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by Monthly Outlook May-24
Gas market balance relies on low European demand, as the recovery of Asian LNG demand and concerns over LNG supply contribute to price volatility. High renewables production and increased imports weigh on the competitive demand for CCGTs.
Monthly Outlook Apr-24
Fundamentals suggest stable gas and power markets in 2024. However, geopolitical issues and LNG supply disruptions pose risks that could spike volatility. Low competitive demand for CCGT gas power plants keeps pressure on the CSS.
Italian Power Market Outlook Apr 2024 – Anno IX n. 27
The PUN is expected to stabilize, with demand not reaching pre-pandemic levels until 2026, renewables accelerating further and imports increasing. Low CCT averages contribute to reducing the impact of the PUN overcome in the short term.
Macroeconomic Outlook Apr 2024 – Anno IX n. 27
The construction and the industrial sectors are expected to support the Italian GDP, with wage dynamics, disinflation, and investments recovery seen as pivotal to a consolidated although moderate growth.
Monthly report 4-2024
Supply interruptions from Norway and key US LNG facilities halted the decline in gas prices, despite demand having remain subdued. Abundant hydroelectric production limited electricity prices‘upward potential instead.
LNG and Natural Gas Market Outlook Mar 2024 – Anno IX n. 27
The level of competition in LNG supplies, European gas reserves, and demand does not support a substantial price rebound until the next winter. The need for Norwegian supplies to offset OLT limits chances for the PSV-TTF spread narrowing.
CO2 Market Outlook Mar 2024 – Anno IX n. 27
Given the ETS reform timeline, the CO2 downward trend is unlikely continue: demand from the maritime and aeronautical sectors, along with progressively lower supplies in alignment with decarbonization targets, will contribute to a reduction of the qu
Monthly report 3-2024
In the middle of persistent bearish market conditions, in line with our Low scenario, both gas and power markets in Italy lose competitiveness compared to European ones and the pressure on margins increased.
Monthly report 2-2024
Higher gas and power demand failed to fuel an increase in prices, with comfortable storages, stable supply and favourable renewables production having weighed.