The hottest Energy Market Substack posts right now

And their main takeaways
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Top Climate & Environment Topics

The cost of wind, the price of wind, the value of wind

Jérôme à Paris • 510 implied HN points • 08 Aug 23
🌞 Climate & Environment Renewable Energy Carbon Emissions Energy Market Environmental Impact Sustainability
  1. Cost, price, and value of wind power are different concepts in the energy market, with costs being related to production, prices driven by market forces, and value including externalities like pollution and carbon emissions.
  2. Wind power has fixed costs, zero marginal cost, and can lower electricity prices for consumers, making it an attractive option compared to fossil fuel-based generation.
  3. Externalities like intermittency, carbon emissions, and security of supply contribute to the overall value proposition of wind power, impacting its role in the system and the pricing mechanisms in place.

Russia demanding Europe pay for gas in rubles could have huge repercussions

Geopolitical Economy Report • 279 implied HN points • 26 Mar 22
🌍 World Politics Geopolitics Global Economy Sanctions Energy Market Global Conflict
  1. Russia's demand for Europe to pay for gas in rubles could impact the global economy and challenge Western sanctions.
  2. Europe heavily relies on Russian gas for heating, electricity, and manufacturing, and severing ties could lead to severe consequences like fuel rationing.
  3. The European Union faces dilemmas on how to obtain rubles for gas payments, highlighting the complex interplay of geopolitics, currency dynamics, and global trade relationships.

Ancova Energy Market Update

Ancova • 39 implied HN points • 03 Aug 23
💰 Finance Energy Market Crude Oil Natural Gas Natural Gas Liquids
  1. WTI crude oil prices are fluctuating due to factors like U.S. credit downgrade, storage levels, and production cuts from Saudi Arabia.
  2. Natural gas prices are dropping as summer demand decreases, but there's optimism about future LNG exports and potential price shifts from weather events.
  3. Natural gas liquids prices are generally on the rise, with some fluctuations across different markets.
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Ancova Energy Market Update

Ancova • 58 implied HN points • 23 Feb 23
💰 Finance Energy Market Crude Oil Rig Count Natural Gas
  1. Prompt-month WTI crude oil trading at $75.87/bbl, influenced by SPR releases and refinery maintenance.
  2. Chinese firms hiring supertankers to haul US crude back to Asia, benefiting from arbitrage opportunities.
  3. US rig count up by 14, Permian basin leading with 360 active rigs, expected overall rig count growth throughout 2023.

Ancova Energy Market Update

Ancova • 19 implied HN points • 13 Jul 23
💰 Finance Energy Market Oil Natural Gas Rig Count
  1. Crude oil prices are rising due to various positive factors like OPEC cuts and a weaker US Dollar.
  2. IEA has reduced its oil demand growth forecast, but still expects global demand to be at record highs.
  3. Natural gas prices are stable despite increased demand, thanks to record production levels and high storage.

Ancova Energy Market Update

Ancova • 19 implied HN points • 04 May 23
💰 Finance Energy Market Crude Oil Natural Gas Rig Count Natural Gas Liquids
  1. Crude oil prices have been falling due to various factors like interest rate hikes and negative consumer sentiment.
  2. The U.S. rig count has dropped below 800 for the first time since April 2022, with expectations of activity picking up later in the year.
  3. Natural gas futures are facing pressure from oversupply, subdued demand, and falling prices in the Midcontinent region.