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Brief: Hedge Funds' TTF Bets Face New EU Storage Regulations
Jun 26, 2025
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Brief: Hedge Funds' TTF Bets Face New EU Storage Regulations

The European gas market is unlikely to get a reprieve from near-term volatility as a complex combination of new EU gas regulations, low seasonal storage levels, and a sharp increase in hedge funds’ speculative bets on TTF offset this week’s rapid reduction in conflict-related disruption risks to Qatari LNG exports.

Brief: Texas Weather Favors Gas
Jun 11, 2025
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Brief: Texas Weather Favors Gas

Cloudy and calm weather pushed renewables to the bottom of their 30-day range, raising demand for natural gas to its best of the period despite lower overall system load.

Brief: Record Texas Renewables
Jun 04, 2025
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Brief: Record Texas Renewables

Texas' system-wide load hit its highest in over a month this week, but demand for thermal generation was slashed by a rapid jump in wind output that raised total renewable generation to an all-time record.

Brief: The Cusp of Summer Power Demand
May 29, 2025

Brief: The Cusp of Summer Power Demand

Daily power demand for the continental United States averaged over 5% above the previous 60-day rate this week, and demand for thermal power resources jumped to 3-month highs as wind faltered

ES #139: Expediting The U.S. Nuclear Renaissance
May 25, 2025

ES #139: Expediting The U.S. Nuclear Renaissance

President Trump signs a series of presidential actions to slash regulatory barriers and boost incentives for new

Brief: EU Storage Drives TTF Winter Premium 82% Higher M/M
May 20, 2025

Brief: EU Storage Drives TTF Winter Premium 82% Higher M/M

Average daily injections into EU natural gas storage facilities improve from 2023 and 2024 but remain below the trailing 10YR median rates. Total EU storage levels are narrowly above the 10YR seasonal median.

ES #137: Gas-Fired Power Generation Falls 7.7% Y/Y
May 18, 2025

ES #137: Gas-Fired Power Generation Falls 7.7% Y/Y

Year-to-date power generation data for the continental United States shows solar generation has outpaced all other fuels. Planned capacity growth suggests a structural shift to solar and natural gas for pre-2030 projects

Brief: ERCOT's First Glimpse of Summer Heat
May 15, 2025

Brief: ERCOT's First Glimpse of Summer Heat

But China's March crude imports offer positive demand signal

Brief: Solar Generation Growth Leads U.S. Fuel Mix in 2025
Apr 23, 2025

Brief: Solar Generation Growth Leads U.S. Fuel Mix in 2025

Cumulative lower 48 solar output through April 20th jumps 41.5% Y/Y to 65.2 billion kWh, marking the fastest growth among U.S. generation resources.

ES #131: China's Tariff Retaliation Taps Critical Mineral Leverage
Apr 06, 2025

ES #131: China's Tariff Retaliation Taps Critical Mineral Leverage

China responds to President Trump's reciprocal tariffs with a combination of retaliatory levies and export restrictions on critical minerals like rare earth magnets

Brief: Power Demand Growth from AI or AC?
Mar 25, 2025

Brief: Power Demand Growth from AI or AC?

The underappreciated power demand growth from air conditioning needs in developing equatorial regions

ES #129: The DRC & Outsourced Energy Security
Mar 23, 2025

ES #129: The DRC & Outsourced Energy Security

M23 rebels captured new territory in mineral-rich provinces in the Democratic Republic of Congo, the source of over 70% of global cobalt production and 10% of global copper supplies.

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