The amount of papers & articles pointing at high temperatures (aka #heatwave) as the cause behind electricity price spikes is just another way to simplify the lack of spare capacity ready to quickly ramp up...and shed #renewables from getting the blame.
#batteries are coming

What happens when you plan a podcast on energy commodity correlation breakdown, and Israel’s attack on Iran brings back the correlation order?
This and more in the new episode of the “Global conflicts, trade policies & skyrocketing volatility” podcast
www.youtube.com/watch?v=8Zdf...

How many theories spread out in the aftermath of the Iberian blackout? And how each theory has just reinforced the beliefs of the different teams playing the energy transition game? And what is the real cost for us scrolling through social media? currentsandflows.substack.com/p/the-inform...

#Oil is plummeting as #natgas is.
#TTF front month is trading below 37 € while December is at 37.7 €..An economic recession could lift all worries about meeting gas storage targets. Make the Summer-Winter spread great again! 🔥🔋💪 #TTF #storage

⚡️Data center #power demand boom starts to show signs that...maybe we don't need 10x power. ⚡️
#datacenter #AI

Do you also feel lost in the "signal"? Is Russian gas coming back to Europe after the US and Russia agreed on a ceasefire? We tried to apply game-theory and frame what's risky and what's uncertain...tune in #Energy #Foresight podcast🎧
www.youtube.com/watch?v=ThuS...

After falling below $70/bbl, #Brent #crude is now rising again after the #MiddleEast heats up again..As we discussed in our #Energy Foresight podcast, the market is fundamentally bearish but Iran is the trigger everyone fears... www.youtube.com/watch?v=Ca2e...

OPEC today in a meme #oil
www.opec.org/opec_web/en/...

🌍🔋 Less than a week to go to our 2025 #EU #Energy Outlook Webinar! Another dense year where price volatility seems to be the only certainty.
It's an only-invite webinar so if you want to know more reach out! 🚀 #EnergyOutlook2025 #Webinar

🔮 Boom... My 2025 Predictions!

After days of intense screen-staring, window-gazing, strategic coffee walks, and…well you got gist..

My 5 + 3 (bonus) predictions for the year and some new features

#2025 #predictions #oil #trump #AI #renewables

currentsandflows.substack.com/p/2025-predi...

🎲 2025 betting game: how many times we'll hear the word "dunkelflaute" in 2025?
Bonus points if you can:
- Pronounce it correctly
- Correctly predict that it's going to be used more times that the number of missing hours of #wind generation

I'll start: We'll hit peak #dunkelflaute by mid-April

Morning thoughts over a coffee on the latest round of #sanctions targeting Russian #LNG www.linkedin.com/posts/matteo...

🔄 Circularity at its finest...EU court fines European Commission for breaching its own data privacy laws techcrunch.com/2025/01/08/e...

🔍 Let's look at the European #gas #storage data objectively: Yes, withdrawals are higher vs last 2 years - but those were exceptionally mild winters.
Country-level analysis shows a much healthier picture, with withdrawal patterns similar to 2016..

Data > Drama

⚡We're launching our new PPA price curves for Germany and Spain to help you build your own PPA. A special collaboration between #ICIS and #OurNewEnergy. Stay ahead of the curve. ⚡
www.icis.com/explore/reso...
#PPA #Energy #Power