNG as a shipping fuel. But could this be transformational for global demand?

05 марта, 09:00

Gas market explodes into action

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The NW European gas market exploded higher last week. The market responded well but a re-pricing of portfolio tail risk & supply flex will follow.

26 февраля, 09:00

Deconstructing LNG shipping costs

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We show a breakdown of shipping cost components, look at current benchmarks & consider their impact on regional LNG price spreads.