Monthly Outlook Nov-24
Global gas market tensions will remain high in 2025, impacting electricity prices despite favorable renewable production. Exit tariffs on Italian borders limit the potential for gas exports to Central and Eastern European countries.
by Monthly Outlook Oct-24
Escalating geopolitical tensions prevent gas and power prices from moving lower despite weak fundamentals. The timely regasification capacity development in Europe is crucial to address the anticipated halt of Russian flows via Ukraine in 2025.
Monthly Outlook Aug-24
Unplanned LNG outages and geopolitical uncertainties limit the downside for gas and power prices in the short term. The timely commissioning of new liquefaction capacity is crucial for maintaining market stability, particularly during winters.
Monthly Outlook Jul-24
Before new US and Qatar plants come online, the demand-supply margin is not enough to dismiss the risk of renewed global LNG tensions. Despite record RES, ample imports, and subdued demand, a rebound in gas and power prices cannot be ruled out.
Monthly Outlook Jun-24
Despite a weakening of the electricity market fundamentals, chances for prices to move lower are limited, in wake of logistic costs highly uncertain dynamics and risks for the gas market relating to the global LNG demand-supply close margins.
Coal and Oil Market Outlook Jul 2023 – Anno VIII n. 24
The demand-supply balance stabilizes after the energy crisis led headwinds for both for coal and oil: Asian demand supporting coal and OPEC acting to maintain the market equilibrium on C-Oil are expected to settle prices in the short-term.
ETS CO2 Outlook Jun 2021 – Anno VI n. 17
Monitoraggio e previsione sull’andamento dei mercati
Macroeconomic and Commodities Outlook May 2021 – Anno VI n. 17
Monitoraggio e previsione sull’andamento dei mercati
Brent Coal & CO2 Outlook Mar 2021 – Anno VI n. 16
Outlook sul mercato del Brent, del Carbone e della CO2