How to read a power forward curve and what it signals about future prices
A power forward curve reflects the market's present expectations of supply, demand and fuel costs for future delivery, plus the risk premium
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What are small modular reactors? A beginner’s guide to SMRs
A small modular reactor is a nuclear plant built in a factory and assembled on site, rather than constructed piece by piece as a one-off project. The idea
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What is CBAM? The Carbon Border Adjustment Mechanism explained
CBAM extends the EU carbon price to imported goods: importers of steel, cement or electricity now have to pay for the emissions behind them, roughly what an
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What are capacity markets? How countries pay to keep the lights on
A capacity market pays power stations, batteries and consumers for being available, not for the energy they actually produce. Countries run them because
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What is energy security? How geopolitical risk reshapes power and gas prices
Energy security is a country's ability to keep reliable, affordable energy flowing, and when geopolitical events threaten that supply, power and gas
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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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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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What is revenue stacking? A beginner’s guide to how battery storage makes money
Revenue stacking means earning from several markets with the same battery, switching between them as conditions change through the day. No single European