Adding electrolysis and CO2 removal to newbuild nuclear plants is an innovative flexibility hack. But it won’t move the needle on their abysmal economics.
New and improved modelling cuts through the noise to give a clearer view of shifts in risk pricing
DEEP DIVE: How low must LNG prices go to unlock Asian demand?
TTF bull trap turns investment funds into bag holders | EU LNG Chart Deck: 26 June 2025
TTF turns on a dime, but is risk being priced properly? | EU LNG Chart Deck: 20 June 2025