Macroeconomic Outlook May 2023 – Anno VIII n. 23
In 2023 the inflation trajectory plays a crucial role in defining the economic outlook performance. Private consumption and industry investments remain subdued and may limit growth in the short term, wit h the BCE tightening cycle ongoing.
by Power Market Outlook Apr 2023 – Anno VIII n. 23
Demand remains key, with policy actions basing their effectiveness on its curtailment and potentially reshaping the market equilibrium. Severe hydro scarcity and thermal unavailability led risks are in evidence especially in summer.
LNG and Natural Gas Market Outlook Mar 2023 – Anno VIII n. 23
Europe moved to a premium spot LNG market role from the historically held balancing one, of which the baton is passed to China. While waiting for supplies growth to lead to a new market equilibrium, demand containment is key to avoid tensions.
CO2 Market Outlook Feb 2023 – Anno VIII n. 23
The agreement on the ETS reform and its implementation will be key in driving the CO2 price dynamics, tightening the emissions certificates market by supplies curtailment or demand reinforcement. Our CO2 targets were consequently revised higher.
Gas and Power Market Outlook Jan 2023 – Anno VIII n. 22
Demand contraction temporarily eased pressure on prices, but the energy market normalization relies on LNG supply growth acceleration, along with renewables development. French nuclear availability and healthy hydro reservoirs are also pivotal.
Power and CO2 Market Outlook Nov 2022 – Anno VII n. 21
Outlook sul mercato elettrico italiano e sulla CO2
LNG and Natural Gas Market Outlook Oct 2022 – Anno VII n. 21
Monitoraggio e previsione sull’andamento dei mercati
Macroeconomic Outlook Oct 2022 – Anno VII n. 21
Monitoraggio e previsione sull’andamento dei mercati
Italian Power Market Outlook Jul 2022
Outlook sul mercato elettrico italiano
Italian Power Market Outlook Jul 2022 – Anno VII n. 20
Outlook sul mercato elettrico italiano