Q2 typically provides for the greatest annual length in power markets (wind, sunshine, warm but not scorching). Like last year, France stands out as wholesale power plummets. But neighbours? Not so much. Once upon a time it used to be far more aligned with Belgium, the Netherlands, and Germany

Germany’s government could see its plan for 20 GW of exclusively gas-fired power capacity fail to win approval in Brussels, a senior member of the opposition Green party said late on Monday. montelnews.com/news/74962e3...

my #energy hot take is that in the coming years we are going to see far more blackouts. Not due to renewables, but mainly due to aging infrastructure, climate extremes, and lack of investments. The general public really hasnt come to term that we need to basically rebuild fundamental infrastructure

file under: “first they ignore you, then they ridicule you, then they fight you, and then you win”

I find it quite encouraging to see the energy transition entering phase 3 in that framework.

And the winner is...5 way split! Diff in economic efficiency for 2 and 5-way split vs status quo ~264-339€mn. Visual clearing price upside is ~€2 across So. DE, CEE. Could the latter prove sticky? Operational ballpark of ~2030 with 4-9 yr breakeven point. Report: www.entsoe.eu/network_code...

Big week ahead. Bidding zone review finally due, and suspect its on a collision course with the incoming DE gov't which, pending SPD approval, should start appointing ministers which have already said no to a split. System perspective: good idea (congestion, overfit). Hard political reality though

First post - silent re-tweeter on the other place so think I'll try and make a habit of giving something back (heads up its mostly power stuff). Starting with a recent pod I did on Germany - economic challenges, searching for demand growth, flexibility etc - enjoy 😊
open.spotify.com/episode/250J...