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Power and Renewables reports
The world after Covid-19: Scenarios for the future of energy
The Covid-19 pandemic will have a lasting impact on demand for energy and natural resources. We present three scenarios to reflect the emerging pol...
Thermal power auctions in Brazil - Part I: untangling multiple winning strategies
Thermal power auctions are key drivers for future LNG and gas supply agreements in Brazil. In 2017, the thermal power auction mechanism was improve...
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...
Renewable energy ownership strategies
Driven by robust capital markets, favorable policy and an increasing interest toward broader decarbonization efforts, energy market players continu...
Renewables vs. Retirements: gas generation’s fight for market share
The next two years look extremely strong for gas demand for the power sector. Declining Henry Hub prices coupled with new capacity and continued co...
Rising commodity prices continue to propel power prices: ERCOT power and renewables April 2022 short-term outlook
The second half of 2021 was marked by power prices surging on the back of strong year-on-year increases in natural gas prices. After winter 2022’s ...
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