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Power and Renewables reports
NYMEX sensitivity case developed from the Mexico gas, power and renewables Investment Horizon Outlook 2025
This “NYMEX” case represents the use of the New York Mercantile Exchange futures gas prices and the impact on Mexico’s power sector’s long-term out...
Brazil's 2026 Capacity Auction results overview: 19.5 GW contracted but competition falls flat
Brazil's 2026 Reserve Capacity auction awarded 8.1 GW of existing thermal capacity and 11.4 GW in new hydro and gas projects, driving system expans...
Strategy Update: Repsol's Capital Markets Day 2026
Repsol's updated strategy prioritizes distribution and cash flow growth, supported by lower capital intensity. Management promoted the upside in Up...
Australia’s energy strategy pivot
This insight evaluates the strategic pivot for Australia’s energy sector needed across zero-carbon power, the AI demand surge, and intensifying reg...
Middle East conflict: implications for European power markets
Europe’s power markets will remain volatile for as long as the gas supply disruption persists. The loss of LNG flows through the Strait of Hormuz t...
Power On: Highlights from the Europe Power & Renewables sector (March 2026)
Power On is a bi-monthly summary of the latest market developments and insights across the Power and Renewables (P&R) sector. This edition focuses ...
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