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tomh-analyst.bsky.social
16 years as an energy market analyst, now working on asset transactions and investment advice across the energy industry. All views are my own. More background: https://www.linkedin.com/in/tom-haddon-62aa7642/
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Posts 15 Comments 35

The glass of tuna milk is nicely percolating behind the radiator. China heel turning out the market as fast as it can, and European LNG imports are rocking.

submitted 1 day ago • 0 comments

Further update to "drill baby, drill" being meaningless nonsense. c/o @justinmikulka.bsky.social (apologies couldn't quote post and get it work in a nested way)

submitted 1 day ago • 1 comment

The "official" UK government solar PV deployment stats will tell you that a grand total of 1.015 GW was deployed in the last year (April to April). And *nothing* has been installed in the 50kW-<5MW sized segment since Ssptember'24. It must have been really, REALLY, sunny recently. Or...

submitted 3 days ago • 5 comments

Found a good graphic showing the change in net position in TTF (>0 means long>short), showing the rising net long position beginning to take hold again. Why think of a new trading strategy when it worked so well last year? Hopefully the EU actually pull the rug a bit quicker this time.

submitted 3 days ago • 0 comments

I wouldn't term this as an ascendency of 'clean energy'. It's basically gas prices shown through a different medium. If gas prices forced electricity prices sky high, then anything that had broadly fixed input costs (i.e. not gas) but produced electricity became massively more valuable.

submitted 3 days ago • 1 comment

This will never stop being funny. LHS: Your right wing nut job energy analyst of choice RHS: Reality Reality source: www.gov.uk/government/n...

submitted 4 days ago • 3 comments

Data can mean anything when you don't understand it. But even a cursory level of knowledge would tell you this is the kicking in of energy efficiency that began in response to the financial bubble run up in energy cost (2006-2008), and then the EU Directive on Energy Efficiency driving from 2012.

submitted 4 days ago • 1 comment

I know it was the weekend. I know it was warm, etc etc. But, European gas storage filled ~1% of capacity across *two days*. 10 TWh of gas went in. That's pretty big, and certainly much quicker than this point last year, see below.

submitted 4 days ago • 1 comment

The Simpsons really did predict everything.

submitted 5 days ago • 1 comment

I see Drax in the news again this morning. Just remember for context, that all the people pointing out (very fairly) the issues with this flavour of biomass, are matched, pretty equally by those pointing out (very fairly) that Drax can't go anywhere anytime soon.

submitted 5 days ago • 2 comments

Ooof, all that upwards pressure put onto gas prices over the last month, gone in two trading days. Back down to being sub-80p/th. A 10% drop in two trading sessions.

submitted 8 days ago • 1 comment

Natural gas volumes heading to US LNG export facilities is having a moment...if a moment lasts five months.

submitted 8 days ago • 0 comments

Netherlands is the storage capacity laggard*, but is still broadly tracking '22 when spreads went so wild, LNG carriers were in radio cat fights outside Milford Haven because they wanted to queue jump. *Germany has slowed since Troll production went down but I'm calling that a transitory issue

submitted 8 days ago • 1 comment

'Dunkelflaute' is so misused it has become a meaningless term and anyone who uses it should be barred from ever discussing energy ever again. (Don't @ me saying how I've used it in the 'never say never' type way - you will get barred too)

submitted 8 days ago • 2 comments

Still waiting for that challenging gas supply situation that a certain writer at Bloomberg keeps telling me about. Chinese LNG demand at *multi-year* lows. And following a slight snafu on the Troll field, major EU storage holders pushing injections back up past 3 TWh/d this week. Chart c/o Eklipx

submitted 10 days ago • 2 comments