LNG and European power prices: how global gas markets shape electricity trading
Throughout most of its history, European electricity trading was primarily a regional activity. Prices fluctuated based on weather conditions, plant
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Sanctions, infrastructure disruption and electricity markets: pricing geopolitical risk
Most geopolitical risks are gradual. Tensions build, relationships deteriorate and markets adjust incrementally. Sanctions and infrastructure disruption are
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Structural volatility in power markets: why the old pricing regime has disappeared
Since 2021, European power markets have moved into a new era of volatility, and the causes behind it suggest this is a lasting shift rather than a passing
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What is driving the surge in AI data centre power demand?
For twenty years, data centre power demand stayed flat because efficiency gains kept pace with growth. AI has broken that pattern, and Europe's grid now
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Cross-commodity optimisation: integrating power, gas and carbon exposure
Electricity markets do not operate in isolation. Power prices are continually shaped by fuel costs, carbon pricing, generation economics and shifting supply
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Trading power markets through geopolitical crises: a risk framework
Geopolitical crises break the historical relationships that quantitative models and calm judgement both rely on, which is why the trading desks that handle
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Co-located wind, solar and storage: how hybrid assets capture more value
Co-locating solar, wind and battery storage behind a single connection creates a more profitable hybrid asset than any one alone. We explain how combining
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Demand response as a trading asset: turning load into flexibility
When it comes to renewable energy, flexibility is not a quality usually associated with this type of energy source. This all changes with flexible solutions
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How flexibility reshapes power price volatility and spreads
The energy market is changing not only in the evolution of power types but also in the structure of power generation. Battery storage and demand response are