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.
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
Navi, auto e riscaldamento nel sistema ETS
Nonostante la gradualità, l’introduzione del settore marittimo è destinata a rendere più corto il mercato della CO2. Mancano invece elementi per stimare un possibile prezzo per l’ETS2.
Power and CO2 Market Outlook Nov 2022 – Anno VII n. 21
Outlook sul mercato elettrico italiano e sulla CO2