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Is gas-fired power back in the money?
Wholesale gas prices collapsed at the end of 2022. But the economics of gas power plants remain extremely challenged
Seb Kennedy
Jan 25
5
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Is gas-fired power back in the money?
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Important billing update
There’s no paywall and subscriptions are now donations. Billing resumes on Monday.
Seb Kennedy
Jan 13
2
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Important billing update
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Energy markets are so damn fickle
And none more so than natural gas
Seb Kennedy
Jan 9
9
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Energy markets are so damn fickle
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December 2022
The price of freedom (gas)
DEEP DIVE: The need to reduce gas demand - and political squabbling - has never been more urgent
Seb Kennedy
Dec 14, 2022
6
3
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The price of freedom (gas)
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China’s thirst for (clean) power
Coal saved China’s hydro-reliant provinces during this summer’s extreme drought. But using thermal plants to prop up the grid during dry periods risks…
Seb Kennedy
Dec 1, 2022
5
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China’s thirst for (clean) power
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November 2022
Hello, TransitionZero!
New pastures, new partnerships
Seb Kennedy
Nov 10, 2022
11
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Hello, TransitionZero!
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HOT TAKE: BP’s LNG hedge turns sour
But ‘exceptional’ gas trading propels earnings
Seb Kennedy
Nov 1, 2022
6
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HOT TAKE: BP’s LNG hedge turns sour
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October 2022
EU gas goes… negative?
Gas stocks are almost full, but don't rejoice yet
Seb Kennedy
Oct 25, 2022
7
3
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EU gas goes… negative?
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Novos horizontes
Extended outage during relocation
Seb Kennedy
Oct 10, 2022
6
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Novos horizontes
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July 2022
US LNG is becoming a zero-sum game
More American gas in Europe means more price pain for American consumers — and vice-versa
Jul 5, 2022
11
4
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US LNG is becoming a zero-sum game
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June 2022
Space, time and electricity (part 3)
DEEP DIVE: Burning gas to replace curtailed wind is madness. Nodal pricing does not restore sanity.
Seb Kennedy
Jun 30, 2022
3
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Space, time and electricity (part 3)
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Space, time and electricity (part 2)
DEEP DIVE: What exactly is nodal pricing and why does it mean a return to central dispatch?
Seb Kennedy
Jun 27, 2022
3
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Space, time and electricity (part 2)
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