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Southern Cone gas and power markets short-term outlook June 2021
Reservoir levels in Brazil are at 40% at the end of June (SECO is at 29%). In the following months, reservoir levels will be below historical minim...
Why are the energy transition leaders not (yet) being rewarded by oil and gas investors?
Equity markets are not rewarding decarbonisation progress in corporate valuations. But deferring decarbonisation strategies would be a strategic mi...
Will REPowerEU accelerate the energy transition?
The European Commission's REPowerEU plan aims to rapidly reduce reliance on Russian energy imports, without derailing net zero ambitions. Renewable...
Europe gas and power markets short-term outlook Q2 2021
Europe’s gas price rally continues with summer 2021 prices holding close to US$9/mmbtu. Strength in coal and carbon prices provide much of the supp...
EU Taxonomy: implications for gas and power investments
The Taxonomy is a tool to classify economic activities as sustainable or ‘green’ within the European Union. Allowing financial institutions and lar...
The post-coronavirus recovery: ERCOT power and renewables April 2021 STO
Power markets are generally seeing a continuing return to normal as they shake off the lingering impacts from last year: - Average daily demand in ...
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