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Power and Renewables reports
Will COVID-19 disrupt gas and power markets?: ERCOT power and renewables February 2020 short-term outlook
COVID-19 itself has not yet directly impacted US power demand, as average daily demand has stayed nearly the same compared to the same time last ye...
Nord Stream, Freeport and storage levels: how bad can it get for Europe?
A raft of recent announcements has sent TTF into an upward spiral. Russia reducing flows via Nord Stream, the outage at Freeport, and French nuclea...
Q3 2023 Energy Transition update: Americas
In this quarter’s Energy Transition update, we examine major market trends facing the US, Canada and Latin America. In each section, we have provid...
Guarantees of Origin: prices, disruptors and impacts of RFNBO
Commentary on current volume and price dynamics in the GoO market, with specific attention given to supply, demand and trading in the EU's four lar...
Shell explores acquisition of Eneco: Euro Majors investment in utilities continues to gather pace
The news that Shell has formed a consortium with pension fund PGGM to explore the acquisition of Eneco is the latest instance of a Euro Major pursu...
Weak natural gas prices drag down power prices: Midwest power and renewables April 2023 short-term outlook
The combination of high natural gas prices and coal supply issues made 2022 a banner year for energy prices. Outside of CAISO, natural gas prices h...
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