Europe Power, Gas, Renewables, Cleantech Analysis

• Report on long-term demand, supply, and price outlooks for eight traded markets and seven hub- and oil-linked import prices representing a basket of imports for specific countries
• Short- and long-term sectoral demand outlook and supply projections (including sources from LNG, Russia, Norway, Algeria, Azerbaijan, Libya, Iran and from indigenous sources)
• Monthly prices for NBP, Zeebrugge, TTF, generic oil-indexed long-term gas import contract to north-west Europe
• Fuel competitiveness comparison and market implications for gas versus coal, oil and oil products
• National and regional storage balances, planned new storage and future flexibility requirements
• Gas storage utilization data and recent market views
• Traded volumes and liquidity at main trading points and insight into regulatory and other changes that might affect market function, price behavior and liquidity
• Market fundamentals and commentary on key drivers affecting the five-year market outlook, identifying most likely sources of risk
• Yearly, monthly, quarterly HDDs and CDDs per country
• Strategic reports on topics relevant to long-term planning processes
• Developments in fundamentals, industry structure, policy and regulation, infrastructure, politics and historical prices by end-user sector

• European long-term full energy demand outlook: GDP, final energy consumption by sector and fuel, energy use in transformation (power and heat, hydrogen supply, other),, primary energy demand and greenhouse gas emissions to 2050 for 36 countries in Europe under different cases
• European long-term hydrogen outlook: demand by sector and country, supply by technology and electrolysis capacity to 2050 for 36 countries in Europe under different cases
• Strategic reports on topics relevant to the energy transition including energy policy, regulation, and the role of new technologies across the energy spectrum (e.g. bioenergy, heat, etc.)

Example: European hydrogen supply outlook (click to enlarge image)

• Europe’s renewable energy statistics, including support levels for onshore and offshore wind, solar, and other technologies, by country
• Renewable policy updates for the EU and national markets.
• Outlook to 2050 for biomass, large and small hydro, pump storage, onshore and offshore wind, solar PV and CSP, and geothermal
• Cost of production of renewable power from solar and wind, for European markets to 2050 (LCOE)
• State of the European PPA market (power purchase agreements)
• Executive briefings on industry, technology, and competitive trends
• Strategic reports/market briefings on key topics

Example: European solar power project activity, H1 2017 (click to enlarge image)

Sample topics:

• “Fit for 55”—Europe’s climate ambition will have a profound effect on its energy market
• S&P Global European power outlooks: Comparing and contrasting the Green Case and the Planning Case
• European gas—New infrastructure drives changing flows
• Carbon markets, pricing, and offsets: What will be the balance going forward?
• Overview of capacity markets and the value of capacity in Europe
• Deadline looms for a deal: What happens when the Gazprom-Naftogaz transit agreement expires?
• Biomethane in Europe: Estimating the potential resource