ICIS Energy Resources

Germany's coal phase-out: scenario analysis for the German power price to 2030

Germany's coal phase-out: scenario analysis for the German power price to 2030

Earlier this year, a German coal commission was formed by the government and tasked to put forward a timeline for exiting coal generation.

This ICIS analysis provides insight into the working principles of the commission and evaluates four coal phase-out scenarios with regards to their impact on capacity development and German power prices up to 2030.

European Power Summer Outlook Snapshot 2018

European Power Summer Outlook Snapshot 2018

Wholesale electricity prices are set to remain on the high side in most European markets this summer, but the risk of price spikes will be mitigated in several countries by better hydropower stocks compared to the previous year.

This Power Summer Outlook Snapshot provides a brief overview of the drivers likely to influence power prices this summer, and an idea of what to expect in the coming months.

European Gas Hub Report Summary Q2 2018

European Gas Hub Report Summary Q2 2018

European natural gas liquidity higher than Q2 2017, across all major markets.

The July 2018 issue of the European Gas Hub Report gives you an update on the European landscape, with in-depth coverage of prices, liquidity data, trade volumes and developments across 22 gas hubs.

Latest Natural Gas Information

Brent oil vs TTF gas prices – a tale of two volatilities

Brent oil vs TTF gas prices – a tale of two volatilities

Price volatility is a good indicator of market dynamics for any investor willing to take exposure in energy commodities, especially as prices are characterised by unpredictable shocks and fast-changing drivers.

In this market insight, ICIS takes a look at Brent oil and TTF gas prices to understand what their changes reflect and why they seem to be tracking different patterns.

The Automation Generation: How Automated Trade is Changing Europe's Energy Markets

The Automation Generation: How Automated Trade is Changing Europe's Energy Markets

Automated trading is booming on the European intra-day power markets and is about to take off on the intra-day gas markets. Power and gas companies are looking into more automated trade of long-term products too.

Will automation take over energy trade? This insight looks into reasons and ways to automate power and gas trade, the share of automated trade, its regulatory framework and future trends.

Italy targets gas exports as reverse capacity comes online

Italy targets gas exports as reverse capacity comes online

The Alpine reverse flow project will create 40mcm/day of gas export capacity from Italy, a market that has traditionally been an importer only.

In this infographic, taken from the Gas In Focus report, ICIS explains the significance of this project for the European market in both short and long-term. Download a free copy now and also get access to a video featuring Gas In Focus Editor Katya Zapletnyuk, Deputy Editor Emma Slawinski and Senior Market Reporter, Alice Casagni.

 



 

Carbon

EU ETS Innovation Fund - an underrated carbon price determinant?

EU ETS Innovation Fund - an underrated carbon price determinant?

With the post-2020 EU ETS reform adopted, the implementation of legislations is increasingly under the spotlight.

In this white paper, Lead Carbon and Power Analyst Marcus Ferdinand, takes a look at three different timescales for monetising the 500m allowances reserved for funding innovation projects.

Weak UK Renewable Heat Policy Keeps Gas Demand Buoyant

Weak UK Renewable Heat Policy Keeps Gas Demand Buoyant

The UK’s approach to renewable heat targets means gas is likely to remain the cornerstone of residential and commercial heating demand for the next decade and beyond.

This market insight by senior reporter, Henry Evans, explores how the government’s attempts to meet EU targets for renewal electricity has overshadowed renewable and transport targets.

White paper: Post-2020 reform - status quo or seismic shift?

White paper: Post-2020 reform - status quo or seismic shift?

The Post-2020 reform sets the framework of the EU carbon market from 2021-2030. It contains several important provisions that are likely to have an impact on the market as early as 2018.

Latest LNG Information

LNG Markets Analysis: European gas tightens spread to Asian spot LNG

LNG Markets Analysis: European gas tightens spread to Asian spot LNG

Spot LNG prices in Asia remained firm across the mid-August to mid-September period. Against a background of continuing strong demand, unexpected global production outages decreased supply and new plant starts remained delayed. The utilities in Japan, in particular, were heard looking for cargoes to replenish stocks run down by the high-power generation rates required to fuel air-conditioning during the country’s summer heatwave.

LNG Markets Analysis: Japan heatwave drives up spot LNG prices in Asia

LNG Markets Analysis: Japan heatwave drives up spot LNG prices in Asia

East Asian spot LNG prices strengthened from mid-July to mid-August as a heatwave in Japan drove electricity demand for air-conditioning higher. This led Japanese utilities to re-enter the market looking for spot cargoes for September and October to replenish their storage tanks ahead of next winter.

LNG Markets Analysis: Asia spot LNG narrows spread to Europe

LNG Markets Analysis: Asia spot LNG narrows spread to Europe

East Asian spot LNG prices fell back from their summer highs over the four weeks from mid-June to mid-July, narrowing the previously wide spread between European and Asian gas markets. More cargoes were becoming available, with tenders from producers including Papua New Guinea’s PNG LNG and Russia’s Sakhalin, and a flurry of reload cargoes drawn from Europe to the east by the high spreads seen the previous month.

Latest Power Information

Germany's coal phase-out: scenario analysis for the German power price to 2030

Germany's coal phase-out: scenario analysis for the German power price to 2030

Earlier this year, a German coal commission was formed by the government and tasked to put forward a timeline for exiting coal generation.

This ICIS analysis provides insight into the working principles of the commission and evaluates four coal phase-out scenarios with regards to their impact on capacity development and German power prices up to 2030.

The Automation Generation: How Automated Trade is Changing Europe's Energy Markets

The Automation Generation: How Automated Trade is Changing Europe's Energy Markets

Automated trading is booming on the European intra-day power markets and is about to take off on the intra-day gas markets. Power and gas companies are looking into more automated trade of long-term products too.

Will automation take over energy trade? This insight looks into reasons and ways to automate power and gas trade, the share of automated trade, its regulatory framework and future trends.

European Power Summer Outlook Snapshot 2018

European Power Summer Outlook Snapshot 2018

Wholesale electricity prices are set to remain on the high side in most European markets this summer, but the risk of price spikes will be mitigated in several countries by better hydropower stocks compared to the previous year.

This Power Summer Outlook Snapshot provides a brief overview of the drivers likely to influence power prices this summer, and an idea of what to expect in the coming months.

Latest Crude oil Information

Brent oil vs TTF gas prices – a tale of two volatilities

Brent oil vs TTF gas prices – a tale of two volatilities

Price volatility is a good indicator of market dynamics for any investor willing to take exposure in energy commodities, especially as prices are characterised by unpredictable shocks and fast-changing drivers.

In this market insight, ICIS takes a look at Brent oil and TTF gas prices to understand what their changes reflect and why they seem to be tracking different patterns.

Where will all the US light oil go?

Where will all the US light oil go?

What proportion of the domestically produced volumes can US refiners absorb, and how much can go to global exports based on current demand levels and US export capacity?

Is China driving the global oil markets?

Is China driving the global oil markets?

ICIS takes a closer look at China’s oil demand and how the country’s position as a leading crude buyer has helped mop up the global oil supply glut. While OECD countries have been struggling to reduce their crude inventories, China has steadily increased its own stocks in a bid to secure its own supply.