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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 ...
GB capacity market: price expectations for this week’s T-4 auction
The Capacity Market is Great Britain’s mechanism to manage security of supply by ensuring adequate investment into reliable capacity. This report p...
Mexico’s Capacity Market Settlement 2025: A tale of a rainy season
The 2025 capacity market annual settlement closed at a 1.3749x multiplier—a 31% decline from the 2024 market cap of 2.0x and the first downward mov...
Mexico gas, power, and renewables 10-year investment horizon outlook 2025
In 2025, Mexico's gas and power markets enter a period of structural rebalancing marked by shifting supply and demand dynamics. Gas demand growth s...
The capacity crunch: PJM 2025 H2 market report
Now available for Lens Power & Renewables Americas subscribers, our comprehensive analysis of the PJM power market delivers the insights you need t...
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