ea 📊

[ea 📊 @Analysis_OilGas]

@NotionalGrid Thanks + agreed.

With prices like this I do wonder whether it would be net beneficial for UK gov to take on a material amount of CCGTs to bid down the wholesale + BM..

[ea 📊 @Analysis_OilGas]

@NotionalGrid So CM payments over 10 years would cover off the acquisition cost before the CCGT has started to generate wholesale revenue + BM revenue?…

[Notwithstanding it’s slowly being shunted off the merit order]

[ea 📊 @Analysis_OilGas]

@JigarShahDC @UnrollHelper

[Ed Porter @edcporter]

How often did gas set the GB power price for March?

This is a tracker for when the day-ahead price exceeds the short-run marginal cost of the most efficient CCGT in the system. It's a proxy for gas setting the wholesale price.

It shows that the influence of gas on wholesale prices is declining in GB.

For consumers, any CfD-backed generation will mean paying CfD strike prices, but outside the CfD, lower wholesale prices will mean lower costs.

[ea 📊 @Analysis_OilGas]

@Rory_Johnston How are you thinking about the 8.2 bn barrels in inventories? Is there a MOL to this? Or does this buffer help only on a country by country basis?

[ea 📊 @Analysis_OilGas]

@Rory_Johnston How should we think about the ~8bn in stocks (IEA) in relation to these realised losses? @Rory_Johnston

[ea 📊 @Analysis_OilGas]

@etinHelvetiaEgo @Object_Zero_ Where are these maps from please

[ea 📊 @Analysis_OilGas]

@SanderTordoir @UnrollHelper @Unrollme

[ea 📊 @Analysis_OilGas]

@BenChu_ @toby_n @FT @toby_n Could you explain the logic of this, please.

[ea 📊 @Analysis_OilGas]

@ClimateCentreUK @IEA What pg is this stat?

[ea 📊 @Analysis_OilGas]

@JesseJenkins @UnrollHelper

[ea 📊 @Analysis_OilGas]

@CleanPowerDave What are the implications of this?

[ea 📊 @Analysis_OilGas]

@dan_grey @threadreaderapp

[ea 📊 @Analysis_OilGas]

@BenChu_ @theCCCuk It’s extremely difficult to compare final energy demand for FF to electricity. See below.

https://t.co/OT86gPrG9T

https://t.co/Ohh33ZyO6p

[ea 📊 @Analysis_OilGas]

@MaxWarnerIFS @BenZaranko @UnrollHelper

[ea 📊 @Analysis_OilGas]

@GeorgeDibb @RichardALJones @Gilesyb @ACJSissons @resfoundation @IPPR @UnrollHelper

[ea 📊 @Analysis_OilGas]

@Adam_Grant_Bell @threadreaderapp

[ea 📊 @Analysis_OilGas]

@BuizzaLeonardo @Dieter_Helm @threadreaderapp

[ea 📊 @Analysis_OilGas]

@Gilesyb @threadreaderapp

[ea 📊 @Analysis_OilGas]

@Adam_Grant_Bell @threadreaderapp