The hottest Energy markets Substack posts right now

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October Surprise

Doomberg • 7068 implied HN points • 23 Oct 24
🌍 World Politics International relations Middle East Military Strategy Energy markets Conflict analysis
  1. Iran launched a significant missile attack on Israel that successfully hit multiple military bases, which surprised many observers.
  2. This attack is causing a lot of concern in the energy markets, as there are fears Israel might retaliate by targeting Iranian oil facilities, potentially disrupting global oil supplies.
  3. Interestingly, the potential for major escalation seems lower now, as the situation might lead to a steady state of tensions rather than outright conflict.

Cogent Analysis

Doomberg • 7086 implied HN points • 07 Feb 24
💰 Finance Economic Analysis Forecasting Energy markets
  1. Analysts focus on continuous learning and understanding, while advocates tend to rationalize or attack inconvenient facts.
  2. Economies heavily reliant on energy resources like Russia may evade recession despite sanctions due to their unique market dynamics.
  3. US economy's short-term resilience and avoidance of recession can be attributed to various energy-related factors, such as LNG export approvals.

Capture price of renewables: miscellaneous

GEM Energy Analytics • 319 implied HN points • 01 Nov 23
🌞 Climate & Environment Renewable Energy Energy markets Solar Power
  1. The capture price of renewables, especially solar and wind, is decreasing as their output increases. This means that more solar and wind power leads to lower market prices for electricity.
  2. In specific regions like Spain and Germany, capture prices can drop significantly during peak production months. It shows that when there's a lot of solar energy, prices can actually fall below expectations.
  3. New financial tools are emerging to help manage the risks associated with capturing renewable energy prices. These tools aim to provide more stability for energy producers as renewable energy becomes more common.

Thoughts on the contract-for-differences (CfD)

GEM Energy Analytics • 179 implied HN points • 31 May 23
💰 Finance Energy markets Investment Strategies Renewable Energy Risk management Policy Analysis
  1. A contract-for-difference (CfD) helps energy producers by giving them a stable price. This way, they won't lose money if market prices drop.
  2. CfDs can reduce the risk of high profits during energy crises, aiming to keep electricity prices lower for consumers. They're designed to share some of the financial risks between producers and the government.
  3. The success of CfDs depends on accurately predicting future energy prices, which is really hard. If prices drop too low, it could hurt new energy projects and make it tougher for power producers to plan.
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Ancova Energy Markets Update

Ancova • 58 implied HN points • 02 Mar 23
💰 Finance Energy markets Pricing Crude Oil Natural Gas
  1. Crude oil prices are holding up despite increased U.S. storage, supported by Asian demand and high U.S. exports.
  2. U.S. O&G rig count decreased, with oil rigs taking a major hit while natural gas rigs increased slightly.
  3. Natural gas prices are rising due to colder temperatures, lower production, and increased LNG output, impacting both demand and pricing.

Ancova Energy Markets Update

Ancova • 19 implied HN points • 06 Apr 23
💰 Finance Energy markets Crude Oil Natural Gas
  1. The crude oil market has seen a sharp rebound due to OPEC+ cuts and increased demand, keeping prices above $80/bbl.
  2. The U.S rig count rose by nine, with Permian seeing a slight drop, indicating stability in oil-heavy basins.
  3. Natural gas futures stayed above $2 with weather impacts and reduced demand, while the EIA reported a slight decrease in storage levels.

Despite Heat, Despite Rising Seas, Despite loss of Protected Areas, Big Oil Marches on with Production

Adetokunbo Sees • 9 HN points • 09 Dec 23
🌞 Climate & Environment Energy markets Climate tech Global impact
  1. Big oil companies are continuing with oil production despite climate change risks and calls to end fossil fuel usage.
  2. Oil giants like Shell, ExxonMobil, and Chevron are pushing ahead with new projects and investments, expanding production.
  3. Active and proposed oil and gas extraction facilities within protected areas are threatening the environment and worsening climate change effects.