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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.
Gas and Power Market Outlook Jan 2024 – Anno IX n. 26
An expected recovery of gas demand in 2024 is seen as supporting gas and power prices. The deployment of renewable energy capacity would be key to ease tensions potentially arising in summer.
Italian Power Market Outlook Nov 2023 – Anno VIII n. 25
Power prices follow a normalization path, amid a gradual realignment of gas market fundamentals towards more balanced conditions, a bearish view on demand and renewables accelerating, supported by an uptake of the new capacity additions.
Italian Power Market Outlook Jul 2023 – Anno VIII n. 24
Uncertainty on the gas market for next winter, recovery of hydro generation and start of delivery for plants under capacity mechanism push prices and spark spreads down for the next few months
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.
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