Andreas Franke

Energy writer focusing on European electricity at S&P Global Commodity Insights based in London. All posts are my own and not representative of S&P Global.

[Andreas Franke @AFrankeEUenergy]

EUROPEAN POWER: Prices have risen to highs not seen since 2022 as low gas storage and LNG supply disruptions test the market. New #infographic by S&P Global Energy https://t.co/NaUjoYOIdX with
@stuartelliott50 @eklavyagupte @Hoischy

[Electric Power by S&P Global Energy @SPGEnergyPower]

European gas, power markets enter Q4 under cloud of high prices, supply concerns

▪️Gas demand core uncertainty amid lagging storage
▪️El Nino could be key to gas, power demand in Q4
▪️Gas-carbon link tightens as ETS reform risk looms

https://t.co/baJPqrBO0K

[LNG by S&P Global Energy @SPGEnergyLNG]

FEATURE: Low gas storage, LNG disruption to test European resilience in Q2

▪️Qatari LNG outage key uncertainty for storage fill
▪️Power price evolution to vary according to market
▪️Carbon allowances in period of high volatility

🖥️Full story: https://t.co/WF10yCJjsz

[Energy Expansion and Sustainability by S&P Global @SPGEnergyES]

European PPA markets showed saturation signals in 2025. This infographic reveals contracted volumes plummeted to their lowest point in six years, while average market prices remained well below the breakeven threshold needed for new renewable projects.

🔗https://t.co/HkUMWZfs5R

[Energy Expansion and Sustainability by S&P Global @SPGEnergyES]

A rebound for capture prices for #wind and some #solar assessments as well as lower PPA breakeven price estimates, may revive Europe's flagging PPA market after activity declined in 2025, S&P Global Energy data showed.

🔗 Full story: https://t.co/i6bLPf1c3a

#cleanenergy

[Energy Expansion and Sustainability by S&P Global @SPGEnergyES]

In this episode, we examine how revised projections could alter Berlin's #solar and #wind expansion targets, and reshape the country's path to 80% renewable #power by 2030.

🎙️ Full episode (24:54): https://t.co/d50Y75hiVz

#renewableenergy #EnergyTransition

[Natural Gas by S&P Global Energy @SPGEnergyGas]

INFOGRAPHIC: European Q4 gas focus on storage, LNG as winter kicks in

[Francesco Sassi @Frank_Stones]

🤯Welcome to the🇪🇺EU gas chessboard for Winter 2025, the first one in many decades where🇷🇺Russian gas won't be so much relevant

[Andreas Franke @AFrankeEUenergy]

EUROPEAN POWER: Summer heat drives power demand. Gas storage fill rate, #LNG imports key metrics for Europe in Q3. New #infographic by SPGCI https://t.co/LiTl98sdHP with @stuartelliott50 @eklavyagupte

[LNG by S&P Global Energy @SPGEnergyLNG]

FEATURE: Gas storage fill rate, #LNG imports key metrics for Europe in Q3

▪️Gas demand set to remain subdued in July-Sep period
▪️Summer heat drives power demand, could impact supply

Full story here🔗 https://t.co/NeYJKxKNzU

[Electric Power by S&P Global Energy @SPGEnergyPower]

German regulator proposes grid fee reform, options include charging generators

▪️BNetzA eyes charging generators in system overhaul
▪️Reform could shift costs to RES producers
▪️Consultation until June 30; intends to reduce fees

🖥️Full story: https://t.co/h7yOdSJK3c

[Andreas Franke @AFrankeEUenergy]

As #Europe enters the gas summer with storage levels at just 34% of capacity, the pace of filling in the coming months will be crucial. In this #Infographic, discover how record #solarpower additions may help offset low #hydro stocks after a cold winter

[Natural Gas by S&P Global Energy @SPGEnergyGas]

As #Europe enters the gas summer with storage levels at just 34% of capacity, the pace of filling in the coming months will be crucial.

In this #Infographic, discover how record #solarpower additions may help offset low #hydro stocks after a cold winter 🔗https://t.co/UBBMJq883a

[Energy Expansion and Sustainability by S&P Global @SPGEnergyES]

📊 Check out this #infographic on #Germany's #energypolicy shift from nuclear and coal to #renewables. With rising energy bills and a contracting economy, policymakers are prioritizing cost reduction ahead of the #elections 🔗 https://t.co/YordmFjGEY

#GermanElections

[Electric Power by S&P Global Energy @SPGEnergyPower]

Deflating capture prices pull solar, wind market values down across Europe in 2024 https://t.co/6LjA4G6Jku

🔹Solar 2024 VWAPs around Eur50/MWh in key markets
🔹German solar capture rate seen near zero in May 2027

#renewables #cleanenergy

[Natural Gas by S&P Global Energy @SPGEnergyGas]

#Infographic: Russian gas transit halt spurs Europe's Q1 storage, price concerns | https://t.co/5TnhwL9ZKv

EU #gas stocks depleting quickly
Strong #nuclear counterbalance
Gas-to-#coal support for carbon

[Natural Gas by S&P Global Energy @SPGEnergyGas]

European gas-for-power demand to drop this winter despite rare Nov rise | https://t.co/P6lVeUIX5B

▪️ CCGT winter demand seen 6% lower YOY for EU5
▪️ #Gas well above coal-to-gas-switching range in Q4
▪️ #Solar generation to rise 18% YOY next summer

[Natural Gas by S&P Global Energy @SPGEnergyGas]

Our Q4 2024 European #gas market #infographic is here! As winter approaches, Europe faces uncertainty with the Russia-Ukraine gas deal expiration looming. Potential disruptions and a cold winter could challenge market stability.
🗺️ Get the full picture: https://t.co/aJyTmJ20A6