Energy Pricing
In this next post in my series on the critical minerals required for the energy transition, I look at more of the essential components of batteries: graphite and manganese. Graphite is an often over-looked part of the battery supply chain Carbon is one of [...]
Continuing my series on critical minerals, in this post I will look at some of the main metals required for lithium-ion batteries, the core component in electric cars and current battery-based grid-scale electricity storage solutions, lithium, cobalt and nickel. In a lithium-ion battery, the [...]
Following on from my post about the need to secure critical minerals for the energy transition, in this post I look at copper and aluminium, two metals essential for the delivery of the huge increase in grid infrastructure that will be needed to deliver [...]
Yesterday I reviewed the key market themes in 2023. In this post I take a look at what we can expect in 2024... The past couple of years have been dominated by concerns over energy prices, particularly gas. However, gas prices have fallen significantly [...]
At the end of each year, I like to look back at the past year and ahead to what the coming 12 months might bring (which I will cover in a separate post tomorrow). In the past, I have focused primarily on the GB [...]
Today Ofgem has launched a couple of new price cap consultations (wholesale costs review and additional debt costs review consultation) which both close on 17 January. The debt costs review in particular has hit the headlines and is widely being reported as a done [...]
Since the appalling attack on Israel by Hamas terrorists on 7 October, oil prices have been volatile. Historically, conflicts in the Middle East have had a major impact on oil prices, from the price shocks of the 1970s to the Iraqi invasion of Kuwait [...]
In my latest article for The Telegraph, I revisit the myth that renewable energy is cheap. Predictably, some people have come back at me with “ah but Lazard says renewables ARE the cheapest form of energy – see their levelised cost analysis”. So let’s [...]
Hot on the heels of widespread annoyance over energy suppliers’ mythical profits, comes a new report from the Centre for Policy Studies saying that the price cap is stifling energy market competition and costing consumers money. In fact, this is just the latest in [...]
Last week Centrica announced its interim results, which saw British Gas profits increase tenfold, setting off predictable outrage from the media and politicians. Journalists have been falling over themselves to criticise the company, and in particular the fact that much of this “windfall” is [...]